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Diagnostic

Discovery

 Our program is specifically designed to help you communicate your company’s vision in a more powerful and engaging way.  Great communication can serve to not only attract new investors but retain existing shareholders.  Please answer the following questions to the best of your ability:

Advisory Discovery

Basic Details

Name
Name
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Survey

5
5
5
Do you have a clear and compelling 2 minute “reason to invest” pitch?
Would you say that you present as a credible and confident communicator?
Do you have a structured follow up, investor engagement process that is initiated after every investor interaction?
Do you have a “Top 15 Investor” list that you personally reach out to on a regular basis?
Do you use external IR?
Are you satisfied with your digital presence online (ie. website and social media)?
Would you like to receive a complimentary audit analyzing your company’s online presence from our digital experts?
Can the majority of your key inner-circle (C-Suite & Board of Directors) effectively present your investment case and value proposition?
Do you provide quality communication tools to your brokers and key shareholders for them to “sell/pitch” their clients & associates?
Do you have a 90-day PR & content plan?