We support, clarify, and communicate your value

We work with our clients to articulate their IR strategy and equity story, ensuring it is financially accurate and independently reported. We tailor that message for different types of investors to ensure access to all investor audiences to achieve that all-important fair value. We do this through strategic investor and corporate communications, targeted outreach to the buy-side and sell-side, investor conferences and events, and enhanced external reporting.

Equitory services cover:

Investor Relations advisory: Building and delivering IR programmes. Services include: strategic IR advice throughout the financial calendar; production of results materials for investors; buy-side communication including leading investor meetings; and sell-side communication including maintaining consensus models and reviewing analyst notes
Investor Relations transaction support: Setting up IR functions for pre-IPO companies, including training of internal teams, and support for listed companies in managing investor communication during a large transaction
Investor Relations content: Drafting and project management of Annual Reports, Capital Markets Days, and Investor Perception Studies

Who we support

We work with private companies, to develop and structure a programme to communicate with their investors.
We work with listed companies, across both debt and equity IR, to support either as an outsourced IR team, or supporting an existing in-house IR team.
We support companies looking to IPO before, during and after listing, setting up their IR functions in line with best practice.
Our full service offering

In our capacity as either a fully outsourced IR function, or as a support service for an existing IR function, we offer a full range of IR services including:

IR advisory
  • IR strategy and programme development
  • Best practice advice
Support around results and trading updates
  • Results messaging
  • Drafting and editing of results documents including financial reports, presentations, scripts, Q&As and other supporting documents
  • Results event management
Investor services
  • Investor targeting
  • Roadshow logistics and meetings
  • Hosting and attending investor meetings
  • Dealing with investor queries
  • Conferences and other analyst events
Analyst services
  • Relationship management of both existing and potential covering analysts
  • Analyst queries and guidance
  • Review and distribution of analyst research
  • Analyst consensus maintenance
AGM support – Ad hoc investor events
  • Including site visits and Capital Markets Days
Board reports
  • Drafting and review of management and board reporting
Website
  • IR website audit and development
Project support – IPO support
  • Support throughout the IPO process and beyond
  • Coaching on life as a listed company
  • Access to the Equitory IPO Handbook over a series of workshops
  • Developing the equity story and KPIs
  • Building a reporting timetable around the financial calendar
  • Producing all investor communication, including presentations and setting up a corporate website
Project support – transaction support
  • Extra bandwidth for existing IR and finance teams during a transaction
  • Includes production of presentations and document verification

Equitory can support you in producing a wide range of investor content including:

Investor communication
  • Equity story development
  • Investor perception studies
  • ‘About’ investor presentation
Annual Reports
  • Drafting divisional spreads including case studies, strategic and sustainability content
  • Best practice content advisory
  • Proofing and verification of data
  • Managing content updates
Why work with Equitory