THE PRACTICE
Clarity and Consistency Across Every Investor-Facing Material
The day-to-day discipline behind the story: materials aligned to one narrative, releases drafted on a running calendar, and the earnings cycle handled the same way every quarter.
Built for public companies of every size, and especially valuable for small- and mid-cap issuers, where this work usually has no dedicated owner.
WHAT WE RUN
Six Disciplines, One Narrative
Every document a company puts in front of an investor, working from the same equity story.
1
Investment Narrative & Positioning
One articulation of why the company is worth owning, told the same way by management, the board, and every document.
2
Wall Street-Grade Investor Materials
Investor decks and two-page corporate fact sheets, designed and refreshed as the story evolves.
3
Press Release Program
Drafting, revision, and publication strategy on a running calendar, with newswire distribution and exchange notification.
4
Investor Relations Website
An audit of your investor section against peer public companies, with a prioritized list of what to fix. Compliant site builds, filing feeds, and alert systems are also available.
5
Shareholder Communications
Annual shareholder letters, plain-language filing summaries, and inbound inquiry management.
6
Earnings Cycle
End-to-end execution from the date announcement through the post-call debrief, the same way every quarter.
THE EARNINGS CYCLE
Every Reporting Cycle, Run the Same Way
Nine steps from the date announcement through the post-call debrief, with management rehearsed before every call and the sell-side invited in time to attend.
Phase 1
Before Results
1
Date Announcement & Cycle Calendar
Step 1 of 9 · Before results
Reporting date released with highlights, key metrics, and forward commentary; internal deadlines fixed before the quarter closes.
2
Results Reviewed Against the Narrative
Step 2 of 9 · Before results
What changed this quarter, and how it advances the story investors already hold.
3
Earnings Release Drafted
Step 3 of 9 · Before results
Financial tables, MD&A summary, CEO and CFO quotes, ready for management, counsel, and auditor review in one pass.
Phase 2
Preparing the Call
4
Call Script Drafted
Step 4 of 9 · Preparing the call
Opening, operations, financials, and outlook, sequenced so the two or three things that matter land in the first five minutes.
5
Q&A Preparation
Step 5 of 9 · Preparing the call
Twenty-five to thirty-five anticipated questions, each with a prepared answer reviewed by management before the call.
6
Analyst Outreach & Call Logistics
Step 6 of 9 · Preparing the call
Sell-side and institutional invitations and confirmations; platform, dial-ins, webcast logistics, and technical testing.
7
Management Rehearsal
Step 7 of 9 · Preparing the call
Day-before session: script review, Q&A drilling, and message alignment before every call.
Phase 3
Results Day and After
8
Release, Distribution & Call Day
Step 8 of 9 · Results day and after
Newswire coordination, release to the investor list, investor relations site updated in step, live monitoring, and a dedicated contact for inbound questions throughout the day.
9
Debrief & Follow-Up
Step 9 of 9 · Results day and after
Post-call summary memo, transcript and replay posted, outreach to participants, and recommended changes for the next cycle.
Select a step to see what it covers.
WORKS WITH
One Team Across the Practices
Corporate Communications produces the materials the rest of the program takes to market.
Investor Relations
The same materials carry into introductions, roadshows, and investor events.
Public Relations
One narrative behind both the investor and the media programs.
Corporate Advisory
Senior advisors on how and when to say it, including for international issuers.
Digital Media
The same story carried into search results, the investor relations website, and social channels, so what investors find online matches the materials.
FAQs
Frequently Asked Questions
What does this cover that Investor Relations does not?
Investor Relations covers the investor audience: introductions, roadshows, events, and reporting. Corporate Communications is the company’s own voice: the equity story, the materials, the announcements, and the earnings cycle. One produces what the other takes to market.
Do you build investor relations websites, or only audit them?
The audit against peer public companies is standard. A compliant investor relations website build (automated SEC filing feeds, governance pages, and alert systems) is available and scoped separately.
How do you work with our counsel and auditors?
We draft, they approve. What is legally required stays with your counsel, auditors, and bankers. We build the earnings release, call script, and Q&A around their review rather than in place of it.
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