Investor Perception Reports
Regular reports detailing the findings and analysis of our ongoing investor perception discussions so that your executives can always be in the loop as to what issues are top of mind for investors and how to effectively address them.
Peer Analysis Reports
Regular reports detailing the findings of our ongoing Peer Analysis, ensuring your team is well informed on how other companies are addressing top-of-mind industry issues
Alignment Meetings
To ensure complete alignment between our team and yours, Veridian holds regular alignment meetings with your team’s relevant decisionmakers. These meetings ensure our team is always aligned with your priorities and help calibrate our Investor Perception and Peer Analysis to ensure we are pursuing the most relevant datapoints for your team.
Ad-Hoc CMSR Insight Meetings
Our team is available on an ad-hoc basis to deliver CMSR insights where and when you need them. Situations include, but are not limited to, Board of Director meetings, high-level guidance discussions, internal M&A discussions, or ad-hoc investor meeting preparation and training.
Shareholder Analysis
Consensus Analysis
Reports analyzing sell-side investor consensus numbers and key commentary.
Guidance Analysis
We work closely with your team to analyze potential guidance scenarios from the investor perspective.
Investment Narrative Development
We work closely with your team to develop a strong, cohesive investment narrative. We leverage CMSR throughout the Narrative Development process to ensure your message resonates with the investment community.
Executive Q&A Preparation
Q&A preparation begins with a question list developed by our team that is founded on CMSR insights. At your discretion, our team hosts live-fire Q&A prep sessions ahead of earnings calls, conferences, roadshows, and other investor interactions to prepare executives for potential follow-up questions and avoid flashpoints.
Peer Stock Performance Valuation Analysis
Materials Preparation
Our team leverages insights gathered from ongoing investor perception discussions and comprehensive peer analysis (Continuous Market Sentiment Research) when drafting investor materials including, but not limited to, earnings prepared remarks, press releases, investor presentation content, and executive letters to shareholders.
Investor Targeting
Corporate Access Planning
Working closely with your team to analyze and plan management’s corporate access calendar. We prioritize high-value meetings and events to maximize executive time.
Administrative & Logistics Tasks
Outsource as much or as little of your IR-related administrative tasks to Veridian, including, but not limited to: submitting press releases, setting up conference calls, managing the earnings process, and communicating with investor conference desks.
Spin-Off Messaging & Preparation
A strong strategic rationale and clear communication are key determiners of a successful spin transaction.
Through our CMSR investor perception discussions and our deep analysis of precedent transactions, we provide you with a best-in-class communications roadmap tailored to your specific circumstances.
Transaction Advisory & Communication Strategy
Any corporate transaction is one piece of your overall investor communications strategy, and it’s important that your IR partners understand how investors will view a transaction within your company’s broader strategy.
Our ongoing investor perception discussions and peer analysis, which includes closely monitoring industry transactions, provides us with the context we need to anticipate investors’ reactions to deal announcements.
Our work continues after the transaction, as we gather feedback directly from investors to advise management on how best to position the acquisition and integration within the context of your broader strategic priorities.
Secondary Offering Messaging & Preparation
Navigating a secondary offering is a challenge for any management team, and to adequately address investors’ concerns during the process, it’s key to first gain a comprehensive understanding of those concerns.
Our ongoing investor perception discussions and peer analysis (Continuous Market Sentiment Research) provide the insights you need—directly from your investor audience—to ensure those concerns are addressed.
Investor Day Planning, Development, & Preparation
Without proper planning, Investor Day presentations can do more harm than good to a management teams’ credibility.
That’s why we start early, working hard to establish explicit goals and tailoring the format of the event to ensure investor expectations are appropriate.
From there, our ongoing conversations with investors, our analysis of your peers’ investor events, and our coordination with your internal teams will ensure that your Investor Day will be a success.
Executive Transition Messaging & Communication
Every executive transition involves a shift in management credibility. It is critical to understand that shift when creating a strong first impression in your new role with investors.
Our ongoing conversations with investors help us anticipate that shift and recommend commensurate adjustments to your messaging to help you build credibility with investors from day one.