[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 …

Read the full story »

Best Practices, Featured, Investor Communications, Website of the Week »

by [31 Jul 2015 | No Comment | ]
Use Your Media Collateral to Tell Your Corporate Story

For the latest edition of our Website of the Week blog post, we would like to highlight St. Jude Medical’s robust Newsroom section of their corporate website. Public companies are regularly creating and sharing content over a variety of channels and media outlets. Combined together, this information can provide investors with an excellent overview of the business, their current status and value as an investment.
St. Jude knows this and created a detailed Newsroom section on their corporate site that houses all of their news related content and feeds together. On …

Best Practices, Featured, Investor Relations, Social Media »

by [30 Jul 2015 | No Comment | ]
Crisis IR in the Age of Social Media – IDI

This post comes courtesy of guest contributor Ezra Marbach. This post first appeared on his blog, Finance 2.0
Last week an anonymous blog post caused a mass exodus in shares of IDI Inc. (IDI). The post appears to have been part of a coordinated effort to cripple the small-cap’s stock. It suggested that IDI was worth $0 — while at the time, the stock traded for $11+ a share.
The situation began when an anonymous blog post was published concurrently on a number of investor sites including ValueWalk and SeekingAlpha (disclosure). The post …

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 …