What we report,
and what we refuse to claim.
Investor marketing attracts a lot of bad measurement. Here is exactly what a Patriot Pulse program reports, and the claims we will never make no matter who asks.
What we report
Cost per qualified investor
Total program spend divided by the number of known individuals who took a defined investor action. This is the headline number and it is agreed before launch.
Qualified investor volume
Named individuals who consumed investor materials, subscribed to alerts, or requested contact. Not page views, not impressions.
Owned audience growth
Net new consented records added to your first-party database, segmented by engagement depth and source.
Share of branded search
The percentage of page-one results for your ticker and company name that are properties you control.
AI answer accuracy
Whether the major AI assistants describe your company correctly, and whether they cite your materials when they do.
Channel contribution
Which channels produced qualified investors and at what cost, so budget moves on evidence rather than on habit.
What we will not claim
- Share price movement attributed to marketing
- Trading volume attributed to a campaign
- Guaranteed shareholder counts or dollar inflows
- Impressions presented as if they were investors
- Any metric introduced after the fact because the agreed one looked bad
Marketing changes what investors know about you. It does not control what they do with that information, and no honest agency will tell you otherwise.
What a program looks like
Three constructed examples showing how the services fit together for different kinds of company. These are teaching aids, not clients.
The three examples below are hypothetical. They describe how we would structure a program, not work we have delivered or outcomes any company achieved. No real client is described, identified, or alluded to.
Nasdaq-listed medtech, pre-revenue
Two years of clinical progress and almost no retail awareness. Branded search was dominated by a message board and a data aggregator.
- Rebuilt investor hub with filings, releases, and alert signup
- Branded search results reclaimed by owned properties
- Awareness campaign timed ahead of a readout
- Alert list built and owned before the catalyst landed
OTCQB industrial, revenue positive
Steady inbound traffic that vanished without a trace. No list, no retargeting, and every campaign restarted from zero.
- Identity resolution deployed on existing site traffic
- Anonymous visitors resolved into a consented database
- Nurture sequence tied to the filing calendar
- Cost per qualified investor reported from month two
NYSE American consumer brand
Strong consumer brand, invisible as an equity. The investor story and the customer story had never been separated.
- Investor-facing brand system split from consumer brand
- Deck and fact sheet rebuilt for an institutional room
- Awareness campaign targeting self-directed investors
- Quarterly deck maintenance folded into the retainer
Bring us your situation on the intro call and we will map it to a structure like one of these, with the reporting defined before any money is spent.
What you receive every month
Same format, every month, whether the news is good or bad.
Live dashboard
Always-on view of spend, reach, qualified investors, and cost per investor. You have a login, not a screenshot.
Written readout
What happened, what we changed, what we are changing next, and what we got wrong. Two pages, plain language.
Board summary slide
One slide, formatted to drop straight into your board deck without editing.
Standing open access
Direct access to every ad account, analytics property, and data source at any time, no request needed.
See the reporting before you buy it.
Ask for a sample monthly readout on the intro call. If the format does not answer your board's questions, it is the wrong agency.
Or call 602-492-6242