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 supports companies in two ways

We work on a retained basis to set up and lead investor communication strategies for clients.
We work on a more flexible project basis for companies, to suit different budgets and requirements.
  • Our retained packages
    We offer a range of retainer packages to suit different levels of investment. These range from process support, through to a fully outsourced investor communication programme.
  • Our project-based work
    Interim cover – managing an IR function during team absences.
    Pre-IPO support – setting up an IR function from scratch, and providing internal education on life as a listed company.
    Event led support – supporting companies with capital markets events, or during special situations such as transactions or activism.

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.
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
Roadshow management
  • Investor targeting
  • Roadshow logistics and meetings
Investor services
  • 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
Why work with Equitory