[15 Jun 2015 | One Comment | ]
Experience Q4 Touch – A Finance App Designed for the Daily IRO Life

Earlier this week, we were pleased to pre-release our new and improved Q4 Touch App. “Finally, a Finance App for the IRO – Not the Investor.” Today, we are excited to announce that the app is available for download from both the Apple App Store and Google Play.
This post walks through some of the great features of the new app.
Over the last few months we’ve been hard at work building features and functionality into Q4 Touch, geared towards the daily needs of all IROs. Our main goal throughout the development process was to …

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Corporate Governance, Featured, Investor Communications, Investor Relations, Private Equity, RethinkIR, Transparency »

by [22 Jul 2015 | No Comment | ]
It’s a problem whether you are public or private

In January 2015, Antoine Drean, founder and chairman of Palico, wrote, “It’s safe to say private equity will see more innovation this year than ever before, as investors actively adjust to the growing complexity and diversity of the asset class.”1 With increasing competition for capital – thanks, in part, to the regulatory changes with regards to marketing, as well as growing limited partner influence – many private equity firms will need to be innovative just to keep pace with peers.
Ironically, as private equity looks for inspiration for innovation, it should look no further than the …

Activism, Best Practices, Featured »

by [17 Jul 2015 | No Comment | ]
When an Activism Risk Arises, a Special Committee Can Prove Beneficial

We recently stumbled upon an interesting read on Timely Disclosure, a blog that covers updates and commentary on current issues in corporate finance, securities, and mergers & acquisitions. The article primarily discusses what a board can do if and when there’s a risk of activism. We thought it might be helpful to outline a brief summary of the article, given the increase in the number of activists and proxy contests.
Across most companies, the board’s function is quite authoritative – overseeing the management team when necessary. While the board doesn’t get …

Earnings, Featured, Investor Relations »

by [14 Jul 2015 | No Comment | ]
5 Tips to ensure your website is ready for earnings

Last week, we published a blog post, “Eight Tips to Consider Prior to your Earnings Call,” highlighting tips from our Client Service Specialist (CSS) Team Lead, Karin Ronde. Today, Karin shares some steps you need to take to ensure that your website is ready for your earnings presentation. Having organized numerous earnings events with customers, Karin and the CSS team have a solid understanding of what it takes to successfully update your IR website for your next earnings presentation.

Try to plan for your earnings announcement – make sure that your …

Earnings, Featured, irchat, Product Tips & Tricks, web disclosure »

by [10 Jul 2015 | One Comment | ]
Eight Tips to Consider Prior to your Earnings Call

With earnings season just about to get into full gear, we thought it was the perfect time to share some best practice tips in preparing for and executing your quarterly earnings call. Today’s blog post features a comprehensive list from our Client Service Specialist Team Lead, Karin Ronde. Karin and the CSS team have organized a great deal of earnings events with customers in the past, and Karin was eager to share some of the steps she regularly goes through with clients in preparing for their earnings call.

Keep the date …

Activism, Analytics, Featured, Intelligence, Investor Relations »

by [9 Jul 2015 | No Comment | ]
Stock Surveillance without Option Surveillance is Only Half the Picture: REPORT

Last month, we were incredibly excited to announce our partnership with Oxford Intelligence Partners. Working with Oxford, we have been able to implement and release our Market Surveillance platform through Q4 Touch as well as begin work with other datasets to create a comprehensive, 360 view of the market for all IROs.
Oxford is a leader in the market intelligence space because of their focus on making use of complex option markets datasets and translating that information into actionable reports. In April 2015, Oxford released a whitepaper entitled: “Stock Surveillance without …