OTC CONNECT
California Equity Research, LLC also assists companies increase visibility in the marketplace and raise investor awareness through its proprietary CaliforniaCONNECT platform.
THE CHALLENGE FOR SMALL COMPANIES
The reality of shrinking sell-side coverage and hedge fund prominence have made it increasingly difficult for small cap companies to get their message to investors. Small companies attempting to raise investor awareness by focusing primarily on institutional investors and sell side analysts face increasingly uphill battles.
OTC Connect, a service of California Equity Research, LLC, was created by a team of sell-side analysts who know firsthand the difficulties facing small companies attempting to gain recognition on Wall Street. In an age where an investment banking deal dictates the perceived value of a company, our team focuses on building lasting traction to create a sustained base of investor interest.
Our proprietary database consists of more than 10,000 investors who use our research and attend our conferences. They know and respect our organization, and in turn, pay attention to our published research.
OTC Connect Services
1. Analytical Research Coverage
We produce an objective, non recommendation-based, 10-15-page Wall Street caliber analytical research report that is exclusively geared toward individual and high net worth investors which includes:
We follow-up with written quarterly updates and notes and participate on quarterly investor conference calls.
2. Proprietary Research Distribution
Our reports are delivered to thousands of investors in our exclusive investor network. The network includes:
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Subscribers to our California Stock Report
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High net worth investors who have requested our research on California companies
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Investors who have attended our conferences
Your research report is also made available on our website and hard copies of your research report are available at all of our conferences.
3. Conference Presentations
We position your company to present at three established investor conferences throughout California, including:
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Priority presentation slot scheduling
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Break-out room for additional investor Q&A
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Institutional One-on-One’s (per request)
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Providing attendees with your company’s research report
4. Quarterly Updates and Strategic Planning
We work closely with you as your story evolves. We publish written quarterly updates and assist you in recalibrating your story as material developments dictate.
As your company progresses, other strategic assistance includes:
- Internet and other retail investor outreach strategies
Institutional outreach
Road shows
Service provider contacts
Investment banking
Accounting/legal
Additional providers
To learn more about OTC Connect or for more information please contact:
Bud Leedom
Director of Research
858.829.8688
bleedom@CalEquityResearch.com