The do's and don'ts of modern investor relations


Are you prepared for modern investor relations? Read our top do's and don'ts to find out!

  • Start with current corporate governance documents


    DO: Establish corporate bylaws, articles of incorporation and offering memoranda that give you the flexibility to reduce expenses and increase convenience for investors.

    DON'T: Rely on outdated templates for bylaws, articles of incorporation and memoranda that have not kept up with technology and investor preferences.

  • Go digital from the start


    DO: Make sure your corporate governance documents allow for a default to issuing book-entry shares rather than paper certificates AND establishes email as the primary means of communication with investors.

    DON'T: Postpone the decision to default to book entry and e-comms. Changes down the road may require a special meeting or shareholder vote.

  • Stay focused on your business


    DO: Start working with a transfer agent early. A transfer agent keeps your records in the right way from the very start. You’ll have established the governance infrastructure that can help you avoid issues as your company grows.

    DON'T: Spend valuable time and energy to tracking records and keeping up with regulatory changes. Use that time to focus on your business!

  • Keep your eye on the big picture


    DO: Partner with a transfer agent that can support your corporate lifecycle from startup to IPO and beyond.

    DON'T: Think short-term. By working with the right partner you can access the services you need when you need them, without having to shop around at each stage.

Let's talk about how we can support your company through its corporate lifecycle