JULY 2023

INVESTOR RELATIONS
 GET A GRIP STRATEGY
GRIP = Government Investor Public Rela ons

INVESTOR RELATIONS STRATEGY

ASSESSMENTREPORT
EVALUATION AND RECOMMENDATION
of the Leading Software Vendors for CRM Investor Relations

OBJECTIVE
Identify a CRM For Raising Capital
 Tim: To raise $500 million to build the Paradox Lithium Project

\
 Key Features

Data Mobile
importing accessible

Analytics Email
marketing

Email Multichannel
integrations support

Factors to Consider
Cost
Ease of Use
Features
App Integra on
Support

A1 Lithium – CRM Investor Relations Review 2023

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 BENEFITS OF A NEW CRM IR STRATEGY

$ CRM IR FEATURE NEEDS

- Maintain a record of institutional investor interactions.
- Maintain a record of contacts at institutional investors, analysts, journalists etc.
- Maintain a record of the investment strategies and AUM of institutional investors.
- Identify prospective institutional investors.
- Inbound lead management (email phone calls etc.)
- Prioritize investors most likely to invest in the capital raises.
- Tag investors based on broker introductions (Petra, Canaccord, Blue Ocean – strategic investors)
- Campaign management

OTHER FEATURES FOR DATABASE

 Interaction with MS
 Integrates with Mailchimp

Investor Relationship Management: Investor relations software provides a centralized platform for managing
investor contacts, tracking investor communications and events, and analyzing investor feedback. This feature
allows companies to efficiently manage relationships with their investors and track the progress of their
investments.

News Releases: Investor relations software facilitates the distribution of news releases with the click of a mouse.
The system automatically sends out press releases regarding company announcements, financial results,
regulatory filings, etc., ensuring that all stakeholders have access to up-to-date information.

Event Scheduling: Companies can create event calendars using investor relations software that are accessible by
all stakeholders in order to stay informed about upcoming events like earnings calls or shareholder meetings. This
feature helps ensure that everyone is aware of key dates related to corporate milestones or decision points.

Social Media Integration: Many investor relations systems offer social media integration tools that enable
companies to easily syndicate content across multiple social networks in real time, providing another channel for
delivering relevant company information quickly and securely.

NICE TO HAVE

Investor Database (External)

Access to a proprietary database of institutions, VC firms,
family offices, strategic investors, fund-of-funds, PE firms,
lenders, and more.
$
Centralized investor
relations database
Investor relations
management
Investor tracking,
scoring and tagging.
Prospecting tools
Deal flow / pipeline
management
Lead management
Lead qualification and
distribution
Syndicate management
Relationship management
and tracking

$$ $$$ $$ $$$ $$$$

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- Task Management
- Meeting Management
- Prediction and Artificial Intelligence
- Social Media Management:
- Twitter / FB / Instagram / YouTube
- Custom Reporting
- Document / Data Management
- Custom Reports and Forms
- Marketing Management
- Campaign Management
- Business Card/Badge Scanning
- App Integration
- MS 365 / Teams / Outlook
 Prohibited.

Pipeline & Fund Management

Communication Management:

Capture, track and manage every level or stage of engagement

activities, conducted with an investor or company including phone
calls, emails, mailouts, online / offline meetings, documentation, due
diligence, negotiations, deal advancements through the pipeline,
conferences, business card scanning and more.

Score / Rate Leads / Recommend

Comprehensive investor view that identifies, prioritizes, and
highlights high-value probable investor targets.

Social Media Management

Build and publish social media campaigns with ease. Publish
content directly to LinkedIn, Facebook, Instagram, and Twitter, or
connect your social accounts to your blog and automatically share
content as it’s published