The WSR Group

Micro Cap Investor Relations

Micro Cap Investor Relations Strategies and Services

The WSR Group's Micro Cap Investor Relations (IR) services take the company's story directly to the decision makers that can make an immediate impact on the company's value.  Micro cap companies benefit from a comprehensive and sustainable investor relations solution revolving around developing the right investor relations strategy for your needs and budget, hiring the right service providers to implement your plan, preparing high quality presentation materials on your company, distributing these materials throughout the investment community and optimizing the results through a sophisticated contact management and communications platform.  Most importantly, the investor relations program for micro caps is affordable and a real value for your shareholders.  Don't waste your money or stock on high dollar promotional schemes with lofty promises and disappointing results.  WSR's program is simple, logical and cost effective.

Micro Cap Investor Relations services are broken down into the following categories:

  • Developing the Right Investor Relations Strategy for micro cap companies;
  • Hiring the Right Services Providers;
  • Creating the Right Investor Relations Presentation Materials;
  • Attracting New Investors; and
  • Optimizing the Results.Micro Cap Investor Relations

Developing the Right Micro Cap Investor Relations Strategy

The investor relations strategy for each micro cap company has unique circumstances and needs.  The first step in any successful Micro Cap Investor Relations program is to develop a customized and logical plan with reasonable expectations.  This plan should include defining your objectives, evaluating your investor base and appropriate target, selecting presentation materials, choosing delivery methods and establishing an automated platform to manage the program.

Hiring the Right Services Providers for Micro Cap Investor relations

Once your plan is in place, then you need to hire the right service providers to get the job done in a professional manner from companies that understand micro cap investor relation services. The WSR Group can perform most of your needs in-house and when additional skills are required we can save you countless hours and dollars by guiding you to the right place for additional investor relations service providers. 

Creating the Right Presentation Materials for Micro Cap Investor Relations

One of the best ways to educate the investment community about your micro cap company is through the creation and distribution of comprehensive reports on your company.  WSR's seasoned Wall Street analysts will work closely with management to develop a group of institutional quality financial reports that keep investors informed.

Corporate or Analytical Profiles and Analytical Summaries – Detailed reports outlining your company's business model, products and services, pro forma and historical financials, valuation analysis, corporate strategy, industry, risks and management. During the due diligence process WSR will develop a thorough understanding of your company.

Fact Sheets - Fact sheets are 2 - 6 page documents which are designed to be easily updated with current information.    These documents should be used in conjunction with other comprehensive reports that are difficult to update frequently.  These documents are great tools for micro cap companies to keep relevant information at the finger tips of your investor relations (IR) team and as part of your IR kit.

Special Reports - Special reports are used, whenever applicable, to summarize conference calls, compare and contrast estimates versus actual results, provide industry insight, and to provide clarity to unexpected events.

Direct Mailers - High impact brochure highlighting your company's strenghts - in full color - printed on high quality material. 

PowerPoint Presentation - A carefully prepared presentation is necessary for meeting with investment bankers or making presentations at investment conferences and for every day investor relations.  WSR's analytical writers are experienced in both scenarios and are skilled in designing presentations that contain the right information, eliminate unnecessary material and place all the data in the correct order.

Attracting New Investors

Once your plan is in place and you have completed your presentation materials it's time to get your micro cap company in front of potential investors and begin the micro cap investor relations program.  This can be accomplished through proactive calls, email and direct mail as well as face-to-face meetings and attending investment conferences.  The WSR Group's primary methods to attract new investors revolve around using direct mail and email to trigger inbound calls by leveraging its vast internal and external distribution lists.

Institutional Contacts:
 
Buy-side - U.S. Micro and Small Capital
7,744 contacts
Sell-side - U.S. Micro and Small Capital 
4,883 contacts
Financial Institutions
9,417 contacts
   
Registered Broker Contacts:
36,950 contacts
Brokers located in Florida
2,590 contacts
Brokers located in Southeast
9,092 contacts
Brokers located on West Coast
 
  9,575 contacts
Individual Investors
2,734 subscribers
WSR Publication Subscribers  
   
Additional Research Report Exposure:
 
Capital IQ Platform
3,980 firms representing 37,172 users
FactSet Platform
3,500 firms representing 23,000 users 

Optimizing the Investor Relations Results

To optimize the results of your Micro Cap Investor Relations program it needs to be managed properly.  Questions need to be answered quickly and correctly, requesting information needs to be easy, an investor database must be created that is easy for investors to sign up to receive news releases on your company automatically.  The WSR Group manages this process using a robust web-based Investor Relations platform which includes a sophisticated CRM program to build a database of investors specifically for your company coupled with interactive web pages that mirror your company's website that automatically populate with current information and an advanced email alert system.