An outsourced Head of IR, scoped to where you actually are.

i.

Investor targeting, outreach & messaging

Getting the right names into the story early — and getting the story right before they hear it.

• Analyst and investor targeting. Identify the sell-side analysts and the crossover and institutional funds who should know you, ranked by fit rather than by AUM.
• Warm introductions. Two decades of relationships across banks, funds, exchanges, and PR advisors, used directly rather than described in a deck.
• Equity story development. Review and revise the narrative with finance and communications until it holds up under adversarial questioning.
• Conferences, NDRs, and 1:1s. Prep the management team, staff the meetings, and debrief honestly on what the room actually heard.
• A credible IR voice on the Street. Someone the buy side recognizes, speaking for you, before the S-1 is public.

ii.

Building an IR office

The machinery a public company needs, built while you are still private enough to make mistakes cheaply.

• Mock earnings. A full quarterly rehearsal process — useful even when the only audience is your VC shareholders and your board.
• Scripts and Q&A. Drafted, reviewed, and maintained as living documents rather than one-off deliverables.
• The investor tracker. A real CRM of holders, prospects, and conversations, built and kept current instead of reconstructed under deadline.
• Competitive and earnings intelligence. What your comps said, what the analysts asked them, and what it means for your next disclosure.
• KPI and disclosure counsel to the CFO. Which metrics to give, which to withhold, and the multi-year consequences of each choice.

iii.

Pre-IPO readiness & advisory

The critical path from private company to first earnings call, with an experienced hand on each decision.

• Banker bake-off. Structure the process, read the pitches for what they actually commit to, and advise on syndicate roles and commission economics.
• S-1 drafting liaison. Sit between counsel, bankers, and finance so the risk factors and the equity story tell the same version of events.
• Testing the waters. Build and sequence the TTW target list, prep management, and interpret the feedback that comes back.
• Analyst Day and the guidance model. Materials, message architecture, and honest counsel on what to guide to and how.
• Exchange and listing advisory. Venue selection, listing mechanics, and the surrounding decisions nobody warns you about.
• A critical-path checklist. What must be true, in what order, by when — specific to your company rather than a generic timeline.