Investor relations teams are perpetual tightroe walkers, balancing the market’s thirst for insight with the rigid guardrails of regulation. The challenge isn’t just about what information to share, but how to share it—without falling into the traps of selective disclosure or leaking material non-public information (MNPI). The SEC’s Regulation Fair Disclosure (Reg FD) isn’t just…
The Art and Science of Setting Guidance: An IR Team’s Balancing Act Investor Relations teams wear many hats. They’re the company’s voice to investors and sell-side analysts, the internal detectives digging into numbers with finance and operations teams, and the storytellers who weave all this into a narrative that makes sense — even when the…
There’s more to the sell-side than consensus numbers and quarterly notes. The real story is in the patterns, the outliers, the subtle shifts in tone and influence that shape how your company is perceived. For IR, tracking and measuring analysts isn’t just a checklist-it’s an ongoing process of identifying where the narrative diverges, and understanding…
What matters to an IR person In this Thursday’’s edition I will expand upon the first topic of risk from last week. Talking about IR team impact map Chasing Dissonance May 1 What does an IR person do? Read full story Why are sell-side analysts important? Imagine a room. In one corner: management, spinning their…
Risks and Opportunities What does an IR person do? If you ask an AI engine what an Investor Relations (IR) person does, you’ll get a textbook answer like: “The Investor Relations team manages communication between corporate management and investors, analysts, and the financial community, ensuring accurate and effective communication of financial standing and strategic direction,…
For decades, data visualization dashboards have been a cornerstone of decision-making. Tools like PowerBI, Tableau, and others have become ubiquitous across industries, promising real-time insights into KPIs, trends, and performance metrics. Yet, in practice, dashboards often become overwhelming collections of graphs and tables, making it difficult for users to focus on what truly matters. The…
This Week’s Valuation Benchmarks for Operators Plan confidently, close faster, and report accurately with Planful. Planful’s robust financial performance management platform empowers teams like yours to achieve peak financial excellence across every corner of your business. What sets Planful apart? With quick implementation and minimal IT involvement, you can get started in weeks, ensuring seamless engagement across…
Support for Mostly metrics comes from Aleph, the single source of truth for financial data. Accelerate FP&A and make better decisions using the tool you love the most—spreadsheets. Before we make the numbers dance, make sure to check out this week’s Run the Number’s Podcast with Sinohe Terrero, the CFO of Envoy. We talk about why CFOs should actually…
Thanks to the data wizards at Virtua Research for taking me behind the curtain to pull some levers on their point in time SaaS time travel machine to write this piece! Check them out if you are in corporate finance and obsessed with benchmarking (like myself). Below you’ll find the official definitions for Net Dollar Retention Rate…
Can a Founder CEO still take it all the way? Before we jump in today, if you could indulge me with one simple question to ensure I keep the content crispy: Nice. Let’s ride. The rise of the Professional CEO in tech is (seemingly) a major trend. Professional CEOs are those who have experience leading…