This week, Cervitude IR was retained by Poverty Dignified, Inc. (OTCQB: PVDG) for monthly investor relations services. The Company (also known as Poverty Dignified, Inc.), which trades on the OTC Markets OTCQB, is a renewable energy company, incubating solar technologies to establish electrification, education, connectivity and media distribution infrastructures in rural communities across the globe to empower the individual, community and local economy. Back in January 2019 they appointed a new CEO & Chairman, Matthew D. Alpeter and as of July 2019, the Company reached a definitive agreement to acquire Sun Ovens International, Inc. as part of the company’s continuing mission to grow indigenous micro-businesses in developing countries. You can reach the company by contacting George Critz via email firstname.lastname@example.org or phone 928-713-2386 and you can visit the company’s website http://www.povertydignified.com/
In this blog post about best practices for investor relation agencies and IR campaigns, we discuss how startups and microcap companies can utilize their online presence to effectively increase their investor relations efforts. In our Investor Relations 101 series, we have discussed how IR campaigns and professionals can utilize and maximize certain practices, strategies and tools including business plans for investor relations, pitch decks for investor relations, press releases for investor relations and more. In this blog post, we will discuss what the optimal website includes for investor relations purposes.
Cohesive branding with other investor relations strategies
When developing the website, microcap companies and startups should make sure that their website matches their other marketing efforts. This includes having the logo the same as on their business cards or their pitch decks. This also includes making sure that their content on their website matches that of the story told elsewhere. you don’t want a press release to go out and then have a visitor see the website and read something completely different. The same goes for any live appearances. I have seen companies present at investor conferences and then visit their website which tells a completely different story. That is a big no, no! Also, the domain name should make it clear which website they are on, using the corporation’s name is the best idea. Find a great domain name via domain.com or you can buy a domain for under $10 from Yahoo.
Make your website easily navigable
Make sure that people visiting your website can easily navigate the website for information. Remember that the corporate site and the business site maybe two different sites. For example, if you sell chocolate, you will have one eCommerce site and another corporate site that has your company information, management information, corporate history and information about company filings with securities agencies. You can build a website easily with domain.com …if you have experience building websites and would like to host your own website, you can get 60% off on hostgator.com for hostings, domains and website building.
Include information about the company’s stock
A strong investor relations aspect of a corporate website includes information about the company’s stock ticker, the stock price and current filings with the Securities and Exchange Commission.
Make sure to include a contact page for investor relations specifically
When developing a corporate website, a specific contact for investor relations is necessary. While some visitors will want to know more about the company for some reason or another, some visitors will specifically be interested in investing in the company and will want to discuss those topics with someone knowledgeable.
Include investor conference the company will be attending
On the investor relations page, which should be a standalone page on the company’s corporate website, be sure to include any investor conferences where the company will be presenting.
Keep your IR / Corporate Website up to date
Do not let your corporate website go stale. Make sure you keep up to date with the website. Anything old should be removed and any new happenings in the business should be put on the website.
Optimize the website for SEO
Make sure that when someone searches for your company’s investor relations contact, your website shows up. This means having a strong Search Engine Optimization strategy when developing the content on the website. If you need help with SEO, we can definitely help or you can find freelancers online via Fiverr.com
Collect data where you can on your IR page
People will eventually land on your webpage. You may miss the opportunity to market to these visitors if they just land on your page and then bounce off. you should include a place to capture their email or information to re-market to them later.
Advertise your website
Once you have developed a strong website with all investor relation aspects, advertise it. Make sure the website link is on all social media channels managed by the company and where appropriate, run advertisements on search engines or blogs.
Investor relations websites are not literally standalone websites, normally, they are a page on a corporate website. But make sure to include all the information stated above and if you need help developing your corporate website or investor relations website, contact us.
The Think Tank Mastermind Was Created For Forward Thinkers, Trailblazers, Entrepreneurs, Sales Professionals And Business Owners Who Seek To Set The Tone By Which The Marketplace Follows.
This elite group represents the leading-edge of entrepreneurs and business owners – a group who refuses to accept an average company, average sales, average employees and an average life.
Attendees don’t wait for the “next thing”, they create it. Every year, The Think Tank Mastermind brings the foremost authorities in their fields to share the information and strategies of tomorrow with you in a full day of high-impact and actionable plans designed for immediate implementation in your business and life.
Don’t miss The Think Tank Mastermind 3, it’s going to be an amazing experience that will give you fresh ideas, strategies, and connections to grow your income.
Think Tank Mastermind 3 Ticket – Before Dec 31st, 2019
Connecticut's premier event for entrepreneurs and business owners.
