← Back to Curriculum

Masterclass

Practice Drills: Mock Institutional Investor Relationship Review Post IPO

A masterclass drill course for CFOs, corporate development heads, founders who have just listed and senior finance leaders who now own the investor relationship. You work on one sample company, a consumer brand that listed on NSE and BSE a year ago, and run the full annual review its board should ask for. You rebuild the shareholder register from allotment to today, track every lock-in expiry, score guidance against delivery, audit four earnings calls and every investor meeting against SEBI LODR, sit through mock meetings with a mutual fund, an FPI and a hedge fund with a short thesis, handle a proxy advisor's against recommendation, run a perception study, build the IR scorecard and finish by presenting the review and next year's plan to the board. All company numbers are illustrative.

Investor RelationsPost IPOShareholding PatternAnchor InvestorsLock-in ExpirySEBI LODREarnings GuidancePerception StudyProxy AdvisorsBoard Reporting

MODULES

5

DURATION

~3 hrs

TRACK

Corporate Finance

What You'll Master

Rebuild a listed company's shareholder register from its IPO allotment and quarterly shareholding pattern filings

Map anchor, pre-IPO and promoter lock-in expiries against price and delivery volume

Score a year of guidance against what the company actually delivered

Audit earnings call transcripts for drift, contradiction and selective disclosure

Check every analyst meet and investor interaction against SEBI LODR disclosure rules

Run mock meetings with a domestic mutual fund, a long-only FPI and a sceptical hedge fund

Respond to a proxy advisor recommending against a resolution at the AGM

Design and read an investor perception study

Build an IR scorecard covering coverage, liquidity, holder quality and valuation gap to peers

Write the annual IR review and next year's plan for the board

Access Level

LEARNER

Start Learning Now →Sign in to resume

Everything included

Full Text Playbooks

Actionable Exercises

Mobile Reading Mode

Lifetime Updates

Curriculum Breakdown

Chapter 1: Setting Up the Review

3 Lessons

Drill Setup: The Newly Listed Company We Will Review9 min read

Drill: Rebuilding the Shareholder Register From Allotment to Today12 min read

Drill: Mapping Lock-in Expiries Against Price and Delivery Volume12 min read

Chapter 2: Auditing a Year of Communication

3 Lessons

Drill: Scoring Guidance Given Against Results Delivered12 min read

Drill: Auditing Four Earnings Calls for Drift and Contradiction12 min read

Drill: Checking Every Investor Interaction Against SEBI LODR11 min read

Chapter 3: Running the Mock Investor Meetings

4 Lessons

Drill: Mock Meeting With a Domestic Mutual Fund Manager12 min read

Drill: Mock Meeting With a Long Only FPI12 min read

Drill: Handling a Hedge Fund With a Short Thesis12 min read

Drill: Responding When a Proxy Advisor Recommends Voting Against11 min read

Chapter 4: Measuring the Relationship

3 Lessons

Drill: Designing and Reading an Investor Perception Study11 min read

Drill: Building the IR Scorecard12 min read

Drill: Targeting the Next Ten Institutions11 min read

Chapter 5: Presenting to the Board

2 Lessons

Drill: Writing the Annual IR Review for the Board12 min read

Drill: Setting Next Year's IR Plan and Guidance Policy11 min read