IR Intelligence Blog
Data-driven insights on algorithmic investor relations, SEC filing optimization, and small-cap market structure.
Proxy Season Survival Guide for Small-Cap Companies
For sub-$500M companies, proxy season is structurally harder than for large-caps. The vote outcome is rarely the actual risk — broker non-votes, activist 13D surveillance, ISS vs. Glass Lewis methodology gaps, and algorithmic governance scoring are. The 120-day pre-filing playbook.
5 Press Release Mistakes That Tank Your Stock Price
After analyzing 800+ small-cap press releases, the average algo-friendliness score was 47/100. Here are the five language patterns that cost you measurable price impact — and the 10-minute pre-release audit that fixes them.
How AI Reads Your 10-K: A Visual Guide to Algorithmic Filing Analysis
Algorithms score your 10-K before any human analyst reads it. Here's exactly what NLP systems measure — from the Loughran-McDonald dictionary to cosine similarity deltas — and how to optimize for it.
The $50K/Year IR Problem: What Small-Caps Actually Need
Most small-cap companies spend $120K–$240K/year on IR and cannot measure what they get for it. A data-driven breakdown of where the money goes, what actually moves institutional ownership, and why the industry hasn't adjusted its pricing model for the algorithmic era.
The Analyst Call Prep Playbook: How AI Predicts the Questions Before You Hear Them
What if you could walk into every earnings call knowing exactly what analysts will ask? NLP analysis of your filings reveals the trigger points that drive analyst scrutiny.
Your Press Releases Are Leaving Money on the Table
We analyzed 500+ small-cap press releases and found the average algo-friendliness score was 47/100. Simple language changes can move that score 20+ points — and your stock with it.
Death Spiral Financing: How to Spot It, Avoid It, and Survive It
Toxic convertible notes have destroyed more small-cap companies than bad products ever will. Here's how to identify predatory capital before it's too late — and what alternatives exist.
PIPE vs. Shelf vs. ATM: Which Capital Raise Is Right for Your Company?
Every capital structure sends a signal. PIPEs at a discount? Algorithms read that as weakness. ATM programs? Often the least dilutive path. A CFO's guide to raising without tanking your stock.
How to Choose the Right SEC Lawyer for a Micro-Cap Company
The wrong securities counsel costs you more than fees — it costs you time, compliance risk, and filing quality. What to look for, what to avoid, and the questions most CEOs forget to ask.
Is Your PCAOB Auditor the Right Size for Your Company?
A Big 4 firm won't give you attention. A one-person shop won't survive PCAOB inspection. The sweet spot exists — here's how to find it and what it should cost.
Joint Ventures and Multi-Ticker Strategies: When Two Companies Are Better Than One
Strategic JVs can unlock value that neither company captures alone. But the IR implications are complex. How to structure, announce, and position JVs for maximum market response.
Your SEC Filings Are Sending Signals You Don't Know About
Every word in your 10-K and 10-Q is being parsed by natural language processing algorithms. Most companies are unknowingly sending negative signals.
Reddit, X, and StockTwits: The New IR Battleground
Retail sentiment on social platforms now precedes institutional moves. A guide to monitoring, understanding, and — carefully — engaging with retail narrative.
CEO Visibility: Why Nobody Knows Your Company Exists (And How to Fix It)
Under $500M market cap, you're invisible to 95% of institutional investors. The visibility playbook isn't about spending more on IR — it's about spending smarter.
Running a Public Company on a Startup Budget
SEC compliance, PCAOB audits, IR firms, transfer agents, legal — the cost of being public can crush a small company. Here's how smart micro-caps keep costs under $500K/year.
Is Your IR Firm Worth It? A Data-Driven Framework
Traditional IR firms charge $5–15K/month for services built in the pre-algo era. Here's a framework to evaluate whether you're getting measurable ROI — or just paying for a Rolodex.
The Analyst Coverage Gap: Why Wall Street Doesn't Know You Exist
Companies under $500M market cap are largely ignored by sell-side analysts. Here's how algorithmic IR can fill that coverage gap and reach institutional desks directly.
Why Institutional Investors Ignore Small-Caps (And What You Can Do About It)
Liquidity, disclosure quality, and algo signal scores are the three filters institutional desks use before a human even looks at your stock.
How Small-Cap Companies Can Fight Back Against Short Sellers
Short sellers target specific language patterns in SEC filings. Understanding their playbook — and optimizing against it — is now a core IR function.
Small-Cap Conference Strategy: Maximizing ROI From Every Appearance
Most small-cap companies attend investor conferences without a data-driven approach. We break down preparation, targeting, and follow-up that actually moves the needle.
The Delisting Survival Guide: What Separates Survivors From Statistics
NYSE and NASDAQ delist hundreds of companies per year. We've analyzed what separates survivors from delistees — and it starts with your filings.
Reverse Stock Splits: The Numbers They Don't Tell You
Reverse splits are often presented as a compliance solution. The algo signal data tells a different story — one your board needs to hear before the vote.
The Truth About Algorithmic Trading and Your Stock
Most small-cap companies have no idea that over 70% of their daily volume is algorithmic. Here's what that actually means for your IR strategy — and your stock price.
What Makes a Great Press Release in 2025? (Hint: It's Not What Your PR Firm Thinks)
Wire services are a commodity. The difference is in the language — specifically, the language that algorithms parse to decide whether your news is signal or noise.
Transfer Agent Selection: A Decision Most CEOs Get Wrong
Your transfer agent touches everything — cap table, dividends, proxy, DRS. Switching is painful. Choose right the first time with this evaluation framework.
SEC Comment Letters: The Response Playbook for Small-Cap Companies
Getting an SEC comment letter isn't the end of the world — but how you respond determines whether it becomes a footnote or a filing crisis.
Building an Investor Deck That Actually Gets Meetings
Most investor presentations read like 10-K summaries. The decks that get meetings follow a completely different structure — one built for how institutional analysts actually evaluate opportunities.
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