According to the OTC Markets, Inc’s website, FINRA registered broker-dealers may participate in the market representing client orders and acting as market makers. Broker-dealers may earn revenues from commissions charged on orders or from internalizing transactions. A market maker stands firm to execute orders at their published quotation and may invest its own capital to provide liquidity to an order. Market makers are also obligated to display eligible limit orders that are not marketable and provide best execution for customer orders. (see FINRA Rule 5310 on Best Execution and Interpositioning.) ‘Best Execution’ and other customer protection rules are discussed in more detail in Part 3 – Regulation.
The OTC Link ATS allows broker-dealers trading OTCQX, OTCQB and Pink securities to communicate and trade directly with one another. In order to notify other broker-dealers that they are willing to trade an OTC security at a particular price, broker-dealers post their quotes on OTC Link ATS. The aggregation and ranking of these quotes defines the market for a security, and the consolidation of the market’s highest ‘bid’ (purchase price) and lowest ‘ask or offer’ (sale price) becomes the ‘inside market.’
If a broker-dealer decides to trade a security, they can communicate with other broker-dealer(s), using OTC Link® ATS — OTC Markets Group’s electronic messaging and trade negotiation system — or they may contact the broker-dealer through other means of communication and negotiate the trade.
To see a full list of Broker Dealers authorized to do business with OTC Companies, see the OTC Market’s Broker Dealer Directory by clicking here.
In this series of a blog post, I am discussing some of the key elements of an investor relations program. I recently published a post about the importance of pitch decks and press releases as part of an investor relations program, in this post, I will discuss not only the importance of a business plan but how to layout the business plan to optimize your chances of attracting investment to your company or venture.
Understanding Your Audience
A key part of developing an award-winning business plan is to understand who your target audience is going to be…yes, there is a difference on how you will write your business plan depending on who is going to read it. When you are trying to sell your idea, salesy language can be used. When presenting to a major investment bank, a direct straight forward language with little to no fluff is recommended. If you are presenting to investors that may not understand your industry, more defining terms should be used as opposed to presenting a business plan to industry insiders, where you can leave out explaining mundane facts that industry insiders already know.
Start Strong with your Executive Summary
An executive summary, the first part of a business plan after the cover page and table of contents, are the first words an investor will read. An executive summary is very similar to a 1-page business plan and will outline everything else that is encompassed in the rest of the business plan. Literally, there should be a paragraph for every section of the business plan.
Have a Strong Outline that Leaves Nothing Out
A business plan should encompass everything about your business, it’s prospects, financials, executives and more. Here is a sample outline of what to include in your business plan:
- Cover Page
- Table of Contents
- Executive Summary
- Company Description
- The S.W.O.T. Analysis
- Market Research
- Industry Analysis
- Marketing Plan
- Management & Organizational Plan
- Financial Projections
Each of the sections mentioned above should be expanded. For example, the financial projections may include a projected cash flow statement, projected balance sheet, business ratios and more.
Format the Business Plan
This is a commonly looked-over detail that makes a world of a difference. The format of your business plan allows the reader to feel more comfortable when giving the business plan the first glimpse. Some tips on formatting your business plan:
- Square the pages so that each section ends on a single page
- Use headings so that readers can clearly understand when a section ends or begins
- Number the pages
- Place logo and contact information on the cover page
- Make sure to use readable fonts and font sizes that are appropriate
- Make sure all the line spacing is formatted the same
Plan Your Business Plan Distribution
Once you have completed your business plan, a strong investor relations program has a system on how to distribute the business plan to the proper parties. This can include directly emailing the business plan to potential investors, attending investor conferences, or directly mailing the business plan to prospects.
Of course, a business plan is only part of a strong investor relations campaign. You want to have the business plan be presented in conjunction with other marketing collateral like a website, pitch deck, press release, etc. Make sure to proofread the business plan, nothing can turn off an investor faster than a typo. And last but not least, if you feel like you can not develop a solid business plan internally, hire a professional.
If you need help developing a business plan or establishing an effective investor relations program, the team at Cervitude IR can help. Contact us today.
We have developed hundreds of pitch decks for public and private companies and in this time we have noticed certain tricks and tips that can help attract and close investors into your company. This post is specifically related to pitch decks that are presented for investor relations purposes to attract investments. These pitch decks are commonly presented at investor conferences and in front of investor groups.
Make Sure Your Branding Is On Point
Your pitch deck should have your company logo on it and the colors should match. Strong branding leads to company recognition and will allow for the viewer to remember the company long after the presentation is over.
Use Graphics in your Pitch Deck
If you are presenting your pitch deck in front of investors, you want them to be listening to you and not reading your slides. The use of graphics that depict the idea or message you are trying to relay will allow the audience to follow your message without getting distracted.
