Investor Relations (IR) app for iPhone, iPad and Android – theIRapp™

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5 Tips for Improving Investor Roadshows

As many companies are now wrapping up their IR programs for 2014 and beginning to prepare for the upcoming year, it is important to reflect on what worked, what didn’t work and improvements that can be made. Here are just a few tips – logistical, tactical and practical – that you can utilize to improve upon your roadshow efforts in 2015.

  1. Timing – Make it relevant for the long-term investor
    A majority of non-deal roadshows are conducted immediately following the quarterly results, as management has just released all public information and can then openly discuss this information with current or potential investors. However, according to a recent study published by IR Magazine, “investors are increasingly calling for company visits outside of the reporting season, when they can discuss the long-term numbers without the conversation being dominated by the noise of results.” So look at booking roadshows for the beginning of March, June and September, before the blackout period begins. Investors will understand that quarterly results won’t be discussed, so they can focus on the long term prospects of your company.
  2. Location – Investors also live in Milwaukee, St. Louis and Connecticut
    While management teams should start off their non-deal roadshow efforts in the major financial hubs of New York, Boston, Chicago or San Francisco, it is important to note that these aren’t the only cities to visit. The three mentioned above plus the likes of Dallas, San Diego, Minneapolis and Seattle have continued to see increases in roadshow activity and generally have friendly, long-term investors that every company wants to have in their shareholder base.

    Don’t have time to go ‘off the map’ to one of these smaller cities? Tie in a meeting or two with other business or existing travel to efficiently capitalize on management’s time.

  3. Leverage Existing Pockets of Holders
    Struggling to get new investor meetings, regardless of location? Long-term investors want other long-term investors to understand and appreciate the value of your company. Don’t be afraid to ask current investors if they have colleagues or friends at other firms that may be interested in hearing your story. A number of the larger institutional firms will have separate divisions with a different investment focus – and your company could appeal to these different investor styles (e.g. momentum and growth) within the same institution.
  4. Leave behind – Hard copy presentations are nice, but how will you keep investors informed of new information?
    Utilizing mobile technology can be a great way to keep your investors informed following your meeting. Plus, you can host presentations, videos and other great content on the app so you don’t have to print hard copies of these documents for your entire week of meetings. Ask your investor to download your IR app, either before the meeting so they can take notes on the presentation, or after so that they can stay up-to-date with all of the latest communications from your company. This will help show investors that your company is thinking about IR and its shareholders, and will allow you to consistently and instantaneously communicate with all of your investors.
  5. Record your Progress and Gather Feedback
    Whether utilizing the sell-side or setting up meetings on your own, make sure that you record every meeting that takes place. At the conclusion of the roadshow, gather feedback from every attendee in the meeting, including management, when possible. Some investors may not want to provide feedback, and others will want to do it anonymously. But gathering this data in a timely fashion will help improve the corporate story as well as the productivity of the meetings going forward.

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5 Ways Native Apps Can Enhance Your Upcoming Analyst Day

Analyst Days are critical opportunities for public companies to connect with their analysts and institutional investors. Mobile technology, particularly native apps, presents new opportunities for companies to share information and engage with attendees before, during and after the event. We invite you to download “5 Ways Native Apps Can Enhance Your Upcoming Analyst Day” to gain exclusive insight on how mobile technology can enhance your upcoming Analyst Day.

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