IR Playbooks
How we approach investor relations
The methodology behind Capient's IQ copilot, in the open. Each one is a deliverable IQ can produce — when it does, it cites the exact section here.
Understand the company, translate its equity story into investor language, assess the current
Build a broad but relevant investor universe, systematically qualify and score it, and
Translate the approved investor target list into a structured, executable outreach plan.
Convert every investor interaction into structured, reusable intelligence. Track whether
Identify and quantify the gap between a company's current market value and its
Package the finalized diagnosis into the Capital Markets Strategy: the
A sharpening cycle is not a lighter re-run of the diagnosis. It replaces
Write the complete report body: every prose section the interim report carries beyond the
Get the company's investment case written down, and keep it current. The
Assess an existing investor presentation as an investment case: not whether the
Turn a company’s investment case into a presentation that makes the case _investable_: a deck that distils complex business content into clear messages, gives investors the inputs they need to value the company, and delivers consistent messaging to every investor who sees it.
Produce the company's Q&A book: the key questions capital-market stakeholders will
Produce a stock exchange release (SER) or press release: a company news update with
Produce the material Capient brings to a first substantive conversation with a
Capient's first-touch pitch email to a potential client's CEO, Chair, CFO or