Messaging Audits

Helping companies identify and address the gaps that exist between investor perception and company reality.

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Our expertise

We conduct comprehensive analysis of our clients' investment narratives to identify areas for enhancement, messaging gaps, and opportunities to better align messaging with core value drivers while addressing the needs of investors.

Comprehensive Assessments

Rose & Co conducts comprehensive assessments of investor messaging across various platforms, including investor presentations, earnings releases, transcripts, investor day materials, and more. Messaging audits help to identify areas where gaps exist between investor communications and investor perceptions, enabling us to make recommendations for improvement.

Here are a few different reasons a company may have for conducting a messaging audit:

To assess whether analysts and investors clearly understand competitive landscape and differentiation
To gauge the clarity of communications on growth strategies, including on organic growth, mergers and acquisitions, and innovations
To assess how a company’s financial messaging is impacting stock performance and valuation
To ensure clarity, consistency, and comprehensiveness of disclosures for purposes of modeling and investor confidence

Our messaging audits are actionable and provide recommendations for enhancing our clients’ investment narrative and addressing any key messaging gaps.

Contact us

Reach out to discuss how we can help to enhance your investor communications goals.

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