Investor relations

Every company has external stakeholders, such as investors, bankers, lawyers, and auditors. While jointly, your stakeholders have a vested interest in the success of your business, they also have their own priorities and requirements, which need to be understood, managed and met.

An iFD Fractional CFO can help a business effectively manage investor relations in the following ways:

Develop an investor communication strategy that ensures timely, accurate and transparent information sharing. This includes regular updates on financial performance, strategic decisions, market development and any company challenges or opportunities.
Oversee the preparation of detailed financial reports and analysis that provide investors with a clear understanding of the company’s financial health and performance.
Organise regular meetings with investors to discuss the company’s performance, strategies and outlook.
The iFD Fractional CFO will use their financial insight to build and maintain investor confidence in the company’s leadership and direction.
If new fundraising is required, identify potential new investors and assist with fundraising by preparing investment pitches, financial models and presentations.

A Fractional CFO can ensure that investor relations are managed professionally, contributing to the company’s ability to secure the capital and support it needs to grow.

Industry: Health diagnostics, medical device and biotechnology

Supported an early-stage high-potential biotech company with fractional CFO support by managing the day-to-day finance function and provision of strategic business planning. As we support the business with a significant funding round, our team continues to manage external relationships with investors by being the main point of contact for investment queries.

Industry: Manufacturing

Appointed to support the business through a significant fundraising round with a leading investment company. Managed the day-to-day finance function of the business and its Hong Kong subsidiary. Our CFO is managing data, financial forecasts and the overall processes and providing the MD with comprehensive financial models to ascertain if the proposed offer is appropriate. Our CFO has made impressive strides in creating growth, improving profitability and understanding complex financial models.

Industry: IT deployment and support

In our decades of combined experience, we have managed relationships with key internal and external stakeholders by maintaining a dialogue with different parties. For example, our FDs have maintained discussions with funders to expand existing credit facilities with banks.

Industry: Listed manufacturing business

Our FDs’ reputation as senior finance leaders has also attracted public companies. We consistently manage relationships with internal and external stakeholders to ensure compliance, communication and transparency in the flow of information.

Industry: IT Infrastructure solutions

Prevailing attitudes in some firms often require an FD adept at managing internal conflict to enter the business. Our FDs have been deployed to observe operations, develop comprehensive project plans to support existing finance leaders, and implement each phase of a robust accounting and finance strategy.

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