Issuer Onboarding — Vanderbilt Strategic Markets
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Vanderbilt Strategic Markets
Issuer Onboarding
Confidential

New Issuer Onboarding —
Client Setup & Contacts

Complete all sections to register your NASDAQ-listed company and introduce your key team members. This takes approximately 10 minutes.

1
Company
2
Contacts
3
IR Profile
4
Goals
5
Compliance
6
Review

Welcome to Vanderbilt Strategic Markets. Your relationship manager has already introduced our public market strategy programs — this form helps us gather the key details needed to launch your engagement. All information is kept strictly confidential and used solely to support your equity story.

Please complete the required fields before submitting. The fields marked in red below need to be filled in.
Company Information
Legal entity and listing details
Required
Required
Required
Registered Address
Required
Required
Required
Required
Company Profile
Key Contact
The primary team member VSM will be working with
Investor Relations Profile
Your current investor relations footprint and shareholder base
Current IR Setup
Required
Required
Shareholder Base
Materials
📎
Upload Investor Deck
PDF or PowerPoint — optional but helpful
Goals & Upcoming Catalysts
What you want to achieve and what's on the horizon
Primary Objectives
Please select at least one objective.
Upcoming Catalysts
Compliance & Legal
Securities counsel, transfer agent, and any compliance constraints VSM should factor into your program
Why we ask: VSM is required to coordinate all campaign activity around your compliance calendar. This information allows us to avoid blackout windows, align with your counsel, and ensure all investor communications meet regulatory standards.
Key Advisors
Required
Required
Restrictions & Blackout Periods
Required
Required
Shareholder Intelligence Data Access
Required
Required
Required
Required
Review & Submit
Confirm your information before submitting

Onboarding Complete

Thank you — your onboarding information has been received. Your Vanderbilt relationship manager will be in touch within one business day to confirm program launch details.

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