Investor Relations
Investor Relations (IR) typically integrates finance, communication, marketing and securities law compliance to enable the most effective two-way communication between a company, the financial community, and its shareholders.

Given the complexities of the undertaking, many public companies find that it makes more sense to outsource all or certain aspects of IR to one or more external service providers. The standards set in IR are not only useful for public companies, but it might also be beneficial to private companies that are looking to go public in the future, or to private companies that would like to provide consistent and periodic reporting to shareholders and can contribute to achieving a fair valuation.

Our services are designed to support the financial aspects, research and communications aspects of IR, through a series of offerings: budgeting and forecasting, addressing investor questions related to modelling and stress testing, assisting with writing Management Discussion Analysis, calculating cap table changes, assisting with updating the investor decks, competitive analysis and peer review.

Our Investor Relations service provides a powerful way to build a consistent IR process and reporting standards that reflect your unique business needs. With our expertise in financial analysis and industry insights, we can provide reporting that helps you improve your credibility with investors, and frees up time and resources to focus on core business activities.

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Who It’s For
  • Chief Financial Officer (CFO)
  • Chief Restructuring Officer (CRO)
  • Entrepreneur / Business Owner / Chief Executive Officer (CEO)
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