SERVICES
Cirrus offers only one level of outsourced investor relations service - Premier. No matter your Company's size or stage of development, you and your investors deserve a dedicated expert resource that is knowledgeable, courteous and professional. In an industry where personal service has all but disappeared, Cirrus pledges same-day response to all investor inquiries in order to best convert and retain. Upon this core commitment to service we offer the full compliment of outsourced IR functions, including:
- Press release creation and distribution
- Dedicated toll free number and voicemail inbox
- Quarterly earnings call preparation and management
- Research analyst coordination
- Compliance consulting and oversight
- Cultivation Kit fulfillment
Somewhere at your story's core is that one central Idea - that essential reason why investors should sit up and take notice. Cirrus unearths and elevates that Idea and builds around it your financial brand.
But the Idea is most often just that - something yet to be realized. Given just the occasional dry news release and inscrutable filings, investors are required to imagine for themselves how and when a company at Point A will achieve that tantalizing Idea. Is it by Point C? Point D? Beyond? And what are the milestones that demonstrate progress towards those points in the distant future?
Don't make your investors work for it. A fatigued, under-informed investor will not be your investor for long. Cirrus digs deep into your fundamentals and learns them intimately. We work with you to identify and communicate those high level goals that bring you closer to the Idea, and as importantly, the key metrics underpinning your progress. From those facts we craft a storyline for your investors and all but turn each page for them.
To develop, maintain adherence to and expand your Idea's storyline we provide you with two unique products:
- Rolling 90-Day News Calendar - a schedule updated weekly that frames out the timing, order and purpose of all foreseeable news releases in the next three months. Deep into executing your business plan it becomes difficult to recognize many smaller events and accomplishments for what they are - stair-step milestones that help materialize your growth story. Cirrus is expert in identifying these great nuggets, providing context around them and tying them into your greater Idea development.
- Strategic Communication Flight Plan - leveraging the Rolling 90-Day News Calendar, this is a robust plan of attack for helping you achieve your individual capital markets goals for the next 12 months. Depending on your stage of development, it is a marketing plan (and detailed budget), key event calendar and a map to a NASDAQ listing upgrade. Like the old adage advises, "Plan your flight and fly your plan" - do not take to the air without knowing where you are going and how you will get there.
Every company aspires to cultivating an engaged investor audience. With Cirrus, you will have the tools to do so. With your Cultivation Kit you will get the following:
- Fact Sheet - with professional graphic designers and financial writers on staff, the Cirrus client fact sheet is the industry's best. You fact sheet will feature our exclusive Investment Paradigm, a robust framework helping investors easily understand why they should care about you and your stock.
- Investor Relations Website - In this Web 2.0 world, your investors have gone online - meet them there with an SEC-compliant, engaging and informative IR Website. If you have an existing IR area of your Website, Cirrus will put to work our unrivaled expertise to perfect your existing Web presence and actively manage your online messaging thereafter. If you do not have an IR Website or your current one is insufficient, we will remedy that by applying a cost-effective, best-of-breed IR site solution that will immediately satisfy even your most discriminating online investors' needs.
- Cirrus Website Profile - With your Cultivation Kit, your company will be prominently featured on the Cirrus Website. Investors frequenting the Cirrus site for the latest growth stock ideas will have immediate access to your investment profile, trading data, latest news and filings and more. They will be able to immediately request additional information or join your news distribution network.
- Cirrus Newsletter Quarterly Update - Each quarter the Cirrus newsletter goes out to thousands of investors who have subscribed in order to learn about star stocks of tomorrow. We will provide them with a comprehensive update on your company, recapping all of your major milestones and achievements for the prior quarter. For investors on the fence, this periodic "check-in" can give them the confidence they need to become a shareholder.
- Professional Design Facelift - If you already have some existing investor materials, you've likely worked long and hard to get the content just as you'd like it, only to have the materials' overall appearance fall well short of perfect. Cirrus will take your existing content, run it through our graphic design team and leave you with products that reflect exactly the professional image you need to convey.
- Expert Printing Management - Even with the world now gone online, there are still a surprising number of investors who prefer their research materials in hard copy. You've got the Cirrus fact sheet and some spruced-up materials, but now what? Navigating the unique language and competitive landscape of the financial printing industry can be a daunting task as best - trust us. We have lengthy relationships with the industry's best firms so we can negotiate for you best price and ensure top quality, without you ever lifting a finger.
- Cirrus Investor Folder - Now with printed materials in hand, it is vital that you continue the theme of professionalism in how you present these materials to investors. For companies just getting underway, a custom branded folder to house your investor marketing documents is a "nice to have" but perhaps not the best use of limited funds. The cost-effective alternative: the attractive Cirrus folder, customized to feature your company's logo and representative's business card.
If you are already achieving commercial success or soon will be, you are ready to begin actively marketing your stock to individual investors. To do so, you will need a financial brand identity as polished and evolved as your business has become. And in a world where 99% of individual investors perform their stock research online, that must begin with your IR Website.
