Capabilities
IR Strategic Planning
- Comprehensive Investor Relations Plan Development
- Fully Outsourced Investor Relations Programs
- Design and Implementation of Investor Relations Strategies
- Rotational IR Position Support and Training
- Establishment of Investor Relations Function/Department
- Investor Relations Training
- Regulation FD Compliance and Training
- Peer Group Analysis
- Analysis of Wall Street Consensus numbers
- Financial & Industry Media Planning & Relations
- Capital Markets Advisory
- Direct Exchange Listing Planning and Execution
- Pre-IPO Planning
- IPO Support & Execution
Message Development
- Corporate Messaging Development for Global Investment Community
- Investment Thesis Development
- Corporate Messaging/Positioning for Non-Investor Stakeholders (Employees; partners)
- Press Release Messaging Development
- Investment Community Perception Studies
- Q&A Development and Management Practice Sessions
- SEC Filings Message Drafting/Review
- Presentation Training
- Media Training
Materials Preparation
- Key Messages Development
- Press Release Drafting and Editing
- Investor Presentation Development/Refinement
- Corporate and IR Website Content Development and Management
- Earnings Process/Timeline Management
- Earnings/Financial Results Press Releases Drafting/Review
- Investment Community Q&A Document Drafting/Review
- Investor Conference Call Script Drafting/Review
Investor Targeting & Outreach
- Shareholder Base Engagement and Management
- Institutional Investor Identification, Targeting & Awareness
- European Investment Community Targeting & Outreach
- Investor Meeting/Roadshow Management
- Research Analyst Relations & Targeting
- Management/Coordination of Quarterly Reporting and Investor Conference Calls
- Management/Coordination of Clinical Data Announcements
- Investor/Analyst Day Planning and Implementation
