PREPARE
Corporate Values and Communication Materials
Business · Assets · Cooperation goals · Available information
INVESTOR RELATIONS & CAPITAL CONNECTION
Investor Relations
Connect with capital
Explain the value of the enterprise clearly,
Promote effective capital communication.
From materials and IR mechanism construction to road shows, institutional contacts and continuous follow-up, we help companies connect value expression, communication organization and follow-up promotion.
FROM ENTERPRISE VALUE TO CAPITAL DIALOGUE
CAPITAL COMMUNICATION BRIEF
Working method instructions The next round of capital dialogue
CONNECT
Object matching and road show preparation
Organizational direction · Meeting agenda · Communication conditions
FOLLOW THROUGH
Issue Feedback & Continuing Progress
Information supplement · Division of responsibilities · Next task
First confirm the goals and conditions, and then discuss appropriate communication arrangements.
Provide professional service support for enterprises and projects The information is well-founded ／ Be prepared for communication ／ Follow up with records
CLEAR VALUE. PREPARED CONVERSATIONS.
Starting from the facts of the enterprise,
Make solid preparations for communication.
Allow communication between management, business teams and investors,
Built on consistent materials, clear arrangements, and consistent follow-up.
Make the value clear
Organize business, assets, capital objectives and evidence into discussable materials to reduce information dispersion and inconsistent expressions.
Be more prepared for contact
Prepare a docking plan based on the organization's focus and company conditions, and clarify the meeting agenda, participants and issues to be discussed.
Allow feedback to advance
Record communication results, information requests and next tasks, and coordinate with all parties to complete responses, updates and stage reviews.
START FROM YOUR CURRENT STAGE
Find this stage,
The work that needs to be advanced most.
Choose your enterprise's current communication starting point,
See what should be prepared and delivered.
BUILD A COMMON LANGUAGE
There must be corporate value and clear capital expression.
We already have a business and asset base, and we hope to organize scattered information into consistent materials and make it clear who will communicate, how to review, and how to continuously update.
- Are business, asset and capital objectives clearly stated?
- Are the materials, FAQs and public information consistent?
- Are the person in charge of communication, approval and update rhythm clear?
Possible work results Capital communication package/IR mechanism and communication plan
WORKING METHOD Illustration · Non-customer project files
Prepare a joint briefing first
Verification of facts and information by the enterprise
- 01Enterprise and Business
Business foundation, asset situation, business logic
- 02Capital cooperation goals
Hope to discuss the direction and key conditions for cooperation
- 03Questions & Evidence
Checkable information, FAQs, and matters to be added
PREPARE THE NEXT CONVERSATION
The next round of institutional communication starts with full preparation.
Already have specific capital cooperation goals, and hope to compare communication partners, organize road shows or private meetings, and transform each round of feedback into the next step that can be advanced.
- Does the organization's focus match the company's conditions?
- Are the roadshow theme, agenda and materials prepared completely?
- How to follow up with questions, supplementary materials and the person in charge after the meeting?
Possible work results Roadshow materials and agenda / docking plan / communication follow-up record
WORKING METHOD Illustration · Non-customer project files
Be prepared and take the next step for every contact
Confirm cooperation partners and meeting conditions item by item
- 01Object match
Focus areas, market conditions, cooperation goals
- 02Communication arrangements
Topic agenda, material version, participants
- 03Advance after the meeting
Issue feedback, additional materials and follow-up tasks
KEEP THE RELATIONSHIP MOVING
Turn each round of dialogue into continuous work.
There are already investors or cooperative institutions, and they hope to improve information communication, task follow-up and feedback mechanisms so that the team can continue to review, update and advance the relationship.
- Are the records of concerns and communication between different parties clear?
- Who will carry out information supplementation, replies and follow-up matters?
- How to establish a rhythm for information updates and management communication?
Possible work results IR communication mechanism / follow-up ledger / stage feedback and review
WORKING METHOD Illustration · Non-customer project files
Organize feedback into records usable by the team
Update according to actual communication and advance according to agreed division of labor
- 01Feedback this round
Institutional concerns, questions to be clarified, information requests
- 02Tasks and division of labor
Responsible person, material version, promotion conditions
- 03Next round of communication
Update matters, meeting arrangements, stage review
The working methods are for reference in demand discussion; the actual scope is confirmed based on the company's situation, target market and available information.
PROFESSIONAL WORK, FROM PREPARATION TO FOLLOW-UP
Five types of professional work,
Connect capital communication.
