Pre- IPO Services

• IR strategy and messaging development

• Presentation/pitch development

• Executive scripting and Q&A

• Peer analysis and benchmarking

• Investor targeting, outreach, and relationship development

• Sell-side relationship management

• Board communications

• Underwriter selection/S-1 review and support

• Banking syndicate advisory

IPO Execution Services

• Banker selection, bake-off and organizational meeting prep

• Analyst diligence and modeling

• Test-the-waters targeting and meeting prep

• Exchange selection guidance

• Roadshow presentation, script, and Q&A

• Internal communications

• IR website build

• Allocation advisory

• Workflow/process management

Public Company Services

• Overall earnings materials development

• Guidance strategy

• Consensus model management

• Shareholder analysis and targeting (NDR strategy)

• Relationship management

• Marketing / IR calendar, and logistics

• Investor conferences/meeting support

• Press release drafting and distribution

• Peer and industry surveillance and analysis