Investor Relations Services

A Customized Approach

Core Investor Relations Services

  • Respond to investors requests
  • Coordinate investor calls with management
  • Consult with client on any investor related topic
  • Ongoing communication with investors
  • Provide investor feedback to management
  • Periodic shareholder activity and analysis
  • Craft story for management that will resonate with investors

Enhancing Shareholder Relations

  • Build credibility and increase interaction with investors
  • Provide investors with analysis of industry news / events
  • Provide investors with analysis of client news / events
  • Provide investors with analysis of competitors news / events
  • USE EVERY OPPORTUNITY TO "TOUCH" INVESTORS

Investor Outreach — Targeting New Investors

  • Create investment summary to present to new funds
    • Funds that match investment profile of client
    • Shareholders from competitors and similar profile companies
    • Investors from database of 1,200+ micro-cap funds
  • Ongoing grooming of interested investors
  • Ongoing outreach to new institutional investors

Quarterly Earnings Related Services

  • Prepare / edit quarterly earnings press release
  • Prepare / edit management earnings call prepared remarks
  • Prepare management for call with list of questions to be prepared for
  • Prepare / edit annual shareholder letter
  • Prepare / edit sections of SEC filings (100, 10K, 8K, etc.)
  • Proactive outreach to investors after earnings call
  • Develop strategy for establishing and managing earnings guidance
  • Communications with sell-side analysts regarding expectations and estimates

Manage Investor Conferences and Road Shows

  • Manage all aspects of investor conferences and non-deal road shows
  • Assist in preparing company presentation
  • Schedule meetings with investors
  • Provide management with due diligence on investors before meetings
  • Follow-up with investors after meetings

Other

  • Outreach strategy to expand sell-side coverage
  • Provide client with analysis of competitors and industry events
  • Review and manage client's investor relations website
  • Provide management with ongoing investor feedback