Technology Can Help You Reach New Investors

Investor targeting is an important task for smaller companies that want to improve their liquidity and market capitalization. For these companies to grow their business, it’s essential to find efficient ways to engage the right investors.

New technology is making it easier and more cost effective to reach investors in contrast to the more traditional methods of attending roadshows and investor conferences.

Our newest whitepaper with IR Magazine provides innovative, effective strategies for small and micro-cap companies to target new investors.

Topics Covered:

  • Focusing on the right investors
  • Working with the sell side to garner interest
  • Leveraging virtual events to share your company’s story

To view the complete report: “Utilize technology to acquire new investors”, please visit IR Magazine.

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Jason Paltrowitz is Executive Vice President, Corporate Services at OTC Markets Group, where he is responsible for managing the firm’s international and domestic Corporate Services business. Drawing upon his expertise in cross-border trading and as a recognized proponent of Reg A+ and small company capital raising, Jason is an advocate for small cap issuers, start-ups, and entrepreneurial innovators working to alleviate the cost, time and complexity associated with being a public company. Prior to joining OTC Markets in October 2013, Jason was Managing Director and Segment Head at JP Morgan Chase responsible for the custody, clearing and collateral management business in the Corporate and Investment Bank division. Jason also held multiple senior management positions at BNY Mellon, most notably, as Head of M&A for the Financial Markets and Treasury Services Sector and 11 years as the Head of the Global Capital Markets Group in the Depositary Receipt Division. Jason currently serves on the Board of Directors of the Crowdfunding Professional Association (CfPA) and also served as a member of the Board of Directors at OTC Markets Group from 2008 – 2011. Jason holds a Bachelor's degree in International Relations from Boston University and received his MBA from the NYU Stern School of Business.

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