Investor Relation Advisory
Expertise
Investor Relation Advisory
Over the last two decade years we have worked across industries as operating executives, sell-side analysts, investor relations officers and financial journalists. With each client engagement we immerse ourselves in the competitive landscape and quickly get up to speed on your business.
Investor Targeting and Survelliance – Utilizing latest technology, comprehensive market insights, and analytical tools to point and pair companies with “best fit” investors, guided by their unique investment attributes.
IR Strategy Development – Developing short to long term roadmap that includes strategic approaches, practical actions, communication strategies, and quantifiable Key Performance Indicators (KPIs), aimed at drawing in a wider circle of long-term investors and enhancing valuation in comparison to competitors within the industry.
Strategic Positioning – Crafting communications that enhance the financial community’s comprehension of a company’s strategic direction and growth potential. This strategic positioning addresses the critical inquiry, “Why should one invest in this company?”
Quarterly Earnings Preparation – Constructing unified and strategic communications integrated across all quarterly documentation, encompassing the earnings announcement, presentation, conference call script, discussion points, and question-and-answer sessions.
Market Intelligence – Monitoring news related to peers and the industry to gauge the impact of significant market events on equity valuation and their potential influence on investment decisions.
Strategic Positioning – Crafting communications that enhance the financial community’s comprehension of a company’s strategic direction and growth potential. This strategic positioning addresses the critical inquiry, “Why should one invest in this company?”
Quarterly Earnings Preparation – Constructing unified and strategic communications integrated across all quarterly documentation, encompassing the earnings announcement, presentation, conference call script, discussion points, and question-and-answer sessions.
Market Intelligence – Monitoring news related to peers and the industry to gauge the impact of significant market events on equity valuation and their potential influence on investment decisions.
Goals
Targeted and Holistic Communication approach
Investor Presentation
- Crafting an engaging narrative about growth prospects and future direction.
- Showcasing potential industry opportunities along with the company’s key edge.
- Sharing with investors and the research community every quarter.
Press Release
- Succinct, clearly stated, and on time press release.
- Preparation of quarterly earnings press releases
- Targeted channelizing of corporate news updates.
Earnings Call
- Informing the investment community about developments every quarter.
- FAQ preparation, drafting the opening remarks, and overseeing the conference’s smooth execution.
- Following the conference, preparing a transcript and analyzing attendee engagement and its feedback.
Annual Report & AGM
- Crafting the MD&A and the Chairman’s Speech, supported by thorough industry research and strategic positioning.
- Developing the presentation and speech for the AGM.
- Compiling Frequently Asked Questions (FAQs) tailored for the AGM and providing general guidance.
IR Other Value Added Service
Optimal Business Valuation
Issue and Crisis Management
Rich Funnel to top management information on the market
Expand research and coverage with market reach
Provides guidepost for compliance
Investor Perception Analysis
Facilitate capital raising
Conference call
Multifaceted Approach to Communication, Strategy, and Analysis
Preparation, Coordination, and prepping of earnings-related announcements with Management
Conveys the company's performance, outlook, and any challenges or opportunities it faces
Manages the logistics of the earning call by facilitating the Q&A session
Monitoring investor and analyst reactions during calls and feedback on perception
Analysis of investor sentiment and areas of concern or interest. Reporting analysis with management
Communication Continuity with the investment community, providing updates of outlook as they occur