Client Services

Corporate Presentation Preparation
- Strategic advisory, positioning, design, drafting, editing.
Press Release Preparation
- Strategic advisory, positioning, design, drafting, editing, submission/execution.
Email Distribution/Targeting
- Targeted email creation and delivery to select investor/analyst base.
Targeted Investor Outreach
- Creation of targeted investor lists based on investor preferences for proactive outreach.
Investor Interaction Planning
- Preparation for investor interactions through “story” positioning, mock Q&A, and due diligence research.
R&D Day Planning and Execution
- Research and development day content advisory, including script and Q&A preparation, logistics planning and implementation.
Analyst Day planning and execution
- Speech outlining and scripting, presentation drafting, invitation design, analyst and investor outreach, venue logistics, follow-up feedback summaries.
Non-deal and deal-related road shows
- Outreach, scheduling, preparatory conference call planning and road show execution, with feedback/follow-up documentation.
Strategic advisory
- Provide strategic advisory including, product assessment, management and director short-listing and banker selection.
Design and Media Management
- Management of media elements, including design and preparation of corporate presentations, fact sheets, event invitations, logos and taglines.
Conference Call Preparation
- Mock Q&A, messaging guidance, script writing and editing, call moderation, and investor/analyst follow-up.
Investor Interaction Coaching
- Provide management with broad and investor specific “prep” sheets, coaching and feedback.
Market Intelligence
- Gather investment community “pulse” regularly on a range of issues, including expectations, messaging feedback, competitor intelligence, and scenario assessments.
Internal communications
- Create all necessary investor-related presentations for internal stakeholders, including accomplishments and future strategy.
External Communications
- Draft and edit all quarterly and annual report communications, including press releases.
Corporate websites
- Works closely with web hosting providers, including design of corporate websites, with drafts and edits of content.
Investment Community Event Planning
- Proprietary event planning, including medical and investor meetings.
- Prepare messaging, targeted investor meetings and road shows. Secure appropriate investment banks to assist with raises and build the strongest overall “book.”