Our Process

  

Implementation

During the Implementation phase, three classes of audience are being addressed simultaneously meeting three different levels of information needs.

Outreach
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.

Condition
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.

Maintain
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.