Propel your investor relations ROI
In the fast-paced world of investor relations, teams are akin to elite athletes: lean, efficient, and always on the run. In this highly dynamic field, time is a scarce resource. And the bandwidth to cover every base of their programs? Even more scarce.
We step in like a SWAT team, thoroughly analyze your strategy, and create a program to yield your objectives.
our Services
We strive to elevate your investor relations effectiveness with our comprehensive services tailored for small to large-cap public companies.
What sets us apart?
Our data-driven approach ensures your IR program meets and surpasses its strategic goals.
Strategy Formulation
- Investor Relations is highly dynamic. Most teams are fully engulfed in day-to-day execution with little time to devise an effective strategic plan.
- We have accumulated a wealth of experience at public companies, from small-cap to mega-cap, and have built IR strategies and engagement from scratch.
- Review goals and objectives
- Identify opportunities in your IR program
- Create an effective engagement plan
- Bolster your IR performance
Narrative Crafting
- Investor Relations officers and executives are often too close to the narrative and could benefit from an outsider's perspective to inject fresh air into the story.
- We bring a fresh perspective paired with systematic, analytical, and creative methods to refresh or evolve your investment thesis in a way that captivates current investors and yields interest from new investors.
- Review your business strategy
- Craft and refine your investment thesis
- Overhaul your investor presentation and Q&A
- Perfect your message-development process
Competitive Intelligence
- Due to time pressures, IR teams limit competitive intelligence to gathering and disseminating raw competitors' earnings results and sell-side research to internal stakeholders.
- We develop bespoke processes and analyses to extract insight from competitors' financial trends, messaging, sell-side commentary, and earnings reactions, using our findings to craft concrete recommendations for internal stakeholders.
- Monitor industry trends and competitors’ results
- Stay abreast of valuation trends
- Continually reassess positioning
- Disseminate insights to internal stakeholders
Reporting Process Improvement
- The reporting process is a cross-functional effort with many parts moving at high speeds. The process requires steadfast project management from the IR team. The same team concurrently leads the creation of the narrative and the preparation of executives for the earnings call. Any process shortcoming increases the risk of chaos, creating frustrations, extreme stress, burnout, and negative stock pressure.
- We leverage our tested process-management method to significantly reduce uncertainties and streamline the process, readily eliminating frustrations, stress, and burnout risks.
- Streamline your earnings process
- Analyze reporting documents and critical metrics
- Narrow any guidance vs. consensus gaps
- Review and improve regulatory filings
Investor Base Expansion
- Most investors proactively requesting IR and management time typically have a short-term investment style. Finding and engaging new high-quality potential long-term investors is time-consuming and often neglected.
- We have worked with companies of all sizes and have accumulated significant experience creating and running programs that increase high-quality demand for the stock, ultimately supporting the stock in all macroeconomic environments and contributing to achieving full valuation.
- Develop investor targeting strategy
- Identify high-ROI investors
- Create an effective investor engagement calendar
- Strengthen critical investor relationships
Performance Measurement
- Most companies focus primarily on the share price as a key IR performance metric. Your stock price is a lagging indicator and depends on many factors, including how your financial performance compares to expectations, messaging, investor confidence, and various industry and macro factors. Some of these factors are in your control.
- We establish leading indicators and metrics, including demand and turnover by high-quality investors, proactive investor engagement, the strength of relationships with those investors, etc., which are a good proxy for long-term stock performance.
- Analyze stock performance and valuation
- Monitor stock trading technicals and benchmarks
- Analyze consensus estimates and recommendations
- Track institutional ownership and quality of conversions
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