Thryv's Strategic Investor Engagement: A Catalyst for Growth and Value Creation

As Thryv Holdings (NASDAQ: THRY) gears up for key presentations at two high-profile investor conferences in May and June 2025, the company is sending a clear signal to the market: its leadership is committed to transparency, growth, and building long-term value. With over 100,000 small and medium-sized businesses (SMBs) relying on its AI-driven marketing and automation tools, Thryv's recent moves to engage directly with institutional investors underscore a strategic play to capitalize on growing demand for SMB software solutions and drive stock valuation higher.

The Conference Play: More Than Just Networking

Thryv's participation in the Craig-Hallum 22nd Annual Institutional Investor Conference (May 28) and the William Blair 45th Annual Growth Stock Conference (June 3) marks a deliberate escalation in its investor relations strategy. Unlike passive attendance, these events feature 1:1 executive meetings and a scheduled presentation at the William Blair conference (4:40 p.m. CT on June 3), signaling a proactive approach to address investor questions and reinforce confidence. For a company whose Q1 2025 results likely set the stage for these discussions, such engagement is critical in an environment where institutional investors increasingly demand clarity on growth trajectories and execution.

The timing is no accident. With SMB software adoption accelerating—driven by AI's role in marketing efficiency and operational automation—Thryv's platform sits at the intersection of two megatrends: the shift to cloud-based SMB tools and the AI revolution. By fronting its leadership team to institutional investors, Thryv is not just courting capital but also positioning itself as a leader in a sector primed for expansion.

Transparency as a Growth Multiplier

Institutional investors often prioritize companies that demonstrate transparency and proactive communication. Thryv's decision to engage in these conferences—coupled with its Investor Relations webpage offering email alerts for SEC filings and quarterly reports—reflects a commitment to reducing information asymmetry. This is particularly crucial for a stock like THRY, which has seen volatility tied to macroeconomic uncertainties and investor sentiment.

Consider the implications: when management actively seeks dialogue with investors, it reduces perceived risk. For Thryv, this could translate to a narrowing of its price-to-sales (P/S) multiple as confidence in its SMB software monetization model grows. The company's Q1 2025 SaaS revenue growth, though unspecified, likely underpins its ability to scale its AI tools across its global SMB base—a narrative that resonates with growth-oriented investors.

The Institutional Interest Tipping Point

The SMB software market is projected to grow at a 12% CAGR through 2030, with AI integration becoming a key differentiator. Thryv's platform, which automates customer retention and marketing for businesses, is uniquely positioned to capture this demand. Its participation in top-tier conferences like Craig-Hallum and William Blair—venues where institutional allocators scrutinize investment opportunities—could accelerate its shift from a mid-cap contender to a buy-side favorite.

Moreover, the 100,000+ SMBs using Thryv's tools represent a recurring revenue stream, a model that institutional investors increasingly value. As Thryv's management articulates its roadmap for AI-driven features and SMB retention metrics, the stock could see a re-rating as its story aligns with the "software as a service" (SaaS) premium.

Why Act Now?

The road to higher valuations often begins with investor confidence. By engaging deeply with institutional investors at these conferences, Thryv is not just defending its position—it's laying the groundwork for a narrative shift. With its stock trading at a historically low P/S ratio relative to peers and its AI tools gaining traction, the upcoming events could be the catalyst for a sustained upward trajectory.

For investors, the question isn't whether Thryv's SMB software model works—it's whether they can secure a position before the market fully prices in its potential. With leadership visibility ramping up and the SMB software sector on the rise, now is the time to act.

Investors should take note: Thryv's strategic engagement is more than a PR move—it's a roadmap to growth.