Your company’s website provides several types of useful information for visitors. While advertising your services and how to contact your business are important, there are other key data points visitors can look for. One of these data points is an investor relations section. Well-built IR websites are a key part of your company’s success and provide vital data for those looking to invest in your company. IR information clearly shows your company’s operations, performance, strategy, social responsibility, and other useful information. These pages help inform your current investors and importantly help attract new investors. While layouts can vary, typically an IR document contains the following information.
Common Investor Relation Data Points
While labeling and terminology may vary, broadly speaking, your IR information should include the following items.
- General Company Information: a brief overview of your company serves to inform and set the tone of the documents. Items mentioned should include your products or services sold, locations, size, general history, the markets you serve, and the value your company holds, including its goals.
- Governance: short biographies of your officers, owners, and other important individuals should be mentioned. Also, your governance framework and overall policies should be provided to give any interested investor an overview of how your company is run.
- Finances: your company finances can cover a broad range of information. You can provide quarterly reviews, yearly reviews, or both if needed. Graphs such as piecharts and tables can also organize data to make it easier to read and also present forecasting.
- Stock Information: for stocks includes common reference points such as your past performance, current share price, volume, and an organized layout of stock data that an informed investor would want to know.
- Annual Reports: most companies provide yearly report data to inform readers. Specific documents related to legal concerns include SEC filings, Form 10-K, and Forms 10-Q and 8-K. Note if you are a global company, Form 20-F should also be provided.
- Press Releases: your press releases provide insight into your company’s overall strategy. Press releases that relate to new products, acquisitions, mergers, and important industry partnerships should be noted when possible.
- Events: IR events include quarterly earnings calls, shareholder meetings, and various industry conferences. You can present this information in many ways, including summaries, video or audio recordings of the meeting, or written transcripts. This information tells a potential investor about your strategy, performance, and overall operations.
- Social Responsibility: sustainability is an important topic in modern business. Information about how your business practices sustainability, improves the community and seeks to hire a diverse workforce can be used. Typically, a Corporate Social Responsibility Report is the standard form for presenting this information.
Final Thoughts
Drawing in investors is a key aspect of any successful company with stock offerings. Investors can be quite meticulous in the companies they invest in and look for specific information to inform them if a company is both a worthwhile investment and one that fits their overall investment philosophy. A detailed IR report can help inform investors and persuade them to invest in your company.