Series A Financing
Quarterly Earnings Cycle
Pre-IPO Positioning
Developed press release that focused on near-in goals while also providing a lens into the Company's differentiated technology and broader potential. This approach established competitive positioning as well as controlled expectations for the next business, operational and financial milestones.
Pre-IPO Positioning
Quarterly Earnings Cycle
Pre-IPO Positioning
For a company considering an IPO, Conway Communications helped initiate the engagement process with the investor and financial communities about the business of the business, using appropriate metrics for external audiences, while practicing setting attainable goals.
Quarterly Earnings Cycle
Quarterly Earnings Cycle
"Nuts & Bolts" IR Planning
We work with clients to prepare the quarterly narrative within the overall strategic messaging, including the release, script, Q&A and presentation. We also coordinate follow-up calls, manage interactions and ensure outreach to current and prospective investors, as well as prepare Board summaries.
"Nuts & Bolts" IR Planning
"Nuts & Bolts" IR Planning
"Nuts & Bolts" IR Planning
Another client was unable to focus on planning due to daily demands. We created an IR plan to provide the framework for controlling the daily barrage of opportunities and demands. The IR plan included key strategies, metric-driven goals, prioritization of conferences and NDRs, targeting analysts and investors, ways to build internal support and collaboration and a look-ahead into how messaging will evolve based on operational plans.
Filling an Interim Role
"Nuts & Bolts" IR Planning
Filling an Interim Role
One client approached us when the IRO had departed and a replacement had not been identified. Conway Communications "stepped in and stepped up," working alongside the CEO, CFO and finance team. We ensured a smooth process for the quarterly earnings cycle, managed the logistics of the conference schedule including updated presentations, and, most importantly, well-considered 1x1s with appropriate backgrounders and notes. The incoming IRO was most appreciative!
Managing a Transaction
"Nuts & Bolts" IR Planning
Filling an Interim Role
Conway Communications recently helped a client work through a spin-off of a division, including a long checklist of activities from ensuring the remaining company's website appropriately reflected only the ongoing business divisions, to working with the new company to create and stand up its stand-alone IR program and IR website, with all supporting documentation and processes.