The investor journey has become digital-first, that begins and (sometimes ends) with a company's website. A well-designed and regularly maintained website with clear messaging and storytelling is crucial in attracting investors and gaining a competitive advantage. Video content is an essential component of a company's digital DNA, and not having it could result in losing upwards of 50% of potential investors.

Small cap companies are gearing up for their earnings calls, and a well-crafted narrative is crucial to cover key points of the quarter and maintain credibility. To effectively manage expectations, companies should focus on what they can control, structure a well-thought-out story, and engage in timely disclosure.

Our overseas client, a micro-cap (defined as public companies under $300 million in market cap) just completed their first in-person non-deal roadshow for 2023 on the East Coast this week. Here is what we learned on this esssential IR program when targetting and meeting with investors.

From the rise of virtual investor meetings to the challenge of delivering good news in a turbulent market, the role of investor relations has changed dramatically over the last two years. Larger forces shaped by technology and the democratization of information have categorically redefined the scale, scope and complexity of the function, in addition to its strategic value as a key part of the modern-day executive team.