With significant experience of capital markets and the investment community, we have built a proprietary process, which will be tailored to your specific needs. This allows us to establish the answers to the following questions:

  • What is your strategy - what do you want to be when you grow up?
  • What is your equity story - what do you do, how do you add value and how are you different?
  • What is likely to happen to revenues and earnings?
  • How well funded are you, are you likely to need further funding, and if so, when?
  • Do you or can you pay a dividend?
  • What is your track record of achieving the expectations you have set?


The most important step to start with is to make sure that the strategy your company has is credible and easy to understand. Then the equity story needs designing. We need to work with you to identify the key points of your business that explain what you do, and how you are unique in a simple and memorable way.


Only when these two paving stones have been laid can the process of communicating it to the investment community begin. We will also work with you to ensure that the message is consistent across all media:

  • Spoken description
  • Presentation packs
  • Press releases
  • Your website
  • Annual report


After these important steps are taken we can begin to work with you on expectation management, and how to ensure that you under promise and over deliver. In the long run this approach will create the most confidence and loyalty in your investors. We can also help with the creation of a financial calendar.


Once the message and communication are prepared we can work with you to define your target audience and set up meetings with the key individuals. These will be both existing investors and a set of potential investors established through detailed research.  You should also meet sell-side analysts and financial journalists. Through an iterative process we can prepare and train you for the questions you receive.

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