Practice area 07 / 08

Investor Relations & Stakeholder Communications

The company's verified reality, told in the investor's decision language, with every claim traceable to its source.

Investor materials fail in one of two ways: they claim more than the company can evidence, or they bury what the investor needs to price the risk. Our practice starts from the documents the other practices produced, the model, the risk matrix, the governance framework, and builds the message system on top of them, so that every sentence in the deck has a source in the data room.

The same system carries the relationship after the money arrives: an investor update on a fixed calendar with a KPI frame that does not move between quarters, and a communications plan for the events that a financing, a transaction or a dispute will bring.

When we are retained

Before a capital raise or a sale process; when investor reporting has to be built for a new shareholder; when a transaction, a restructuring or a public issue needs a communications plan.

Instruments

01Investor brand assessment: readiness review, gap analysis and prioritisation
02Equity story and message architecture: core narrative, stakeholder message sets
03Investor documentation: teaser, one-pager, pitch deck, Q&A set
04Periodic investor update: template and KPI communication frame
05Strategic communications, media and crisis: communications plan, orchestration with specialist agencies

What the client receives

Readiness and gap report
Equity story document and message architecture
Teaser, one-pager, pitch deck and Q&A set
Investor update template and KPI frame
Communications plan and crisis protocol