Skip to content

FP for Forbes: Rules of the road for successful investor communications

Topic: Thought Leadership Investor Relations
Sep 26, 2022 12:00:00 PM

Moira writes for Forbes: "Many companies endure the arduous process of becoming public yet fail to optimize their access to capital, primarily due to ineffective engagement with Wall Street."

 

Screenshot 2023-06-12 at 10.30.14 AM

Having advised CEOs and CFOs of many newly public companies, I have witnessed almost every investor relations mistake possible. The game of dodgeball is at the top of the list, with excuses like...

  • Our results for the quarter aren’t that great, so let’s not have a Q&A session on our earnings call.
  • The metrics we provided on our recent IPO roadshow are no longer the right ones, so we need to change them or stop providing some of them.
  • The timing isn’t right to meet with investors—our business isn’t doing that well, so we don’t have a great story to tell for now.

Reflecting on this arsenal of experience, I framed the following: Rules of the road for successful investor communications...

 


About the author:

Moira Conlon is the Founder & CEO of Financial Profiles, where she is responsible for the firm's operations and growth. operations and growth. She leads teams and client engagements, sharing her vast 30 years of experience as an investor and strategic communications advisor and as an investment banker earlier in her career at Merrill Lynch. Moira has provided counsel to management, boards and communications executives of hundreds of public and private companies in many industries. She has expertise in investor relations, media relations, transactions, crisis communications, and corporate governance.

Topics from this blog: Thought Leadership Investor Relations