Back to resource centre

Use these frameworks to start your investor marketing journey.

Navigating the world of investor marketing and shareholder engagement can feel like a daunting task, right? But here's the thing: these strategies are vital for building a bridge of trust and credibility between companies and their stakeholders.

In a market that's growing more competitive by the day, your company needs to stand out, to convince both retail and institutional investors that you're worth their time and money.

But how do you start?

With a well-defined strategy, that's how. And here's the good news: there are tried-and-true frameworks you can use to build your investor marketing strategies. These will align your business objectives with the desires of your target investors so let's take a closer look.

Think SMART!

The SMART framework is a fantastic tool for setting investor marketing and shareholder engagement goals that are Specific, Measurable, Achievable, Relevant, and Time-bound.

Specific: Clear, focused goals drive your efforts forward.

Measurable: Track your progress and keep the motivation high.

Achievable: Goals that are realistic yet challenging, that's the sweet spot.

Relevant: Align your goals with what truly matters to you and your stakeholders.

Time-Bound: Deadlines keep you accountable and moving towards success.

Define clear objectives and metrics for each communication channel and campaign using the SMART framework. This ensures everyone's on the same page with your investor marketing strategy.

Connect with The Four C's

In our digital world, technology is not optional. It’s a must-have to enhance investor marketing. Most, if not all, investors use digital media and online tools to research and manage their investments. To truly connect with your shareholders, understanding them and opening channels for feedback is key.

Customer: Know what your investors want, and give it to them.

Communication: Foster meaningful interactions between your company and the investor.

Cost: Make investment in your company as frictionless as possible.

Convenience: Ensure your investors have an easy ride with your company.

That's why digital tools like virtual meetings, webinars, webcasts and online communities are so crucial. They facilitate engagement with your shareholders, particularly those who can't meet you in person. Ditch the one-size-fits-all approach, and adopt a more versatile communication style. It makes a world of difference for your investors.

Listen up with LADA

Investors want to be heard. The rise in activist investing shows that investors are more than ready to take matters into their own hands when their concerns fall on deaf ears.

Listen: Encourage specific, refined feedback from your investors.

Absorb: Understand and clarify the feedback received.

Decide: Determine the genuineness and actionability of the feedback.

Act: Make moves to address issues raised during feedback.

It's important to have a feedback mechanism in place, allowing shareholders to voice their concerns and ask questions. Digital tools can be your best friend here, helping you build deeper relationships with your investors.

Make it happen with InvestorHub

Understanding your investors is the first step to creating a sound investor marketing strategy. Once you've got that down, you're on your way to crafting a strategy that effectively targets and markets to potential shareholders.

Not sure how to jumpstart the process? We're here for you with InvestorHub, a tool that blends enhanced shareholder data with interactive engagement tools. It gives your shareholders an online community to provide feedback, view company updates, and interact directly with you. So, let's take that first step together and make your investor marketing strategy a reality.

Join our D2I marketing newsletter.

Subscribe to receive regular investor marketing insights, how-to guides, and case studies.


By submitting your email address and any other personal information to this website, you consent to such information being collected, held, used and disclosed in accordance with our privacy policy and our website terms and conditions.

Cookie Settings
This website uses cookies

Cookie Settings

We use cookies to improve user experience. Choose what cookie categories you allow us to use. You can read more about our Cookie Policy by clicking on Cookie Policy below.

These cookies enable strictly necessary cookies for security, language support and verification of identity. These cookies can’t be disabled.

These cookies collect data to remember choices users make to improve and give a better user experience. Disabling can cause some parts of the site to not work properly.

These cookies help us to understand how visitors interact with our website, help us measure and analyze traffic to improve our service.

These cookies help us to better deliver marketing content and customized ads.