Investor Day: Revitalizing Company’s Investment Brand with a High-Impact Investor Day Approach

The Challenge:

A high-growth, small-cap company sought Alpha’s expertise when planning its first Investor Day. While the company’s products were all well known, the stock had fallen off Wall Street’s radar. The company also had a new product in development that could positively alter the future growth of the company and wanted to better articulate its three-to-five-year vision to both current and prospective shareholders.

Alpha’s Solution:

• The Alpha team engaged to support the in-house IRO and the executive team six months prior to the event.
• Efforts focused on driving the event both tactically, by managing all vendors, and strategically, by developing key messaging and materials.
• Message refinement/repositioning was driven by a pre-event perception study during which our team was able to determine which elements of the story were more misunderstood by investors.
• The results of the perception study were delivered to the company along with basic disclosure and Investor Day training for all divisional heads.
• Alpha also worked with executives to refine the company’s three-to-five-year vision, including creating a new guidance framework, which was instrumental in helping the client manage its sell-side analysts over the subsequent two years.
• Given the uncertain nature of the company’s new product, Alpha’s guidance platform included an optimistic, very optimistic and home run approach to guidance, which was designed to better level set Wall Street’s expectations.

Results:

• A post-event perception study validated the success of the Investor Day and demonstrated the effectiveness of Alpha’s communication strategy with investors citing the elevated and clearer disclosures, crystallization of key growth messages, and meaningful guidance support.
• To this day, the company continues to incorporate the messaging created for the event in their outgoing communication and collateral.
• The stock appreciated nearly 10x in the months that followed, and ultimately the new product was such a success that the company rebranded its business.