Scope

We work with the management teams & marketing professionals of select NYSE and NASDAQ listed companies, ETFS, mutual funds and innovative financial products & services

Method

We organize focused meeting events in select cities across the U.S & provide the necessary follow up tools to facilitate the education of a prepared investor network

Reach

We reach well beyond traditional institutional channels to include a vast connected network of small funds, RIAs, brokers, Family Offices and select accredited investors

ethics

We believe in working with those organizations & investors that we can personally get behind, that we can truly help and that respect and adhere to our process 

Diligence

We assess both companies and investors through the crucible of live meetings, and continue that assessment through thoughtful follow up processes

Collaboration

We complement & work with existing investor relations and institutional-sponsored investor marketing programs to deliver more complete exposure  

PROBLEM:  COMMISSION BIAS

Historically, management teams cannot gain access to all the quality investors they should meet, because not all investors have soft dollar relationships with brokers

SOLUTION:  TRANSPARENCY

By opting out of the soft dollar cycle and working directly for issuers, we provide our corporate clients an unobstructed view of investors where they market

PROBLEM:  FRUSTRATED INVESTORS

Companies are seeking to provide ongoing education, support and development to a broader investment community than are reached through traditional research

SOLUTION:  DEVELOPMENT TOOLS

We go beyond marketing road shows to offer a suite of cost-effective investor development & follow-up solutions tracked via company dedicated real-time dashboards

How we recommend individual cities

Every U.S. financial center across our 32 cities represents a unique & vast mix of investors, and our extensive understanding of each market empowers us to recommend the right mix of cities for your organization's specific investment profile and investor acquisition goals.

How we choose investors

Our deep understanding of the investment mandates and buying habits of the investors within the Tribe Public community ensures that we can continually bring to the table investors that are proven to be both relevant and actionable for organizations like yours.

How we've become the gold standard

The importance of seamless logistics and execution cannot be overstated.  Our team of industry veterans have been honing the craft of investor road shows for several decades that enables us to provide a complete & professional service offering.
 

How we deliver on our promise

Knowledge is our end deliverable.  The extensive real-time investor feedback we provide after each meeting equips our clients with crucial insights on how the market views their story and provides the road map for meaningful engagement with each investor going forward.

INTERACTIVE dashboard

Starting with our initial service proposal, you'll stay connected to our process through your organization's real-time dedicated dashboard at Tribe. From proposals and contracts, to investor contact lists, feedback reports, and valuable marketing statistics, you'll see the real-time benefit & value of your investor acquisition program.

DYNAMIC ITINERARIES

Your initial proposal will include a preliminary itinerary outlining the meetings we expect to pursue on your behalf. Once we begin work on your road show, flight and hotel confirmations will be added, along with connecting travel logistics and helpful reminders.  As private meetings are added to the schedule, those will be reflected as well.

Responsible collaboration

You will be assigned a dedicated point of contact; an experienced member of our logistics team who will brief you on the materials and information we need from you to get started.  We'll keep you abreast of road show progress, and notify you with itinerary updates and investor lists in the weeks leading up to your trip & road show events. 

Full service execution

We insist on overseeing all aspects of your road show to ensure successful execution to our strict standards, and to allow you to stay focused on the demands of your business.  We'll work with your staff and venue management to see that marketing materials are delivered and any unique A/V needs are satisfied prior to the launch of each event.

real-time Updates

Our oversight continues as you progress through your road show.  As new participants are added, dynamic attendee lists are refreshed -up to the very moment each meeting begins, And at each venue you will find an updated pre-list reflecting expected attendees confirmed as of that morning. 

Onsite Coordinators

Whether you see them or not, onsite coordinators will be hard at work ensuring each meeting meets our strict standards.  Constant communication with our home office ensures last minute adjustments are made prior to kickoff, and that your meeting progresses without interruption.

Live logistics assistance

Cancelled flights, natural disasters; a lot can happen to frustrate and derail a road show.  Your Tribe Public point of contact will stay abreast of all the moving parts involved in your travel, notifying you when circumstances require adjustment, to ensure you arrive promptly to your meetings and make those crucial, tight transport connections and keep your road show on track. 

Attendee Management

Onsite coordinators assist in greeting and directing investors to you as they arrive.  Constant contact with our home office will identify and locate unaccounted for investors.  And by the time attendees return to their office, they will find the Tribe Public survey waiting for them, soliciting critical feedback on your presentation and you will receive the aggregated a short time after it is compiled.

attendee post lists

Following your meetings, a record of all event participants with detailed contact information will be uploaded to your real-time dedicated dashboard so that you may track, build on and report to all concerned.  At Tribe Public, we believe in also supplying this very same information for those investors who registered interest in your company, but were unable to attend. This resource will be invaluable to your investor marketing efforts. 

Post event participant feedback

Each meeting participant will be contacted with a survey to gauge their opinion of the company, management and your presentation.  These surveys are brief, but open-ended in order to maximize valuable investor input.  Wherever possible, we add useful notes and highlight specific action items to help you better understand how to leverage investor feedback.

Opportunity DEbriefing Call

Following your road show, we will schedule a conference call to walk you through investor feedback, pointing out opportunities for follow-up, and to discuss your general impressions of the road show and propose next steps.

Ongoing Outreach Services 

We'll include your ongoing news flow and reported financial and corporate developments in our periodic newsletters and ongoing social media outreach to update the investors you meet via Tribe and would seek to meet in the future.