Core Capability
Investor Relations & Capital Markets Positioning
We build and run investor relations programs directly: earnings strategy, disclosure governance, CFO scripting, and investor presentations. The work determines how the market reads a company's numbers and decisions, not just how it's announced.
What this includes
- Fractional IR, running the investor relations function part-time in place of a full-time hire
- Earnings strategy, CFO scripting, and investor presentations
- Disclosure governance and reporting discipline
- Analyst and institutional investor engagement
Who this is for
Public companies and pre-IPO companies that need an investor relations function built, run, or strengthened from the inside.
Areas of work this page covers
- 01 Capital Markets Advisory and Investor Relations. For companies that need investors to understand them.
- 04 IPO, Listings and Public Markets Readiness. For companies planning to list or move to a larger exchange.
How an engagement starts
- 10 day diagnosticA review of the company's position and a written plan with options.
- 30 day readiness programThe investment case, materials and investor list, ready to use.
- 60 to 90 day advisory projectA defined scope, timetable and set of deliverables.
- Ongoing investor relationsA weekly call with management and a short written update each month.
- Transaction preparationWork plan, information requests, coordination of counsel and management preparation.
- Approved regulated mandatesCarried out only through a properly registered firm and authorized individuals.
What a company receives
- A written plan within ten days of the first conversation.
- A ranked investor list, with the reason each investor fits.
- A call plan for the first thirty days after an announcement.
- The investment case, in a form management can deliver in five minutes.
- Draft answers to the hardest questions investors will ask.
- A monthly update on meetings held, feedback received and next steps.