Meet, Pitch, Raise: The Power of the Right Investor Audience

02/11/25 • 13 min

Off Road with Frank Ferraro

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Meet, Pitch, Raise: The Power of the Right Investor Audience

Guest: Ray Oliver, CEO of Bear Creek Capital

Host: Frank Ferraro

Episode Summary:

In this episode of Off Road with Frank Ferraro, we dive deep into the critical role of face-to-face investor meetings with Ray Oliver CEO of Bear Creek Capital. Ray shares his insights on why in-person meetings create stronger investor confidence, foster trust, and drive real results in ways that virtual roadshows often cannot replicate.

Key Takeaways:

The Impact of Face-to-Face Meetings: Investors rarely rave about a great Zoom pitch, but they often recall compelling in-person encounters with dynamic CEOs.
Building Trust and Investor Confidence: Being in the same room allows investors to read body language, gauge preparedness, and assess the sincerity of executives.
Hybrid Approach to Investor Relations: While digital roadshows have their place, they are not a substitute for in-person connections—they complement each other.
Success Stories from the Road: Ray shares how a single roadshow turned a micro-cap biotech stock into a ten-bagger and led to an acquisition.
Lessons from Experience: Frank recalls the story of Rexahn Pharmaceuticals and how a strategic roadshow led to a major capital raise and a NYSE listing.
The ‘X-Factor’ in CEOs: Great leadership, a compelling vision, and a strong team (including a CFO who instills confidence) make all the difference in investor meetings.

Memorable Quotes:

💬 “You don’t hear investors say, ‘I just watched a great Zoom call,’ but they do say, ‘I had lunch with a CEO today, and I’m investing.’” – Ray Oliver
💬 “Trust is built differently in a room than over a screen.” – Frank Ferraro

Resources & Mentions:

Bear Creek Capital – Ray Oliver
Off Road with Frank Ferraro – Book a Show

🎧 Listen now on your favorite podcast platform!

Support the show

Send us a text

Meet, Pitch, Raise: The Power of the Right Investor Audience

Guest: Ray Oliver, CEO of Bear Creek Capital

Host: Frank Ferraro

Episode Summary:

Key Takeaways:

The Impact of Face-to-Face Meetings: Investors rarely rave about a great Zoom pitch, but they often recall compelling in-person encounters with dynamic CEOs.
Building Trust and Investor Confidence: Being in the same room allows investors to read body language, gauge preparedness, and assess the sincerity of executives.
Hybrid Approach to Investor Relations: While digital roadshows have their place, they are not a substitute for in-person connections—they complement each other.
Success Stories from the Road: Ray shares how a single roadshow turned a micro-cap biotech stock into a ten-bagger and led to an acquisition.
Lessons from Experience: Frank recalls the story of Rexahn Pharmaceuticals and how a strategic roadshow led to a major capital raise and a NYSE listing.
The ‘X-Factor’ in CEOs: Great leadership, a compelling vision, and a strong team (including a CFO who instills confidence) make all the difference in investor meetings.

Memorable Quotes:

Resources & Mentions:

Bear Creek Capital – Ray Oliver
Off Road with Frank Ferraro – Book a Show

🎧 Listen now on your favorite podcast platform!

Support the show

Previous Episode

AI & Investor Relations: How Intelligent Relations is Changing the Game

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In this episode of Off Road with Frank Ferraro, we sit down with Nick Coriano, partner at Cervitude Intelligent Relations, to discuss how AI, influencer marketing, and intelligent relations are reshaping investor relations (IR) and financial marketing. Nick shares his insights on the biggest shifts in marketing over the past year, how companies can effectively use AI, and why personalized branding is becoming more critical than ever.

We also dive into influencer marketing, discussing whether it's worth the price tag and how businesses can avoid costly mistakes when leveraging influencers for financial and product promotions. If you're looking to stay ahead in financial marketing and investor relations, this episode is a must-listen!

What You’ll Learn:

✅ How AI is transforming investor relations and marketing
✅ The difference between Intelligent Relations vs. Traditional IR
✅ Why training your AI is the key to competitive advantage
✅ The truth about influencer marketing – is it worth the hype?
✅ How to find niche influencers that drive real engagement
✅ Why personalized branding matters more in a digital world

Guest Bio:

Nick Coriano is a seasoned expert in investor relations, financial marketing, and business consulting. As a partner at Cervitude Intelligent Relations, he helps companies navigate AI-powered marketing, government contracting, and financial communications. With years of experience in investor relations, Nick provides valuable insights on how businesses can leverage AI and influencers to stand out in an increasingly digital market.

Links & Resources:

🔗 Follow Nick Coriano on LinkedIn
🔗 Learn more about Cervitude Intelligent Relations

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Next Episode

Maximizing Your Business Exit Strategies: Insights from a Business Broker

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Episode Summary:
Selling a business is one of the biggest financial decisions an entrepreneur will ever make. Whether you're a small business owner looking to retire, a founder seeking a profitable exit, or a company navigating a merger, the process is complex, emotional, and full of potential pitfalls.

That’s where business brokers come in—specialists who help owners navigate the sale, connect with the right buyers, and maximize the value of their life's work. But what exactly does a business broker do? How do they determine the value of a company? And what should business owners know before they even think about selling?

On this episode of Off Road with Frank Ferraro, we dive deep into the world of business sales with Hari Titan, an expert business broker with Link Silicon Valley. With years of experience helping entrepreneurs successfully exit their companies, Hari shares key insights on why business owners turn to brokers, common mistakes sellers make, and how to secure the best deal when it’s time to move on.

Topics Covered in This Episode:

The role of a business broker in the sale of a business.
When business owners should start thinking about an exit strategy.
The most common reasons entrepreneurs decide to sell.
How working with a business broker differs from selling independently.
Key factors that impact business valuation and final sale price.
The importance of forecasting revenue and earnings for a successful sale.
How regulatory requirements shape the buying and selling process.
Challenges business owners face when selling and how to overcome them.
The emotional and financial considerations of exiting a business.

Key Takeaways:

Business brokers streamline the selling process and connect sellers with qualified buyers.
Valuation is based on financial performance, industry trends, and market demand.
Forecasting revenue and having clean financial records make a business more attractive to buyers.
Brokers provide a neutral perspective and help both buyers and sellers navigate the transaction smoothly.
Proper planning can maximize the sale price and ensure a smoother transition for both parties.

Guest Bio: Hari Titan is a seasoned business broker with https://www.link-siliconvalley.com/. With extensive experience in business valuations, Hari has helped many entrepreneurs successfully exit their companies. His expertise in navigating complex sales and maximizing business value makes him a trusted advisor for business owners seeking a profitable exit.
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Subscribe to Off Road with Frank Ferraro on your favorite podcast platform for more expert insights on business, finance, and market trends. If you enjoyed this episode, please leave a review and share it with fellow entrepreneurs!
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