John
Role: Hedge Fund Analyst
Need: Identify and undertake diligence on good investment opportunities.
Johnny is an analyst at any NYC long/short hedge fund. His job responsibilities include
finding under valued companies that have a strong growth profile.
Having 1x1 meetings with management teams of companies that fit such a profile is
valuable to his analysis because it allows him to clarify issues or questions he has about the company.
He regularly takes such meetings.
Why does he use StreetIntro?
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He can be notified that management teams of companies that meet his investment criteria
are visiting NYC and are available for meetings
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Its a convenient way to book a meeting time with the company directly
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A constructive 1x1 meeting adds value to his investment analysis process
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He has easy access to company material to prepare for the meeting i.e. investor deck etc.
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Helps him avoid cold calls from companies he is not interested in meeting
Sandra
Role: Chief Financial Officer at $1.5B market cap company
Need: Keep investment community updated on her biotech company
Sandra is a CFO of a small publicly traded biotech company.
Part of her role as CFO is to meet with the investment community on a regular basis
to keep the story fresh and generate / retain investor interest in the story.
She attends investment conferences all over the country several times a year
and meets with investors at these events. She also sets up meetings with investors outside
the conference circuit.
Why does she use StreetIntro?
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She can notify the investment community that she is visiting their city and is available for 1x1 meetings
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Avoids repetition i.e. One time creation of a meeting schedule and agenda with all the required documents
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Ability to select the best candidates from the investors who have shown an interest in meeting with her
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Measures the impact of meetings via analytics tools
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Gets direct feedback from investors post meeting
Jimmy
Role: Director at an investor relations (IR) firm
Need: Schedule and manage investor meetings easily for his clients
Jimmy is a Director at a San Francisco based investor relations firm.
He manages seven public companies as clients. Part of his mandate with clients is to regularly
schedule non-deal roadshows with investors. Every month he has at least one company meeting
with investors in a different city. On most occasions he travels with the management team to these meetings.
He is managing all these relationships single handedly.
Why does he use StreetIntro?
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Ability to manage multiple investor roadshows through one control panel
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Set up meetings without having to cold call investors
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Easy way to get feedback from investors post the meeting
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Significantly expands his investor network
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Schedule events and panels on behalf of clients
Fred
Role: Senior Technology Analyst on the sell side
Need: Schedule and manage investor meetings easily for his clients
Fred is a Senior Tech Analyst at a New York investment bank. He has 15 companies under coverage.
He is traveling at least 60 days a year to market to buy side investors.
He also has to help in arranging investor meetings for the companies under his coverage.
He has to do this as a part of his job because his firm maintains a close relationship with
the buy side through this effort and can then monetize those relationships. He has one junior
associate on his team.
Why does he use StreetIntro?
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Marketing his coverage to the buy side
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Easier way to schedule and manage investor meetings on behalf of his coverage companies
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Meet with new companies and management teams that are relevant for his coverage
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Fill availability in his schedule during travel
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Schedule events and panels
Jennifer
Role: Portfolio Manager at a long only fund
Need: Keep diligent watch on large holdings in her portfolio
Jennifer is a portfolio manager at a Boston based long only fund.
She is responsible for all investment decisions and strategies for her team. Her investment
process involves receiving regular updates from the management teams of the companies
in her portfolio. She is interested in meeting with them in person as much as possible and required.
Why does she use StreetIntro?
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Get early access to management teams of companies in her portfolio that are visiting her city
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Convenient way to book a meeting time with those management teams directly
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Can easily access and share her meeting notes on the company
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Platform analytics
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Get notified on and book spots at sell side events