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.

Investor strategy

Understand the company, translate its equity story into investor language, assess the current

Investor targeting

Build a broad but relevant investor universe, systematically qualify and score it, and

Investor engagement

Translate the approved investor target list into a structured, executable outreach plan.

Investor feedback analysis

Convert every investor interaction into structured, reusable intelligence. Track whether

Capital markets strategy diagnosis

Identify and quantify the gap between a company's current market value and its

Capital markets strategy outline

Package the finalized diagnosis into the Capital Markets Strategy: the

Capital markets strategy sharpening

A sharpening cycle is not a lighter re-run of the diagnosis. It replaces

Interim report outline

Write the complete report body: every prose section the interim report carries beyond the

Investment case update

Get the company's investment case written down, and keep it current. The

Investor presentation assessment

Assess an existing investor presentation as an investment case: not whether the

Investor presentation

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.

Q&A book

Produce the company's Q&A book: the key questions capital-market stakeholders will

News release

Produce a stock exchange release (SER) or press release: a company news update with

Discussion material

Produce the material Capient brings to a first substantive conversation with a

Outreach email

Capient's first-touch pitch email to a potential client's CEO, Chair, CFO or