Strategic IR Solutions for Public Companies
The public markets are an unforgiving place. Do you sometimes feel like the Street “just doesn’t get it” when it comes to your story? Even if the stock has performed well, do you wonder if investors truly understand your story and will be there for the long-term when you stop beating estimates?
We help you solve these issues by eliminating investor confusion and giving you the tools to provide investors with the necessary metrics to properly evaluate your business.
Earnings Call Preparation
We help script the prepared remarks section of quarterly earnings calls and prepare you for the anticipated Q&A you’ll face from investors. We analyze the quarter like their most critical investors would – we just do it before the numbers are released, giving you the foresight into how the broader investment community will react – before it happens.
Roadshow Strategy Consulting
We prepare you for, and then join you on, selected roadshows and at investor conferences, providing real-time feedback to continuously reshape the message to deliver your story in a way investors can understand and digest.
Case Study – CSOD
Cornerstone called us in to help reposition the story after they undertook a dilutive round of funding, initiated a restructuring, and dealt with the fall-out from several years of uneven performance and missed guidance.
We spent a week doing a “deep dive” at the company’s headquarters in Santa Monica, CA during which we interviewed all the business line leaders, customers, and industry analysts. We reviewed two years of management interactions with Wall Street and adjusted management’s talking points for describing this new phase of the company’s growth. We scripted remarks for their earnings calls, prepared them for investor conferences, and coached them during several non-deal roadshows. We also crafted a 5-hour analyst day and prepared all of their executives for their presentations and the expected Q&A.
Our work helped raise the company’s EV/Revenue multiple from the lowest in the group towards the industry average.
We help benchmark your current investor relations activities (including disclosures, Street coverage, and overall “presence”) against your peers to help set the optimal strategy.
Investor/Analyst Day Creation
We craft everything from setting the agenda to preparing all the talking points to coaching every one of your speakers so that their messages are clearly “heard” by investors.