Building a competitive advantage in the fight for capital

Helping our clients solve their biggest investor relations challenges

Capital markets and the traditional role of investor relations have changed. New regulations, passive investment, evolving preferences, and a global shift to virtual engagements have disrupted the status quo. But within this disruption, there is opportunity. Opportunity to evolve your approach to better instill confidence in shareholders, increase the quality of engagements with investors, and ultimately build a robust shareholder base. Having worked with investor relations professionals for over a decade, our team is dedicated to helping our clients succeed in an ever-changing world with investor relations solutions that connect with the capital markets.

Position Your Compelling Investment Opportunity

With each engagement with investors you are educating them on yours strategic shifts, informing them of financial prospects, and broadcasting management commentary. As the message resonates you are overcoming their skepticism and aligning them to your unique value.

Your investor relations website is core to delivering your message and framing your corporate story. More than just a website - it is the first destination for a growing audience to understand your corporate direction. In fact 65% of the buy-side is visiting your website on a monthly basis, and as many as 75% of investors can take a negative view on an investment based upon the quality of your digital presence.

With market-leading technology and over a decade of experience dedicated to building 2,300 online digital brands, we understand how to turn a vision into reality, and elevate how you can grow shareholder confidence with your digital footprint.

Build a
High-Quality Shareholder Base

As your audience of institutional shareholders becomes ever more global, you need to scale your strategy to reach investment opportunities both near and far. You are communicating to shareholders who have the resources to become ever larger players in your stock, as well as proactively answering the questions that could be negatively impacting their current position.

Providing the ability to easily engage with your company and ask questions will aid in building trust, allow for the early identification of any concerns amongst shareholders, and contribute to the creation of a shareholder base that is aligned with your company's vision.

With a global shift towards virtual, you have a unique opportunity to transform how you communicate with your investors. Shareholders, wherever they might be, can be informed of your financial prospects and future strategy. While virtual events can help close the distance between you and your investors, creating an interactive experience that allows attendees to easily engage with your company's leadership team is essential. This means that you need to do more than just a webcast.

Our team of experienced virtual event managers delivers over 3,500 earnings calls, virtual shareholder meetings, investor days, virtual meetings, and corporate events on an annual basis. Eliminate the traditional boundaries to communicating your message with a fully guided experience that influences stakeholders, aligns them to your vision, and creates a strong shareholder base.

Attract and Retain Quality Investors

The introduction of MiFID II and with the rise of passive investing, it has never been more difficult to identify the right potential investor. More than 53% of public companies have seen an increase in their proactive strategies to directly target the correct funds and focus their time on the right audience of investors.

Your workflow has evolved to have greater focus on finding the exact investor trading in comparable stocks, direct peers, or your sector. You have a unique opportunity to control how you take your message to your future shareholders and improve each engagement by speaking to higher-quality investors that will become long-term holders, driving your valuation and stock stability.

With an investor relations platform developed specifically for your workflow, you can build an insights-driven workflow. By aggregating the traditionally siloed data generated from your website, investor events, meetings, capital flows as well as conferences, we are able to reveal the full story behind your investor relations program to predict shareholder behavior, and identify investors with the greatest interest in your unique value.

Understand Share Price Movement

The day-to-day demands of the investor relations role can make it difficult to stay on top of the changes and movements in your industry and peers' shareholder base. Add to this the deeper level insights needed to understand how investors are perceiving your company strategy, management and corporate value and you have a laundry list of inputs needed to understand business drivers and predict where your company is heading.

With economic disruptions driving never before seen market volatility, and changes in regulations reducing visibility into investor behavior, there is a growing need for clarity into the markets. The ability to predict your investor behavior allows you and management to anticipate reaction to news and strategic shifts and model the impact in valuation. By gaining clarity on the “who” behind your stock price movements you can prepare for activism and other challenges sooner.

Backed by a team of capital market experts and surveillance analysts we leverage DTC settlement data, options intelligence and market insights to weave together a real-time understanding of the drivers in your business results.

Understand Your Shareholders

The day-to-day demands of the investor relations role can make it difficult to stay on top of the changes and movements in your industry and peers' shareholder base. Add to this the deeper level insights needed to understand how investors are perceiving your company strategy, management and corporate value and you have a laundry list of inputs needed to understand business drivers and predict where your company is heading.

With economic disruptions driving never before seen market volatility, and changes in regulations reducing visibility into investor behavior, there is a growing need for clarity into the markets. By gaining clarity on the “who” behind your stock price movements you can prepare for activism and other challenges sooner.

Backed by a team of capital market experts and analysts Q4 can provide a greater understanding into beneficial ownership and provide robust management reporting to help you to always be in lock-step with the market.

We are a lean team at Sonos, with many people wearing a variety of hats. Being able to lean on the capabilities and expertise of Q4 has been critical to our investor relations efforts.

Daniel Welch
Director of Corporate Finance,

Sonos Logo

Want to learn more about how Q4 can transform your investor relations workflow?