investor relations mission examples
iNVESTOR RELATIONS outsourcing
PROBLEM: Your company currently doesn’t have an Investor Relations Officer IRO), or your company is paying $10K+ a month for IR services you are not happy with. Another possibility you are an IRO who needs additional help to maximize the impact of your IR program investors and analysts.
SOLUTION: With our highly experienced former Investor Relations professionals with Wall Street Analyst experience, you’re guaranteed to get the wise investor relations counsel that will make you feel confident about your messaging. More importantly, our competitive and flexible pricing model means you’ll only pay for the activities that YOU want, and not for a lot of “idle” IRO time.
investor targeting, OUTREACH AND CORPORATE ACCESS MANAGEMENT
PROBLEM: Your IR staff needs additional help reaching and obtaining meetings with the right investors who support your strategy and are committed to joining you on your company’s journey to create shareholder value.
SOLUTION: Our operators have solved this problem for other companies and can help you reach new audiences that are a strong potential fit with your company’s strategy and investment thesis.
INVESTOR presentation DEVELOPMENT AND OPTIMZATION
PROBLEM: You’re planning an IPO and don’t know where to start on your “Testing the Waters” ” Roadshow presentation. If you’re already public, you either don’t have a presentation or the one you have isn’t resonating with investors.
SOLUTION: We’ve got a passion for investor storytelling and the Wall Street experience to know what will resonate with investors. Our Operators will learn your story in-depth and help you craft a compelling investment thesis. Using an iterative feedback process, we will help your company hone a story that will resonate with investors.
earnings process management AND OPTIMIZATION
PROBLEM: Your earnings process is onerous or chaotic. You’re having trouble driving alignment, with seemingly unnecessary iteration. Alternatively, you just don’t have enough hands to do all the work or want to offload some of the lower value activities to highly competent “hands” so you can “level up” and focus on more strategic IR leadership activities.
SOLUTION: Our expereinced Investor Relations operators have lead investor relations at a number of public technology companies and know what works and what doesn’t. We can bring a valuable outside perspective and give the necessary feedback to drive alignment and “herd cats” internally. We bring deep technology sector expertise and can improve the content of your script. We are experts in solving logisitcal issues to insure a smooth and successful earnings call.
analyst day
SOLUTION: Whether you’ve never done an Analyst Day or it’s your 20th, these events can be daunting. Perhaps you're facing your company’s first analyst day or your last Analyst Day wasn’t received as well as you hoped. Even when your Analyst Days go well, the incremental workload is a burden you’d rather not take on yourself.
SOLUTION: We’ve got a passion for investor storytelling and the Wall Street experience to know what will resonate with investors. Our Operators will learn your story in-depth and help you craft a compelling investment thesis. Using an iterative feedback process, we will help your company hone a story that will resonate with investors.