Investor Disclaimer Slide
Your company’s pitch deck should have a disclaimer about the projections and any matters relating to the securities offered or not offered. Not putting this slide in your pitch deck will open your company and its executives up to liability from investors or even worse, the Securities and Exchange Commission.
Use Good Sources For Your Data & Numbers
When presenting market research or industry numbers, make sure you cite and reference reliable sources. Government websites and well-known industry research reports are recommended.
Highlight Your Team & Gaps In Management
If you have a strong team, make sure to highlight them in the pitch deck. If you have gaps in management, make sure to point it out. The intelligent investor understands the players needed to make a successful business and will wonder why those parties are not presented in your pitch deck.
Remember Your Audience
When presenting to a group of potential investors, remember they want to understand how they will make their money back. With a return! This means you should include your business model and your projections in a clear and succinct manner.
Make Your Message Clear
Good businesses solve a problem. Great businesses solve big problems. Make sure your pitch deck clearly shows:
- The problem. What problem are your customers struggling with?
- The solution. How does your product or service solve that problem?
Have a Strong Outline for your Pitch Deck
Depending on the strengths, weaknesses, opportunities, and threats in your industry or business, your outline should focus on telling your story effectively. Here is a sample of how to outline a pitch deck (just a sample and should be altered depending on your company):
- Elevator Pitch
- Momentum, Traction, Expertise: Your key numbers
- Market Opportunity: Define market size & your customer base
- Problem & Current Solutions: What need do you fill? Other solutions
- Product or Service: Your solution
- Business Model: Key Revenue Streams
- Market Approach & Strategy: How you grow your business
- Team & Key Stakeholders (Investors, Advisors)
- Competition (And Why You are better…)
- Investment: Your ‘Ask’ for funding, Basic use of funds
Double Check your Pitch Deck for Spelling and Grammer
Nothing will kill a potential deal faster than a little simple mistake. It shows investors that you couldn’t get it right on the presentation and you may not get it right with their investment.
If you need help developing a pitch deck or investor presentation for your company, we can help. Contact us today.
AirBnB Sample Pitch Deck
Uber Sample Pitch Deck
When establishing an investor relations program, a critical component is the issuance of press releases about your company’s events and happenings. Here at Cervitude Investor Relations, we specialize in marketing and handling investor relations for penny stock and microcap companies. While many aspects of issuing a press release are standard, here are a few things to consider when writing a press release that will be a part of your investor relations program or company awareness campaign.
Find Your Story’s Angle
Every good news story has an angle and when a penny stock or micro-cap company distributes their press release, they should make sure it has an angle. You may want to tailor your press release to a certain audience or sector of the market to have the maximum impact.
Develop a Strong Headline
Write a strong headline that captures the attention of your potential audience. Your headline should grab the attention of your reader quickly and let them know what the press release will inform them on.
Write the Body of the Press Release with concise and simple verbiage and include quotes
When writing the body of your press release, do not use words that the average reader will not understand and do not try to fill up the press release with extra or un-needed words. Keep it concise and straight to the point. Look at press releases from major companies and large corporations as a guide if necessary. Make sure to include supporting details and if called-for, include a quote from a company executive. Quotes are a great way to add to the story and they also simultaneously highlight company executives.
Include Contact Information
At the bottom of the press release, make sure to include your penny stock or microcap company’s contact information. This should include your investor relations agents name, phone number and or email address so that intersted parties can followup on what they just read.
Use the 5 Ws as a guide to make sure you didn’t miss anything
A press release is written and distributed to inform readers about a particular happening. Be sure to include the What (what is happening), Why (Why it is happening), Where (where it is happening), When (when it is happening, and the Who (Who is making it happen or who is it happening to).
Select a strong press release distribution platform
Once you finish writing the press release, you will need to pick a strong press release distribution company to make sure the news gets out on other platforms. Here are some companies that we recommend:
If you need a professional investor relations agency to handle your press release writing and distribution, Cervitude IR can help. Contact us today to discuss your press release writing and distribution needs.
Investor relations after a reverse merger or take over is critical for success. It is important that the new management accurately communicates to existing and potential shareholders the new vision and strategy for the company. While reverse mergers and takeovers, either friendly or hostile, are not a new phenomenon in the public markets, today’s methods of communications have evolved and now make it easier to communicate the companies future plans.
Depending on the company status prior to a reverse merger or takeover will depend on the level of communication necessary to delineate the company’s new business or strategy. A smart investor relations program cost-effectively and efficiently help inform current investors and potential investors about the current happenings and future happenings of the company.
Here are a few strategies that can be implemented in an investor relations program before, during, and after a reverse merger or take over:
- Press release: A press release should be issued after a reverse merger or takeover has taken place to announce the new company, new management and new game plan of the company. While many press release portals do not have the reach of other current communications, it is still a place where many investors go to find information about the company they invested in.
