SERVICES

World-class Investor Relations from a Wall Street perspective. Reficio IR delivers world-class IR from a Wall Street Perspective. We achieve results through clear and confident presentation, serving the investor community, driving open and transparent communication, while understanding how to optimize messaging/positioning on Wall Street's terms. Please contact us to help you with any one of the services we offer!

STRATEGIC MESSAGING / POSITIONING

Optimizing Relevance

Let us help you to position your corporate thesis clearly and confidently to Wall Street. We will analyze your business and industry in order to develop the optimal positioning for investor engagement.

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QUARTERLY EARNINGS

Telling the Financial Story

Let us help you optimize your corporate thesis by developing your financial story. We can help you develop the most relevant financial KPIs. We then can help you identify the most relevant KPIs for your financial model and develop an optimal structure to communicate these to Wall Street.

We can help with:

1. Earnings Report Development/Preparation

2. Earnings Call Script Development

3. Earnings Q&A Preparation

4. Earnings Slide Deck Development/Preparation

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INVESTOR PRESENTATIONS

Driving Dialogue

The investor slide deck represents a company's primary source of setting the narrative and driving industry dialogue. Allow us to help you not only develop, but refine your messaging. Without a strong deck, you leave your narrative and industry narrative in the hands of competitors and investors.

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COMPETITIVE BENCHMARKING

Calling Out the High Points

A great way to drive investor engagement revolves around competitive benchmarking. Illustrating the important financial KPIs across your firm and competition allows you to positively highlight the high points of your story.

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TOTAL ADDRESSABLE MARKET (TAM) ANALYSIS/DEVELOPMENT

Developing the Long-Term Opportunity

Your total addressable market illustrates the long-term opportunity for investors. We can help you refine and focus on the core opportunity in order to help investors better understand what management is playing for over the long-term.

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BOARD REPORTING

Keeping Your Board Up-To-Date

Board reporting is essential to developing an active and engaged Board of Directors. Let us help you develop a reporting structure that keeps the board up-to-date on investor relations activity and overall company impact.

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DEVELOPING SELL-SIDE COVERAGE

Selling the Story

Sell-side research coverage represents an important avenue to sell your story to investors. A robust coverage list reduces volatility, creates more accurate financial consensus, and eliminates the ability of outside forces to control your narrative. Let us help you increase your covering analyst list.

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INVESTOR MEETINGS

Conference and NDR Coordination

Conference and Non-Deal Roadshow (NDR) participation allows the company to tell its story to Wall Street. Let us help you identify the appropriate mix of conferences and NDRs in order to maximize investment.

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CORPORATE STRATEGY AND COMPETITIVE INTELLIGENCE

Staying One Step Ahead of Investors

Corporate strategy and competitive intelligence not only informs your corporate thesis, but allows you to remain one step ahead of the competition and investors. Let us help you develop a competitive intelligence function that keeps you informed and ahead of the impact of industry news flow.

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SHORT THESIS DEFENSE

Keeping Investors Constructive

Negative research remains the bane of all executive teams. Let us help protect your hard work, and keep negative equity research at bay.

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PROXY OUTREACH

Voting Aligned with Management

Let us help you develop an proxy outreach plan. We have extensive experience in developing an outreach plan that yields extremely high engagement.

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We look forward to helping you solve your investor relations needs! Please reach out: rubis@reficioir.com