Our typical approach towards investor targeting is to understand investor specialization or (sweet spot). In a tailor-made match with the company’s characteristics, it is vital to follow certain criteria such as its sector specialization, preferred investment amount, preferred stage of development, risk profile, and geography before matching the right investor to the right Company. The initial step is, understanding the shareholder pool. Who is attracted to the specific stock and why, who one would want to add to their investment roster, what profit that investor could bring for your company, etc. Targeting often requires profiling of the investors, which entails having an overview of the investor’s profile, leading to a more engaging and thoughtful approach. By using the necessary available data about the investor, we can pitch in our ideas using IR communication strategies, differentiate amongst the competitors, and explain what special we can bring to the table.
