Back to Basics: The Playbook to Investor Relations with Zelkova Venturessaastr
Jay Levy, Partner @ Zelkova Ventures
Large companies have teams dedicated to investor relations yet startups, which are dependent on investor money to survive, overlook this critical function. In this session we will look at why it’s important to manage your investors and explore the best practices in doing so. This talk may just help you raise more money or help you avoid investor conflict.
Accenture's six-country survey among 180 C-level health executives says adoption of AI is measured, but real.
The survey assessed beliefs about market maturity, practical and clinical challenges to the adoption of AI in healthcare.
Enthusiasm for AI (artificial intelligence) is high among health executives, with people skills the most important implementation success factor.
Sufficient staff training/ expertise is rated the most important success factors for AI implementation (ranked in top three by 73 percent of execs).
Visit https://accntu.re/2T4KuXb to learn more.
Indonesian consumers remain optimistic on the economy, expecting higher incomes and spending. Many tried and plan to keep using digital services and omnichannel methods.
In Indonesia, optimism about future economic conditions increased more than 25 percent over September 2020 from an already high base, boosted by planning for the upcoming holiday season. Eight out of ten consumers say they will dine out, shop for gifts, and redecorate. Out-of-home activities are generally rising but remain far below prepandemic levels. Optimism about the economy is tempered by views of household finances; half predict finances won’t return to normal before June. The loyalty shake-up continues, with 60 percent citing value as their primary reason to try a new brand. New digital behaviors are starting to show evidence of stickiness: 60 percent say they intend to use new shopping methods when the pandemic subsides.
Back to Basics: The Playbook to Investor Relations with Zelkova Venturessaastr
Jay Levy, Partner @ Zelkova Ventures
Large companies have teams dedicated to investor relations yet startups, which are dependent on investor money to survive, overlook this critical function. In this session we will look at why it’s important to manage your investors and explore the best practices in doing so. This talk may just help you raise more money or help you avoid investor conflict.
Accenture's six-country survey among 180 C-level health executives says adoption of AI is measured, but real.
The survey assessed beliefs about market maturity, practical and clinical challenges to the adoption of AI in healthcare.
Enthusiasm for AI (artificial intelligence) is high among health executives, with people skills the most important implementation success factor.
Sufficient staff training/ expertise is rated the most important success factors for AI implementation (ranked in top three by 73 percent of execs).
Visit https://accntu.re/2T4KuXb to learn more.
Indonesian consumers remain optimistic on the economy, expecting higher incomes and spending. Many tried and plan to keep using digital services and omnichannel methods.
In Indonesia, optimism about future economic conditions increased more than 25 percent over September 2020 from an already high base, boosted by planning for the upcoming holiday season. Eight out of ten consumers say they will dine out, shop for gifts, and redecorate. Out-of-home activities are generally rising but remain far below prepandemic levels. Optimism about the economy is tempered by views of household finances; half predict finances won’t return to normal before June. The loyalty shake-up continues, with 60 percent citing value as their primary reason to try a new brand. New digital behaviors are starting to show evidence of stickiness: 60 percent say they intend to use new shopping methods when the pandemic subsides.
Home improvement retail giant Lowe’s has launched its first media agency review in more than a decade. Creative is not part of the review, and sources indicate that incumbent OMD may not defend. A Lowe’s spokesperson told Adweek:
“As part of the normal course of business, we regularly review the agencies and vendors that support our company to evaluate our objectives against performance and ensure we remain strategically aligned. As the consumer and media landscape continues to rapidly evolve, we are exploring the most compelling and efficient ways to reach consumers to help ensure we remain well positioned.”
Both OMD and BBDO declined to comment, though Lowe’s confirmed that the creative portion of its business was not affected. Sources tell us that OMD will not defend the account but that another Omnicom entity will most likely participate in the review, which remains in the RFI stage at this time. International consultancy R3 is managing the process.
Intelligent Operations for Future-Ready Businesses | Accentureaccenture
Accenture reveals that the relationship between intelligent operations and business value creation is key to becoming a future-ready organization. Read More.
Fintech New York: Partnerships, Platforms and Open Innovationaccenture
We are in the midst of a major disruption in the financial services that will see increasing adoption and evolution of disruptive FinTech solutions. Read our report released at the Fintech Innovation Lab’s Fifth Annual Demo Day Event.
Our Marketing Strategy Playbook is a planning methodology that highlights our premium tool-kit of tools & templates to develop a comprehensive strategic marketing plan.
Shaping the Sustainable Organization | Accentureaccenture
Accenture helps companies unlock the business and environmental value of organizational sustainability by strengthening their sustainability DNA. Read more.
PwC’s new Golden Age Index – how well are countries harnessing the power of o...PwC
One of the key megatrends affecting the UK and most other developed countries is an ageing population. Harnessing the potential of older workers will therefore become an increasingly important source of competitive advantage for both nations and businesses.
