IR built for the SaaS register
The All Technology Index has matured the ASX technology register — buyers now read ARR, NRR, gross-margin cohorts, and Rule of 40 the same way they read on Nasdaq. Orca writes the disclosure cadence, results communications, and investor materials that engage that register on the metrics it cares about.
Technology and SaaS
SaaS, platforms, and scaled technology businesses
The S&P/ASX All Technology Index now hosts a maturing SaaS and platform cohort. The IR conventions are still settling — Orca writes to where they are going, not where they were.
What makes the IR work in this sector hard
Every sector has the disclosure quirks that catch a generalist firm out. The ones we see most in technology and saas:
Metric framework
ARR, NRR, gross margin, payback, Rule of 40 — the disclosure has to be consistent quarter on quarter, even when the underlying business is changing fast.
Cohort and unit-economics narrative
The most-asked questions are unit-economics questions. The IR program has to be ready to answer them in board-cleared form.
AI category framing
AI re-categorisation is rewiring how technology businesses are valued. The narrative has to be honest about how, not handwaved.
US-comparable expectations
The register increasingly reads ASX SaaS against US comparables. The disclosure quality has to match.
What we deliver into technology and saas
Disclosure framework
Definitions document, metric framework, cohort disclosure template, and the standing FAQ that prevents quarter-to-quarter drift.
Results and investor day
Results deck, half-year and full-year addresses, investor day deck, capital-markets-day Q&A — all written to the SaaS lexicon and the local disclosure regime.
Capital markets work
Pre-raise positioning, placement and entitlement offer comms, M&A communications for a sector with frequent strategic activity.
Long-form narrative
Founder and CEO long-form pieces, podcast positioning, and the owned-channel work that lets a SaaS register hear from leadership between results.
Where we typically engage
The recurring announcement and milestone events that shape the sector calendar.
- Results — half-year, full-year, quarterly
- Investor and capital-markets days
- Capital raises and strategic equity
- Acquisition announcements
- AI-product launches and category re-framings
Services we run most often in this sector
Competitor and Industry Analysis
Local and international competitor and industry analysis for small-mid cap ASX companies — delivered every Monday, with real-time reports and the emerging themes that move your sector.
Institutional-Grade Communications
ASX announcements, investor pitch decks, and roadshow coaching for small-mid cap companies — crisp, on-time, and built for how portfolio managers and analysts actually decide.
Social Media
Investor-focused social media for small-mid cap ASX companies — your announcements turned into on-brand LinkedIn content, plus opportunistic posts that keep investors engaged.
Frequently asked
Do you cover pre-IPO SaaS?
Yes — much of our pre-IPO work is in technology. The earlier we sit alongside the JLM beauty parade, the cleaner the listing.
Can you brief US generalist funds?
We brief US funds through partner brokers and direct outreach when the register supports it. For an active US strategy we work alongside a US IR partner.
Talk to us about technology and saas
Tell us about your company and where you want the market to be. We will take it from there.