- Corporate Presentation Preparation
- - Strategic advisory, positioning, design, drafting, editing.
- Press Release Preparation
- - Strategic advisory, positioning, design, drafting, editing, submission/execution.
- - Targeted email creation and delivery to select investor/analyst base.
Targeted Investor Outreach
- - Creation of targeted investor lists based on investor preferences for proactive outreach.
- Investor Interaction Planning
- - Preparation for investor interactions through “story” positioning, mock Q&A, and due diligence research.
- R&D Day Planning and Execution
- - Research and development day content advisory, including script and Q&A preparation, logistics planning and implementation.
Analyst Day planning and execution
- - Speech outlining and scripting, presentation drafting, invitation design, analyst and investor outreach, venue logistics, follow-up feedback summaries.
- Non-deal and deal-related road shows
- - Outreach, scheduling, preparatory conference call planning and road show execution, with feedback/follow-up documentation.
- Strategic advisory
- - Provide strategic advisory including, product assessment, management and director short-listing and banker selection.
Design and Media Management
- - Management of media elements, including design and preparation of corporate presentations, fact sheets, event invitations, logos and taglines.
- Conference Call Preparation
- - Mock Q&A, messaging guidance, script writing and editing, call moderation, and investor/analyst follow-up.
- Investor Interaction Coaching
- - Provide management with broad and investor specific “prep” sheets, coaching and feedback.
- - Gather investment community “pulse” regularly on a range of issues, including expectations, messaging feedback, competitor intelligence, and scenario assessments.
- Internal communications
- - Create all necessary investor-related presentations for internal stakeholders, including accomplishments and future strategy.
- External Communications
- - Draft and edit all quarterly and annual report communications, including press releases.
- Corporate websites
- - Works closely with web hosting providers, including design of corporate websites, with drafts and edits of content.
Investment Community Event Planning
- - Proprietary event planning, including medical and investor meetings.
- - Prepare messaging, targeted investor meetings and road shows. Secure appropriate investment banks to assist with raises and build the strongest overall “book.”