Purpose
Convert every investor interaction into structured, reusable intelligence. Track whether targeting activity is converting into actual ownership changes. Build institutional knowledge that makes the next engagement faster and better.
This phase is ongoing and repeating, not a single run. It should be invoked:
- Within 24 hours of each investor meeting (Step 11)
- Quarterly, when an updated shareholder register is available (Step 12)
- At project close or every three months, whichever comes first (Step 13)
Output package — Phase 4 deliverables
Per meeting debrief (Step 11)
| Deliverable | Content |
|---|---|
| Meeting feedback form | Sentiment, interest, content intelligence, outcome |
| Updated investor profile | Revised Phase 2 profile with new meeting data |
| CRM log entry | Structured record for platform |
| Disclosure gap flags | Any recurring gaps to escalate to client IR team |
Quarterly ownership review (Step 12)
| Deliverable | Content |
|---|---|
| Register change table | New / increased / exited positions vs baseline |
| Conversion analysis | Targeted investors who opened or increased positions |
| Ownership quality tracker | Trends across key metrics vs baseline and target |
| Updated follow-up schedule | Forward-looking re-engagement plan |
Project debrief (Step 13)
| Deliverable | Content |
|---|---|
| Project performance review | What worked, what didn't, patterns and implications |
| Investor database updates | Per-investor records for platform database |
| Sector intelligence notes | Thematic views captured across investor meetings |
| Process improvement log | Recommendations for next engagement |