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Intro-act_CorpIR

Date post: 17-Jan-2017
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STOP WASTING TIME IN INVESTOR RELATIONS EVENTS Make your meetings smarter , more relevant, and more valuable
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Page 1: Intro-act_CorpIR

STOP WASTING TIME IN

INVESTOR RELATIONS

EVENTS

Make your meetings smarter, morerelevant, and more valuable

Page 2: Intro-act_CorpIR

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AVERAGE U.S. COMPANY HOLDS 282 INVESTOR/ANALYST MEETINGS A YEAR. Non-deal road shows, field trips,analyst briefings, conference 1x1’s . .

How many of these 850,000 meetingsare a waste of participants’ time? Some? Many? Most?

Russell 3000 = 850,000 meetings

Page 3: Intro-act_CorpIR

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INVESTORS ARE BESIEGED WITH INVITATIONS TO EVENTS.Many attendees are:

Checking a box Taking a meeting to not feel “left out”Giving favor/payback to a brokerUn(der) prepared and unlikely to invest

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Family officesSpecialty fundsSmaller institutions with low turnover (long-term holders) that are structurally under serviced by brokers

AT THE SAME TIME, MANY INTERESTED, QUALIFIED INVESTORS GET OVERLOOKED IN THE CORPORATE ACCESS INVITATION PROCESS:

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CEOs, CFOs & IR EXECUTIVES LACK VISIBILITY NECESSARY TO OPTIMIZE THEIR ACCESS RESOURCES.

Who is in the meeting?Who isn’t getting a meeting, and why?What are they looking for?Will they invest?What are they doing after the meeting?

Page 6: Intro-act_CorpIR

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CONVENTIONAL WISDOM TO FOCUS ON THE BIG FUNDS MIGHT NOT BE BEST METHOD FOR INCREASING LIQUIDITY.5,000 Institutions manage $12Tn in AUMTop 100 manage >$10Tn (~85%)

Stock liquidity is more correlated to �# of buyers vs. # of shares traded

Thus, more buyers = more liquidity = multiple expansion and better ability to digest negative news events

Page 7: Intro-act_CorpIR

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BROKERS MAKE GREAT PARTNERS, BUT ARE NOT A TOTAL SOLUTION.Industry knowledge, relationships, trading capabilities and event planning are essentials.

However, the broker’s best relationship might not be your best relationship at that specific point in time.

THE RIGHT INVESTOR … AT THE RIGHT TIME … WITH THE RIGHT MEETING … AND RIGHT DATA AND INSIGHTS

Page 8: Intro-act_CorpIR

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Intro-act IS THE ANSWER.

Some call us the eHarmony for companies and investors – we like the comparison

Machine Learning to crunch Big Data to identify the investors that are mostlikely to buy or sell your stock in thenext 90 days

Better TargetingMore Efficient & Transparent MarketingSimplified Meeting PreparationMake Access Investable

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THREE ASPECTS THAT MAKE Intro-act DIFFERENT.Machine Learning allows for significantly larger data sets to be analyzed -- identifying the factors that are most predictive at a point in time.

We work with Brokers, rather than compete with them. Intro-act is an analytics company. The broker is essential, and we know it.

We optimize the entire life-cycle of a corporate-investor interaction all the way from targeting (Intro) through investment (act).

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HOW Intro-act WORKS.

The platform aggregates >5,000 separate machines - each one replicates the decision-making process of an individual investor.

Traditional (human) method for setting up access events includes maintaining a characteristic investor database, personal relationships, and uses sell-side distribution to smile & dial . . .

Machine enhanced method – relies primarily on fundamental, valuation and sentiment factors to identify what makes a specific investor make a buy/sell decision at a specific point in time. Millions of calculations, and pattern recognition algorithms smartly target meetings.

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BUT WAIT, THERE’S MORE:

Core focus of dashboards:

Intro-act generates smart dashboardsto help you better benchmark vs peersand prepare for investor meetings.

ThemesTrendsOutliersBenchmarkingIR EffectivenessOwnership Analysis

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OPTIMIZE YOUR �TIME AND ATTENTION.

Target – Know the investors most likely to buy/sell your stock in thenext 90 days.

Track – Own your access data. Gain real-time access to every corporate access marketing campaign to best gauge suitability, as well as broker effectiveness

Prepare & Benchmark – Efficiently identify themes, trends and outliers and build customized dashboards to help you use your data to its fullest potential

Better Follow-up – Understand different alternatives to structuring an investment after a productive meeting.

Page 13: Intro-act_CorpIR

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WHAT MAKES Intro-act’s ROI UNIQUELY POWERFUL10 year back testing shows that Intro-act’stop 5 buyers/ 5 sellers for each stock in theRussell 3000 has a ~72% accuracy rating.

Metrics to evaluate Intro-act’s ROI:

Increase stock liquidity by findingincremental buyersMinimize executive time wasted inunwanted meetingsIncreasing conversion rates of investormeetings by streamlining preparation

Page 14: Intro-act_CorpIR

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PREMIUM MEMBERS GET ACCESS TO THE FOLLOWING:

OUR FREE-MIUM MODEL ELIMINATES THE RISK.

10 Meeting Recommendations (5 buyers/ 5 sellers)

Real-time response access to broker marketed events

Ability to standardize event data across all brokers

Actively managed profile with viewer intel

Standard dashboards to assist in meeting prep

Structured investment access (Next Release)

5,000 investors scored on likeliness to invest in your stock,with detail into most influential factorsCustomize dashboards to your specificationQuarterly event & benchmark analysis report

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THIS IS HOW WE COMPARE TO THE COMPETITION

*Blue Check = Offering / *Grey Check = Partial

Page 16: Intro-act_CorpIR

Making Corporate Access Investable.

Intro-act, LLC75 Second Avenue, Suite 605Needham MA [email protected]

Machine Learning …Big Data … Smarter Meetings...


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