Investor Relations Roadmap Sample

Businesses that leave investor relations to chance stand no chance of getting either retail or institutional support for their publicly traded stock. A solid investor relations roadmap must be put together that shows exactly how a public company will bring awareness to their securities offerings.

All investor relations roadmaps should be tailored specifically to the public company’s business model, executives and budget. The same thing that works for a Nasdaq company will not work for an OTC company. And even more specific, the same thing that works for an NYSE SaaS company may not work for a Nasdaq traded manufacturing business. Understanding exactly who you will target to maximize the equity portion of your business is important at the beginning of any investor relations roadmap.

One of the 7 Habits of Highly Effective People, a written in the book by Dr. Covey, says to Begin With the End in Mind. The goal of any investor relations campaign is to integrate finance, communication, marketing and securities law compliance to enable the most effective two-way communication between a company, the financial community, and other constituencies, which ultimately contributes to a company’s securities achieving fair valuation.

Defining who the “financial community, and other constituencies” are at the beginning make them easier to target.

One of the common mistakes is to think any person, group, fund or bank with deployable capital is the target. This is wrong. Try going to your neighborhood real estate millionaire and present them with an with OTC stock in the water business and you will find out quickly that you would of been better off targeting former executives of Pepsi or Coca Cola.

Once you understand who the business is targeting, it is easier to get in front of the right investors; retail and institutional. Need help? Contact us today.

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