Building Your IR Infrastructure

Research – no stone is left unturned as we gather intelligence on the issues and information likely to influence investor decisions as they consider buying your company’s stock.

Audience ID and Analysis – using screening criteria, we determine which Wall Street players are likely to cover your company on the sell-side, or purchase your company’s stock on the buy-side.  This information becomes the foundation of your new investor contact database from which we conduct outreach.

Disclosure Procedures – guidelines are established that guide the process of releasing news to the public, including approvals and spokesperson responsibilities.

Investor Materials – the public has an insatiable appetite for information and material must be available online and upon request.  We also produce post-IPO presentations and IR Web site content.

IR Activities Plan – an investor relations calendar for the next 12 months keeps management in sync regarding quiet periods, earnings release dates, quarterly conference calls, SEC filing deadlines, investor conferences and designated road show dates.

Corporate Governance – we recommend how to establish internal governing bodies to ensure full compliance with SEC requirements such as SOX, Regulation G and others.