What Does The Service Look Like?
We will provide an experienced Fractional CFO with the practical know-how to help you develop a strong investor relations strategy. Building a plan requires a strategic approach focusing on communication, transparency and ongoing engagement. Although every business is unique, our CFOs will follow a proven process to prepare your business for investment:
Step 1 – Initial Review: We start by engaging with your investors to identify their needs, priorities, and expectations, reviewing your current practices, and identifying gaps.
Step 2 – Develop a Communication Plan: We create a tailored communication plan detailing how and when updates will be shared and if any tailored messaging is required.
Step 3 – Enhance Reporting and Transparency: At this stage, we are looking at how to improve the quality of financial reporting, providing more detailed real-time data on performance risks and growth opportunities as well as reporting non-financial metrics to provide a more holistic view of the company’s progress.
Step 4 – Strengthen Investor Engagement: Build a schedule for and host both in-person and virtual meetings to keep the investors informed and involved.
Step 5 – Monitor and Adapt: Regularly Assess the effectiveness of your investor relations efforts by tracking feedback, engagement levels and market perception.
Step 6 – Future Investment Rounds: If additional funding is required, we will help you prepare the necessary plans to secure investment from either your existing or new investors.