This level of communication is about attracting new potential investors to learn about your Company’s prospects. The targeting criteria are regularly reevaluated as the potential investor base shifts with changing investment criteria, economic cycles and as your Company evolves.



Once interested potential investors start listening, it takes continuous communication to keep them informed. They are at the stage of forming their valuation models, completing their due diligence process and making investment choices. This category could also include past shareholders.



Once targeted investors become shareholders, the flow of information and the need to access management does not diminish. Investors are continually evaluating their portfolios. Any new information will affect their buy, sell or hold decisions. That’s why continuous communications are critical in maintaining the shareholder base.

“Our process is grounded in meaningful and specific research that leads to better targeting of your audience and a more strategic approach to communications.”