What you’ll learn 🧠
Why understanding the characteristics of your existing shareholders is crucial for raising via a placement
How to engage and convert your potential s708 investors to confirmed
Why engaging these investors can reduce broker fees
What you’ll need 🧰
📍 Access to distribution of your mailing list
📍 Additional content for context and background
The Problem 🚩
As a company, you should be the only party in control of your shareholders, which is why it can be frustrating to pay extortionate fees to a broker who will place your own capital back to you.
Companies have the ability to maximise their Chairman's list by engaging with existing shareholders who are potential s708 investors based on characteristics such as holding size, top 20 position in other companies, movement over time and conviction.
The Solution ✅
🚀 Understand and leverage your placement report through InvestorHub with these best practices
Export your list of potential s708 investors! This group of investors already have a higher conviction than new s708 investors as they have bought and held shares in your company.
Contact these investors! To convert these investors, it's recommended that you contact them and provide enough incentive for them to identify as an s708 investor. There are a few ways we suggest to do this:
Email with a friendly message introducing yourself and providing value for registering as a s708 investor such as access to future capital raisings including placements, preferential allocation (at discretion of the company) and open communication;
Send these investors a link to your investor hub welcome page, which allows investors to not only engage with your investor community and the Company directly, but also to registry as a s708 investor
To ensure these investors are confirmed, you will require a valid s708 or AFSL certificate from that investor and need verify its authenticity on InvestorHub. Learn how to do this here.
Any questions, reach out to your account manager.