Your Investor Relations Strategy After The Offering – William Rosellini

By William Rosellini – Following up with private investors (new shareholders, or members) is key to continued success. It’s also a great way to keep them from calling once a week to check on company progress.

Many entrepreneurs make the mistake of failing to plan for what comes ‘after’ the capital is raised, that is, with regard to shareholders. After capital is raised and the Reg D offering is closed, one needs to send out the stock shares, member certificates or promissory notes as agreed. One could also set up an investor follow up system using the same type of system used to market to clients; after-all, investors are clients of a different sort. This is called ‘Investor Relations.’

Investor Relations is actually an industry. There are thousands of professionals who have made a science of keeping shareholders informed and appeased, after-all, shareholders are owners of the company. Smart entrepreneurs incorporate Investor Relations systems for keeping shareholders up to date with progress on major projects, such as, global software implementation, additions to executive leadership, acquisitions, large sales transactions, year-end accounting reports, etc.

Note: It’s important to refrain from sending too many reports. Applying some discretion to the information is highly recommended.

About :

William Rosellini is the President of CytoImmune Therapeutics, Inc, a clinical stage biotechnology company. Previously, William Rosellini was the CEO of Perimeter Medical, Inc. (TSX:V “PINK”) where he oversaw 2 510K clearances, an RTO and $30M in capital raised. Prior to that William Rosellini was the CEO Nexeon Medsystems, Inc., (“OTC:QB, NXNN”)a medicaldevice manufacturing company that went public in 2017. Before that William Rosellini founded, raised $16M across A/B rounds and led Lexington Technology Group, LLC, a database company commercializing an electronic health record database solution to an exit (“DSS” NYSE). Before that William Rosellini founded Sarif Biomedical LLC, a stereotactic cancer microsurgery with IP spun-out of Medtronic and led company to an exit with Marathon Patent Group, Inc. (“MARA” NSDQ). William Rosellini subsequently served on the Marathon board of directors and chaired the Audit committee. William Rosellini completed 2 acquisitions to form Telemend Medical, Inc. a clinical engineering services company and led that company to an exit in 2016. William Rosellini was also CEO at Microtransponder, an implantable neurostimulation developer with solutions for stroke rehabilitation. William Rosellini is a former minor league pitcher with the Diamondbacks of the Arizona League, holds a JD, MBA, MS of Accounting, MS of Computational Biology, MS of Neuroscience and MS of Regulatory Science.

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