- Social media channels: The reverse merger or takeover should be announced on the company’s social media channels and if the budget allows, on other relevant social media channels. Over 2 billion people have social media accounts on Facebook and Instagram and this does not include several other portals where investors and potential investors can be reached. Organic blasting of social media channels is free and if the proper hashtags and tags are used, they can reach an exorbitant amount of people. If a budget is placed behind certain social media post, the return-on-investment is extremely lucrative to growing companies.
- NOBO lists: Nobo lists, non-objecting beneficial owners, a list that can be acquired by a public company’s management of all beneficiary shareholders, is a great place to market and announce a takeover or reverse merger. These lists, which include the current shareholders of the company, can be contacted directly via snail mail or email to announce the company’s new happenings and strategies.
- Micro cap conferences: Depending on the size of the company, conferences, and trade shows are a great way to announce a takeover or reverse merger. While this tactic may be costly, the audience at these events is guaranteed to be interested in the new news.
These are just several ways to implement investor relations strategies after a reverse merger or takeover. Navigating a reverse merger or takeover in the eyes of investors and potential investors is no easy task. Having a great team to assist in this matter can be the difference between the success and failure of a reverse merger or take over. If your company needs assistance in the investor relations arena, please contact us:
The first thing you need to know about franchise disclosure documents is the Rule of Law that governs the creation of franchises in the United States of America. The law, outlined in 16 C.F.R. Part 436 as the Franchise Rule, has some guidance issued by the Federal Trade Commission in the form of a Franchise Rule Compliance Guide.
After understanding the Rule of Law that governs franchises, creating the Franchise Disclosure Document, or the FDD as it is commonly referred to as, encompasses making sure that the following 23 Items. These items govern the franchisee and franchisor relationship. The 23 items necessary to be included in the Franchise Disclosure Document, or the FDD, are:
- Item 1: The Franchisor, Its Parents, Predecessors and Affiliates
- Item 2: Business Experience
- Item 3: Litigation
- Item 4: Bankruptcy
- Item 5: Franchise Fees
- Item 6: Other Fees
- Item 7: Estimated Initial Investment
- Item 8: Restrictions on Sources of Products and Services
- Item 9: Franchisee’s Obligations
- Item 10: Financing
- Item 11: Franchisor’s Assistance, Advertising, Computer Systems and Training
- Item 12: Territory
- Item 13: Trademarks
- Item 14: Patents, Copyrights and Proprietary Information
- Item 15: Obligation to Participate in the Actual Operation of the Franchise
- Item 16: Restrictions on What the Franchisee May Sell
- Item 17: Renewal, Termination, Transfer and Dispute Resolution
- Item 18: Arrangements with Public Figures
- Item 19: Financial Performance Representations
- Item 20: Outlets and Franchisee Information
- Item 21: Financial Statements
- Item 22: Contracts
- Item 23: Receipt
While only 23 Items are required in the franchise disclosure document, usually an appendix is attached with pertinent information related to the document, the business and the franchise.
Franchising your business is a sustainable way to scale your venture. But be diligent, many laws are triggered when franchising a business. For example, the franchise must be registered in every State that the franchise will be offered in. In addition, selling a franchise, legally, is like selling a security. This means that investor protection is of the utmost importance. The Franchise Disclosure Document is the first step in this them of investor protection and each section should be carefully crafted to assure that your business does not tie itself to any legal liability in regards to franchising its business.
If you need assistance in developing and writing your Franchise Disclosure Document, Cervitude IR can help. Our team of intellectual property consultants and business consultants have helped businesses across the USA expand their footprint by establishing strong Franchise Disclosure Documents carefully crafted to maximize ROI for your business. Ready to write your FDD? Contact our franchise development consultants today to schedule a free consultation in regards to franchising your business.
When uplisting your public company from a smaller exchange to a larger stock exchange, it can open the door to bigger banks, well-funded venture capital groups and other parties focused on large exchange investing. While also, bringing the credibility that comes along with getting traded on major stock exchanges like The New York Stock Exchange/Euronext or Nasdaq. We help clients with all facets of the uplisting process which can include:
- Handling correspondences between management, stock exchanges, stakeholders and other regulatory bodies.
- Facilitating paperwork with FINRA and the Securities & Exchange Commission.
- Syndicating the proper network of broker dealers, investment banks and funds.
- Registering or changing new stock symbols.
- Consulting on which stock exchange is best suited for the company to uplist.
Connect with us today, if you’re a client who is ready to make the big move from a smaller stock exchange to a large player; the commitment extends far into the future and our Consultants help make sure that the company management is well suited for the opportunity. Contact us today at Cervitude, to schedule a free initial consultation.