Reaching investors at scale, one relationship at a time.

Public Yield Capital offers an Investor Relations Calling Desk solution that outreaches hundreds and thousands of potential investors to support your funding.

Why We Created The Investor Calling Desk

It is essential to continually follow up and connect with investors. People are overwhelmed by their overflowing email inboxes and communication gets lost in the crowd. There is nothing quite like the personal touch of a phone call and talking to a real person. Calls are still the most successful method to connect with and educate investors to best achieve results. A critical tool in successful investor relations, managing a calling desk can prove difficult due to:
  • Lack of a dedicated IR person to follow up and keep shareholders/potential investors up-to-date
  • Not having proper systems in place to manage databases and track the dispositions of the calls
  • Inability to analyze what communications are (and are not) working
  • Not being able to deliver an engaging company story
  • Calling a database is a full-time position
  • Hiring an IR person is expensive

Why Do You Need A Dedicated IR Calling Desk?

Many companies lack the internal resources to carry out this task and are missing out on valuable leads. Managing investor leads requires continuous management, nurturing, and a lot of time. The goals of the Calling Desk are to:
  • Followup, educate, and support equity crowdfunding efforts
  • Strengthen investor relations
  • Provide a steady flow of accurate and reliable communications
Dedicated IR calling desk

An IR Calling Desk To Compliment Your Investor Relations Person

The IR Calling Desk is a team of experienced IR professionals who represent the issuer; they provide inbound and outbound support to follow up with and manage investor databases and communications. We take the pressure off your IR team and allow them to focus on your strategy and communications.
We adopt a data-driven approach, incorporating technology-enabled communication with targeted analytics to ensure issuer success. The program is designed to nurture and educate potential investors, and escalate relevant and high potential calls with sell-side analysts, high-net-worth individuals, family offices, and institutional investors.

What Our Investor Outreach Desk Does

Our team develops a vast understanding of client offerings and a detailed call script to successfully engage with existing databases and report on their success.
Gage Growth Corp.
In just over three months, we connected with over 5,000 potential investors as we supported Gage’s $50M raise.
Gage Growth Corp. tasked us with generating awareness and attracting retail investors for their investment opportunity, learn how we did it.

Considering Reg. A+?

Don't go in blind - Download our Regulation A+ Marketing Guide to find out if Reg A+ is right for your company.
Regulation A+ marketing Whitepaper

Governance, Risk, And Compliance

At PYC, ensuring governance, risk and compliance lie at the core of our operations. The introduction of new laws and regulations has not only added complexities to the capital markets but also increased the exposure to potential liabilities for many firms. The IR Calling Desk adheres to an internal compliance management framework, emphasizing a greater degree of transparency, accountability, and sound corporate governance.
Offering services to support our client’s governance, risk, and compliance efforts include:
  • Call logging & reporting
  • Consistent call training for review and audit
  • Regular update meetings
  • Monthly performance meetings
  • Obtained data stored on a secured server
  • Non-promotional call scripts that prioritize distributing company information
  • Build an opt-in database of investors

Ready to Raise Capital?

Leaders in Investor Marketing
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Case Study

Gage Growth Corp. tasked us with generating awareness and attracting retail investors for their investment opportunity. From the Testing the Waters stage to post-IPO filing, we used our extensive experience in investor marketing to attract potential investors to this rapidly expanding company. In just over three months, we connected with over 5,000 potential investors as we supported Gage’s $50M raise.


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Share Peaked


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