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The Four Pillars of Investor Awareness

Date post: 11-Jul-2015
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Accelerize Financial focuses on building long-term relationships with our clients by providing tangible, measured results in investor communication. This Presentation outlines a few best practices we recommend for an effective investor awareness campaign.
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Page 1: The Four Pillars of Investor Awareness

Accelerize Financial focuses on building long-term relationships with our

clients by providing tangible, measured results in investor communication. This

Presentation outlines a few best practices we recommend for an effective investor

awareness campaign.

Page 2: The Four Pillars of Investor Awareness

The Four Pillars of Investor Awareness

This process can be immensely helpful in developing a plan to achieve measurable, long-term results.

Pillar 1: PresentationDevelop an effective and professional set of materials for potential investors and existing stakeholders.

Pillar 2: Content CreationRegularly generate interest though featured articles, value propositions, filings highlights and technical stock charts.

Pillar 3: CommunicationInsure that your existing stakeholders as well as investors who have expressed interest in your company are kept up-to-date on press and milestones.

Pillar 4: DistributionPresent your story to new investors, through email distribution, online marketing, webcasts, conferences and content syndication.

Business Plan, Management and Milestones

Pres

enta

tion

Cont

ent

Dist

ribut

ion

Com

mun

icat

ion

Measurable Results

Page 3: The Four Pillars of Investor Awareness

Pillar One: Presentation

Begin by doing a thorough review of your investment materials, web site and press releases. Make sure you have created a polished, compelling story for your stakeholders and potential investors. It is also essential that you present a cohesive brand across all of your presentation materials - from your media kit, business letterhead, marketing collateral to your web site and investor materials.

Page 4: The Four Pillars of Investor Awareness

Pillar 2: Content Creation

It’s important to create a steady flow of content for your organization. If you do not have the internal resources or organic media coverage, find external sources with writers who will take the time to understand your business and hone in on the most compelling aspects for investors. Articles, press releases, highlighted recent filings, technical stock charts, email creatives and corporate blogs are all important aspects of a content creation strategy.

Your news and articles can be syndicated on a number of high profile websites:

Page 5: The Four Pillars of Investor Awareness

Pillar 3: Stakeholder Communication Management

Create a contact database of your stakeholders and potential investors who have expressed interest in your business. Send out timely emails, highlighting press releases, articles, news, events and milestones - ensuring investors, employees and followers of the company are always kept up-to-date. It’s also vital to gather information on who is engaging with your messages, allowing you to follow-up and refine your communication strategy appropriately.

Page 6: The Four Pillars of Investor Awareness

Pillar 4: Distribution

The last component of a successful investor awareness campaign is to distribute your story to an audience of active investors and decision makers. Effective distribution efforts can target specific audiences such as:

• Financial journalists• Active traders• Financial planners and advisors

• Brokers• Institutional investors• Investors in Specific Industries

Page 7: The Four Pillars of Investor Awareness

Detailed reports will allow you to:

Assemble your best content: articles, fact sheets, value propositions, presentations

Try a variety of groups who have databases of active investors in your industry

Insist on reporting after your information is distributed, showing impressions as well as clicks

• Determine follow-up actions, based on engagement.• Determine appropriate changes to content strategy.• Manage ROI of various communication efforts.

Work with groups who are “Lead Generation Enabled” OR, build your own lead generation elements into your materials

Page 8: The Four Pillars of Investor Awareness

Conclusion: Utilizing the Four Pillars for Investor Awareness

Today, IR professionals have to reach across a number of mediums and borders, and it’s becoming increasingly difficult for a small team to fill all of these roles effectively.

Public companies looking to implement a more effective investor relations campaign might consider mixing and matching various IR services in order to cover all of the bases.

Business Plan, Management and Milestones

Pres

enta

tion

Cont

ent

Dist

ribut

ion

Com

mun

icat

ion

Measurable Results

Page 9: The Four Pillars of Investor Awareness

For more tips, please visit our website and blog: accelerizefinancial.com

1.406.862.5400

1.406.270.1284

[email protected]

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Daniel MintonManaging Director


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