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Investment Communication
- Contact analysts to generate buy side interest and sell side coverage of your stock.
- Research investment funds/firms that would have possible interest in our clients industry and services.
- Create investor fact sheets, information guides and presentations to be distributed to potential investors.
- Arrange meetings between investment firms, possible clients and large investors.
- Obtain feedback from investment community and maintain relations with those interested.
- Setup investment road shows, investor meetings and conferences.
Media Relations
- Set up press release distribution through multiple sources including PR News Wire, Business wire, Market wire and multiple other news sources.
- Highlight company achievements, completed goals and future projects.
- Help clients to reach out to local media including local news, papers and articles.
- Set up interviews and coach management beforehand.
Web IR
- Advise on/create investor relations section of client’s website.
- Coordinate with firm maintaining client’s website to keep site up to date.
- Receive and respond to online requests for investor kits and keep track of interested parties.
Writing/Editorial Services
- Draft/edit news releases.
- Create investor fact sheets for proactive use and posting on clients’ web sites.
- Draft/edit PowerPoint presentations for investor meetings and annual meetings.
- Draft/edit shareholder letters and annual reports.
Information Exchange
- Respond to phone and email inquiries from the investment community, media and individual shareholders.
- Ordering DTC and NOBO lists in order to identify the current shareholders in the company and what brokerage houses hold shares in your stock.
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