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Cement the Relationship

One of the most effective techniques for turning a potential customer into an actual customer is face time. The same is true for investors.

Financial Relations Board uses a number of tactics to ensure your investor meetings are a good use of your time:
  • We focus on the key financial markets that have been receptive to companies with similar investment stories.
  • We target the right mix of buy-side analysts and portfolio managers, as well as sell-side analysts and retail brokerage professionals – leveraging our personal relationships and proprietary database.
  • We help create your investment presentation to ensure it makes a compelling case for investors.
  • We handle all logistics: inviting and confirming investors, arranging for the venue and presentation/audio-visual equipment, and hosting the group or one-on-one meetings, or leading conference calls or webcasts.
  • We supplement meetings arranged by others, such as your investment bankers, to ensure more of the right investors hear your story.
  • We conduct follow-up interviews to provide you with investors' honest assessment of what they heard – then use this to improve your next presentation.
  • We can leverage your business travel by arranging investor meetings when you have free blocks of time

Make your meetings with investors as effective as possible. Contact us.