What Does an Investor Relations Manager Do?

What does an investor relations manager do?

Investor Relations (IR) is the area of expertise referring to managing communications between a company’s management team and its investors. An IR Manager supports this endeavor by preparing and releasing information about the company, handling inquiries, scheduling meetings, crisis management, and relaying investor feedback to management. Because of this, professional investor relations managers mainly focus on communicating with a company’s financial community, rather than it’s core base of customers or the public.

Due to stricter regulations centered around financial reporting, as outlined by the Sarbanes-Oxley Act of 2002, most publicly traded companies have decided to develop entire departments that take care of handling investor relations and ensure compliance with reporting laws.

Our Investor Relations Services

Capital Advisory – Sound financial capital formation strategies and implementation crafted to fuel achievement of business objectives with maximum efficiency and minimal dilution to shareholder value.

Investor Awareness –  socially networked  dialogue between management and dynamic investor/shareholder community; growth of community of investors sharing interest in company or product with targeted accredited investor outreach.

Strategic Communications – guaranteed, qualified leads & traffic with targeted exposure through the Cervitude syndicate of affiliate sites, email lists & financial media.

S.E.C. Form Filing Services – let us file your forms on the S.E.C. portal Edgar for one low yearly fee.  Includes all filings with the S.E.C. including but not limited to 8K, 10Q, Form D and more.

Corporate Call Centers – Call center operations for inbound and outbound investor relations, sales, virtual receptionist services, answering service and more.

Corporate Branding – logo design, slogan crafting, video production, impactful corporate collateral (web design, investor deck, fact sheet, Facebook, Twitter and all social media) and more.

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SEC Form D Fast and Easy

Looking to make your SEC Form D fast and easy? Need help with an SEC Form?

Brief In formation on SEC Form D

Did you raise funds under Rule 504, 505, or 506 Regulation D or Section 4(6) of The Securities Act of 1933?  In The United States of America, certain offerings of securities (stock or membership units) are exempt from filing with the US Securities and Exchange Commission.  Offerings under the Rules before mentioned above fall under this category and the only requirement is that a company must file Form D to put the SEC on “notice” of the exempt offering.

Before you need to file Form D with the SEC through the Edgar system, you will need to make sure that the offering of stock meets the criteria of the Rules prescribed.  An offering of securities under these rules states that investors must be “accredited investors” as prescribed in the Code of Federal Regulations, Regulation D—Rules Governing the Limited Offer and Sale of Securities Without Registration Under the Securities Act of 1933.  Once you have complied with the legal aspects of the filing, you are ready to file the form with the SEC.

Your Simple SEC Form D Solution

Cervitude SEC Edgar Form Filing Service can help your company file Form D through the Edgar system and with the SEC. Filing Form D with the SEC becomes painless and understandable when working with Cervitude™ Intelligent Relations Consulting SEC Form D Filing Service.

Cost-effective and timely SEC form filing services have been a bedrock of Cervitude Intelligent Relations Consulting Practice since inception, helping hundreds of clients seamlessly interact with government organizations. Our expert team has also designed a variety of other services to assist your new or existing business to grow and expand to exceed expectations! Whatever your business needs, Cervitude is here to help!

For a full list of our services: Shop

Reach out to us here at Cervitude for your SEC Form D solution!

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Pennsylvania Business Plan Templates for Small and Large Start-ups

Find yourself in need of a Pennsylvania Business Plan Template for your Start-up?

The Perfect Pennsylvania Business Plan Template

Here at Cervitude we have written dozens of Pennsylvania Business Plan Templates for clients of all caliber. We offer industry-specific Business Plan templates to match each client’s individual needs while meeting industry standards. We offer many other services for established and starting businesses alike, check out these services in our Shop.

For a full listing of our services: Shop

Reach out to us here at Cervitude for your Pennsylvania Business Plan Template!

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How We Help Companies Expand Their Business Into Mexico

Mexico has quickly become a global economic powerhouse in the area of international business expansion. Mexico’s GPD amounts to a staggering $1.1 trillion, with a surprising 2.3% annual growth. It’s also home to an extremely affordable labor force, making it attractive to investors. As an added bonus, Mexico currently has free trade agreements with almost 50 countries, opening even more doors for global expansion!

How We Help Businesses Expand Into Mexico

Cervitude Intelligent Relations offers a number of services to make your strategic expansion quick and painless. These services include, but definitely are not limited to:

  • Company Formations: Establishing public and private entities in Mexico. 
  • Office Setup: Finding real estate to lease or buy and establishing all office operations, including human resource recruitment. 
  • Navigating Public Markets: Building and forming relationships with major stock exchanges.
  • International Mergers, Acquisitions, and Sales of Businesses:  From due diligence to transferring ownership and control to establishing a new team to run the business, Cervitude International Business Consultants help make global M&A seamless.
  • Local Surveys: Surveying local regions in Mexico to better understand local economies and populations. 
  • Human Resource Management: Managing all hires in Sweden from beginning to end. 
  • Legal & Tax: Cervitude IR helps its clients recruit, retain and manage appropriate legal counsel and accounting staff.
  • Technology Outsourcing: Recruiting and maintaining a technology staff capable of creating or developing software, handling IT infrastructure, network management, and more.  

