Strategic Investor Relations & Communications
- News Releases
- Analyst Days
- Road Shows
- Investment proposition & messaging
- Quarter-end financial results reporting
- AGM support
- Financial communications & continuous disclosure
- IR strategy & budgeting
- Analyst relationship management
- Corporate presentations and FACT SHEETS
- Pre IPO - Public listing prep
- Shareholder Letters
- IR website audit & content development
- Annual & quarterly reports
- Board of Directors reports
- Proofreading of financial statements & MD&A
- Whitepapers
IPO Communications & Advisory
- Investment banking introductions
- Investment positioning
- Roadshow presentation development
- Roadshow Q&A preparation
- IR website content development
- Listing Day event planning
- Post-transaction planning & disclosure training
Managing Day-To-Day Investor Relations
- Act as in-house IR or integrate with an existing team
- Database management
- Conference logistics
- Quarterly analyst surveys to check consensus
- Maintaining & updating investor presentation & fact sheet
- Website updates
- Managing investor calls & emails
- Organizing investor events
Investor Targeting & Outreach
- Ownership analysis
- Marketing intelligence & peer analysis
- Investor targeting
- Institutional & retail investor outreach/engagement
- Analyst targeting
- Uplistings & cross listings
- Corporate transactions & due diligence support
- Market surveillance
- Investor / Analyst days
- Webinars & Virtual events
- Investor & Industry conference targeting
- Investor conference coordination
- Presentation and Q&A preparation
- Investment community relationship-building
- Pre-meeting intelligence and post meeting feedbacl
Marketing & Design
- Investor presentation design
- Website design & development
- Trade show booth
- Corporate vidoes
- Marketing brochures
- Corporate signage
- Print Advertisements
- ESG report design & development
Email Marketing & Social Media
- Social media calendar creation
- Management of social media channels
- Content & design for email campaigns
Media Relations
- Strategic messaging & pitch development
- Coordinate media interviews, editorials & television appearances
- Media training
- Podcast pitching
Corporate Governance & Starategic Advisory
- Management proxy circulars
- Annual information forms & other key disclosures
- Best practices for board committees, mandates & policies
- Shareholder activism strategy & communications
- M&A communications
- Board meeting preparation & reporting
- Crisis management
- Executive coaching
- Perception audit
- Internal communications
ESG Reporting
- Recommendations & support for sustainability reporting
- Management of ESG data & content
- Engagement with ESG rating entities & analysts
- Support with ESG reporting frameworks
- Drafting ESG report content & key messaging
- Design of ESG report
- Coordination of photography to enhance report
|
|