From materials and mechanisms to contact and follow-up,
Determine work mix and responsibilities based on current needs.
01 IR system and communication mechanism
Make investor communication a rhythmic job
Sort out communication objects, responsible persons, information review and update processes, and collaborate with management and business teams to form a sustainable communication plan.
Delivery direction IR mechanism · Communication plan · Responsibilities and processes
02 Materials and value expression
Organize business facts into discussable materials
Check business, assets, operating information and capital targets, organize roadshow materials, corporate briefings and frequently asked questions to connect expressions with available information.
Delivery direction Roadshow materials · Corporate briefing · Q&A list
03 Roadshow and private party organization
Make clear preparations for every communication
Organize online or offline roadshows and investor private meetings according to project conditions, coordinate themes, agendas, personnel, materials and post-meeting feedback.
Delivery direction Activity plan · Communication agenda · Execution record
04 Institutional screening and capital connections
Match communication partners around cooperation goals
Develop a contact plan based on the enterprise stage, target market and cooperation direction, coordinate the preliminary work of institutional communication and financing matchmaking, and sort out the subsequent required materials and conditions.
Delivery direction Contact plan · Connection record · Conditions to be confirmed
05 Continuous follow-up and feedback
Promote the communication results to the next task
Summarize issues, information requests and meeting feedback, confirm the promotion matters of enterprises and professional partners, and formulate stage review and next round of communication arrangements.
Delivery direction Follow up ledger · Stage feedback · Follow-up tasks
WORK THE TEAM CAN REVIEW AND USE
per service,
Each leads to usable deliverables.
Let the team know what to expect at this stage,
How to access the next step of communication and decision-making.
Work results Content direction Next steps for support
01
Capital communication package
Corporate and business briefings, roadshow materials, frequently asked questions and information supplementary lists.
Prepare for first round discussions with investors
02
IR communication mechanism and plan
Communication objects and rhythm, division of responsibilities, information review and update arrangements.
Let the team use a consistent communication style
03
Roadshow and institutional docking records
Contact plan, meeting agenda, communication records, feedback and conditions to be confirmed.
Determine cooperation adaptation and subsequent communication conditions
04
Follow up on ledger and stage feedback
Questions and tasks, material versions, owners, milestone reviews and next steps.
Promote supplementary information and next round of communication
The above is the delivery direction; the material version, number of communications, activity arrangements and tracking cycles are subject to the service scope confirmed by both parties.
CHOOSE YOUR FIRST PHASE OF WORK
Starting from special preparation,
or establish an ongoing communication mechanism.
First select the starting point for cooperation currently needed,
Let’s discuss scope, division of labor, budget and pace.
01 / BUILD THE FOUNDATION
IR system and material construction
Start by forming a clear and consistent foundation for communication.
For enterprises with operations and assets that want stronger investor materials and organizational arrangements.
- Sorting out data and capital targets
- Briefings, roadshow materials and Q&A
- IR division of labor and review process
- Initial Communication Plan
Evaluation based on work scope and cooperation cycle
02 / ORGANIZE THE CONVERSATION
Roadshow and institutional docking
Promote special contacts around clear goals.
For enterprises with defined capital-partnership goals that need roadshows, institutional-fit comparisons and follow-up.
- Preparation of materials and communication objects
- Road show or private meeting arrangement
- Institutional contact and conditions sorting
- Feedback records and follow-up
Evaluation based on work scope and cooperation cycle
03 / FOLLOW THROUGH
Ongoing IR and relationship maintenance
Let information updates and relationship maintenance be continuously connected.
For enterprises with investors, institutional relationships or an IR team that want continuing communication and feedback.
- Phased Communication Plan
- Material update and question response coordination
- Relationship follow-up and task records
- Milestone Feedback & Process Improvement
Evaluation based on work scope and cooperation cycle
Advisory & Professional-service Fees
Materials, mechanisms, contact organizations and follow-up scope are confirmed separately.
Events and Third Party Budgets
First sort out the cooperation requirements Venue, travel, translation and professional institutions, etc. will be assessed based on actual needs.
A SHARED PROCESS. CLEAR NEXT STEPS.
Each round of communication,
Preparation and a next step for every stage.
Connect goals, materials, communication and feedback,
Let collaborative teams move forward together.
- 01
Confirm goals and current situation
Check the company stage, capital goals, existing information, communication targets and existing teams.
Milestone Deliverables Needs & Scope / Materials Checklist - 02
Prepare materials and plans
Align the enterprise's value narrative and information basis, discussing counterparties, work cadence and resource conditions.
