All of our investor relations engagements start with an exploratory call. Our goal in that exploratory call is to gather as much information about our potential client company as possible to tailor fit a custom investor relations program. While we list our investor relations questionnaire below, our initial conversation is not so mechanical. Our consultants take pride in getting to know business owners and executive teams on a personal level to assure that all investor relations needs are met; even those needs that may not be specifically outlined in our investor relations questionnaire.

All businesses are built different and our goal at Cervitude Investor Relations is to maximize the return on investment in any given company’s investor relations budget.

Company Overview:

1. Company Name:
2. Ticker Symbol:
3. Industry Sector:
4. Current Market Cap:
5. Brief Company Description:

Investor Relations Goals:

6. What are your primary investor relations goals and objectives?
7. Do you have specific targets for increasing shareholder value, market visibility, or investor engagement?
8. Are there particular challenges or concerns you would like us to address in your investor relations strategy?

Current State Analysis:

9. Current Investor Base:
   • List major institutional investors, if any.
   • Highlight the composition of retail investors.
10. Recent Stock Performance:
    • Provide a brief overview of recent stock trends.
    • Any significant price movements or events?
11. Marketing and Branding Efforts:
    • Describe current marketing initiatives.
    • Identify key messaging and branding strategies.

Social Media Presence:

12. Social Media Platforms:
    • List the social media platforms your company is currently active on.
13. Engagement Metrics:
    • Highlight key engagement metrics (likes, shares, comments).
    • Any recent notable social media interactions?

Communication Channels:

14. Existing Communication Channels:
    • How do you currently communicate with investors (earnings calls, press releases, etc.)?
15. Challenges in Current Communication:
    • Are there challenges in your current communication strategy that need attention?

Upcoming Events or Milestones:

16. Any significant upcoming events, product launches, or milestones?
17. How do you plan to leverage these events for investor relations purposes?

Competitor Analysis:

18. Key Competitors:
    • List major competitors in your industry.
19. Perceived Competitive Advantages:
    • What sets your company apart from competitors in the eyes of investors?

Financial Reporting:

20. Current Financial Reporting Practices:
    • Detail how financial information is currently shared with investors.
21. Any Challenges in Financial Reporting:
    • Are there challenges or concerns related to financial reporting?

Existing Investor Relations Efforts:

22. Previous or Current Investor Relations Initiatives:
    • Provide an overview of any past or ongoing investor relations programs.
23. Perceived Successes or Failures:
    • Assess the success and challenges of previous investor relations efforts.

Additional Information:

24. Is there any other information or specific areas you would like us to consider in developing your customized investor relations program?

DON’T BOTHER FILLING THIS FORM OUT! LET US DO IT. LET’S HOP ON AN INITIAL EXPLORATORY CALL AND OUR CONSULTANTS WILL TAKE DOWN YOUR INFORMATION. CONTACT US TODAY.

If you have already filled out the investor relations questionnaire, thank you!

Either way, we look forward to discussing how Cervitude IR can tailor our services to meet your investor relations objectives.