TrendLign

Is Your Company Aligned with its Investors?

Misalignment can damage valuation and strategy, and relying on "gut feeling" or limited investor feedback won't fix it. A Rivel investor perception study provides a clear and actionable roadmap to identity gaps and get stakenolders back on the same page.

Close the Gaps That Put Valuation at Risk with a Perception Study

As an investor relations officer, your top priority is maximizing valuation by keeping management and investors aligned But when critical areas are out of sync, it can threaten your company's strategic direction and long-term reputation.

Rivel's investor perception study helps you pinpoint and resolve misalignment in high-risk areas such as:

Strategy: Get stakeholders on board with your long-term vision.

Expectations: Make sure goals are clear, appealing, and believable.

Capital Deployment: Make confident, data-driven decisions.

Valuation Drivers: Understand which metrics matter most.

Communication: Deliver messages that resonate and build trust.

"We have engaged Rivel to execute our investment community perception studies for a number of years. Since Rivel literally created the practice, they have perfected how to get the best information and also have extensive benchmarking data to measure our results against, which has resulted in actionable feedback."

Kip Rupp, CFA, Vice President of Investor Relations, Quanta Services Inc.

"When we started looking for a provider to conduct a perception study, we realized they were offered by quite a lot of IR consultancies. Rivel came highly recommended, so we decided to move forward with their TrendLign perception study solution. The quantitative data, respondent transcripts, and overall input we got from the study were extremely helpful. We were able to take those results and use them to make strategic IR changes. Our experience with Rivel has been nothing short of professional. The team was competent, helpful, and responsive to our needs throughout the entire process. We would recommend Rivel to any company looking to do a perception study!"

Rasmus Keglberg Haervig, Head of Investor Relations, Orsted

"Rivel has been an invaluable, trusted advisor through the multiple perception studies that they have conducted for us. They guided us through some challenging times and provided us with data and insight that helped us make the right decisions for our company and shareholders."

Keith Allman, President and CEO, Masco

"The CEO has a great track record. The fact that he's doing a perception study with Rivel shows he values the views of shareholders. He wants to hear from us, he wants the board to hear from us, and he recognizes that there are improvements to be made."

Buy-side, Portfolio Manager

"Thank you for taking the time to do this and for all the thoughtful questions. I'd love for management to hear me say that and I'll tell them the next time I speak with them. I think conducting a perception survey like this and reaching out to investors is important. Trying to improve investor relations in their outreach and disclosure is a positive sign. It's reassuring that they're asking these questions and conducting surveys. It's a confidence-inspiring thing that they do, and I'm grateful for it."

Buy-side, Analyst/Portfolio Manager

Why Rivel's Investor Perception Study?

Many perception studies only scratch the surface, failing to deliver feedback you can act on. TrendLign is different. Our methodology delivers precise, reliable, and actionable insights by following a strict set of principles:

Robust Number of Interviews: Gain a comprehensive view of investor sentiment.

**Live Interviews (not online):** Capture perspectives in real-time for richer insights.

Complete Respondent Anonymity: Get honest, candid feedback.

Deep Qualitative Insights: Discover the "why" behind investor perceptions.

Quantification: An extra layer of feedback to guide data-driven actions.

Peer Benchmarking: See how you stack up against market and industry peers.

Management and Board Interviews: Align leadership with investor expectations.

Clear Action Steps: Present results to leadership and the board, from real data.

Click to read Rivel white paper: The Case for Perception Research

Case Study: How One Company Used Investor Insights to Align Leadership, Avoid Risk, and Improve Strategy

A company preparing for a strategic shift wasn't sure how investors would respond. Rivel's investor percention study revealed hidden concerns among key investors - insights that helped management and the board realign on strategy before going public.

See how they avoided a costly misstep

What Drives Investor Decisions, and Why Misalignment Costs You

84% say management credibility

If you don't know how they view your leadership, you're exposed.

80% say strategy effectiveness

If investors don't understand or support your strategy, it won't land.

77% rely on independent research

What they think privately may differ from what they say publicly.

Rivel's Investor Perception Study Process

Plan

Target list and tailored questionnaire to uncover investor concerns.

Interview

Honest, confidential feedback from key investors and analysts.

Analyze

Investor insights into actionable data and benchmarks.

Present

Board-ready report and dialogue to align leadership and investors.

Act

Guidance to address risks and redefine strategy.

Get the Investor Insights You Need to Align, Act, and Protect Valuation

Request a Perception Study

[🔉] Everything You Need to Know About Perception Studies

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