Your IR Website is your handshake to new investors; in its look, feel and informational content it must say "We have arrived". Building upon a cost-effective, best-of-breed IR site solution, Cirrus will custom design a robust IR site that does more than just meet minimum requirements - your site will set you apart from the 15,000 other publicly traded stocks in the U.S. and give you the professional air that inspires investor confidence.
Your custom IR site will feature eye-catching tiles that drive investors to download your marketing documents, as well as an equally stimulating "call to action" for investors to subscribe to your company's news and alerts. Have you received media attention? Cirrus will round out your site's more standard features with custom pages like an "In the Media" section that gives investors access to all print and digital media coverage you have earned to date.
Behind the scenes, your IR site will offer investors more opportunities to keep abreast of your financial brand than they've ever thought possible. If they subscribe through the Cirrus "call to action", these investors can choose daily or weekly updates, price change alerts, company filing notifications and more. All products are automated, giving your brand consistent, meaningful exposure to your interested audience without the slightest effort on your part.
Your IR site's benefits to the brand will be innumerable, but Cirrus will also add other products that help round out your brand advancement suite. These products will come in many forms based on your needs and context, but two examples are as follows:
- Rich Media Web Ads - If yours is a financial brand that could benefit from high-level exposure on the likes of Yahoo! Finance, you will need banner and tile advertisements that both demand attention and drive investor action. Cirrus' copywriting and Web design teams will create advertisements that will help your financial brand stand out on the world's biggest stage.
- Custom Marketing Folder - As you move to an ever-more sophisticated audience, there will be increasing demand for printed materials. But even these sophisticated investors will often judge a book by its cover - quite literally. Cirrus will make sure that your company's first impression is the strongest it can be with a custom folder that is anything but the norm. Your investors will be immediately struck by your company's creativity, attention to detail and implied respect for your audience.
You're executing your business plan and you have in place all of the elements essential to creating a strong financial brand. But unless you actively put your message in front of the right investors at the right time, your hard work will go unrecognized. We like to think that the markets are perfectly efficient and uniformly award performance with full valuations. But this is simply not the case - with 15,000 stocks competing for investors' attention, pre-NASDAQ companies cannot take the chance that they may be discovered. You must go the extra mile and ensure that your audience discovers you early and is reminded of you often.
Cirrus does just this, without ever sinking to spam or any equally unsavory practices. Cirrus employs "pull" based marketing to bring online investors to your message voluntarily, thereby creating an internal audience that has pre-qualified itself and is thus more attentive to your company's developments.
The Cirrus Audience Discovery package expands your investor reach into the hundreds of thousands, but it also pinpoints your focus down to those individuals who can make the greatest difference to your stock. This unique balance is struck through the following channels:
- Cirrus Proprietary Database - Our extensive database of investors is comprised exclusively of individuals who have asked to be introduced to our clients and their star stocks of tomorrow. You'll find no purchased lists to pad stats - these are real investors looking to Cirrus for real ideas. We will introduce your company to them via a dedicated Spotlight e-mail, within which they will have the opportunity to subscribe to your internal distribution list as well. As your business evolves, you will know doubt arrive at a "tipping point" - one event that symbolizes your high growth future. Providing insightful editorial context, we will distribute this Tipping Point alert to further stoke interest. Finally, your company's recent developments will be prominently highlighted in each quarterly Cirrus newsletter and in real time on the Cirrus Website as part of your client profile.
- Managed Search Result Campaign - Individual investors are not waiting for ideas to come to them - they are actively searching them out, and they are doing so online. Included within your Audience Discovery package is an expertly created and managed Google search result campaign; Cirrus will ensure that investors searching for investing ideas like yours will find you prominently displayed under the most relevant and popular keywords. No investor is more valuable to you than one looking for a story like yours, who then indicates further interest by clicking through to learn more. These are the investors that Cirrus will bring to you.
- Investor Contact Acquisition Pages - But investors clicking through, no matter how interested they may be, are of little long-term value if you cannot capture their contact information and communicate with them again. Cirrus has built the industry's best "voluntary mousetrap" - a system of Web-based landing pages and thank you pages that give investors an easy and immediate way to subscribe to learn more. All investor action is completely opt-in - Cirrus simply provides a 100% efficient subscription process that aids interested investors and (by converting clicks to leads) best maximizes your company's marketing investment.
- Trading Desk Distribution - Call it a miracle of the Digital Age, but Cirrus has penetrated the closed-door world of institutional trading desks through our partnership with the preeminent small cap information platform. Subscription-based, this is the platform serious traders look to for data and new ideas. Through our partnership our clients' news releases, trading updates, analyst opinions, etc. are given marquee treatment and all but jump off the screen for a platform subscriber searching for that next great undiscovered story. In addition, Cirrus' partner will conduct quarterly, unbiased interviews with your company and publish those to the platform, providing their sophisticated audience with valuable, credible and timely information upon which to base a decision. Should these traders or other subscribers click into your highlighted content, Cirrus will receive both notice of their interest as well as their contact information - Cirrus will then work to convert these most valuable of all investor leads.
