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It's been a few weeks since my colleagues and I had the opportunity to attend the 36th Annual Roth Conference in Dana Point, CA and they're still buzzing with excitement. From attending fireside chats with industry professionals to hosting a happy hour event and watching Marshmello and Nate Smith give incredible performances, this year's ROTH was one for the ages. In looking back at some of the insights learned from this year's conference, our team was able to share with us some nuggets of wisdom that have been proven valuable to currently publicly traded companies and those looking to IPO in the near future: 🎯 Act like a public company before you are a public company. Set yourself up for success and execute on key regulatory needs and reporting beforehand. 🏗️ Relationship building is key when raising capital. Find ways to connect in person and establish a group of trusted advisors. ⛓️ Supply chain efficiency is paramount to staying competitive. You need to own this information. 📈 Data is key. Let it guide you to making well-informed business decisions across all industries. Until next time, Roth! Thank you once again for including us in this exclusive, dynamic event. #RothConference #SEC #InvestmentBanking #PublicReadiness

Investor Relations (IR) is taking center stage. A recent survey shows 77% of industry players see increased strategic significance and responsibilities for IR, but fewer feel it gets the recognition it deserves. Check out Zeta’s SVP of Investor Relations, Scott Schmitz, featured in IR Magazine for insights on navigating these challenges. #InvestorRelations #MarketTrends

Alpha's President, Michael Cummings participated in NIRI Boston's panel covering the current macro environment and the critical implications for strategic investor relations programs. See the article below to hear our perspective on how the macro environment, combined with the growing complexities within the capital markets are elevating the need for a more evolved and strategic IR program. NIRI: The Association for Investor Relations

Pitching to investors? Here’s what your deck should cover : Introduction- Bold statement/your personal story The Problem Your solution Your product The Market The Team Your Ask Key is to keep every slide simple, with key information. No information overload. Glad I attended the workshop on how to build your pitchdeck by Peter Thomsen The guy’s a legend. Did I miss anything?

Scrolling your Linked In feed this morning? STOP 🛑 We have a question for you: do you use Morningstar? You do? Us too! 📊 📈 Investor Isaac Bowman, CFA, and Investor Relations Montana Mortimer, CIM, recently hosted a fireside chat with our clients for a Due Diligence Case Study on the company. Let us know which of our portfolio companies you'd like us to include for future case study webinars!

It's been a few weeks since our Tech team had the opportunity to attend the 36th Annual Roth Conference in Dana Point, CA and they're still buzzing with excitement. From attending fireside chats with industry professionals to hosting a happy hour event and watching Marshmello and Nate Smith give incredible performances, this year's ROTH was one for the ages. In looking back at some of the insights learned from this year's conference, our team was able to share with us some nuggets of wisdom that have been proven valuable to currently publicly traded companies and those looking to IPO in the near future: 🎯 Act like a public company before you are a public company. Set yourself up for success and execute on key regulatory needs and reporting beforehand. 🏗️ Relationship building is key when raising capital. Find ways to connect in person and establish a group of trusted advisors. ⛓️ Supply chain efficiency is paramount to staying competitive. You need to own this information. 📈 Data is key. Let it guide you to making well-informed business decisions across all industries. Until next time, Roth! Thank you once again for including us in this exclusive, dynamic event. #RothConference #SEC #InvestmentBanking #PublicReadiness

It's been a few weeks since our Tech team had the opportunity to attend the 36th Annual Roth Conference in Dana Point, CA and they're still buzzing with excitement. From attending fireside chats with industry professionals to hosting a happy hour event and watching Marshmello and Nate Smith give incredible performances, this year's ROTH was one for the ages. In looking back at some of the insights learned from this year's conference, our team was able to share with us some nuggets of wisdom that have been proven valuable to currently publicly traded companies and those looking to IPO in the near future: 🎯 Act like a public company before you are a public company. Set yourself up for success and execute on key regulatory needs and reporting beforehand. 🏗️ Relationship building is key when raising capital. Find ways to connect in person and establish a group of trusted advisors. ⛓️ Supply chain efficiency is paramount to staying competitive. You need to own this information. 📈 Data is key. Let it guide you to making well-informed business decisions across all industries. Until next time, Roth! Thank you once again for including us in this exclusive, dynamic event. #RothConference #SEC #InvestmentBanking #PublicReadiness

How to Prepare The Best Pitch Deck for Investors in 2024 Do you have the best pitch deck? Could you improve your pitch deck? Are you ready for a winning investor pitch? Successful investor pitch decks come in all shapes and sizes. But underpinning all of them are a few basic truths. We’ve been creating and polishing winning investor pitch decks for 15 years and over that time have learned what makes the difference between the just good enough and the great. And while investors are becoming more selective, it is more important than ever to create great pitch decks and give winning investor pitches. This advice combines what our coaches say and what we have heard from investors on panels we have chaired at SuperReturn conferences. Check your own investor pitch deck against our essential tests. Here you will learn what makes a good pitch deck and how to impress investors 15 Top Tips for Creating the Best Pitch Deck for Investors

We’re pleased to announce the addition of John Brearley to the LodeRock Advisors Inc. team to lead our expanded outreach efforts to investment advisors and wealth managers.   For public companies, it’s intensely competitive for investor mindshare and access to capital. You need a compelling pitch that cuts through the clutter – and you need to find the right audience for your story. We’re excited to add John’s experience and relationships to help more high-quality companies get discovered. #investorrelations #capitalmarkets

It's been a few weeks since our Tech team had the opportunity to attend the 36th Annual Roth Conference in Dana Point, CA and they're still buzzing with excitement. From attending fireside chats with industry professionals to hosting a happy hour event and watching Marshmello and Nate Smith give incredible performances, this year's ROTH was one for the ages. In looking back at some of the insights learned from this year's conference, our team was able to share with us some nuggets of wisdom that have been proven valuable to currently publicly traded companies and those looking to IPO in the near future: 🎯 Act like a public company before you are a public company. Set yourself up for success and execute on key regulatory needs and reporting beforehand. 🏗️ Relationship building is key when raising capital. Find ways to connect in person and establish a group of trusted advisors. ⛓️ Supply chain efficiency is paramount to staying competitive. You need to own this information. 📈 Data is key. Let it guide you to making well-informed business decisions across all industries. Until next time, Roth! Thank you once again for including us in this exclusive, dynamic event. #RothConference #SEC #InvestmentBanking #PublicReadiness