IR AUDIT / SCORECARD
Strategic IR Audit/Plan Building Process
Whether you’re a Board of Directors looking to assess your IR program every two years, or a public company in need of a strategic IR Plan, Alpha’s proprietary IR Audit is the right solution.
Our strategic IR Audits/Plans are built from a foundation of research and are customized to fit each client. This work is comprehensive and digs into critical issues surrounding your IR messaging and materials, influential investor perceptions, historical Wall Street visibility, future investor targeting, your IR team’s structure, etc.
These audits can be performed on a project basis to test and level set your program, and/or they form the foundation of our monthly partnership programs.
Most importantly, they are 100% focused on maximizing our clients’ executive time spent on the IR function and delivering improved ROI on those efforts moving forward.
Mark Warren & Kelli Slocum, VP & Director IR
Vulcan Materials Company
Strategic Plan Helps IR Team Shift Investor Sentiment and Rebuilds Credibility with Wall Street
Alpha Perception Studies: Issues-Based Approach Brings Actionable Insights
Board of Directors Retains Alpha to Perform a Full Audit of Company’s Approach to IR to Kickstart Stock Price
build a strategic ir plan your board will value
Alpha's Proprietary IR Audit Differentiates Our Offering
In order to properly counsel and build an actionable IR plan for the future, it is crucial that our team do both quantitative and qualitative research to better assess all of the strategic variables that go into your IR program, and thus your valuation. We call this strategic plan-building exercise our IR Audit, and all the deliverables are high-quality, Board-level documents that will form the foundation of the IR program for the next two years. This foundation-building process takes three months and is highly customized per client, industry and situation.
