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Article
What is the importance Of Investor Relations For An Organization?
In this comprehensive guide, explore the importance of investor relations and learn how they can help an organization in attracting new investors, and achieving fair valuation
Article
Earnings Season Best Practices: A Recap of Our Recent Call
The IR team should consistently reach out to all covering sell-side analysts for a brief 10-15-minute call. During these sessions, IR can provide an overview of the quarter's events. Also remember to send reminder emails to new investors.
Article
Unity Investor is now Resurge!
We are thrilled to share that Unity Investor has now transformed into Resurge. Our new brand better reflects our mission to help public companies get the valuation they deserve.
Case Study
$14bn Software Company in Model Transition
After many years of disappointing results, investors lost interest in this company. Additionally, the company’s financial disclosures made it impossible to see all the changes going on “under the surface.”
Case Study
$2bn Software Company Entering a Model Transition
Management doesn’t always provide concise, direct answers to questions which can leave investors feeling unsatisfied. We then helped them script their earnings calls, Q&A, and investor presentations (including an investor day) to tell the story while also releasing a series of new KPIs that investors used to gauge the company’s progress through the transition.
Case Study
$5bn Hardware Company Lacking Investor Credibility
The client (under NDA) was looking for someone to help them fix their sagging stock price, which was lagging behind their peers despite several quarters of beating consensus estimates.
Case Study
$2bn Software Company Entering a Model Transition
Management doesn’t always provide concise, direct answers to questions which can leave investors feeling unsatisfied. We then helped them script their earnings calls, Q&A, and investor presentations (including an investor day) to tell the story while also releasing a series of new KPIs that investors used to gauge the company’s progress through the transition.
Case Study
$5bn Hardware Company Lacking Investor Credibility
The client (under NDA) was looking for someone to help them fix their sagging stock price, which was lagging behind their peers despite several quarters of beating consensus estimates.
Case Study
$5bn Software Company with a Lagging Multiple
Management had a history of over-promising and under-delivering, which we needed to correct. Also, the business model transition created a layer of opacity that only increased disclosure, and new KPIs could solve.
Case Study
$14bn Software Company in Model Transition
After many years of disappointing results, investors lost interest in this company. Additionally, the company’s financial disclosures made it impossible to see all the changes going on “under the surface.”
Article
Unity Investor is now Resurge!
We are thrilled to share that Unity Investor has now transformed into Resurge. Our new brand better reflects our mission to help public companies get the valuation they deserve.
Article
The Importance of Humility on Corporate Earnings Calls
Even during periods of lackluster financial performance, a stock’s multiple suffers less if investors have confidence in the business’s leadership – this is because shareholders “keep the faith” in teams they trust and conversely, run for the exits if they hold any doubts.
Article
Analysts are Busy - Help Them Help You
The sell-side analysts that cover your stock are far busier than you might think. Failing to recognize this and blaming them for not properly understanding your story leads to valuation challenges and frustration by everyone involved.
Article
Provide Verifiable, Quantifiable Commentary in Your Earnings Guidance
For investors to feel comfortable owning your stock, they need to be able to go out into the field and perform primary research. Doing so will allow them to decide if they think your growth projections make sense.
Article
Is Your IR Firm Advising You to Acknowledge the Competition?
While there are often many reasons why a stock is suffering, one of the easier fixes I see in my IR strategy practice is a change in the way my clients discuss their competition.
Article
The Market Minute: 2 Important Steps to Take After Going Public
Being a public company includes a lot more regulatory headaches. And winning over investors doesn’t end after the IPO.