To explore how the UK compares with other OECD economies in this regard, PwC has developed a new ‘Golden Age index’ comparing how well they are utilising workers aged 55 and over. The index includes relative employment, earnings and training rates for older workers for 34 OECD countries over the period since 2003.
Diana Mae K.(formerly, Diana Mae Fernandez) has worked with thousands of start-ups over the last 14 years. Through her entire career, her main focus has always been a company's bottomline.
Whether that bottomline is increasing profitability, expanding into larger markets, or raising capital. We believe that in order for a company to qualify for investor funding, they have to be presented in the best light.
Partnering with Diana Mae K., and her incubator, Catapult Capital will give you direct access on how to properly launch your start-up to become funding attractive.
Please email all inquiries directly at: diana@dianamaek.com.
+ instagram: @dianamaek
+ facebook: /dianamaek
+ twitter: @dianamaek_
The best companies boost revenues by not just building advanced pricing analytics programs but also developing relevant capabilities - people, processes, tools. A successful revenue growth program is a journey, and this presentation highlights the four areas where companies need to focus to become leaders. Brian Elliott (CEO of McKinsey Periscope) gave a version of this presentation at the Professional Pricing Society event in Oct., 2014.
The 2016 Strategic Hospital Priorities Study examines the current direction of the industry and, in particular, how Medtech companies can capitalize on the many needs of hospital administrators.
While the healthcare market has steadily evolved since L.E.K. Consulting issued its first hospital study in 2010, many of the same trends remain in place — among them consolidation, non-acute care integration, accountability, technology enhancements and novel pricing schemes.
This Executive Insights addresses a number of key topics, including:
Hospital administrator’s chief priorities
Most valuable medtech services
Focus on IT spending
Outlook for outsourcing
Home improvement retail giant Lowe’s has launched its first media agency review in more than a decade. Creative is not part of the review, and sources indicate that incumbent OMD may not defend. A Lowe’s spokesperson told Adweek:
“As part of the normal course of business, we regularly review the agencies and vendors that support our company to evaluate our objectives against performance and ensure we remain strategically aligned. As the consumer and media landscape continues to rapidly evolve, we are exploring the most compelling and efficient ways to reach consumers to help ensure we remain well positioned.”
Both OMD and BBDO declined to comment, though Lowe’s confirmed that the creative portion of its business was not affected. Sources tell us that OMD will not defend the account but that another Omnicom entity will most likely participate in the review, which remains in the RFI stage at this time. International consultancy R3 is managing the process.
Intelligent Operations for Future-Ready Businesses | Accentureaccenture
Accenture reveals that the relationship between intelligent operations and business value creation is key to becoming a future-ready organization. Read More.
Fintech New York: Partnerships, Platforms and Open Innovationaccenture
We are in the midst of a major disruption in the financial services that will see increasing adoption and evolution of disruptive FinTech solutions. Read our report released at the Fintech Innovation Lab’s Fifth Annual Demo Day Event.
Our Marketing Strategy Playbook is a planning methodology that highlights our premium tool-kit of tools & templates to develop a comprehensive strategic marketing plan.
Shaping the Sustainable Organization | Accentureaccenture
Accenture helps companies unlock the business and environmental value of organizational sustainability by strengthening their sustainability DNA. Read more.
PwC’s new Golden Age Index – how well are countries harnessing the power of o...PwC
One of the key megatrends affecting the UK and most other developed countries is an ageing population. Harnessing the potential of older workers will therefore become an increasingly important source of competitive advantage for both nations and businesses.
To explore how the UK compares with other OECD economies in this regard, PwC has developed a new ‘Golden Age index’ comparing how well they are utilising workers aged 55 and over. The index includes relative employment, earnings and training rates for older workers for 34 OECD countries over the period since 2003.
Diana Mae K.(formerly, Diana Mae Fernandez) has worked with thousands of start-ups over the last 14 years. Through her entire career, her main focus has always been a company's bottomline.
Whether that bottomline is increasing profitability, expanding into larger markets, or raising capital. We believe that in order for a company to qualify for investor funding, they have to be presented in the best light.
Partnering with Diana Mae K., and her incubator, Catapult Capital will give you direct access on how to properly launch your start-up to become funding attractive.
Please email all inquiries directly at: diana@dianamaek.com.
+ instagram: @dianamaek
+ facebook: /dianamaek
+ twitter: @dianamaek_
The best companies boost revenues by not just building advanced pricing analytics programs but also developing relevant capabilities - people, processes, tools. A successful revenue growth program is a journey, and this presentation highlights the four areas where companies need to focus to become leaders. Brian Elliott (CEO of McKinsey Periscope) gave a version of this presentation at the Professional Pricing Society event in Oct., 2014.
The 2016 Strategic Hospital Priorities Study examines the current direction of the industry and, in particular, how Medtech companies can capitalize on the many needs of hospital administrators.
