Futurist Society Investor Relations Agency

Investor-Relations

Futurist Society is an independent, full-service investor relations agency. We work with clients to develop and execute comprehensive communications programs that effectively tell their stories and explain the value to targeted investors.

Futurist Society is a top-tier investor relations firm that provides comprehensive strategic counsel to public and private companies across a broad range of industries. We are proud to work with some of the most innovative and forward-thinking companies in the world, and we are privileged to help them navigate the complex world of investor relations.

Investor Relations for Microcap, Small Cap & Medium Cap Companies

Investor Relations Growth from Futurist Society

Futurist Society IR

Below is just a sample of the services available to Futurist Society clients all working in tandem to increase your stock visibility.

Capital Markets Advisory
News Release Writing & Distribution
Presentations & Collateral
Buy-Side & Sell-Side Analyst Relations
IPO/APO Capital Markets Transactions
Analyst / Investor Days
Non-Deal Roadshows
Corporate Governance
Crisis Communications
IR Strategy & Messaging
Investor Targeting & Marketing
Shareholder Analysis & Reporting
Board & Executive Communications
IR Website Development & Maintenance
Quarterly Financial Communications
Media Relations
Impactful Earnings Calls
IR Social Media
Market Intelligence
IR Training

Our IR Services

We are experienced in all aspects of investor relations for publicly traded companies, including financial communications, media relations, shareholder outreach, and corporate governance.

We also have a deep understanding of today’s investor community, and we are constantly evolving our strategies to stay ahead of the curve for both retail and institutional investors.

Our team is composed of experienced investor relations professionals who have a proven track record of success in working with public and private companies across a variety of industries.

We are proud to work with some of the most innovative and forward-thinking companies in the world. Our clients are leaders in their respective fields, and we are privileged to help them navigate the complex world of investor relations.

Contact us today to learn more about our services.

Capital Markets Advisory

Futurist Society as a investor relations firm has a deep understanding of the capital markets and can provide comprehensive strategic advice to companies looking to access them. We work with clients to develop an IR strategy that is tailored to their specific needs and goals, and we provide ongoing support and counsel throughout the process for companies of all sizes including microcap investor relations, small cap investor relations and mid cap.

News Release Writing & Distribution 

From professional copywriting and crafting of impactful news releases to ensuring they are distributed across the newswire and picked up by journalists, our team has the experience and expertise to get your story out to potential investors. Investor relations firms not only understand copywriting and message positioning of types of strategic communication but also the public relations networking and distribution needed for success.

A strong IR firm can help you throughout the corporate lifecycle delivering great ideas on strategic work. IR firms can keep transmission private when needed or offer a hands on approach with comprehensive list of audience targets. The choice is yours based on the needs of research analysts and your majority shareholder interest.

Presentations & Collateral

Our team can help you develop high-impact presentations, white papers and investor collateral that tell your company’s story in a clear and concise way. We will work with you alongside your Business Development Director to understand your key messages and target audience, and we will create company materials that are designed to achieve your specific goals.

Our team also has a tremendous understanding of SEO / SEM helping you to dominate the algorithms and appear on Page 1 of Google for those searching what you have to offer. Content marketing is a critical element of not only investor relations but is good strategic advice for any company looking to expand their audience, establish authority and consistently set the bar high for your competitors.

Buy-Side & Sell-Side Analyst Relations

Analysts that cover public companies can be divided into two groups: buy-side and sell-side. The vast majority of analysts are employed by banks and other financial institutions that make markets in stocks (the “sell side”), but there is a growing number of independent firms (“buy side”) that manage money on behalf of pension funds, endowments, and other large investors.

The sell-side is further subdivided into two investing groups: the institutional sales force, whose responsibility includes marketing the firm’s research to big investment firms; and the retail sales force, which sells to smaller investors through brokerages. There is a lot of overlap between these two groups, but they tend to have different perspectives on the market.

