IR Services Investor Targeting Focused on Investors Who Can Act
Targeted introductions, non-deal roadshows and conference invitations with investors who have the interest and buying power to act.
Investor targeting is the part of investor relations that decides who management meets. Hayden IR identifies institutional funds, family offices, retail brokers and high-net-worth investors who fit your stock, makes the introductions and arranges one-on-one meetings, non-deal roadshows and conference calls. Each year we facilitate more than 1,100 investor meetings and more than 110 conference invitations for our clients.
For a small- or micro-cap company, the pool of potential investors is limited, and each of them is weighing thousands of other ideas. A screen of who owns similar companies is only a starting point. We look at what makes a fund buy, what makes it sell, who at the firm drives the position and whether it can own a stock your size. That work produces better meetings in the short term and, over time, liquidity, a broader shareholder base and a fairer valuation.
What’s Included
Target Investor Lists
A prioritized list of investors with a record of similar investments in the past six months and the purchasing power to act.
Personal Introductions
Introductions from senior team members who know each investor’s criteria and bring them only ideas they can act on.
Non-Deal Roadshows
In-person and virtual roadshows in cities such as New York, Boston, Chicago, Minneapolis, Milwaukee, San Francisco and Los Angeles.
Conference Invitations
Invitations to sell-side sponsored and independent conferences hosted by firms such as B. Riley, Roth, Craig-Hallum, Sidoti, Needham and LD Micro.
Sell-Side Analyst Introductions
Meetings with research analysts who cover your sector and could initiate coverage.
Meeting Preparation
Briefings on each investor’s style, holdings and evaluation criteria before management walks into the room.
Follow-Up and Feedback
Callbacks after meetings and earnings calls, with investor feedback reported to management.
How We Work
Profile the Stock
We define the investment thesis, market cap, liquidity and sector so we know which investors can realistically own the shares.
Build the Target List
We rank prospects by recent similar investments, buying power, pre-qualified interest and their history with past Hayden IR clients.
Introduce and Schedule
We make the introductions, cultivate interest and arrange one-on-one meetings, roadshows and conference slots.
Prepare and Follow Up
We brief management before each meeting, then follow up with every investor and report back what we heard.
What Success Looks Like
- Meetings with investors who have the mandate and capital to take a position
- A rising institutional share of ownership and deeper daily trading liquidity
- Repeat conference invitations and new sell-side relationships
- A shareholder base that moves up the Street as the company grows
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AudioCodes
Voice Networking & Unified CommunicationsInvestor Targeting & Marketing FAQs
What Is Investor Targeting?
Investor targeting is the process of identifying and prioritizing the investors most likely to buy and hold a company’s stock. It looks at an investor’s past holdings, investment style, fund size and decision-making process, then focuses management’s time on the best fits. Done well, it means fewer wasted meetings and a more stable shareholder base.
How Does Hayden IR Decide Which Investors to Approach?
Hayden IR prioritizes investors with a record of similar investments in the past six months, significant purchasing power and pre-qualified interest from direct conversations. The most important factor is history: how the investor has responded to past Hayden IR clients. That knowledge lets the team match the pitch to each investor’s approach.
How Many Investor Meetings Does Hayden IR Arrange?
Hayden IR facilitates more than 1,100 investor meetings a year across its clients, with institutional investors, analysts, bankers, brokers and high-net-worth individuals. It also secures more than 110 conference invitations a year at sell-side sponsored and independent conferences. The number for any one company depends on its stage, its sector and how much time management can commit.
Do Retail Investors Matter for Small-Cap Stocks?
Yes. Retail investors and retail brokers can provide liquidity and early support for micro- and small-cap stocks that are too small for many institutions. Hayden IR builds a mix of retail and institutional investors suited to each company and shifts toward larger institutions as the company grows. At Heska, introductions to retail investors and smaller hedge funds came first, followed by institutions with $1 billion to $2 billion or more under management as the company reached its financial milestones.
