The Fastest Way
To Reach Retail Investors is
To Go Direct

Investors are
Everywhere
Finding them is hard

Every growing company is looking to raise capital or build awareness with investors.

Every day millions of dollars are invested in companies like yours. And the competition for investor attention has never been higher.

Retail investors offer the fastest and most direct audience to grow your shareholder base.

If you want to make an impact, you need the Direct to InvestorTM retail investor acquisition Playbook.

Retail Investors Have Never Been More Important

“(In 2020)… a perfect storm of commercial models, technology, and retail investor appetite converged into a retail investor movement, driving markets throughout the year. That trend has continued into 2021.” ¹ – NASDAQ

“

10m

10 Million new retail
investors entered the
market in 2021. ¹

30%

Almost 30% of companies have seen
an increase in retail investment
in the past 12 months. ²

20-25%

Retail investors now make
up 20-25% of US Equity
trades.¹

45%

45% of Small Cap companies have seen an
increase in retail investment in the past 12 months. ³

Is your retail investor acquisition plan performing?
Source: 1. https://www.nasdaq.com/articles/survey-on-the-2021-state-of-the-independent-retail-investor-2021-05-25
2. https://www.irmagazine.com/small-cap/whats-retail-investment-sweet-spot
3. IR Magazine Retail Investors Report

Good Retail Investor Acquisition
Needs a Proven Strategy

01. INVESTOR ACQUISITION

You need a set of proven investor acquisition strategies that are designed to convert investors at the highest level.

02. INVESTOR COMMUNICATION

All your investor communication channels must work together to seamlessly deliver a unified investor experience specifically designed to help them make the key decision to invest.

03. DATA DRIVEN APPROACH

Our speed initiatives: we leverage our campaign strategy with our Playbook best practices, we add digital demand generation and scale to your lead framework, so we can get you closer to retail investors – faster.

04. MESSAGE AND VISUALS

You need a set of proven investor messages and visual strategies that you know resonate and can convert at the highest level.

05. MATERIALS TO CONVERT

It’s vital to have a set of proven investor materials that are designed to convert investors at the highest level.

The D2I Playbook

The fastest, most efficient and cost effective way for a company to raise capital or build a strong shareholder base… Is a Proven Playbook.

The D2I Playbook

We are the creators of The Direct to InvestorTM (D2I) Playbook, a proprietary retail investor campaign system we use to customize your investor messaging based on your target prospect’s behavior. The D2I Playbook is a proven investor acquisition system that is designed to help your company raise investor awareness and convert to investor action. We design a custom playbook based on powerful performance based narratives, and fueled by data driven dynamic awareness strategies that are optimized, scaled and built for retention. It is a multi-layered and comprehensive approach so that you have a targeted gameplan for all situations. We do the work, so you don’t have to.

Pre-Game

PLAN
DEVELOP
PREPARE

offense

ENGAGE
AND
OPTIMIZE

Acceleration

SCALE
AND
AMPLIFY

retention

RETAIN
AND
GROW

Post-Game

ONGOING
ANALYSIS

Our Playbook Advantage

01.
Our digital advantage: we can scale our investor playbook system to reach more qualified investors faster.
02.
Our investor campaign innovation: we launch breakthrough strategies companies with leading new technologies and industry-de-fining products and services.
03.

Our speed initiatives: as we leverage our campaign capabilities with our Playbook practices, digital demand capabilities and a more dynamic campaign framework that positions our clients closer to investors

D2I Playbook Elements

D2I Pre-Game

Plan, Develop, Prepare
We start with a deep-dive into your current investor materials, ensuring that your Investor messages, materials and visual strategies are designed to convert investors.

D2I Offense

Engage and Optimize
We develop a comprehensive investor acquisition strategy and identify the proper channels to find your target investor. Then we test and optimize so we can be ready to scale.

D2I Acceleration

Scale and Amplify
Once we’ve identified the best strategies from the playbook and have optimized and proven their success, we begin to scale and accelerate.

D2I Retention

Retain and Grow
We implement a full scale integrated internal investor communications strategy to ensure that you are optimizing both current and potential shareholders in your database. Because the best customer is one you already have.

D2I Post-Game

Ongoing Analysis
Consistent post analysis allows us to maneuver and pivot to other strategies in the playbook, ensuring you have a viable and sustainable game plan for the future.

We Are Direct To InvestorTM Media

We are an experienced capital markets advertising agency that focuses on retail investor acquisition.
We help private and public companies connect directly with retail investors to drive interest and awareness leading to conversion, investment, and shareholder growth.
We run fully scalable, seamlessly integrated Direct to Retail Investor marketing campaigns.

Investors Are Everywhere

WE HELP YOU FIND THEM

A data driven approach to investor awareness that is optimized and proven to scale at the highest level.

If You’d Like to Discuss Your Retail Investor Playbook
Contact Us

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  • 4640 Admiralty Way, Suite 500,
  • Marina Del Rey, CA 90292
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