Our capabilities include:
Developing Investor Relations Plans and Programs
Our Investor Relations plans are maps to get from where you are to where you need to be. They are built on understanding how you are currently perceived in the market. We work with you to outline goals and objectives and then recommend appropriate strategies and tactics.

Development And Execution Of Strategies and Tactics
It’s not enough to have a strong plan. Execution is what leads to results. Depending on your needs, we can help you implement the plan, assuring that the strategies are followed and the tactics executed against the goals and objectives. We can act as an interface with your prospective investors, including taking their incoming calls and fulfilling their information requests. We also act as your eyes and ears with investors and we use this feedback to constantly evolve your messaging.

Applying Social Media to IR
We've taken an active and leading role in applying interactive, web-based communication tools to IR. We can help you use social media tools to enhance your shareholder communications.

Writing and Managing Annual Reports
The Annual Report can be a company’s most important marketing tool, seen by current and prospective investors, potential employees, partners, and customers. Depending on your needs, we can write a portion of the report, such as the CEO’s letter, write and/or edit the entire text, or manage the entire process of creating a report that conveys the vision and strategy and delivers the key messages that are part of an effective IR plan.

Creating Shareholder Communications Materials and Investor Kits
Sometimes people inside a company are too close to see whether their shareholder communications materials can be improved. We can work with your team to improve existing materials or create new ones.

Creating or Improving Investor Presentations
Let us review your investor presentations for message content, clarity and consistency and to be sure they communicate your story in a compelling way.

News Release Writing and Distribution
When it comes to getting your story out, it’s not only what you say but also how you say it. Working journalists will tell you that far too many corporate news releases are so jargon-filled, self-serving and boring that they get quickly discarded. Your news releases need to be written in a way that tells your story and makes it interesting. We can do that for you.

News Media Interview Training
We have extensive experience training executives to be more effective in getting their story out in news media interviews. We can set up coaching sessions and training programs for individuals or groups.

Crisis Communications Planning and Crisis Management Assistance
If a physical or financial crisis occurred that had the potential to adversely affect your organization, would your people know what to say and what not to say to shareholders, customers and the news media? "No comment" or the wrong comment in the early stages of a crisis can cause valuation to plummet.

An established crisis communication plan that addresses the investment community as well as your other constituencies will help ensure that your first response is the right one. We can help you prepare for and properly respond to challenges that occur. We can help you develop the plan and, if necessary, provide crisis management assistance so you can deal effectively with the challenges that occur.

 

Contact us at 619.795.2345 to discuss your needs.