The buy-side is also subdivided into two groups: the “active” money managers who trade frequently and try to beat the market; and the “passive” managers who invest in index funds or other strategies that track the market. There is a lot of overlap between these two groups, but each person tends to have different perspectives on the market.

Futurist Society has significant experience working with the sell-side and buy-side analyst community. We work with clients to develop relationships with key analysts, and we provide ongoing support for your company to ensure that these relationships are maintained.

IPO/APO Capital Markets Transactions

Navigating the IPO/APO process can be a daunting task, but Futurist Society has the experience and expertise to guide you through every step of the process. We work with clients to develop a comprehensive IR strategy that will position them for success in the capital markets whether that be micro, small cap investor relations or mid cap size.

Analyst / Investor Days

Analyst days are a great opportunity for analysts and investors to get an in-depth look at a company’s business. They also provide an opportunity for management to share their strategic vision and plans for the future.

Analyst days are a key component of any IR program, and Futurist Society has significant experience planning and executing these events. We will work with you to develop a customized program that meets your specific goals and objectives. A Senior director at your company should be able to network with other fast thinkers and innovative people from your relevant trade association, institutional investor or retail investor.

Non-Deal Roadshows

Non-deal roadshows are an effective way to tell your company’s story to a broad range of potential investors. Futurist Society has extensive experience planning and executing roadshows, and we will work with you to develop a customized program that meets your specific goals.

Corporate Governance

A deep understanding of the evolving landscape of corporate governance is required in today’s market, particularly after the passing of the Sarbanes-Oxley Act of 2002. Futurist Society has the experience and expertise to advise companies on all aspects of governance, from board composition to disclosure practices. Our team can help you develop and implement best practices that will protect your company and ensure compliance with all applicable laws and regulations.

Crisis Communications

Companies in crisis can happen, being prepared is the best way to protect your company. Futurist Society has a team of experienced IR professionals who have successfully helped clients navigate through numerous crises. We will work with you to develop a comprehensive communications plan that will minimize the impact of the crisis on your business.

It is important to manage expectations during time of crisis to ensure that your brand advertising and creative provides a strong message for your business.

IR Strategy & Messaging 

The right IR strategy will help you build credibility with shareholders and analysts. It will also give you the tools you need to navigate the complex world of investor relations with relationships that include investment bankers, family offices and major online retail trading communities. Our analyst relations help to set the stage for success by ensuring that your company is well-positioned with the investment community. From creating an initial cannabis investor plan to navigating the waters of preclinical FDA biotechs we have seen and done it all.

Futurist Society has a team of experienced IR professionals who can help you develop an effective IR strategy regardless of your competitive landscape. We have a deep understanding of the ever-changing landscape of the investment community, and we are constantly evolving our strategies to stay ahead of the curve. Creating and highlighting value propositions is just one part of the strategic communications work hat we do.

Investor Targeting & Marketing

In order to reach your target audience, you need to have a clear understanding of who your investors are and what they are looking for.

We are experienced in all aspects of investor relations, and we can help you develop a targeted investor marketing program that will reach your target audience. We can also help you customize your communications to specific investors, including family offices and major online retail trading communities.

Shareholder Analysis & Reporting

Futurist Society can help you understand your shareholder base and develop a strategy for engaging with them. We can also help you prepare for and participate in shareholder meetings. In addition, we can provide you with ongoing analysis and reporting of your shareholder base.

Board & Executive Communications

Futurist Society can help you develop a strategy for communicating with your board of directors and executive management team. We can also help you prepare for and participate in board meetings. In addition, we can provide you with ongoing analysis and reporting of your board and executive communications.

IR Website Development & Maintenance

Futurist Society can help you develop an IR website that is designed to meet the needs of your target audience. We can also help you maintain your IR website on an ongoing basis. Additionally, our team understands the algorithms of search engines like Google and can position your site at the top of major searches in your niche.

