E-book
E-book
Investor Targeting
How to identify and prioritise investors successfully
Investor Targeting
How to identify and prioritise investors successfully
Investor Targeting
How to identify and prioritise investors successfully
More features, AI tools, and data than ever before have transformed how IR teams and brokers can screen, identify, and analyse investors to target.
This e-book explores the features of modern IR platforms and the key considerations required for successful investor targeting.
Read more about
Identify high-priority targets, secondary targets, roadshow candidates, and current owners
Manage investor targeting on a recurring basis
Prioritise actions towards investors
Define key variables for ideal investor profiles
Understand the data that enables effective investor targeting
More features, AI tools, and data than ever before have transformed how IR teams and brokers can screen, identify, and analyse investors to target.
This e-book explores the features of modern IR platforms and the key considerations required for successful investor targeting.
More features, AI tools, and data than ever before have transformed how IR teams and brokers can screen, identify, and analyse investors to target.
This e-book explores the features of modern IR platforms and the key considerations required for successful investor targeting.
Recommendations
Recommendations
Articles, customer cases and products based on this report
Articles, customer cases and products based on this report
Learn more about our Investor Relations Platform Monitor.
Customer Case
How Rightmove benefits from Monitor and Estimates.
Five ways to apply investor targeting to your existing holders
Article:
How data increases efficiency and results for Investor Relations.
IR benefiting from AI?
Start with data qualityArticle:
How IR teams can benefit from AI, by starting with data quality.
How modern IR teams can use IR CRMs
to stay ahead
Article:
How IR CRMs can bring value to modern IR Teams.
How small and large IR teams can
manage investor meetings differentlyArticle:
How to manage investor meetings depending on company size.
5 steps for a successful roadshow
Article:
How to plan, execute and follow up on Roadshows.
Learn more about our Investor Relations Platform Monitor.
Customer Case
How Rightmove benefits from Monitor and Estimates.
Five ways to apply investor targeting to your existing holders
Article:
How data increases efficiency and results for Investor Relations.IR benefiting from AI?
Start with data qualityArticle:
How IR teams can benefit from AI, by starting with data quality.
How modern IR teams can use IR CRMs
to stay ahead
Article:
How IR CRMs can bring value to modern IR Teams.
How small and large IR teams can
manage investor meetings differentlyArticle:
How to manage investor meetings depending on company size.
5 steps for a successful roadshow
Article:
How to plan, execute and follow up on Roadshows.
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EC3V 9DU London
Birchin Court
20 Birchin Lane
EC3V 9DU London
Birchin Court
20 Birchin Lane
EC3V 9DU London
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