Ready to learn more? Setting up an initial consultation is easy with Cervitude IR! You can call or text us at 203.685.0346, email us at cervitudenetwork@gmail.com. The easiest way to contact us, however, is by filling out this contact form on our website!

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Get Your SEC Form 4 Handled Professionally

In need of an SEC Form Filling Service? Having trouble with your SEC Form 4?

Specifics About SEC Form 4

Form 4 is a United States SEC filing that relates to insider trading. Every director, officer, or owner of more than 10% of a class of equity securities registered under Section 12 of the Securities Exchange Act of 1934 must file with the United States Securities and Exchange Commission a statement of ownership regarding such security. The initial filing is on Form 3 and changes are reported on Form 4. The annual statement of beneficial ownership of securities is on Form 5. The forms contain information on the reporting person’s relationship to the company and on purchases and sales of such equity securities.

Form 4 must be filed with the SEC through the Edgar database.  Our SEC Form Filing service can assure that your form gets filed online in the proper format.

Form 4 must be filed before the end of the second business day following a change in ownership of securities or derivative securities (including the exercise or grant of stock options) for individuals subject to Section 16 of the Securities Exchange Act of 1934.

The Easiest Solution For Your SEC Form 4

Cervitude Investor Relation’s SEC Form Filing services help public company issuers, venture capital groups, and investors by seamlessly filing SEC forms through the Edgar database. We have assisted our clientele with dozens of SEC Form 4 fillings, as well as all other SEC Forms. Our expert team also provides a variety of other services all custom-designed to help your new or existing business surpass expectations. For all your business-related needs, Cervitude is here to help!

For a full list of our services: Shop

Reach out to us here at Cervitude for your SEC Form 4 made easy!

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CT Investor Relations Firm Reveals It’s Core Elements of Every IR Plan

Building relationships with your investors is an intrinsic step in your business strategy. As you build strong investor relations plans, you should consider the following elements. From honing your message to nurturing your shareholder base or selecting the right partner, investing in shareholder relationships will continue paying dividends in the long term.

  1. Build credibility with a consistent story
  2. Be transparent
  3. Hone your message
  4. Know your target audience
  5. Maintain shareholder relationships
  6. Find the right partner
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Connecticut Business Plan Templates Designed for Every Industry

Does your Start-up need a Connecticut Business Plan Template? Or just looking to expand your Connecticut based business?

The Best Business Plan Templates in the Industry

Cervitude has a great deal of experience with Connecticut-based businesses. Allowing us to offer the utmost in excellence with our Connecticut Business Plan Templates. Feel free to check out a full list of our services offered in our shop and view our past experience with specific industries. Whatever your business needs, Cervitude is here to help!

Check out our Shop for Services offered and view all Business Plan Templates Available!

Reach out to us here at Cervitude for your Connecticut Business Plan Template.

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Expand Your Business To Germany with our International Business Expansion Services!

Germany is considered by many to be one of the best European countries to expand into. It has a consistent, predictable, and incredibly strong GDP, worth almost $3.6 trillion! The company’s average annual GDP growth is around 1.9%. Germany is one of the world’s leading exporters, and is home to a well-establish, skilled, and large work force.

We Can Help Your Expand Your Company To Germany!

Cervitude Intelligent Relations offers a number of services to make your strategic expansion quick and painless. These services include, but definitely are not limited to:

  • Company Formations: Establishing public and private entities in China. 
  • Office Setup: Finding real estate to lease or buy and establishing all office operations, including human resource recruitment. 
  • Navigating Public Markets: Building and forming relationships with major stock exchanges, such as the Shanghai and Shenzhen Stock Exchanges in China. 
  • International Mergers, Acquisitions, and Sales of Businesses:  From due diligence to transferring ownership and control to establishing a new team to run the business, Cervitude International Business Consultants help make global M&A seamless.
  • Local Surveys: Surveying local regions in China to better understand local economies and populations. 
  • Human Resource Management: Managing all hires in China from beginning to end. 
  • Legal & Tax: Cervitude IR helps its clients recruit, retain and manage appropriate legal counsel and accounting staff.
  • Technology Outsourcing: Recruiting and maintaining a technology staff capable of creating or developing software, handling IT infrastructure, network management, and more.  

Ready to learn more? Setting up an initial consultation is easy with Cervitude IR! You can call or text us at 203.685.0346, email us at cervitudenetwork@gmail.com. The easiest way to contact us, however, is by filling out this contact form on our website!

