You know your business really well, better than anyone.

In fact, you know it so well that it's easy to get lost in it, and thus hard to explain it clearly even to the savviest of investors.

We help you shape the message so it connects. We help you with the words and visual aids you'll need to resonate with your investors, so it's easier for you to get the investment you need.

Our clients work in Frontier and Emerging Markets for companies like:

Who they are and what they came to us for:

+ A bank executive who had only 3 minutes to explain to investors why the Pakistan branches should be kept open.

+ An insurance company CEO who wanted to improve the quarterly conference call skills of his IR team.

+ A finance association board member who was opening her association’s annual meeting.

+ A marketing director who needed to explain to financial markets why his company was still the market leader.

+ A portfolio management VP who wanted to have a more commanding presence on a panel about corporate debt in emerging markets.



Emerging Markets package - Entry level

Ideal for preparation for one particular investor meeting.


  • Content design
  • Custom-made investor presentation / pitchbook
  • Training sessions to improve your delivery techniques

Project duration: Usually about 6-8 weeks; starts 6-8 weeks before the meeting, and then ends on the meeting date.

Curious what the process looks like? Go here.

Advisory retainer

Ideal for the CEO or CMO who wants to make sure his or her company is a leader of investor marketing and communication practices.

Typically includes things like:

  • Investor meeting practice
  • Communications audit
  • Industry leadership article assistance
  • Investor communications troubleshooting
  • Unlimited 24/7 access via phone, email, and chat

Project duration: Retainer is quarterly.

Frontier Markets package

Professionally-written and -designed communications to help you connect more professionally with your investors.

Includes components like:

  • Ghostwritten newsletter (your ideas, our words, your name)
  • Customized infographics to help explain your investments
  • Factsheet redesign and rewrite

Project duration: Usually about 2-4 months.

Emerging Markets package - Advanced

Ideal for investor meeting preparation and followup, and allows you to give a whole new level of individualized followup to each of your target investors.

Includes components in Entry level, plus:

  • Story vetted by outside parties during content design
  • Individualized shortlist followup after the meetings
  • Marketing automation for followup outside of shortlist
  • Infographics-on-demand for after the meetings
  • FAQ scripts (includes mp3 recordings)
  • Conference call practice
  • Ongoing messaging optimization
  • Ongoing slide updates

Project duration: Usually about 4 months; starts 6-8 weeks before the meeting, and then continues about 2 months after the meeting date.

Not ready for one of these engagements yet?

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