Investor engagement services
Six investor engagement services for public and private companies. Most clients combine two or three into one program, scoped to their stage and news calendar.
- Investor relations programs Ongoing IR that keeps shareholders informed and your story consistent, from earnings to annual meetings. Public companiesPrivate companies
- Investor awareness campaigns Multi-channel campaigns that put your story in front of active retail investors, with every paid placement disclosed. Public companies
- Capital markets advisory Listing, uplisting, and go-public readiness, mapped step by step with your counsel and auditors. Public companiesPrivate companies
- Corporate communications and content Press releases, investor decks, video, and a news calendar that gives the market something real to react to. Public companiesPrivate companies
- Social and community management Your company's voice on X, LinkedIn, YouTube, Discord, and Telegram: moderated, consistent, and compliant. Public companiesPrivate companies
- Digital IR and AEO IR websites, structured data, and answer engine optimization, so search and AI assistants describe your company correctly. Public companiesPrivate companies
Which services fit your stage
A quick guide to where we usually focus at each level. Your program is built from your situation, not this table.
| Level | Situation | Where we focus |
|---|---|---|
| Level 1: Private and building | You have a product and a story but no outside investors yet, or only friends and family. | Corporate communications and content, Digital IR and AEO, Social and community management |
| Level 2: Raising private capital | You're preparing a seed, Series A, or private placement round and need materials that hold up. | Corporate communications and content, Capital markets advisory, Digital IR and AEO |
| Level 3: Going public | You're weighing an IPO, direct listing, reverse takeover, Reg A+ offering, or a CSE or TSXV listing. | Capital markets advisory, Investor relations programs, Corporate communications and content |
| Level 4: Listed and building awareness | Your shares trade, but too few investors know the story or follow your news. | Investor awareness campaigns, Investor relations programs, Social and community management |
| Level 5: Uplisting and institutional | You're moving to Nasdaq or NYSE American, or you're ready for analysts and institutions. | Capital markets advisory, Investor relations programs, Digital IR and AEO |
Not sure where to start?
Tell us what's happening at your company. We'll recommend the smallest program that would make a real difference.