Frequently Asked Questions

Question 1

What types of investor relations support do you provide?

Accepted Answer

We support a wide range of investor-facing materials, including pitchbooks, investor presentations, private placement memoranda, ESG and sustainability reports, AGM content, and other IR materials. All of our projects are designed to meet the expectations of sophisticated LPs and align with the standards of institutional communications. Our work combines strategic input, clear messaging, and polished design. We collaborate closely with in-house teams to ensure each deliverable reflects your brand, supports your fundraising goals, and presents your story with clarity and confidence.

Question 2

How does your investor presentation process work?

Accepted Answer

We begin with a strategic discovery phase to understand your goals, target audiences, and firm-specific positioning. That informs how we frame the messaging, sequence the narrative, and even enhance the design. From there, we move into advisory, copywriting, and production - typically with one or two rounds of feedback before final delivery. Most presentations are built in PowerPoint and delivered fully editable, with templates and supporting assets included.

Question 3

Can you improve legal or regulatory documents like PPMs?

Accepted Answer

Yes. While private placement memoranda are legal documents at their core, we believe they should also function as clear and professional communications tools. Many firms rely on us to enhance the structure, messaging, and design of their PPMs to better support their capital raising efforts. We work alongside legal and IR teams to maintain compliance while elevating readability and polish. The result is a document that is easier to navigate, aligned with your branding, and more effective in reinforcing your firm’s strategy and professionalism.

Question 4

Do you support sustainability or year-in-review reports?

Accepted Answer

We help firms develop ESG reports, annual summaries, and other long-form materials that reflect both mission and performance. Whether driven by LP expectations, internal initiatives, or marketing needs, these reports are an opportunity to communicate value and build trust. Our team supports every stage of development, from content editing and layout to full visual design. We coordinate closely with ESG consultants or internal stakeholders to ensure accuracy, alignment, and consistency across all related materials.

Question 5

What about smaller items or last-minute tasks?

Accepted Answer

We offer retainers for clients who need ongoing support or fast turnaround across a range of deliverables. This is ideal for teams looking to extend their internal capacity with a partner who already understands their brand and communication needs. These relationships give you direct access to our team for quick updates, last-minute slide builds, or one-off projects that need to move quickly. We act as an extension of your internal team and can step in whenever needed.

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