- Social Media - Investors are talking. Cirrus will get them talking about you. Like never before investors are relying on each other for investing ideas and advice - they frequent and contribute to blogs, vlogs, message boards and forums, and often value podcasts, video, feeds and e-mail above traditional financial information delivery methods. Good ideas travel through this wired community like wildfire, and Cirrus will make sure that your investment message is widely disseminated - and accurate - across the most relevant stock blogs, message boards and social networking sites.
The Cirrus IR Engine is what drives our high performance communications, and it is an absolute must for both the Audience Discovery and Booster Command packages. Combining e-mail distribution software, a database management platform, lead source tracking and investor list analysis, this proprietary solution is the technical enabler of all Cirrus marketing campaigns. As the repository for all trading and campaign data imaginable, it is also the source for the industry's most detailed and transparent performance reports - delivered to Cirrus clients weekly.
As your company is hitting its true high growth stride and is considering a NASDAQ upgrade, it becomes not just appropriate but necessary to more aggressively "boost" your audience and broadcast your financial brand. Employing the same pull-based marketing strategy introduced in our Audience Discovery package, Cirrus will create, launch and manage your additional investment * in the following initiatives:
- Expanded keyword search results campaigns
- Cost-per-click text advertisements on targeted small cap stock sites
- Rich media banner advertising on major financial portals, including Yahoo! Finance, the world's #1 financial portal
When combined, these efforts are designed to maximize financial brand awareness, create a steady flow of high quality investor contacts and initiate a groundswell of online support that grows with each positive company announcement.
To compliment these advertising efforts, Cirrus strongly recommends the application of select partner marketing programs. From the scores of so-called IR "solutions", Cirrus has culled the most effective in three specific areas: trading volume stimulation, investor database growth and financial/trade media relations. Cirrus manages these (and all) vendor relationships on your behalf and recommends to you the mix of partner marketing services that will best meet your needs in this all-important last push to a listing upgrade and becoming an institutional quality stock.
*Booster initiatives require variable investment beyond Cirrus monthly management fee.
If you already meet all NASDAQ Capital Market listing criteria (except perhaps price) or will within the next six months, the time is now to start building bridges to an institutional audience. Note that we advocate "building bridges" and not "turning your full attention" to this audience. The vast majority of institutional investors will not buy a Bulletin Board stock, but they will put it on their watch list if the story is compelling or an upgrade to a "real" exchange seems imminent. Thus exclusively traditional investor relations cannot work, but as a small, evolving part of a larger strategic plan they can still contribute.
Cirrus assists you on your way to becoming institutional quality and builds institutional relationships in advance of that one announcement that can signal your long-sought arrival - a NASDAQ listing upgrade. The Cirrus Institutional Bridge is a compliment to our core individual investor focus and is built on the following services:
- Investor PowerPoint Presentation - If you plan on raising capital, conducting non-deal road shows or simply attending a conference or two, you will need a world class investor presentation to stand out from the crowd. The Cirrus presentation is the industry's gold standard - our clients' presentations are unrivaled for their analytical detail, strength of argument, readability and creative excellence. Click here for examples.
- NASDAQ Eligibility Analysis and Consulting - As one of our first efforts on your behalf, Cirrus will determine your current eligibility status across the 10 key NASDAQ Capital Markets criteria. Based on that analysis we will determine an appropriate timeline for a proposed upgrade and counsel you on the steps necessary to stay on pace. Cirrus will refresh your eligibility status analysis monthly to assure adherence to the plan.
- Comparable Company Analysis - More sophisticated investors - and especially institutions - will need to know how your stock trades relative to its peer group. Cirrus identifies your company's most closely comparable public peers and evaluates your stock's fair value relative to comparable multiples. This analysis is updated in real time as a feature of your company profile on the Cirrus Website.
- Research Analyst Relations - Independent research coverage is a stamp of credibility for sophisticated investors and it provides the sort of in-depth analysis they require. Without it they will likely pass over your company, while with it you can not only attract bigger buyers but additional follow-on coverage as well. After determining your public comps, Cirrus identifies all analysts covering those companies' stocks. We then reach out to each of those analysts directly, introducing your company and cultivating the personal relationships that, with company execution, could eventually yield independent coverage.
- Road Show/Conferences Coordination - All companies should prepare to take their message on the road to institutional buyers immediately in advance of and following a NASDAQ listing upgrade. Cirrus will leverage our institutional relationships to organize and manage non-deal road shows when appropriate. And as with independent research coverage, invitations to investment bank-sponsored conferences is a gold seal of approval - Cirrus will further put our relationships to work in securing these invitations when your company is developmentally ready for prime time.
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