The mission of your investor relations program should be to achieve a valuation that reflects understanding of how you will build shareholder value over time by marketing your company’s story to analysts and investors efficiently and accurately.

Rapidly evolving market dynamics, investor strategies and valuation parameters no longer allows IR to merely field inquiries and passively disseminate information.

The “new” IR has three critical purposes beyond its traditional functions:

1. Fundamental understanding of equity markets and the investment process

2. Proactive “marketer” of the company’s story

3. Internal purveyor of market intelligence to senior management and board on sentiment and valuation drivers

IR is the public face of the company to analysts and investors.  In most public companies, IR is the most frequent touch point for the investment community after the CEO and CFO.

Most IR people have communications backgrounds.  For tech companies, it makes a difference to have someone create messaging who understands your space and technology.

I don’t replace in-house IR people; I make them better.  By educating them on the fundamentals they can dynamically market the story and field questions with confidence.

The IR Toolkit

Companies tend to be valued more on perception than on fundamentals.  The IR Toolkit helps public and pre-IPO companies close the gap between perception and reality in the market.

The IR Toolkit is a turnkey blueprint for creating, implementing and executing an investor relations program.  It includes a 12-Point Implementation Plan which provides a “how-to” on structuring an IR program, including strategy, defining the role and responsibilities of the IR function, creating and delivering consistent messaging across all channels, and specific steps to value creation.

♦The IR Toolkit is a cost-effective alternative – or strategic complement to – a full-time IR person.  It is also ideally suited as a temporary IR solution for companies in transition.

♦A comprehensive review and optimization of IR activities enables clients to realize a fast and high return on the work I do for them.

♦CFOs and CEOs gain greater understanding about market conditions and sentiment that impact their share price, as well as competitor performance and activity.  This is intelligence that far exceeds what you receive from an in-house IR person or a large diversified IR firm.

♦Compared to other IR firms, you receive the attention of the top person.  I am able to engage more strategically with you because I choose to work with a select number of clients.

♦Effective messaging reduces errors and share price volatility caused by misunderstandings.

♦The IR Toolkit facilitates compliance with regulatory and Board governance requirements.

Answers to these and other questions give you valuable intelligence into what’s moving your customers as well as investors.  Clients have told me that my most important value add is helping them understand how and why these audiences are interpreting events such as these.

Armed with this intelligence, CEOs, CFOs, CMOs and IROs can provide analysts and investors, as well as customers, additional color and insight.  In turn, the questions they ask, and the opinions they express, provide a valuable feedback loop into sentiment.

This is intel and advice you cannot get anywhere else.  It goes beyond your “story”.  And it’s from an outside, independent and experienced perspective.  It lets you deliver a strategic message and content that resonates with customers and the Street by  providing informed answers to their questions.

IR Program Components

♦  Message development based on client’s business fundamentals;

♦  CEO/CFO coaching for strong delivery on calls/presentations/meetings, including questions to anticipate;

♦  Real-time texting during conference call Q&A to add context to analyst questions and to keep answers on message;

♦  Review, refine and edit investor materials, including financial press releases, conference call scripts, investor presentations/pitch books, investor fact sheets and shareholder letters;

♦  Ongoing market intelligence on industry trends and peer group comparisons, including comparative valuation analysis;

♦  Earnings season preview and summary, including peer group results and takeaways from conference calls;

 ♦  Comprehensive preparation for Investor/Analyst Days;

♦  Interpret analyst and investor feedback to establish and refine positioning;

♦  Special event messaging, such as transitions, transactions or crisis management;

♦  Board presentations on company/competitor fundamentals and messaging;

♦  Activist preparation and engagement.

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