Milestone Deliverables Material Packet/Communication Plan - 03
Organize contacts and road shows
Confirm the theme, agenda, personnel and division of labor, and coordinate meetings, private meetings and institutional communication according to conditions.
Milestone Deliverables Agenda/Communication and Execution Records - 04
Follow up feedback and review
Organize questions, supplementary materials and follow-up tasks, and connect this round of communication to the next stage of work.
Milestone Deliverables Follow up ledger/stage feedback
Prepare for the first discussion
Enterprise and Business Introduction ／ Capital cooperation goals ／ Public information and materials are available ／ Existing team and communication records
COORDINATION WITH CLEAR ROLES
Do the job well,
Also explain the responsibilities clearly.
Communication, decision-making and professional execution require collaboration from all parties. Confirm who does what before moving on to the next stage.
Understand the self-capitalization STO portfolio planMaterials, communication organization and continuous follow-up
Responsible for the agreed information sorting, work design, contact coordination and feedback recording, and support the team to advance to the next step.
Fact checking, information approval and decision-making
Provide true information, confirm information caliber, goals, authorization and budget, and arrange for cooperation between management and business teams. External materials and statements will be reviewed with the authorization of the enterprise and confirmed in accordance with applicable disclosure requirements.
Independent judgment and special business execution
Investors independently decide whether to participate or invest; special businesses such as underwriting, trading, custody, and legal review are undertaken by entities with corresponding conditions.
BEFORE THE FIRST CONVERSATION
Before cooperation,
Let’s make the key issues clear first.
Organize my needs Which businesses are suitable to discuss this service?
Listed companies with operating and asset bases that need to establish an IR mechanism, as well as industrial enterprises or STO projects preparing for capital communication, can sort out their needs first. The first round of discussions will check the company stage, target market, data conditions and existing cooperation to confirm which tasks are suitable to be carried out.
I already have an IR team or financial advisor, can I still work together?
Cooperation can be discussed in terms of material preparation, special roadshows, institutional communication or follow-up mechanisms. First check the existing teams, agreements and division of labor, and then clarify the work undertaken this time and matters that require the cooperation of other teams.
Which institutions can be contacted and can financing be guaranteed?
Determine communication targets and contact arrangements based on enterprise conditions, target markets, cooperation directions and actual available resources. Whether an institution participates, invests or continues negotiations is decided independently by the institution, and the amount of financing, number of institutions or transaction results will not be used as a default commitment.
and financing consultants and liquidity services?
S11 focuses on information communication, contact with organizations, relationship maintenance and continuous follow-up. Financing and capital operation consultants focus on transaction structures and financing solutions; liquidity services focus on market-making partners, depth and spread analysis. When combination is required, the work and responsibilities of each service will be confirmed separately.
Must we purchase an STO or a particular platform to begin?
First look at the company's communication goals and existing foundation, and then determine whether it requires product, platform or account access. If coordination of institutional account opening materials needs to be carried out, it must be confirmed according to institutional requirements and project conditions; account opening, access and regulated business shall be reviewed and undertaken by the corresponding institution.
How to agree on the cost, cycle and acceptance?
Evaluate based on the degree of material preparation, communication objects and regions, activity arrangements and continuous follow-up scope. Consulting fees are confirmed separately from activities, third parties and other external budgets; acceptance is based on formally agreed material quality, work completion status and execution records, with no commitment to financing, income or market performance.
PREPARE YOUR NEXT CAPITAL CONVERSATION
The next round of capital communication,
Start with your goals.
Tell us about the stage of the business, target markets and current issues. First sort out the requirements, and then discuss the scope of cooperation with materials, IR mechanisms, road shows and institutional contacts.
Cooperation email: info@weitengfei.com . You can attach the demand form as an attachment, or copy the content into an email, check and send it yourself.
- 01 Clarify corporate conditions and communication goals
- 02 Confirm materials, objects and division of work
- 03 Discussion scope, budget and progress pace
Use real information and clear expressions to promote prepared conversations.
YOUR COOPERATION BRIEF
Cooperation requirements have been sorted out.
Save this requirement list for the next round of scope and plan communication.
Continue reading · Services
Delivery and matching of investor relations and capital
Investor relations and capital connections services establish an IR communication mechanism, organize materials, road shows, institutional contacts and continuous follow-up. Enterprises need to clearly explain the business facts, communication objects and promotion goals first.
Reading & Selection Guidance The scope of services is determined based on communication needs and work results, and capital decisions are made by relevant entities respectively.