Tune-Up Time: Best Practices for Auditing Your IR Materials This Quarter
As conference season winds down and Q1 2024 earnings season gets underway, it’s the perfect time to conduct a comprehensive audit of your IR materials. Ensuring these materials are up-to-date and reflect a strong, consistent investment thesis is vital. Here are the essentials steps to enhance your IR materials:
Recap IR Objectives: Ahead of the audit, make sure your C-Suite and IR team are on the same page about IR objectives and messaging. This will help guarantee that all of your IR materials will have consistent, coherent messaging when you begin to make the required updates.
Review Investor Feedback: Your IR team should have a detailed record of feedback from investor meetings, providing insight into what materials need the most attention. As a team, review the notes to discern which specific insights should be incorporated.
Examine Visual Elements: Never underestimate the power of high quality graphics. Unique graphics demonstrate a meticulous attention to detail - low quality ones, on the other hand, convey a lack of professionalism. Investing in professional graphic design can transform your materials and your message, projecting the right image to investors.
Check Accessibility: After refining your investor page, fact sheet, and presentation, make certain they’re easily accessible. Investors appreciate ease of access, which can significantly influence their perception of your company.
Do your IR materials need a refresh? We can help. Reach out to Graham Farrell (Graham.Farrell@Harbor-Access.com) [in Canada] or Jonathan Paterson (Jonathan.Paterson@Harbor-Access.com) [in the US] to start a conversation.
