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.
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
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
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.
The inbound service will provide a timely response to all incoming calls from shareholders and potential investors during market hours.
A specialist grasp of Capital Markets and up-to-date knowledge of the client enables us to deliver company stories in an effective, engaging manner. This is a continuously evolving process that demands keeping up to date with all recent client press releases and monitoring FAQ questions that may arise. Our monthly reach for the client is capable of exceeding thousands of leads. However, ensuring lead quality is paramount to success and we will conduct continuous inbound lead analysis to ensure we are reaching the leads with the best potential and refine our efforts accordingly.
The benefits of our inbound service are:
Providing investors with the latest company news, press releases, and more.
Someone who’s available to answer incoming calls from shareholders and potential investors during market hours.
Trained capital markets specialists telling the story as the company would, and better.
Able to escalate relevant calls to the management team.
Ability to analyze what communications are (and are not) working.
Facilitating connections with new investors and providing ongoing support to ensure a smooth investor experience.
Waiting for the phone ring is not a comprehensive strategy.
Outbound calls are an essential part of an approach to client success. Utilizing existing lists of contacts/potential investors and reaching out personally shows investors and shareholders that you value their involvement and commitment to the client. As with inbound, the same principles apply. Ensuring a specialist grasp of Capital Markets and up-to-date knowledge of the company in order to tell each story in an effective, engaging manner.
With increasingly busy day-to-day lives, keeping up with news and updates can be very time-consuming and difficult. The ability to reach investors on the phone, laptop, or smartphone increases our success rate. With this in mind, we will leverage multiple communication channels and formats, to increase the chances of reaching and connecting with as many investors as possible. We adopt and continually develop the communication channels that we offer to clients.
Utilizing software, we are able to enhance and even automate many of the processes.
Investor outreach is vital to a successful raise–but it doesn’t have to consume all your time and resources.
Our investor relation calling center relies on technology and infrastructure that allows us to track and optimize our overall investor outreach efforts.
We use this data analysis to ensure our outreach efforts are targeted, focused and hitting key targets. By gathering investor call data such as call disposition and recordings, we are able to provide valuable insights to help reduce media buy spend, address investors' frequent questions, and refine your stock story.
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.
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.
917k
Volume Peak
$2.77
Share Peaked
$2.20
IPO Share Price
26%
Share Price Increased
Case Study
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