Investment Thesis & Messaging

We develop each client’s investment thesis, key messages and investor communications materials to communicate their story to targeted audiences effectively. We anticipate investors’ reactions to key corporate initiatives/developments so that effective messages can be developed.

Investor Presentation Development

We create highly professional investor presentations, with design, content and flow geared toward bringing forth each client’s key themes and messages.

Earnings Communications

We drive and manage our clients’ earnings processes, including drafting and editing the earnings releases, scripts and decks for the conference calls, preparing for Q&A, and managing the calls. We suggest the company the structure and key metrics for the earnings release/business update.

Annual Report Preparation

We assist in the preparation of the annual report, with an aim to build a corporate reputation, trust and credibility. We understand the communication treatment and possess the expertise of providing you fresh and solid approach for an effective impact on the stakeholder community.

IR Website Audit & Development

Based on each client’s need, we will assess a current IR website as compared to best practices, and/or help develop a new one.

Investor Information Exchange

We serve as a trusted, knowledgeable source of information about our client companies for investors and analysts. Additionally, we disseminate all communiqués directly to analysts and the investor community.

Investor Communications Advisory

We advise our clients on disclosure, communicating outlook and financial guidance, and all other aspects of investor communications.