Barwicki Investor Relations Incorporated
Targeting 1,200+ investors (institutional and/or individual) for your company every month
Mail 1,000 copies of your Company Fact Sheet monthly.
(enclosed is a full-description of the Fact Sheet & copies of Fact sheets)
500 copies to institutional investors/brokers & 500 to individual investors monthly.
* The Fact Sheet is delivered by the US Post Office to recipients (this is not facsimile or email).
* Attracts NEW investors: The Fact Sheet introduces the company to institutional and individual investors alike.
* The Fact Sheet highlights recent business developments, accomplishments, financial results, etc
* The monthly mailing of your Company Fact Sheet initiates & supports a far-reaching & proactive IR program.
All costs (paper, printing, mailing labels & postage) are included in the monthly fee (no additional costs).
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DISTRIBUTION-MAILING of FACT SHEET
Ř I have a database of 73,000+ institutional investors (money, fund & portfolio managers / hedge funds)
This is a proprietary database that I began in 1992 and has never been purchased, sold or traded.
Ř I have a database of 92,000 stockbrokers / financial advisors.
Database is purchased and updated from FINRA.
Ř I have a database of 54,000+ individual investors.
Database consists of seventeen NOBO lists (shareholder lists).
These databases are consistently updated and are used for the mailing of your FACT SHEET.
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Contact 10 investors daily (200 monthly). Provide you with the list of 10 investors daily.
Target investors that invest in your specific sector / industry.
Determine and reach out to most likely investors – institutional / brokers & analysts / individual investors
Schedule and coordinate Road Shows (Dog & Pony) with Institutional Investors & Broker-Dealers.
CEO, President, CFO and/or SVP present at one-on-one meetings.
A One-Day Road Show is with institutional investors at five separate firms in one city.
Scheduling is based on your & Senior Management availability.
· Non Deal Road Shows – Meetings with institutional investors and brokers for open market purchases
· Deal Road Shows – Raising Capital.
My rolodex consists of 4,500+ institutional investors, 250+ broker dealer firms (800+ brokers) and
600 high-net worth individuals, all of which invest in private placements.
Handle all aspects of PIPE/Capital Raise- Coordinate one-on-one meetings with institutional investors/broker-dealers, prepare presentations, outline terms & review term sheets, schedule closings.
- Write and Edit Press Releases <> Submit Press Release to Wire Service (BusinessWire/PR Newswire)
- Develop and manage relationships with analysts, institutional investors and brokers that invest in sector.
- Develop relationships with the media for the company and executives to appear and be quoted.
Established media contacts include writers and editors at The Wall Street Journal, Investors Business Daily, Financial Times, Fortune and Forbes.
- Receive investor calls
- Mail IR Kit in response to investor requests
- Set-up and manage international Investor Relations program in Countries Company has business activities
- Spokesperson <> introduce, position, and market the company’s unique growth opportunities to targeted investors
- Plan and manage meetings & presentations, conference calls, prepare financial marketing materials; annual reports, power point presentations, conference calls scripts
- Provide investor relations feedback to Chairman, CEO, President, CFO and Board of Directors, which include financial and industry trends, shareholder concerns and competitor actions
- Establish and maintain processes to monitor and measure the effectiveness of the investor relations program
- Crisis Communications> Develop and assist in the vital internal & external communications
- Oversee the Investor Relations Web-site on an ongoing basis; includes updating content as well as refining the web site to meet the needs of investors and in compliance with SEC guidelines.
Document all Work – I send you a Daily Update, by email, describing the days IR efforts.
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