Investment Industry Outreach

Investment Industry Outreach

One of the things that any business needs to do in order to get funding is to actively look for investors. Sometimes, investors may come to them, but mostly the company needs to find investors.

The next step is to get investors to give you more than a few minutes of their time, so you can convince them that your company is a good prospect for investment. That’s where our expertise is invaluable.

Here’s how we can help:

Meetings with Investors

Meetings are used to talk about potential issues related to the business, discover strategic information about the business and talk about the future direction of the business. Investor meetings are crucial, helping to clarify a business’ position, so investors can envisage the value of investing with the company.

Conference Calls/ Meetings

Using video, audio, and phone to link up online allows people to share information and data in real-time without actually being in the same place physically.

Virtual meetings gives people the opportunity to attend from wherever they may be. They are also a quicker and more efficient way to coordinate and conduct urgent meetings between investors and a company.

Roadshows

An investor roadshow is an event where a representative of a company travels to different cities where potential investors are and makes a presentation about investment opportunities in the company.

The target audience of investor roadshows are institutional and retail investors, which range from investment banks to pension funds and other financial agencies or institutions.

However, the investor roadshow is not meant just for potential investors only but are also held for the benefit of fund managers, analysts and others interested in the company. Potential partners and customers are also included under the realm of Corporate Development.

Site Visits

We organize visits to the site of a company or business to help investors determine if it’s a place they want to invest in.

Webcasts

A webcast is a media presentation distributed over the internet using streaming media technology and can be distributed live or on demand. We can produce a webcast for your business to help raise investment funds. Such a webcast will be seen by many simultaneous listeners/viewers.

Contact Us

Karen is a very strong, and dedicated representative for her clients, such as Americas Petrogas. We enjoy working with Karen very much!

Chantel Hambrook, MBA

Group Associate, Alberta & Territories at RBC

Karen is the ultimate trusted advisor.   I have had the pleasure to witness firsthand her exceptional relationships and leadership she has displayed in finance and capital markets.  The strength and depth of her client relationships whether corporates, top tier hedge funds or mutual funds, and her market knowledge, are a testament to her integrity, dedication, hard work, and resourcefulness.   She is a rock star!

Claire Blessing