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.
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