Stakeholder Labs

Today, investor marketing employs a range of increasingly digital tactics. One way to measure the efficacy of your investor marketing & financial communications efforts is to think of them within a funnel framework. TOP OF FUNNEL: AWARENESS 🎯 Objective: Build awareness to attract potential investors 💻 Tactics: IR websites, marketing, PR, and shorter-form content (e.g. social media posts) 📈 Metrics: IR website traffic, media relations metrics, analyst engagement, social media analytics (at ticker-level) MIDDLE OF FUNNEL: FUNDAMENTAL ANALYSIS 🎯 Objective: Educate and engage interested investors 💻 Tactics: Investor outreach, long-form content (like podcasts and investor decks), and analyst briefings 📈 Metrics: IR website engagement, earnings/virtual event participation, email analytics (open rates, engagements) BOTTOM OF FUNNEL: CONVERSION & STABILITY 🎯 Objective: Convert interest investors into long-term shareholders 💻 Tactics: Earnings calls and reports, shareholder meetings, and ongoing shareholder communications such as monthly or quarterly investor newsletters 📈 Metrics: Trading metrics, shareholder analytics (composition, average tenure/shareholder, shareholder benefits program members) Read the full blog post: https://lnkd.in/gA8SMKAF #IR #investorrelations

"Measure what can be measured, and make measurable what is not." At Stakeholder Labs, we’ve developed a framework to help Investor Relations teams expand their performance-tracking toolkit. With the rise of digital behaviors among investors and modern measurement tools, public companies have the opportunity to transform their Investor Marketing and Financial Communications strategies. -Unifying the investor experience - website, social, email, etc. -Leveraging existing technology for investor insights -Expanding and defining digital metrics across investor channels New metrics and measurement will give Investor Relations teams more control over their performance. Ultimately, the framework will help public companies drive shareholder alignment and long-term value. #InvestorRelations #ShareholderEngagement #Finance #Innovation

IROs — are you measuring the right metrics to convert interested investors to loyal shareholders? Here's a list of 40+ of them, plus a framework for knowing which metrics fit where in the shareholder journey. https://lnkd.in/gA8SMKAF

When a CEO joins an interview with a $2 to-go coffee or tattoos the company logo on their arm, it signifies just how much C-suite branding is evolving to win over next-gen investors. In this week's Roundtable Roundup, we explore new trends in executive branding and their impact. KEY TAKEAWAYS: — C-level executives are finding ways to demonstrate both competency and relatability in their touchpoints with shareholders. — Chasing the "celebrity CEO" archetype won't work for most executives; instead, companies can build influence by demonstrating leadership traits like emotional intelligence, subject matter expertise, and culture-building. — Companies can build an executive branding strategy by understanding the behaviors and motivations of their shareholders, exploring new channels, and mining for unique narratives. Read the full post: https://lnkd.in/e4WK3ykC

When a CEO joins an interview with a $2 to-go coffee or tattoos the company logo on their arm, it signifies just how much C-suite branding is evolving to win over next-gen investors. In this week's Roundtable Roundup, we explore new trends in executive branding and their impact. KEY TAKEAWAYS: — C-level executives are finding ways to demonstrate both competency and relatability in their touchpoints with shareholders. — Chasing the "celebrity CEO" archetype won't work for most executives; instead, companies can build influence by demonstrating leadership traits like emotional intelligence, subject matter expertise, and culture-building. — Companies can build an executive branding strategy by understanding the behaviors and motivations of their shareholders, exploring new channels, and mining for unique narratives. Read the full post: https://lnkd.in/e4WK3ykC

Life360 CEO Chris Hulls details his pitch to Roaring Kitty "just to mess around with people." $LIF

A new episode is live! Austin Hankwitz and Katie Perry chat with Chris Hulls, CEO of Life360, about: • Trolling TikTokers • Privacy vs. safety • The future of location sharing $LIF Watch here: https://lnkd.in/eK4Th7XG

In this week's Roundtable Roundup, we’re highlighting six of our favorite moments from the first 15 episodes of After Earnings (From Morning Brew ☕️) that exemplify best practices for reaching and engaging modern investors. See how top CEO & CFOs: ✅ Address a mistake ✅ Provide mission-driven leadership ✅ Discuss ESG principles ✅ Humanizing challenges ✅ Motivate their teams ✅ Serve as chief brand ambassador https://lnkd.in/e3whGdpp

Missed our latest webinar? Don't worry, you can catch the replay here. Earlier this week, our CMO Jon Stidd hosted a virtual panel with three industry-leading experts on community-building and shareholder engagement. We heard from Matt (MJ) Joanou, CEO & co-founder of Stakeholder Labs; Jeff Annison, President and co-founder of Legion M Entertainment and Richard Street, Head of Legal at BrewDog—one of the world’s biggest success stories in online capital raising. Watch the replay to learn: • Why an engaged shareholder community is a competitive differentiator • How to build, nurture, and monetize your community • Best practices to boost long-term brand loyalty and engagement • Why empowering your individual investors drives innovation Check it out here: https://hubs.la/Q02DBrJC0

This week's episode is live! Austin Hankwitz and Katie Perry chat with Vishal Garg, the CEO of Better about: • One-day mortgages • Interest rate woes • How 𝘯𝘰𝘵 to handle layoffs $BETR Watch here: https://lnkd.in/e3kvwJJ8