On The Line

Upgrading the investor experience with Stephanie Flooks

Alice Murray Season 1 Episode 15

Stephanie Flooks shares insights from her extensive investor relations experience, detailing her role as an IR coordinator and providing practical tips and advice on how best to strengthen relationships with investors when also working with a busy investment team.

Stephanie explores the current challenges of fundraising, the complexities of due diligence, and the impact of technology (both good and bad) on investor engagement. 

She leaves us with perhaps one of the most pressing questions when it comes to modern investor relations: when will cat memes be an acceptable form of reporting?

Takeaways

  • The role of an IR coordinator is multifaceted and central to investor engagement, especially when investment professionals are working across multiple deals and time zones. 
  • Improving the investor experience involves understanding their needs and preferences; often reading between the lines and pre-empting information requests.
  • Will there ever be a time when cat memes are an acceptable form of investor communications?