The Art of Capital Raising: Building a Top-Tier IR Team

2/5/2025

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About this podcast

In this week’s podcast episode, we dive into the critical strategies for building, scaling, and maintaining a successful Investor Relations (IR) team. We explore how to structure a high-performing capital raising team, the decision between hiring seasoned industry veterans versus training in-house talent, and the steps needed to find the right Head of IR. Scaling investor relations efforts is also discussed, focusing on how technology, automation, and data analytics can streamline processes and enhance outreach. The session highlights best practices for engaging and retaining investors, including how to avoid common communication mistakes and tailor outreach to different investor segments. We also examine shifts in fundraising strategies, how macroeconomic factors impact capital raising, and key trends shaping the future of IR. Finally, the conversation covers the first steps in building an IR team from scratch and offers advice for smaller firms looking to compete with larger institutions for investor attention.

Key takeaways

  • Balance hiring industry veterans with training talent in-house for a well-rounded team.
  • Structure a high-performing capital raising team for optimal results.
  • Leverage technology, automation, and data analytics to scale IR efforts effectively.
  • Personalize investor outreach to avoid common mistakes and better connect with various segments.
  • Understand how macroeconomic factors and trends shape capital raising strategies.
  • First steps to take when building an IR team from scratch.
  • Advice for smaller firms to compete with larger institutions in attracting and retaining investors.