IR & marketing solutions
Marketing is a competition for time and attention, things investors have in short supply.
Delivering the right messages, to the right investors, at the right time is critical. This is what we do.
Our work helps uncover and tell your story, with impact. We help you build profound, emotional connections with your investors. They want to know why they should care.
- what makes you relevant?
- how are you exceptional?
Our international team is ready to show the world why you matter.
What we do
Successful marketing begins with knowing who to talk to and understanding what they need.
Too many firms waste time and resources saying the wrong things to the wrong people.
We speak to your investors, past and present, to discover what they won’t say to your face:
- Why did they really invest and what keeps them invested?
- If they didn’t invest, what stopped them from pulling the trigger?
- If they left, why?
- Who do they compare you against and how do you fare?
- What do they need?
Results are presented through a series of strategy workshops where stakeholders can interrogate our advice. Take-aways include action plans and a full insight package.
Without a strong brand, you are just numbers in the wind.
Your brand is more than your logo and corporate colours. It tells your story when you are not in the room. If you want it to work for you it needs to be consistent and authentic; it needs to show you as you really are, and in the very best light.
We help you identify and build consensus around what makes you special:
- How are you truly different?
- How do your culture, process and people combine to deliver repeatable excellence?
- In short, why should anyone care about you?
From this bedrock we build out your positioning, your core messaging, and your visual identity.
Marketing and fundraising materials
If you don’t stand out, you may as well not exist.
Our materials make your case, in the most impactful, persuasive, and memorable way possible. We are expert in all forms of documentation, websites, and video.
Today’s investment process begins online. Does your website make the right first impression? If not, it will be hard to recover.
- Is the design and messaging compelling and consistent?
- Is content relevant, interesting and easy to find?
- Is video front and centre?
Video is the most powerful medium to present your story. Nothing else engages and captivates in the same way. Great video content can change the trajectory of a sales process.
Of course, quality documentation still plays an important role in the fundraising process. We create best-in-class:
- sustainability credentials (leveraging our 40+ team of ESG consultants)
- marketing decks
- case studies
- DDQs, reference reports (and other data room content)
Communications and analytics
Marketing is like investing: robust strategy, consistently sharp execution, and better data are the keys to sustainable success.
Our team has the capability, market knowledge and experience to plan and produce the stand-out content you need to achieve your objectives.
And then we really put it to work.
Through advertising, video, email, and more, we will ensure you are front-of-mind when investment decisions are made.
Our analytics package will monitor every interaction with your content. Which subject lines are most effective? How many times did they watch your video? Which slides did they pause on? Who did they forward your whitepaper to? Every action is tracked, feeding directly into your CRM, letting your sales team know who to call next – and what interests them most about you.
It's been said that sales is easy: you just need to sell people what they want, when they want it.
Now you can.
Investor lifecycle and reporting
The best prospects for your next fundraise are the investors you already have. Don’t mess it up.
An initial allocation is only the start of your relationship with an investor. More is on the way if you can deliver on the promises that convinced them to commit.
To grow these allocations you need to look beyond the quarterly call and rinse-and-repeat reporting package. You need a plan.
Our team will work with you to build a manageable plan for keeping investors engaged throughout the lifecycle of your fund and on into the next, and the next…:
- Monthly, quarterly and annual reporting that reinforces your bond
- Live and online investor events
- Portfolio company updates
- Performance analytics
If you can deliver a great experience for your investors, not only will they come back, they will tell their friends.