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Investor Relations Strategy
Investor Relations Strategy
Investor Relations Strategy
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Investor Relations Strategy
IR Mission
Developing and marketing the company’s story to
analysts and investors in order to achieve a
market valuation that reflects understanding of
the business, growth strategy and how the
company will build value over time.
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Investor Relations Strategy
IR Objectives
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Investor Relations Strategy
Getting the Message Across
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Investor Relations Strategy
The Investor Relations Function is Changing
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:
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Investor Relations Strategy
12-Point Implementation Plan
1.Create IR Pitch Book. Presentation for conferences and one-on-one investor
meetings, including non-deal roadshows. Synchronize message across all channels
(fact book, conference call scripts, annual reports and IR home page).
2.Reconnect with existing shareholders. Reinforce rationale for current and long-
term ownership.
3.Attract new analyst coverage. Target analysts covering extended peer group of
companies consistent with company story.
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Investor Relations Strategy
12-Point Implementation Plan (Continued)
5.Update IR Website. The first point of research must be informative, user-friendly,
and convey an image consistent with company messaging.
7.Monitor shareholder activity. Track changes in holdings for company and peer
group to detect sentiment shifts and company-specific news.
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Investor Relations Strategy
12-Point Implementation Plan (Continued)
9.Automated outsourced dissemination. Make direct agreements with
conference call providers and wire services with SEO capabilities.
12.Assure communications are consistent and compliant. All verbal and written
communications must meet regulatory and legal requirements. Disclosures,
whether positive or negative, should be candid, balanced and timely to maintain
credibility.
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Investor Relations Strategy
Consistent Messaging Communicated to All Channels
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Investor Relations Strategy
About the Tech-Tonics IR Toolkit
The IR Toolkit is a blueprint for creating, implementing and executing an
investor relations strategy for public and pre-IPO companies. The Toolkit
enables companies to communicate their story consistently across all
channels by providing a framework for structuring an IR program,
including defining role and responsibilities, message creation and
compliant delivery.
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