Investor Relations Calling Desk

In order to aid the fundraising efforts of early-stage, pre-IPO and publicly-listed companies, Public Yield Capital offers an Investor Relations Calling Desk auto-pilot solution to constantly boost outreach and engage with your shareholders and prospective investors.

This IR Calling Desk solution is designed for clients with small or no investor relations teams, which not only takes the responsibility off their plate but also uses software and processes to maximize results.

Our investor relations efforts target retail investors and present the company story in a compelling manner to drive investment. This solution is also available for privately listed companies to support crowdfunding campaigns according to the exemptions outlined in Regulation A+.

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 being able to deliver an engaging company story
  • Calling a database is a full-time position
  • Hiring an IR person is expensive
  • 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

Connecting with large numbers of investors individually is a time-consuming process that can detract valuable time from a company’s operations. Many companies lack the internal resources to carry out this task and are missing out on valuable leads.

Why do you need a dedicated IR Calling desk?

Managing investor leads requires continuous management, nurturing, and a lot of time. The goals of the Calling Desk are to:

  1. Followup, educate, and support equity crowdfunding efforts
  2. Strengthen investor relations
  3. 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 we do

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. We handle both outbound and inbound calls. Using reports and analytics enables us to continually update and improve our methods to identify any communication gaps. A combination of the following services can be tailor-made to suit our client’s individual needs.

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 optimizing our efforts accordingly.

Inbound Calls

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:

  • 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, from financials to emotional hooks
  • Always up-to-date with the latest company news, press releases, and FAQs.
  • Able to escalate relevant calls to the management team

Outbound Calls

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.

Omni Channel Communication

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.

  • Voice (i.e. phone)
  • Messaging (i.e. WhatsApp, Msgr, Signal, Telegram, WeChat)
  • Email (domain-based self-managed)
  • ChatBots (AI Tech)

Utilizing software, we are able to enhance and even automate many of the processes.

Public Yield Capital outreach
Public Yield Capital outreach
Investor Calling desk solution by Public Yield Capital
Public Yield Capital outreach

To find out more about the IR Calling desk reach out to us.

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


Learn more about Public Yield Capital’s Investor Marketing Compliance here.

Download Solution Sheet

Learn more about our IR Calling Desk solution.

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