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DON'T: Rely on outdated templates for bylaws, articles of incorporation and memoranda that have not kept up with technology and investor preferences.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