TrendLign
Is Your Company Aligned with its Investors?
Misalignment can damage valuation and strategic momentum, and relying on gut instinct or limited investor feedback won't solve it. A Rivel investor perception study provides a clear and actionable roadmap to identify gaps and realign stakeholders with confidence.
Close the Gaps that Put Valuation at Risk
As a business leader, your top priority is ensuring alignment between the C-suite and investors. 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
Misalignment costs you credibility and valuation. Rivel's proven framework pinpoints where investors really stand and gives you an actionable roadmap to close the gap.
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Strategy
Get stakeholders on board with your long-term vision
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Expectations
Make sure goals are clear, appealing and believable
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Capital deployment
Make confident, data-driven decisions
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Valuation drivers
Understand which metrics matter most
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Communication
Deliver messages that resonate and build trust
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.
Why Rivel's Investor Perception Study?
Many perception studies only scratch the surface, failing to provide feedback that drives action. TrendLign is different. Our methodology delivers precise, reliable and actionable insights by following a strict set of principles:
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Robust number of interviews
Gain a comprehensive view of investor sentiment
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Live interviews (not online)
Capture perspectives in real-time for richer insights
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Complete respondent anonymity
Get honest, candid feedback
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Deep qualitative insights
Discover the “why” behind investor perceptions
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Quantification
An extra layer of feedback to guide data-driven actions
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Peer benchmarking
See how you stack up against market and industry peers
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Management and board interviews
Align leadership with investor expectations
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Clear action steps
Share data-driven results with leadership and the board, highlighting specific, actionable recommendations.
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
Turn raw feedback into actionable insights and benchmarks
Present
Deliver a board-ready report and facilitate the investor dialogue
Act
Implement recommendations to align your strategy and leadership
Case Study
How one company used investor insights to align leadership, avoid risk and improve strategy
A pipeline company's plan to reinvest steady cash flow into a riskier division alarmed investors—until Rivel's perception study pinpointed the misalignment and unlocked a premium strategic exit.
- Industry:
Oil, Gas & Consumable Fuels - Market Cap:
Mid-cap ($7.06 B)
Losing Strategic Support
A pipeline company was considering strategic shifts for its business. Investors, however, were unhappy with a plan to reinvest steady cash flow into a less predictable and riskier venture.
Rivel's perception study confirmed what the company feared: investors would not support the current structure. Our insights convinced management and the board that an MLP (Master Limited Partnership) was necessary to separate assets and unlock value.
This strategic move created an opportunity: one business was reinvested, and the other attracted a bigger player for acquisition at a considerable premium. This ultimately led to the formation of one of the largest energy companies in the world.
What Drives Investor Decisions, and Why Misalignment Costs You
Management credibility
84% say management credibility If you don't know how they view your leadership, you're exposed.
Strategy effectiveness
80% say strategy effectiveness If investors don't understand or support your strategy, it won't land.
Independent research
77% rely on independent research What they think privately may differ from what they say publicly.