Our services include but are not limited to:

• Targeting and introducing management to early stage, venture capital and institutional investors and coordinating meetings

• Targeting and introducing management to investment bankers as well as equity research analysts

• Assistance with invitations and attendance at investor and industry conferences 

• Arranging (in-person and virtual) investor roadshows  

• Project management of CDA processing, investor questions and materials

• Maintaining an investor and meetings tracker and providing updates to management

• Assisting management with development of related investor materials (fact sheets and presentations)

• Review of press releases and distribution to investor target data base

• Review of peers and competitive landscape