While the healthcare market has steadily evolved since L.E.K. Consulting issued its first hospital study in 2010, many of the same trends remain in place — among them consolidation, non-acute care integration, accountability, technology enhancements and novel pricing schemes.
This Executive Insights addresses a number of key topics, including:
Hospital administrator’s chief priorities
Most valuable medtech services
Focus on IT spending
Outlook for outsourcing
CapitalX is a corporate strategy and advisory firm, with a specialized focus on innovation and technology.
We use market research and data science to gain perspective on market opportunities and business challenges. These insights allow our clients to de-risk key decisions and execute strategic initiatives with confidence.
Matt Balfour Major Accomplishments Responsibilities and IR Program Examples -...Matthew Balfour
Major Accomplishments & Responsibilities
and IR Program Examples: IR Best Practices, IR 2.0, Social Media for IR (Twitter, StockTwits Examples), IR Website Examples
2. Investor Relations Strategy
IR Mission
Developing and marketing the company’s story to
analysts and investors in order to achieve a
market valuation that reflects understanding of
the business, growth strategy and how the
company will build value over time.
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3. Investor Relations Strategy
IR Objectives
• Tell the story: Clear, concise and consistent messaging
• Attract interest: Aggressive outreach program
• Define IR Function: Role and responsibilities
• Dissemination: Reliable, transparent and compliant
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4. Investor Relations Strategy
Getting the Message Across
Bridging company vision, mission, strategy and
markets with analysts and investors.
Reinforce message across all external communication channels
(conference calls, investor presentations, press releases, filings).
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5. Investor Relations Strategy
The Investor Relations Function is Changing
Rapidly evolving market dynamics, investor strategies and valuation
parameters no longer allows IR to merely field inquiries and passively
disseminate information.
The “new” IR has three critical purposes beyond its traditional functions:
1. Proactive “marketer” of the company’s story
2. Fundamental understanding of equity markets and the
investment process
3. Internal purveyor of market intelligence to senior management
and board on sentiment and valuation drivers
In many public companies, IR has the third-highest exposure to the
investment community after the CEO and CFO.
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6. Investor Relations Strategy
12-Point Implementation Plan
1. Create IR Pitch Book. Presentation for conferences and one-on-one investor
meetings, including non-deal roadshows. Synchronize message across all
channels (fact book, conference call scripts, annual reports and IR home page).
2. Reconnect with existing shareholders. Reinforce rationale for current and
long-term ownership.
3. Attract new analyst coverage. Target analysts covering extended peer group
of companies consistent with company story.
4. Target prospective shareholders. Educate holders of extended peer group
with story. Market cap parameters and investment style aligned with story.
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7. Investor Relations Strategy
12-Point Implementation Plan (Continued)
5. Update IR Website. The first point of research must be informative, user-
friendly, and convey an image consistent with company messaging.
6. Monitor IR activity. Track outgoing/incoming calls, emails and investor
downloads. Track conference appearances/investor meetings. Establish
metrics for investor and analyst contacts, meetings and conference
appearances.
7. Maintain ongoing comparable valuation analysis. Track consensus revenue,
CFFO/FCF and EPS estimates for peer group to keep model current. Use model
to educate analysts and investors on valuation drivers.
8. Monitor shareholder activity. Track changes in holdings for company and peer
group to detect sentiment shifts and company-specific news.
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8. Investor Relations Strategy
12-Point Implementation Plan (Continued)
9. Automated outsourced dissemination. Make direct agreements with
conference call providers and wire services with SEO capabilities.
10. Consider outsourcing content writing. Fact books, press/news releases,
conference call scripts, annual reports and other filings, company blog and think
pieces.
11. Analyze and predict investor behavior to management. Monitor investor
activity, valuation parameters, and investor communication outcomes. Can
serve as input into strategic planning.
12. Assure communications are consistent and compliant. All verbal and written
communications must meet regulatory and legal requirements. Disclosures,
whether positive or negative, should be candid, balanced and timely to maintain
credibility.
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10. Investor Relations Strategy
About the Tech-Tonics IR Toolkit
The IR Toolkit is a blueprint for creating, implementing and executing an
investor relations strategy for public and pre-IPO companies. The Toolkit
enables companies to communicate their story consistently across all
channels by providing a framework for structuring an IR program,
including defining role and responsibilities, message creation and
compliant delivery.
About TechTonics Advisors
TechTonics is a leading provider of strategic investor relations services for
technology companies. Our mission is to bring award-winning analyst
perspective and comparative analysis to the IR process. Leverage our
years of capital markets experience, strong analyst and institutional
investor relationships, and expertise in synthesizing complex concepts and
technologies to craft and communicate their unique strategic value
message. Clients gain intelligence on what’s happening in their space and
what’s happening with their space in the capital markets.
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