Classify: Leveraging an Intuitive Database for Investor Targeting Shivi Kumar

Transcription

1 Classify: Leveraging an Intuitive Database for Investor Targeting Shivi Kumar

2 EXECUTIVE SUMMARY Investor targeting has always been a high priority for publically traded companies and while there are many services that compile a database of contacts very few have isolated the best method for defining and identifying the right considerations to reach a qualified set of potential investors. With increased visibility and accessibility to data, targeting can be utilized in a much more efficient manner. With the ability to be far more analytical and precise when defining potential investor segments, investor relations professionals can pinpoint the appropriate investment funds, retail investors, media professionals to maximize buying potential. This white paper will cover: Trends in targeting and how they impact corporate communication strategies Classify: what is it and how are industry professionals leveraging it? Best practices for managing and monitoring investor communications

3 TABLE OF CONTENTS INTRODUCTION CLASSIFY: BUILDING COMPREHENSIVE TARGETING PROGRAMS MANAGING AND MONITORING INVESTOR COMMUNINCATIONS CONCLUSION ADDITIONAL RESOURCES INTRODUCTION Traditionally, investor targeting has relied heavily of peer-to-peer introductions and leveraging relationships within funds and firms to present your offerings to the right audience. While this relationship based approach is still highly valuable, companies are realizing the value of leveraging tools and services to identify, analyze and prioritize the larger universe of potential buyers. With the advent of sophisticated algorithms and analytics, the possibilities of potential investors has multiplied, so it becomes increasingly difficult for IR professionals to know how to categorize, catalogue and reach the most promising and relevant prospective investor. Globalization and real-time communication has impacted how IR professionals are approaching targeting, as management teams can meet with potential investors around the globe with ease. Lastly, the science of targeting has become much more sophisticated and precise. There are numerous databases of investor information that can be mined, bought, and optimized to specify and segment investor opportunities. Issuer Direct: Classify uses the data acquired from over 24 years of retail investor intelligence via the PrecisionIR brand, combined with comprehensive library of verified contacts within the buy-side, sell-side and media worlds to help IR professionals more efficiently target and tailor their outreach. Insightful targeting and customized analytics allow IRO's to maximize and accurately measure impact of management's time on the road and calculate ROI on investor targeting efforts.

4 Classify Fact Sheet 1,487,610 Pieces of total data 76% United States 21% Europe 3% Canada 107,544 Media Professioanls across 33 different industries. Media Pros 85% 12% Buy-Side 3% More than Retail Investors CFA RIA Accredited Retail Family Of ce Mutual Funds Fiancial Advisors Sell-Side Market Makers 65% can be reached directly through social media accounts. Almost 54% 50% of European are data is in the UK Reatail Investors 739,333 Retail Invetors in active database 386,319 Licensed Professionals in active database 73% United States 83% United States 23% Europe US Toll-Free: % Canada 15% of these people can be directly contacted via LinkedIn 13% Europe 4% Canada Powered by Issuer Direct

5 CLASSIFY: BUILDING COMPREHENSIVE TARGETING PROGRAMS Issuer Direct: Classify Provides IR professionals with comprehensive global financial & investor data, enabling our clients to execute deals more e ffi ciently, maximizing time and resources from origination through marketing, allocation and beyond. Classify Combines the industry's most robust institutional data with intuitive IR workflow tools and provides access to detailed profiles and comprehensive ownership information on: Investment Advisors Chartered Financial Analyst Firms (Banks & Brokers) Family Offices Accredited Investors Retail Investors Registered Representatives Editors & Producers Reporters & Journalists Digital Media Professionals Bloggers Social Media Specialists

6 Classify gives clients all of the essential data and tools they need on the road to access and edit itineraries, pull up investor profiles on the road, and input meeting notes in real time. When it comes to targeting, IR professionals are challenged with balancing the needs of both existing investors and stakeholders, as well as completing meaningful outreach to potential new investors. Embracing a more efficient and analytical approach to targeting affords companies the ability to better measure the impact of your IR strategy.

7 CONCLUSION IR professionals know that executing a strategic and targeted approach to identifying and meeting with compatible investors is a best practice and can have a significant impact on a company's valuation in both the short- and long-term. Therefore, identifying and leveraging tools that enable IR professionals to accurately profile investors in an effort to predetermine compatibility and potential impact is the essential in a successful targeting program. Aligning with a partner like Issuer Direct: Classify allows IR professionals to focus their efforts on crafting meaningful, targeted outreach while Classify invests in continuously advancing the capabilities of its investor database and targeting tools. ADDITIONAL RESOURCES Issuer Direct Corporation ( ISDR) is a market leader and innovator of Disclosure Management Systems and Cloud-based Compliance Technologies. The Company's flagship technology platform - the Disclosure Management System (DMS) - is a secure cloud based workflow compliance collaboration system for compliance and communications professionals. Today, Issuer Direct works with several thousand compliance professionals and corporate issuers worldwide. Meet our Team Contact Us Issuer Direct: Classify For more information, please contact shivi.kumar@issuerdirect.com