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