Investor Relations Calendar

IR FUNDAMENTALS

Why IR Calendar Matters

INVESTOR RELATIONS CALENDAR FUNDAMENTALS

WHY CALENDAR DISCIPLINE MATTERS:
☐ Predictable touchpoints build trust
☐ No scrambling for communications
☐ Investors know what to expect
☐ Prepares you for fundraising
☐ Demonstrates operational excellence

IR AUDIENCES:

Board of Directors:
☐ Highest touch (quarterly meetings + monthly updates)
☐ Deepest information access
☐ Decision-making role

Lead Investors:
☐ High touch (regular 1:1s)
☐ Active engagement
☐ Strategic partnership

All Investors:
☐ Medium touch (monthly/quarterly updates)
☐ Broader distribution
☐ Relationship maintenance

Prospective Investors:
☐ Selective touch (when fundraising)
☐ Targeted outreach
☐ Relationship building for future

KEY IR ACTIVITIES:
☐ Regular updates (monthly/quarterly)
☐ Board meetings
☐ Individual 1:1 meetings
☐ Investor events
☐ Fundraising activities
☐ Cap table administration
☐ Information requests

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ANNUAL IR CALENDAR

Comprehensive Annual Calendar

INVESTOR RELATIONS ANNUAL CALENDAR

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JANUARY:
Board Update:
☐ Q4 board meeting prep
☐ Full year review deck
☐ Budget approval

Investor Update:
☐ December monthly update (by Jan 7)
☐ Annual investor letter (mid-month)

IR Activities:
☐ Annual review conversations with key investors
☐ Set IR goals for the year
☐ 409A valuation update (if needed)

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FEBRUARY:
Board Update:
☐ January monthly update (by Feb 7)

Investor Update:
☐ January monthly update

IR Activities:
☐ Individual investor 1:1s
☐ Cap table review/cleanup
☐ Stock option housekeeping

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MARCH:
Board Update:
☐ February monthly update (by Mar 7)
☐ Q1 board meeting prep (late month)

Investor Update:
☐ February monthly update

IR Activities:
☐ Prepare quarterly detailed update
☐ Q1 performance analysis

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APRIL:
Board Update:
☐ Q1 board meeting
☐ Q1 results review

Investor Update:
☐ March monthly update (by Apr 7)
☐ Q1 quarterly update (mid-month)

IR Activities:
☐ Post-board investor follow-ups
☐ 1:1 meetings with key investors

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MAY:
Board Update:
☐ April monthly update (by May 7)

Investor Update:
☐ April monthly update

IR Activities:
☐ Mid-year fundraising assessment
☐ Investor relationship check-ins

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JUNE:
Board Update:
☐ May monthly update (by Jun 7)
☐ Q2 board meeting prep (late month)

Investor Update:
☐ May monthly update

IR Activities:
☐ Prepare quarterly detailed update
☐ H1 review preparation
☐ Investor event consideration

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JULY:
Board Update:
☐ Q2 board meeting
☐ H1 results review

Investor Update:
☐ June monthly update (by Jul 7)
☐ Q2 quarterly update (mid-month)

IR Activities:
☐ Post-board investor follow-ups
☐ 1:1 meetings with key investors

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AUGUST:
Board Update:
☐ July monthly update (by Aug 7)

Investor Update:
☐ July monthly update

IR Activities:
☐ 409A valuation update (if needed)
☐ Stock option grants/reviews

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SEPTEMBER:
Board Update:
☐ August monthly update (by Sep 7)
☐ Q3 board meeting prep (late month)

Investor Update:
☐ August monthly update

IR Activities:
☐ Prepare quarterly detailed update
☐ Annual planning season begins
☐ Fundraising planning (if applicable)

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OCTOBER:
Board Update:
☐ Q3 board meeting
☐ Next year planning preview

Investor Update:
☐ September monthly update (by Oct 7)
☐ Q3 quarterly update (mid-month)

IR Activities:
☐ Post-board investor follow-ups
☐ 1:1 meetings with key investors
☐ Board composition review

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NOVEMBER:
Board Update:
☐ October monthly update (by Nov 7)
☐ Next year plan development

Investor Update:
☐ October monthly update

IR Activities:
☐ Annual planning finalization
☐ Budget preparation

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DECEMBER:
Board Update:
☐ November monthly update (by Dec 7)
☐ Q4 board meeting prep (if not Jan)
☐ Annual plan/budget finalization

Investor Update:
☐ November monthly update
☐ Year preview teaser

IR Activities:
☐ Year-end cap table cleanup
☐ Annual investor letter drafting
☐ Next year IR plan

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ACTIVITY DETAILS

Monthly IR Activities

MONTHLY IR CHECKLIST

WEEK 1:
☐ Close prior month financials
☐ Update metrics dashboard
☐ Draft monthly update
☐ CEO review of update
☐ Send monthly update (by day 7)

WEEK 2:
☐ Respond to investor questions
☐ Schedule any requested calls
☐ Update investor CRM

WEEK 3-4:
☐ 1:1 calls with investors (as scheduled)
☐ Ad hoc investor requests
☐ Prepare for next month

ONGOING:
☐ Monitor cap table changes
☐ Process option exercises/grants
☐ Respond to information requests

Quarterly IR Activities

QUARTERLY IR CHECKLIST

PRE-QUARTER END (2 weeks):
☐ Schedule board meeting
☐ Begin deck preparation
☐ Identify strategic topics

QUARTER CLOSE:
☐ Close financials
☐ Finalize metrics
☐ Complete board deck

WEEK 1 POST-CLOSE:
☐ Send monthly update
☐ Finalize board materials
☐ Distribute board deck (T-5 days)

BOARD MEETING WEEK:
☐ Pre-meeting director calls
☐ Board meeting execution
☐ Meeting minutes draft

POST-BOARD (2 weeks):
☐ Send quarterly investor update
☐ Follow up on action items
☐ 1:1 meetings with directors
☐ Address investor questions

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IR TRACKING

IR Activity Tracker

Activity	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Monthly Update	☐	☐	☐	☐	☐	☐	☐	☐	☐	☐	☐	☐
Board Meeting			☐			☐			☐			☐
Quarterly Update			☐			☐			☐			☐
1:1 Investor Calls	☐	☐	☐	☐	☐	☐	☐	☐	☐	☐	☐	☐
409A Valuation	☐							☐
Cap Table Audit		☐										☐
Annual Letter	☐

Investor 1:1 Tracker

Investor	Role	Last Contact	Next Scheduled	Relationship
	Lead			🟢🟡🔴
	Board			🟢🟡🔴
	Investor			🟢🟡🔴
	Investor			🟢🟡🔴
	Investor			🟢🟡🔴

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