Our Services

Customizable services for private and public consumer companies

  • Public Company IR Advisory

  • Quarterly earnings (script, release, MD&A, intensive Q&A preparation)

  • Financial guidance policy

  • Peer benchmarking

  • Shareholder engagement strategy / IR calendar recommendations

  • IPO Readiness

  • Refining equity story messaging used across materials (S-1 to analyst teach in to roadshow presentation)

  • Implementing the right IR practices and disclosures

  • Financial guidance policy

  • Intensive Q&A prep sessions

  • Develop playbook for quarterly earnings

  • Flexibility to stay with company post IPO launch to assist with public company transition

  • Financial Special Projects

  • Advice and communications for significant changes to business strategy, long-term financial algorithm changes, significant annual guidance revisions

  • Financial communications for M&A

  • Development of investor decks for early-stage fundraising

  • Investor Conference Services

  • Investment thesis story development

  • Presentation review

  • Content development for key financial slides

  • Q&A Preparation

  • Investor targeting