Capital Market Advisory
(Monthly Retainer, 6 month minimum sign-up)
Design Full Capital Markets Plan including:
North American Roadshow & Conference Circuit
Craft company messaging, presentation, fact sheets, website & press releases
Designing optimal banking syndicate group for financings
Coordinate Analyst Outreach to receive coverage
Follow-Up & Feedback: Ownership Summaries, Trading Reports & Investor Feedback
Maintain investor database
Introduce the company & liaise on behalf of the company potential investors including:
Private and public equity institutional investors
Liaise with PR, Newsletter Writers, Targeted Investor Marketing, Social Media and Investor Relations Website Providers
Liaise with Shell & CPC providers (if needed)
Media, Conferences & Events
- BlockTalk Newsletter: Goes out weekly to +1500 finance professionals across North America. Features company logo & interview.
- Conference Sponsorship: We host one international and one north American large scale conference a year. Featuring over 200 investors at each – all vetted high quality.
- Specialized Investor Events: Host luncheons, dinners, cocktail events around large conferences across North America such as Roth Capital in Laguna Beach or Consensus in NYC.