Quarterly IR Plan
from $1,200
Most small-cap IR happens reactively: an announcement goes out, then everyone moves on until the next one. We build a quarterly IR plan that lays out your key dates, planned communications and target actions in advance, so IR becomes something you're running rather than reacting to.
What's included
- Calendar of known dates and disclosure obligations for the quarter
- Planned communications, such as announcements, newsletters and social content, mapped against those dates
- Suggested target actions, including registry review, investor outreach and content gaps
Who it's for
- Boards who want a clearer view of the quarter ahead rather than planning IR week to week
- Companies juggling IR alongside operations with no dedicated resource
- Companies wanting to be more proactive with shareholders between announcements
Frequently asked questions
Does this replace writing the announcements themselves?
No, this is the planning layer. Once the plan is set, individual pieces like announcements, presentations or emails can be ordered separately as the quarter progresses.
How often do we need to update the plan?
It's built fresh each quarter around your current priorities and dates, since IR needs shift with whatever's happening in the business.