Once the company has formally listed on the stock exchange it is vital that clear and accurate information is reported to investors. Investor Relations is as important Pre-IPO as it is for listed companies, requiring the help of Advisers and PR agencies to assist with communications and shareholder document preparation.
Shareholder Documentation Preparation may include the following:
- SH01 (Return of allotment of shares)
- SH02 (Consolidate, sub-divide, redeem shares or re-convert stock into shares)
- RR01 (Re-register a private limited company to a public limited company)
- Annual Return
- Statement of capital following an allotment of shares
Being consistent and delivering on the initial promises outlined in the prospectus will please shareholders. If the company has a clear, concise message and vision, relaying information to shareholders well with understandable data so business progression can be tracked with ease.
Investor Relations Strategy
During Post-IPO phase, the newly PLC should outline its Investor Relations strategy for the next year, creating a framework to expand and maintain the existing shareholder relations.This plan should include conferences, road shows and any analyst days.
The IR framework should include plans for;
- Preparation of quarterly events
- Shareholder outreach
- Investment conferences
- Market Intelligence
- Shareholder relationship building
- Manage investor communications
Organising the release of quarterly earnings, setting out a timeline for the process and establishing a date for the financial results to become available. The company will need to establish what members of management will be involved in the release and whether they are prepared for questions received in response from investors.
It’s essential that the company communicates with its investors well, in order to maintain key relationships and grow value for investors. Having an experienced team in place will only add value to shareholder communications.