Audacia Strategies

Advisor

• Reviews company current investor relations strategies, outreach, feedback and provides advice on opportunities to refine, redirect or double down as appropriate.
• Performs comprehensive competitive analysis, including financial metrics, forward guidance, disclosure trends, differentiation tactics.
• Develops guidance models incorporating client operational guidance and analyst models to understand points of divergence that may effect valuation.
• Reviews current shareholder base and recommends targeting and relationship-building initiatives to adjust as needed.
• Monitors operational changes through ongoing contacts with company management, and develops investor relations messages based on these changes
• Works with the legal team to ensure company spokespersons understand how to work with and within RedFD requirements
• Provide recommendations for key company policies such as quiet periods, guidance, key spokespersons, social media use, etc.
• Review and edit presentations, press releases, and other communication materials for earnings releases, industry events, and presentations to analysts, brokers, and investors
• Strategize on messaging framework and review content for annual reports, SEC filings, and proxy statements
• Make recommendations to keep the investor relations website up to date and aligned with investor and analyst expectations
• Monitor and summarize analyst reports for the company and key competitors/aspirational market leaders for senior management and provide key thematic recommendations for company positioning.
• Support executive preparation for conferences, road shows, earnings conference calls, and investor meetings
• Provide feedback to management regarding the investment community's perception for use in future interactions, operational decision making, and strategic planning
• Recommend opportunities to educate the broader employee population about the company’s investor perception and how operations impact valuation.

Investor Relations Officer, Advisor