3 Communication Tips for your Investor Relations Team

Cut Through the Noise

What does it mean to communicate effectively? Success in the exchange of data and ideas can be boiled down to three main best practice areas: personalization, security, and transparency. Investor Relations teams that excel in these disciplines are able to capture the attention of the recipient, share key documents with them, and demonstrate openness about their operations.

Communication Tip #1: Practice Personalization With Your Investor Relations

In today’s competitive business environment, undifferentiated communications such as generic emails don’t warrant a minute of a recipient’s precious time. They’re deleted without a second thought.

Personalized communications, on the other hand, are much more likely to survive the sort of rapid-fire, involuntary inbox cleaning process that busy professionals employ, and to be opened and read. However, without the right tools, personalization can be a resource-intensive task that an IR team simply does not have time for.

Altvia Correspond Market Edition is a comprehensive system that provides the critical features of a mass email tool—like personalization—plus full integration with our AIM Private Equity CRM solution. This enables IR teams to engage with their network directly from the relationship management tool using features like:

  • Smart list builder with real-time contact syncing and full AIM integration
  • 30,000-contact capacity for each email blast
  • Automatic de-duplication and advanced scheduling

Prospecting, fundraising, and announcements about deals, roadshows, and other news all feel more personal to recipients, which results in greater trust and stronger relationships. And because the system handles personalization, sending out tailored communications doesn’t eat up valuable time.

Communication Tip #2: Maximize Security

How do you enable the efficient exchange of data and investment materials while ensuring that sensitive information is properly protected? That has long been a challenge for IR teams.

ShareSecure is an engagement platform that enables better investor relationships. The secure virtual data room serves as a convenient and safe place for GPs and LPs to collaborate. And they can do so with confidence, knowing that the system supports customized user permissions that give the right people access to the right resources at the right time. That includes seamless mobile document access for users on the go.

From documents to multimedia files, stakeholders can share virtually any necessary resources. The ShareSecure solution also provides management features to ensure that documents are properly tracked and handled as they evolve from drafts to approved, final versions. Plus, the system streamlines investor interactions by enabling digital signatures and discourages unauthorized sharing with customizable dynamic watermarks.

Communication Tip #3: Exhibit Transparency

At a high level, investors say they are seeking “data” or “information,” but at the end of the day, what they really want is answersAltvia Answers gives them precisely what they’re looking for. It’s a business intelligence solution that assimilates data from multiple systems, transforms and normalizes it, and displays it in a way that is simple for the person asking the question to understand.

Complex analyses are performed with ease, removing many processes that can be the source of errors. Then, the results are displayed in a comprehensive dashboard that puts insights right at a user’s fingertips.

Investor Relations teams benefit from the ability to:

  • Define real-time data connections that eliminate the need for manual updating of information
  • Leverage data that exists in virtually any format, from simple Excel spreadsheets to complex databases
  • Capitalize on the power of the cloud
  • Schedule data fetching to match their schedule
  • Dynamically filter data and drill into areas of particular interest
  • Tailor the system to meet the firm’s specific data requirements

You Need the Right Tools for the Job

When it comes to effective communication, having the right personnel and processes in place is important. Ultimately, IR teams need tools specifically designed for the tasks at hand in order to share information efficiently and effectively.

Create an excellent LP experience with our guide.

LP Experience
investor relations

Tuesday, February 27th | 1:00PM ET // 10:00AM PT

Join us in our upcoming webinar, “The Power of Unified Data: Creating a Competitive Edge,“ to hear industry experts delve into the significance of data in private capital markets.