IR Services IR Strategy Built Around Your Investment Story
A long-term investor relations plan that sets expectations, defines your audience and keeps the Street informed all year.
An IR strategy is the plan behind every investor conversation. It defines the investment story, the expectations you set with the Street, the investors you want to own the stock and the calendar of earnings, conferences and roadshows that puts management in front of them. Hayden IR builds that plan with management, then runs it with you quarter after quarter.
For micro- and small-cap companies, the plan matters even more. Competition and changes in the capital markets have made it harder for smaller companies to reach the right fund managers and research analysts, and strong results often go unnoticed. We use a simple equation: fair valuation equals performance, minus expectations, plus perception. Management delivers the performance, and a disciplined investor relations program manages the other two.
What’s Included
Perception and Shareholder Review
We study how analysts and investors see the company today, who owns the stock and which misconceptions are holding back the valuation.
Investment Thesis and Messaging
We write a clear, concise investment thesis built around the metrics investors use to value companies in your sector.
Peer Valuation Analysis
We compare the company with relevant peers to show where the stock trades relative to its fundamentals and what could close the gap.
Expectations and Guidance Counsel
We advise on what to tell the Street, when to say it and how to frame guidance so results land the way you intend.
Target Audience Definition
We define the right mix of institutional, family office and retail investors for your size, liquidity and stage.
Annual IR Calendar
We plan earnings, conferences, non-deal roadshows and news flow so the company stays visible all year.
Feedback and Reporting
We report investor feedback and program activity regularly so management and the board can see what is working.
How We Work
Assess
We review your fundamentals, competitive landscape and shareholder base, and how the market perceives the company today.
Plan
We set reasonable expectations with management, define the target audience and build a calendar for the year ahead.
Execute
We put the plan to work through messaging, investor introductions, roadshows and conference invitations.
Refine
We gather feedback from new and existing shareholders and adjust the program as the business and the market change.
What Success Looks Like
- Investors and analysts can explain your investment thesis in a sentence or two
- A shareholder base that fits your stage, with a growing share of long-term institutional holders
- A valuation that tracks performance more closely relative to peers
- Management time spent on qualified meetings, planned a year ahead
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Media & StreamingIR Strategy FAQs
What Is an Investor Relations Strategy?
An investor relations strategy is the plan a public company uses to communicate its investment story to the capital markets. It covers messaging, guidance practices, the investors and analysts to target, and a calendar of earnings calls, conferences and roadshows. A good IR strategy aims for a fair valuation, adequate liquidity and a shareholder base that fits the company’s stage.
What Does Hayden IR Mean by Fair Valuation?
Hayden IR describes fair valuation as performance, minus expectations, plus perception. Management controls performance, while investor relations helps set realistic expectations and improve how investors perceive the company. When expectations are set well and the story is understood, the valuation is more likely to reflect the company’s results.
How Often Should an IR Strategy Be Updated?
Review the IR strategy at least once a year and whenever something material changes, such as an acquisition, a new management team, a capital raise or a shift in the business model. Hayden IR adjusts each client’s program as the company moves through its corporate lifecycle, adapting to change, growth, crisis or opportunity.
Does a Small-Cap Company Need an IR Strategy If Results Are Strong?
Yes. Strong results often go unnoticed when a stock has a low float, little research coverage or few institutional holders. AudioCodes was growing revenue and profits when it engaged Hayden IR in early 2019, yet its share price and institutional interest were lagging. A targeted program introduced management to institutional investors and sell-side analysts, and Bank of America, Jefferies, Sidoti and Barclays initiated research coverage.