Quarterly Financial Communications

Our team of experienced financial communications professionals can help you develop and execute a financial communications strategy from the first quarter to the fourth quarter and every day between. We can also help you prepare for and participate in earnings calls and investor conferences. In addition, we can provide you with ongoing analysis and reporting of your financial communications.

Media Relations

As a business Futurist Society has a team of experienced media relations professionals who can help you develop and execute a media relations strategy. For example we can help you prepare for and participate in press conferences and media events. In addition, we can provide you with ongoing analysis and reporting of your media relations.

Strong investor relations firms can serve either as a direct PR agency or work alongside your PR firm ensuring that all communications are highly professional and work towards building relationships.

Impactful Earnings Calls

Our team can help your business prepare for and participate in earnings calls as part of a developed and executed financial communications strategy. We also provide you with ongoing analysis and reporting of your earnings calls.

IR Social Media

Futurist Society can help you develop and implement a social media strategy that will reach your target audience. We can also help you maintain your social media presence on an ongoing basis including handling inquiries that come from Twitter, StockTwits, reddit and other forums.

Social media marketing ensures that not only are you posting to social media, but that your social media marketing is effective including the right content, posting schedule and taking advantage of other opportunities known by our young and dynamic team.

Market Intelligence

Futurist Society can provide your company with market intelligence that will help you understand the investment community. We can also help you track your stock price and monitor your competitors with a report that includes search data along with new areas to explore and communicate specifically noted that are essential for scale.

IR Training

Futurist Society can provide you with IR training that will help you understand the basics of investor relations and strengthen your IR departments as you grow. We can also help you prepare for and participate in IR events and reduce the gap of misinformation by education teams.

If you are interested in learning more about how we can help your company, please contact us today to learn more about our services and how we can help you meet your IR goals. We look forward to hearing from you.

Investor Relations - Futurist Society

The Need for IR – Public Company Accounting Reform and Investor Protection Act

The Sarbanes-Oxley Act of 2002 (SOX) was enacted by the government in response to the Enron and WorldCom financial scandals and has had a significant impact on the way public companies operate and securities are traded. The act has increased the importance of investor relations, as well as the need for compliance with SEC regulations.

The act includes a number of provisions that are designed to improve corporate governance and protect investors. One key provision is the requirement for public companies to establish an investor relations function.

The SOX act requires companies to disclose material information to shareholders in a timely manner. Additionally, companies must have procedures in place to ensure that accurate and complete information is provided to IR and interested parties.

In order to comply with SOX, companies must have procedures and controls in place to ensure the accuracy and completeness of their disclosures. They must also maintain effective communication between IR and other parts of the company to enable the ability for regulation of data, resources and responsibility.

Investor Relations Agency Futurist Society

Investor Relations Department

The investor relations department works closely with the company’s senior management, board of directors, and legal team to ensure that all information disclosed to investors is accurate and compliant with regulatory requirements. Additionally, IR departments work with the company’s finance team to prepare financial reports and presentations for shareholders and analysts. For small companies such as clinical stage biotechs, IR is often done all internally or fully outsourced through a biotech investor relations firm.

Our team works alongside members of your company including investor relations managers, investor relations specialists, and other support staff while also having the capacity and capabilities to handle all of the duties for a full-service hands-off approach.

We often work alongside t he IR departments and executives of the corporation including the Chief Executive Officer (CEO) so that we are aware of the new information publicly available for the organization and how to share that with the financial community without disclosing insider or unreleased financial information.

Chief Financial Officer

The chief financial officer (CFO) is the senior executive responsible for managing a company’s financial activities. The CFO is typically involved in all aspects of a company’s financial strategy, including investment decisions, capital structure, and risk management. The CFO job is also usually responsible for communicating the company’s financial results in a report to shareholders and the investment community.

The investor relations function is typically overseen by the CFO or another senior executive. Investor relations professionals are responsible for communicating with shareholders and the investment community, as well as managing the company’s shareholder communications program.

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