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How To List Your Company on a Major Stock Exhange

Listing your stock on a major exchange is no small task, and it’s not for the faint of heart. By publicly listing your company, you’re opening a can of worms most business owners would choose against. You become publicly accountable for every penny spent, and your investors are now your boss.

1. Choose an Investment Bank To Do The Heavy Lifting

To begin the process, you’ll want to court an investment bank such as JPMorgan Chase, Goldman Sachs, or Morgan Stanley. While your mind might trail to handling the paperwork yourself to avoid paying a commission, investment banks list companies for a living. Your success is all-but completely tied to having an investment bank agree to help you, as they’re more experienced and able to get potential buyers.

2. Meet With The Bank

After an investment bank agrees to assist with your listing process, you’ll want to meet with them to discuss terms of your IPO. During this time, you’ll discuss the guarantees that the investment bank will provide you with. There are several guarantees they can provide. For example, they can guarantee the sale of a certain percentage, or a best-efforts commitment that the bank promises to sell as much humanly possible.


3. Develop a Prospectus

After meeting with the banks, you’ll want to develop a prospectus so the investment bank can submit it for registration with the Securities and Exchange Commission (SEC). This will include what the money will be used for, management history, current or future legal issues, insider holdings, or anything else that shows investing in your business is a safe decision for investors.

4. Begin the “Red Herring” Process

During in this process, you’ll court potential investors with your prospectus draft. For example, you may want to contact a mutual fund manager or hedge fund managers. Finding the right initial investor could represent millions of dollars for your business, almost instantly.

5. Determine Your IPO Share Price

One of the final steps is to determine the price of your stock. Bank officials are the best individuals to decide what price you should list, as they’re incredibly experienced in this area. This will avoid a steep fall in price during your IPO, giving investors long-term confidence that your stock continues to be a safe investment.

6. Track Your Performance

Track the performance of your stock on release day. As more shares are purchased on the market, the price of your shares will go up. As shares are sold, the price will go down.

Wanna hear more about Cervitude Intelligent Relations can help your list your private company, uplist your public company, or handle your investor relations? Contact us now!

Our Investor Relations Services

Capital Advisory – Sound financial capital formation strategies and implementation crafted to fuel achievement of business objectives with maximum efficiency and minimal dilution to shareholder value.

Investor Awareness –  socially networked  dialogue between management and dynamic investor/shareholder community; growth of community of investors sharing interest in company or product with targeted accredited investor outreach.

Strategic Communications – guaranteed, qualified leads & traffic with targeted exposure through the Cervitude syndicate of affiliate sites, email lists & financial media.

S.E.C. Form Filing Services – let us file your forms on the S.E.C. portal Edgar for one low yearly fee.  Includes all filings with the S.E.C. including but not limited to 8K, 10Q, Form D and more.

Corporate Call Centers – Call center operations for inbound and outbound investor relations, sales, virtual receptionist services, answering service and more.

Corporate Branding – logo design, slogan crafting, video production, impactful corporate collateral (web design, investor deck, fact sheet, Facebook, Twitter and all social media) and more.

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The Best method for Your SEC Form 3

Looking to make your SEC Form 3 a breeze? Need help with SEC Forms?

Brief Information on SEC Form 3 – Initial Statement of Beneficial Ownership of Securities

If you are taking a substantial position in a public company due to an investment or employment then you may need to file Form 3, an Initial Statement of Beneficial Ownership of Securities with the Securities and Exchange Commission.

All Initial Statements of Beneficial Ownership of equity securities is required to file Form 3 dictated clearly by the guideline of section 16(a) of the Securities Act of 1933. This is normally when a CEO, Officer or Director is first issued equity in the company or when a beneficial stake is taken in a company, normally over 10% of the outstanding stock of the corporation.

Section 17 CFR 240.16a-3 – “Reporting transactions and holdings.” prescribes the black-letter law on the Form 3 in conjunction with the Securities Act of 1933 (which outlines and regulates laws for the distribution of new securities) and the Securities Exchange Act of 1934 (which regulated the trading of securities, brokers, and exchanges).  Both “Acts” have been amended over the years and currently filing Form 3 must be done online via Edgar, the SEC filing system.

The Best Method for The SEC Form 3 is Cervitude

Cervitude has filled dozens of SEC Form 3 for our clientele, as well as hundreds of SEC forms alike. We pride our self on our ability to assist your business in every aspect, our expert services range from SEC Form Filing, Business Plans, Website design, and more. All custom designed to help your existing business or startup meet, and surpass expectations. For all your business needs and SEC Form Filing, Cervitude is here to help!

For a full list of our Services: Shop

Reach out to us here at Cervitude to make your SEC Form 3 simple and easy!

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