Lesson 8 : Pitching and Investor Relations

Pitching

is the process of presenting a business idea or proposal to potential investors, stakeholders, or customers with the goal of gaining support, funding, or partnership.

Value Proposition

is a statement that includes your important customer and market

is a promise of value to be delivered and acknowledged and a belief from the customer that value will be appealed and experienced.

Investor relations (IR)

is a crucial function within a company that involves managing communication and relationships between a company and its investors

Strategic Planning

• Identify Stakeholders: Determine key stakeholders, including current shareholders, potential investors, analysts, and regulatory bodies.

• Set Objectives: Establish clear goals and objectives for the investor relations function in alignment with the overall corporate strategy.

Communication Strategy

• Develop a Messaging Framework: Create consistent and compelling messages that reflect the company's performance, strategies, and outlook.

• Select Communication Channels: Choose appropriate channels for communicating with investors, such as press releases, conference calls, annual reports, and social media.

Financial Reporting

• Prepare Financial Statements: Ensure accurate and timely financial reporting in compliance with regulatory requirements.

• Conduct Earnings Calls: Host regular conference calls or webcasts to discuss financial results with analysts, investors, and the media.

Investor Outreach

• Target Analysts and Investors: Identify and engage with key analysts and institutional investors who influence the market.

• Organize Investor Conferences and Roadshows: Participate in industry conferences and conduct roadshows to present the company's story to potential investors.

Shareholder Engagement

• Respond to Inquiries: Address inquiries from existing and potential shareholders promptly and transparently.

• Shareholder Meetings: Conduct annual general meetings (AGMs) and other shareholder meetings to discuss key issues and allow for shareholder participation.

Regulatory Compliance

• Stay Compliant: Ensure compliance with all relevant securities laws and regulations.

• File Documents: File required reports, such as quarterly and annual reports, with regulatory bodies, such as the Securities and Exchange Commission (SEC) in the Philippines

Crisis Management

• Prepare for Crisis Situations: Develop a crisis communication plan to address unexpected events that may impact the company's reputation or stock value.

• Communicate Effectively: During crises, communicate transparently and proactively with investors, analysts, and the media.

Feedback and Analysis

• Gather Feedback: Solicit feedback from investors and analysts to understand their concerns and expectations.

• Competitor Analysis: Monitor and analyze the performance of competitors and industry trends to provide context for the company's performance.

Technology and Tools

Utilize Investor Relations Platforms: Leverage technology platforms that facilitate communication with investors, manage shareholder data, and provide analytics

Continuous Improvement

Review and Adjust: Regularly assess the effectiveness of the investor relations strategy and make adjustments based on feedback and changing circumstances.

Tell a Compelling Story

Use storytelling techniques to make your pitch memorable.

Present a Solution

Clearly outline your product or service and how it solves the identified problem.

Market Opportunity

Demonstrate a clear understanding of the market opportunity.

Financial Projections

Present realistic and well-researched financial projections.

Showcase Traction

Highlight any existing customer base, partnerships, or sales.

Team Strength

Introduce your team and their expertise

Address Risks

Be transparent about potential risks and demonstrate how your team plans to mitigate them.

Interactive Q&A

Anticipate potential questions and be prepared to engage in a dynamic Q&A session

Visuals and Presentation

Use visuals, such as slides or prototypes, to enhance your presentation.

Follow-Up

Have a plan for following up after the pitch.