IR Audit / Scorecard

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.

"Alpha has been a trusted and strategic partner of ours for the past five years. As Powell has grown, the Alpha team has supported management and the Company across all aspects of our increasingly important IR function. Their strategic and Board-level counsel on important issues have been invaluable along with their help navigating a significant expansion of our visibility with Wall Street. They have become an integral part of our team at Powell."

Brett Cope, Chairman of the Board, President & CEO

Powell Industries, Inc.

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.