Investor relations and fund raising
Smaller and mid-sized fund managers often lack dedicated investor relations or fundraising resources, requiring partners or senior leadership to take on these time-consuming tasks. As a result, valuable time is diverted from investment strategy and portfolio performance. Today, more managers are looking to streamline and professionalise their fundraising and investor engagement — and we are here to help.
We offer:
- Fundraising readiness (materials and due diligence preparation)
- Project management throughout fundraising
- Tailored investor relations (IR) strategy and annual planning
- Roadshow and investor engagement support
- Investor messaging and storytelling refresh
- Presentation and Q&A coaching for investor meetings and stage appearances
- Visual enhancement across website, presentations and reporting
- Comprehensive investor reporting (quarterly, ESG)
- Reputational / media review
Since our establishment, Corporate Communications has been assisting clients in financial communications, with a core focus on private equity firms and family offices. This offering has now expanded to include a comprehensive range of fundraising and investor relations support tailored to different types of fund managers as well as family offices and private investors.
Fundraising support
- End-to-end fundraising support: Comprehensive project management to ensure timelines are met, materials are prepared, and roadshows are executed efficiently.
- Investor targeting & tracking: Help identify and track potential investors, maximise engagement and ensure efficient responses to due diligence requests.
- Material creation for data room: Develop essential dataroom materials, including key presentations, case studies, track record analysis, DDQs, and ODD questionnaires.
- Strategic roadshow planning: Coordinate logistics, select cities, and help you engage with investors in the most impactful order for maximum effect.
- Collaborate with other stakeholders: Work with for example placement agents or Cap Intro teams to align outreach and feed the latest market insights into roadshow planning.
- Investor outreach & meeting coordination: Draft outreach messages and manage logistics to ensure smooth interactions and successful meetings.
- On-the-ground support during roadshows: Accompany the investment team during roadshows, taking notes and tracking follow-ups in your CRM.
- Post-roadshow insights: Provide detailed post-event reports and actionable insights to ensure sustained investor engagement.
Investor relations support
- Custom IR strategy development: Create a structured, long-term plan to effectively engage with investors.
- Annual IR program design: Develop a comprehensive, sustainable IR program with key investor touchpoints throughout the year.
- AGM & webinar execution: Full project management of Annual General Meetings/Investor Days and webinars, including material creation, on-stage coaching, and Q&A moderation.
- Fund presentation refresh: Refresh your storytelling, redesign/restructure your fund presentation and provide speaking coaching for optimal delivery.
- Step-by-step coaching for meetings: Provide personalised coaching for each team member involved in investor outreach, refining speaking points and preparing for Q&A.
Flexible staffing solutions
- Flexible staffing: Offer 60-100% engagement during critical periods like fundraising or strategic initiatives.
- Temporary IR coverage: Ensure continuity in investor communications and engagement during parental leave or other team absences.
