ladybug bug insect illustration outline

Our Services

Customizable services for private and public consumer companies

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

    • Financial guidance policy

    • Peer benchmarking

    • Shareholder engagement strategy / IR calendar recommendations

    • 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

    • 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

    • Investment thesis story development

    • Presentation review

    • Content development for key financial slides

    • Q&A Preparation

    • Investor targeting