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Cold email for investor relations firms.

This is the cold email plan we'd run for an investor relations firm that serves one industry. Listed companies publish their calendar. Filings and results dates and capital raises tell you exactly when a company needs help talking to investors.

Part 01

Is this for you?

Part 02

Your market.

Your market is every listed company in your industry across the US and Canada and the UK and Australia. The TSX Venture Exchange in Canada and the ASX in Australia are full of small miners and biotechs. Many of them have no investor relations person at all.

These are the signals worth looking for.

  1. 01

    A new listing

    SEC EDGAR and SEDAR+ and ASX announcements show new listings. A company that just started trading has to build an investor following from scratch.

  2. 02

    A capital raise

    Placements and offerings get announced. A company raising money needs its story sharp before and after.

  3. 03

    A results date coming up

    Listed companies publish their results dates. The weeks before results are when help with the call and the release is most useful.

  4. 04

    An old investor deck

    Open the presentation on their investor page. A deck that is a year old or buries the story is easy to spot.

  5. 05

    No investor relations person

    The investor page lists the CEO or the CFO as the contact. Nobody owns investor relations full time.

Part 03

Segments.

  1. 01

    New listings

    Lead with the listing date.

  2. 02

    Recent raises

    Lead with the raise and the new investors it brought in.

  3. 03

    Results season

    Lead with their next results date.

  4. 04

    Old decks

    Lead with the deck and one thing you'd change on the first slide.

  5. 05

    One sub-industry at a time

    A junior miner and a clinical stage biotech talk to different investors. Keep them in separate campaigns.

Part 04

Lead magnet.

  1. 01

    The deck teardown

    Their latest investor presentation next to two peers of similar size. Mark the differences in how each one tells the story.

    It works because investors compare decks side by side too. Fixing the story is the work you do.

  2. 02

    The results call draft

    A first draft of the opening remarks for their next results call. Written from their latest filing.

    It works because the date is fixed and the pressure is real. Having a draft in hand makes the next step obvious.

Part 05

Front end offer.

  1. 01

    The next quarterly update written free

    Write their next quarterly shareholder update or results release free. Their legal team signs off as usual.

    It works because it is the exact work they would pay for each quarter. They see your writing on their own numbers.

    Deliver it at least a week before the results date.

Part 06

The emails.

  1. 01

    The new listing email

  2. 02

    The results email

  3. 03

    The direct email

    Swap {{proof_line}} for one real result of your own. A client whose deck or results call you rebuilt. If there is no result yet then leave the line out.

  4. 04

    The follow ups

    • Follow up one. Share one change. "The first thing I'd change is slide {{slide_number}}. It holds your strongest number and it's buried."
    • Follow up two. Offer the update. "Happy to write your next quarterly update free before {{results_date}}."
Part 07

The list.

At small listed companies the CEO and the CFO handle investors themselves. Email both. The corporate secretary often manages the calendar.

Part 08

After they reply.

How much to expect.

Results depend on the offer and the list. Three outbound agencies that publish their own numbers land between one booked meeting per 1,000 people contacted and one per 2,000. One of them also tested 650,000 cold emails with a plain offer and got about 3 to 6 interested replies per 10,000 people.

Those are other people's numbers and not a promise about your market. Your market's number only comes from testing it.

Want this run for you?

We build and run this campaign for one agency per industry.

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