rosiood.icu

Investor targeting is a pivotal process of identifying and engaging the investors who can create value for your corporation and shareholder as well. It is not just about studying new potential investors who could be good-fits for you but also about contemplating and analyzing your own investor data. The sole aim of investor targeting is to curate a strategy for bridging the investor “gaps” and explore new possibilities.

But, first of all, you have to make yourself familiar with who are these entities that make up your shareholder base. Take your time and ask yourself.

Which shareholders are attracted to your stock and what can be the possible sources for this attraction? Are there any changes in ownership and why? Who should you add to your investor list and what corporate access strategy should you use to access them? Are there peers outside of your industry that has similar structures and stories? Assess which shareholders need your attention? Are there shareholders who need re-engagement?

Finding answers to such questions for investor targeting would help you understand your own investor landscape and learn more about your peers.

Exercising Investor Targeting Prior to Non-Deal Roadshows

Once targets are determined, important events such as conferences and non-deal roadshows are marked on the IR calendar. By exercising investor targeting, as a public company, you can easily evaluate events beforehand if attendance is important given the investors to seek. If it’s possible for you, find out the investors who don’t participate in the traditional conferences and contact them directly. This is a great way to demonstrate how your IR team proactively thinks and acts for corporate access.

Having access to profiles and other valuable data of investors can greatly help you prepare for investor meetings and non-deal roadshows. Thereby, it allows you to save your valuable time that you can utilize for developing and maintaining quality engagement. Discuss with your IR team and C-suite how you can cater to the needs of investors and shareholders by sharing the available information.

Strategies and Tools for Investor Targeting

Successful investor targeting can be expected only if it is conducted with a thorough and pensive approach. So, check out what you should involve for investor targeting.

Implement internal processes to analyze and evaluate investors.
Map out result-oriented strategies for communication.
Plan meetings to implement discussed strategies.
Scour new ways to log every activity and track the targeting process.
Churn out the most important pieces of information and create a comprehensive strategy for targeting activities internally.
Assess your existing targeting activities and optimize them.
Don’t ignore the sources of captured data.
Keep an eye on constant data updates
Review your own investor structure as well as the available data of your peers.
Though the ultimate goal of investor targeting activities is to spot and engage the right investors for a public company, it involves analysis that may help you better for events such as roadshows and be compliant with all data security policies. So, start taking investor targeting seriously if you want profitable shareholders in your community without violating any rules.

Most small businesses either outsource accounting operations to an accountant or hire an accounting firm in Dubai to manage their accounting operations properly.

But all accountants or accounting firms in Dubai are not equal. Some do their job properly, while others lack the skills to manage accounting operations of a business in the right way. So, you need to find a reliable accounting firm in Dubai to ensure your accounting functions are managed properly.

Here are five tips to choose that will help you choose the right accounting firm:

Ask about Certification and Membership

The first thing you need to check is the certification of an accounting firm. A registered accounting firm usually has qualified staff. If your accounting firm is a one-person shop, request your accountant copies of qualification and license. A good accountant would never mind sharing it. Certifications, qualifications, and license are usually displayed on the office wall of the accountant. Ask your accountant or accountant firm about the membership in national and international organizations of accountants. Active membership in various organizations proves the skills, updated knowledge, knowledge of current tax laws, and adds to the credibility of an accountant.

Look at Experience and Clients

Vast experience and clientele are indications of a good accounting firm. Ask your accounting firm about the experience in the industry. Do they have any prior experience in dealing with clients similar to your industry? Look for an experienced accounting firm in Dubai that has at least five to 10 years of experience. If it is a new establishment, make sure that they have experienced staff that has been working together for at least one to two years.

Read Testimonials

Testimonials and reviews give you a fair insight into the quality of services provided by the company in the past. Satisfied customers do not mind praising about the company. Have a look at the testimonials. Do they appear genuine? Are they from reputable clients? Read the reviews of the accounting firm on various reputable online directories. Check the ratings of the company. A reputed company has a long list of positive customer reviews, good ratings, and clients’ recommendations.

Ensure Ease of communication

When you are outsourcing your accounting operations, the role of communication becomes vital. Every now and then, you need to contact your accounting firm. So make sure your accounting firm has an open channel of communication and dedicated staff to address your queries. And in case of discrepancy, you should be able to contact the accountant working on your project quickly and get revert in the shortest possible time.

Ask about fee

Managing accounting operations costs a lot. So ask your firm about the fee. If it is offering services at far lower prices than the standard market rates, seek an explanation. If you don’t find a satisfactory explanation, most probably they have fresher accountants working in the firm. Look for accounting firm in Dubai that offers services at genuine price.