We’ll help you win over investors by creating a compelling investment rationale.
Show investors you’ll create value.
Investors want to know that their investment will create future value. Whether you are running a publicly traded company or a closely-held private business, investors will have a hand in how your team can implement strategy — by affecting the stock price, shareholder resolutions, or their opinion in the marketplace.
Smart investor marketing starts with a compelling investment rationale, backed up by thorough analysis and regular communication. Management now has more tools than ever to communicate directly and confidently with investors, and we’ll help you use them to your advantage.
Confidence hinges on a compelling idea, told consistently and credibly.
Communicating to shareholders can often take a back seat to “getting things done”, yet it’s critical to your long term success. A clear, unifying business strategy is the starting point for a compelling investment thesis. The company’s opportunities and growth plans must be laid out if investors are going to support your ideas. Management must be consistent and credible in their communications.
Stand out from the crowd in an indexed herd.
Investors compare stocks the way people shop for homes, by comparison shopping in the same neighborhood. The neighborhood is not homogeneous. Within industry sectors, diversion between stocks is rising: that’s why it pays to stand out on the street.
Tell your story in the language of Wall Street…
…and Sand Hill Road, Canary Wharf, Exchange Square. Call us at +01 (415) 655-1960
Lisa LaMagna + Associates is Not a Broker-Dealer
Lisa LaMagna + Associates is not a broker-dealer and, therefore, refrains from any broker-dealer activity.
Section 3(a)(4) of the Exchange Act defines a “broker” as any person who is “engaged in the business of effecting transactions in securities for the account of others.” Section 15 of the Exchange Act makes it unlawful for a broker or dealer “to effect transactions in, or to induce or attempt to induce the purchase or sales of, any security (other than an exempted security or commercial paper, bankers’ acceptances, or commercial bills) unless such broker or dealer is registered” with the Commission.
A person affects transactions if he or she participates in securities transactions “at key points in the chain of distribution.” Such participation includes, among other activities, assisting an issuer to structure prospective securities transactions, helping an issuer to identify potential purchasers of securities, soliciting securities transactions, and participating in the order-taking or order-routing process (for example, by taking transaction orders from customers).
Factors indicating that a person is “engaged in the business” include, among others: receiving transaction-related compensation; holding one’s self out as a broker, as executing trades, or as assisting others in completing securities transactions; and participating in the securities business with some degree of regularity. In addition to indicating that a person is “effecting transactions,” soliciting securities transactions is also evidence of being “engaged in the business.”
Lisa LaMagna + Associates does not assist in structuring, does not write business plans and does not sell investments to others. We do train and educate as to how to approach angels and VCs and we do provide lists of sources.