We lack coverage; we are ignored by the analysts!

You are familiar with my work and that of my team through our business and investment publications like Finance Colombia, Finance TnT and Cognitive Business News. Before moving to South America and launching publications for the investing and business public, I spent almost 15 years as an SEC registered investment adviser and analyst in the US.

While covering many of your companies I have heard a repeated complaint from CEOs, CFOs & directors: "We lack coverage; we are ignored by the analysts."

Yours is a small or micro-cap firm, privately held or publicly traded, raising money through private placements, or public securities exchanges. Your challenge is lack of coverage and research by reputable buy or sell side analysts in the institutional or retail investment communities, and very few analysts understanding--or even willing to visit emerging markets and the unique conditions under which you operate.

Independent fee-based research is your solution.

I spent a decade as a FINRA-licensed securities broker and SEC registered investment adviser representative in the US serving international clients before working as a senior analyst covering technology services firms in Latin America & The Caribbean, and senior editor for a US based business book publisher.

Based on the concerns you have voiced, in January 2020 we are launching our analyst coverage solution for companies poised for growth in emerging markets.

1. Is this a service that would be valuable for one of your portfolio companies?
2. Could you refer me to a colleague who could benefit from our help?
3. If you are in the investment community, do you foresee additional ways we can collaborate?

In this offering, my team and I provide: 

• Independent & Fee based; no conflict of interest. Care & attention regardless of size, geography or situation
• Thousands of readers through our strong existing business media & subscriber channels
• Entire team fluent in English & Spanish
• Conflict free research: We don't trade in client firm securities, & we disclose incidental investments
• Access institutional investors worldwide, especially with an investment appetite for small caps & emerging markets.
• A way to gain coverage in news and trade media directed towards the investment sector.
• Access to our loyal existing audience of financial professionals, high net worth individuals, family offices, private equity, and venture capital.
• As a bona-fide analyst & publisher domiciled in Colombia, that does not manage money, we comply with both SEC and MiFID II requirements

Deliverables:

• Annual research report focusing on fundamentals & qualitative factors
• Quarterly post-earnings call briefing & analysis
• Earnings & Investor conference call participation
• Full news coverage in our publication of all material events and company news
• Minimum of 1 annual site visit to interview management, assess human & environmental relations, technical developments
• Minimum of 1 strategy meeting annually to coordinate with your investor relations, marketing & communications teams
• Quarterly research briefs covering
• Annual meeting participation and reporting

Optional Deliverables

• Social media content generation, production & management: Twitter, LinkedIn, Facebook, Instagram, Youtube, etc.
• Video & PowerPoint production
• Investor presentation production
• Investor conference participation
• Corporate Webinars
• White papers & topical reports
• Contract editorial - article and press release production 

Please leave your comments or message me directly. I appreciate your thoughts.

-Loren