What We Do
Working closely with you, we generate interest and investment in your company and get you in front of the right people. Whether it’s the right Investors, Investment Advisors, Institutional Investors, Fund Managers, Family Offices, Analysts, or the Media, we’re with you every step of the way. We know there are many moving parts to your story and we navigate accordingly based on your needs. Every client is unique which allows us to offer a wide range of customized service levels tailored to your needs.
We build and maintain contacts in the financial community to introduce your company and grow your shareholder base. We initiate introductions and manage all aspects of communicating your company's unique value proposition with Analysts, Investment Advisors, Institutional Investors, Fund Managers, Family Offices and the Media. In building and managing your IR road map, we work closely with you to create interest and engagement using proven methods to attract and keep the right investors.
We approach every client with the goal of continuous improvement. From experience we know that clear and consistent communication is the key to success. Making the right connections drives your success which is why we tailor our approach when telling your story. Depending on your needs we provide the following services:
- Create and manage your introduction campaign to the investment community
- Create all materials and manage your presence at road shows targeted for appropriate Investment Advisors, Institutional Investors, Fund Managers, and Family Offices
- Initiate and manage Analyst meetings to secure coverage
- Leverage our relationships within the investment community by using our Customer Relationship Management (CRM) database and actively monitoring all meetings and follow up scenarios
- Ongoing business development activities to engage with new and existing analysts
Accurate, accessible and consistent information is a critical component to your success. We specialize in telling a full story to your investors by supporting all of your communications needs at every touch point. Depending on your needs, we offer a wide range of support:
- Identity, brand and logo development
- Company profile
- Creation of business plans and executive summaries
- Full website design and maintenance
- Press release, media relations, inbound communications
- Manage Social Media channels
- Distribute updates on market activity, industry articles, trends
- Corporate videos and podcast production
- Attend trade-show and industry forums