ABSTRACT

Investors have considerable ultimate power over the business and the executive management team, so their aims, concerns and interests are important considerations. However, unless the investor is directly involved in the business or has a seat on the board, investors are generally outside the corporation looking in with a much narrower view than the executive team. They rely on the information provided by the business which is expected to give a fair and accurate picture. A key part of finalizing strategy is to bring the investors on board with clear concise information communicated appropriately. In this chapter the important issues of lining up investors behind the strategy will be considered. There are substantial differences depending on the ownership of the business so this chapter is structured around investor engagement in three ownership models: the listed corporation, the private company and the special case of the start-up business.