Services
Programs built around a dedicated Investor Relations Officer and a dynamic 12-month rolling IR plan, updated each quarter as the business and the market move.
At every stage: preparing to go public, the first years as a public company, growth and financings, and turnarounds or repositioning after a setback.
Dedicated IRO
Day-to-day IR leadership as an extension of management: the central investor contact and conduit to the Street, the investor calendar and database, messaging discipline, and coordination with counsel, auditors and the board as needed, with regular reporting on investor meetings and what the market is saying, good and bad.
Equity narrative and materials
A clear investment story, presentations, fact sheets, investor-oriented news releases and IR website content, so the market hears one consistent account of the business.
Investor outreach and market intelligence
Targeted outreach to institutional investors, sell-side analysts, investment banking and institutional sales desks, retail brokers and wealth managers, and investor media; non-deal roadshows and conference presentations; and investor feedback after earnings, announcements and roadshows that reaches management. We help answer the questions that matter: who holds your stock, which investors could move your valuation, who management should meet and why, and how the market is likely to read a corporate action.
Earnings and continuous disclosure support
Press release framing, earnings call scripts and Q&A preparation, newswire and filing management, and regulatory compliance alongside your legal counsel, so disclosure is accurate, timely and useful, not only compliant.
Capital markets advisory
Perspective for management and directors on investment thesis positioning, expectations, financings, strategic transactions, and the decisions that shape how the company is understood and valued, before and after an IPO or RTO.
Shareholder meetings and votes
Annual and special meetings, virtual meeting logistics, and the communications around a shareholder vote, working with your proxy solicitor and transfer agent.
Engaging e.vestor:
- Weeks one to fourDue diligence with management, a review of your disclosure, materials and shareholder base, and a read on how the market sees you today.
- Months two and threeThe 12-month IR plan, a refreshed investment story and materials, and the first outreach.
- From thereExecution, with the plan updated every quarter.
Engagements are scoped to the issuer. We do not publish client IR materials or material non-public information on this site.