1. Accelerize Financial focuses on building long-term relationships with our
clients by providing tangible, measured results in investor communication. This
Presentation outlines a few best practices we recommend for an effective investor
awareness campaign.

2. The Four Pillars of Investor Awareness
This process can be immensely helpful in developing a plan to
achieve measurable, long-term results.
Measurable Results
Pillar 1: Presentation
Develop an effective and professional set of materials for
potential investors and existing stakeholders.
Communication
Pillar 2: Content Creation
Presentation
Distribution
Regularly generate interest though featured articles, value
propositions, filings highlights and technical stock charts.
Content
Pillar 3: Communication
Insure that your existing stakeholders as well as investors who
have expressed interest in your company are kept up-to-date on
press and milestones.
Pillar 4: Distribution
Present your story to new investors, through email distribution,
online marketing, webcasts, conferences and content
syndication.
Business Plan, Management and Milestones

3. Pillar One: Presentation
Begin by doing a thorough review of your investment materials, web site and press releases. Make sure you have created
a polished, compelling story for your stakeholders and potential investors. It is also essential that you present a cohesive
brand across all of your presentation materials - from your media kit, business letterhead, marketing collateral to your
web site and investor materials.

4. Pillar 2: Content Creation
It’s important to create a steady flow of content for your organization. If you do not have the internal resources or organic
media coverage, find external sources with writers who will take the time to understand your business and hone in on the
most compelling aspects for investors. Articles, press releases, highlighted recent filings, technical stock charts, email
creatives and corporate blogs are all important aspects of a content creation strategy.
Your news and articles can be syndicated on a number of high profile websites:

5. Pillar 3: Stakeholder Communication Management
Create a contact database of your stakeholders and potential investors who have expressed interest in your business. Send
out timely emails, highlighting press releases, articles, news, events and milestones - ensuring investors, employees and
followers of the company are always kept up-to-date. It’s also vital to gather information on who is engaging with your
messages, allowing you to follow-up and refine your communication strategy appropriately.

6. Pillar 4: Distribution
The last component of a successful investor awareness campaign is to distribute your story to an audience of active
investors and decision makers. Effective distribution efforts can target specific audiences such as:
• Financial journalists • Brokers
• Active traders • Institutional investors
• Financial planners and advisors • Investors in Specific Industries

7. Detailed reports will allow you to:
• Determine follow-up actions, based on engagement.
• Determine appropriate changes to content strategy.
• Manage ROI of various communication efforts.
Assemble your best content: Try a variety of groups who Insist on reporting after your
articles, fact sheets, value have databases of active information is distributed,
propositions, presentations investors in your industry showing impressions as well
as clicks
Work with groups who are “Lead Generation Enabled” OR, build your own lead generation elements into your materials

8. Conclusion: Utilizing the Four Pillars for Investor Awareness
Measurable Results
Today, IR professionals have to reach across
a number of mediums and borders, and it’s
becoming increasingly difficult for a small team to
fill all of these roles effectively.
Communication
Presentation
Distribution
Public companies looking to implement a more
effective investor relations campaign might
Content
consider mixing and matching various IR services
in order to cover all of the bases.
Business Plan, Management and Milestones

9. For more tips, please visit our website and blog: accelerizefinancial.com
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Daniel Minton office 1.406.862.5400
Managing Director cell 1.406.270.1284
email daniel@accelerize.com