2. 1
AVERAGE U.S. COMPANY HOLDS 282
INVESTOR/ANALYST MEETINGS A YEAR.
Non-deal road shows, field trips,
analyst briefings, conference 1x1’s . .
How many of these 850,000 meetings
are a waste of participants’ time?
Some? Many? Most?
Russell 3000 = 850,000 meetings
3. 2
INVESTORS ARE BESIEGED
WITH INVITATIONS TO
EVENTS.
Many attendees are:
Checking a box
Taking a meeting to not feel “left out”
Giving favor/payback to a broker
Un(der) prepared and unlikely to invest
4. 3
Family offices
Specialty funds
Smaller institutions with low turnover
(long-term holders) that are structurally
under serviced by brokers
AT THE SAME TIME, MANY
INTERESTED, QUALIFIED
INVESTORS GET
OVERLOOKED IN THE
CORPORATE ACCESS
INVITATION PROCESS:
5. 4
CEOs, CFOs & IR
EXECUTIVES LACK
VISIBILITY NECESSARY TO
OPTIMIZE THEIR ACCESS
RESOURCES.
Who is in the meeting?
Who isn’t getting a meeting, and why?
What are they looking for?
Will they invest?
What are they doing after the meeting?
6. 5
CONVENTIONAL WISDOM TO
FOCUS ON THE BIG FUNDS
MIGHT NOT BE BEST
METHOD FOR INCREASING
LIQUIDITY.
5,000 Institutions manage $12Tn in AUM
Top 100 manage >$10Tn (~85%)
Stock liquidity is more correlated to �# of
buyers vs. # of shares traded
Thus, more buyers = more liquidity = multiple
expansion and better ability to digest
negative news events
7. 6
BROKERS MAKE GREAT
PARTNERS, BUT ARE NOT A
TOTAL SOLUTION.
Industry knowledge, relationships, trading
capabilities and event planning are
essentials.
However, the broker’s best relationship
might not be your best relationship at that
specific point in time.
THE RIGHT INVESTOR … AT
THE RIGHT TIME … WITH THE
RIGHT MEETING … AND RIGHT
DATA AND INSIGHTS
8. 7
Intro-act IS THE ANSWER.
Some call us the eHarmony for
companies and investors – we like the
comparison
Machine Learning to crunch Big Data to
identify the investors that are most
likely to buy or sell your stock in the
next 90 days
Better Targeting
More Efficient & Transparent Marketing
Simplified Meeting Preparation
Make Access Investable
9. 8
THREE ASPECTS THAT MAKE
Intro-act DIFFERENT.
Machine Learning allows for significantly larger
data sets to be analyzed -- identifying the factors
that are most predictive at a point in time.
We work with Brokers, rather than compete with
them. Intro-act is an analytics company. The
broker is essential, and we know it.
We optimize the entire life-cycle of a
corporate-investor interaction all the way from
targeting (Intro) through investment (act).
10. 9
HOW Intro-act WORKS.
The platform aggregates >5,000 separate machines - each one
replicates the decision-making process of an individual investor.
Traditional (human) method for setting up access events includes
maintaining a characteristic investor database, personal
relationships, and uses sell-side distribution to smile & dial . . .
Machine enhanced method – relies primarily on fundamental,
valuation and sentiment factors to identify what makes a specific
investor make a buy/sell decision at a specific point in time. Millions
of calculations, and pattern recognition algorithms smartly target
meetings.
11. 10
BUT WAIT, THERE’S MORE:
Intro-act generates smart dashboards
to help you better benchmark vs peers
and prepare for investor meetings.
Core focus of dashboards:
Themes
Trends
Outliers
Benchmarking
IR Effectiveness
Ownership Analysis
12. 11
OPTIMIZE YOUR EXECUTIVES’ �TIME AND
ATTENTION.
Target – Know the investors most likely to buy/sell your stock in the
next 90 days.
Track – Own your access data. Gain real-time access to every
corporate access marketing campaign to best gauge investor
interest, as well as broker effectiveness.
Prepare & Benchmark – Efficiently identify themes, trends and
outliers and build customized dashboards to help you use your data
to its fullest potential.
Better Follow-up – Understand how investors think of structuring an
investment after a productive meeting.
13. 12
WHAT MAKES Intro-act’s ROI
UNIQUELY POWERFUL
10 year back testing shows that Intro-act’s
top 5 buyers/ 5 sellers for each stock in the
Russell 3000 has a ~72% accuracy rating.
Metrics to evaluate Intro-act’s ROI:
Increase stock liquidity by finding
incremental buyers
Minimize executive time wasted in
unwanted meetings
Increasing conversion rates of investor
meetings by streamlining preparation
14. 13
PREMIUM MEMBERS GET ACCESS TO THE FOLLOWING:
OUR FREE-MIUM MODEL
ELIMINATES THE RISK.
10 Meeting Recommendations (5 buyers/ 5 sellers)
Real-time response access to broker marketed events
Ability to standardize event data across all brokers
Actively managed profile with viewer intel
Standard dashboards to assist in meeting prep
Structured investment access (Next Release)
5,000 investors scored on likeliness to invest in your stock,
with detail into most influential factors
Customize dashboards to your specification
Quarterly event & benchmark analysis report
15. 14
THIS IS HOW WE COMPARE
TO THE COMPETITION
Sortable list of access events, with ability to
create, market and manage meetings
Standardizes access event data in searchable
archive, also satisfying compliance requirements
Works with brokers in real-time meeting
procurement to increase transparency
Machine learning to identify buyers/sellers of your
stock in the next 90 days
Smart dashboards to efficiently prepare for
investor meetings
Analysis to show various structured investments
Intro-act
NASDAQ IR
Analytics
IPREO
We
Convene
Open
Exchange
Meetyl
16. Making Corporate Access Investable.
Intro-act, LLC
75 Second Avenue, Suite 605
Needham MA 02494
617-454-1088
info@intro-act.com
www.intro-act.com
Machine Learning …
Big Data …
Smarter Meetings...
