Work

Selected cases.

Client names are withheld and details are anonymized. Where a project required a specialist, we say so.

Case 01

Financing readiness

From technical proof to an investor narrative

Situation. A deep-tech company with world-class science was raising its first institutional round outside its home market. Investors liked the technology and could not repeat the story back.

Work. A four-week sprint: narrative and positioning, a rebuilt investor deck, an objection-handling Q&A, and three recorded rehearsal sessions with the CEO. We mapped the fifteen questions investors always ask in this category and answered them before they were asked.

Outcome. The company entered the process with a story its CEO could tell without the deck — and a target list built around investors who already understood the category.

Specialist involvement: technical writer

Case 02

M&A / de-SPAC

Choosing the right bank and counsel — with a framework

Situation. A company considering a de-SPAC had been introduced to three banks and two law firms, with no way to compare them beyond reputation and fee headline.

Work. We built a comparison framework across schedule, sector experience, team continuity, fee structure, disclosure approach and post-close support. We prepared the company for the interviews, then helped it pressure-test what each intermediary said against what the transaction would actually require.

Outcome. A decision the board could defend, and a shared understanding of the public-company disclosure standard the company would have to meet on day one.

Specialist involvement: securities counsel, investment banker

Case 03

Digital presence

An audience map before a website

Situation. A company wanted a new website and a social presence. It had never defined who needed to find it, or why.

Work. Audience analysis across investors, customers, talent and media; a message architecture; a website structure and editorial system; and a publishing calendar the team could actually sustain.

Outcome. A site and content engine that speak to four audiences without four different stories — and a measurement frame tied to engagement, not pageviews.

Specialist involvement: brand designer, web developer

Case 04

IPO / first-year IR

Quiet period to first earnings

Situation. A company preparing to list needed an investor-relations function it did not yet have, without hiring a department it could not yet justify.

Work. A pre-listing narrative and materials review, an executive media and investor-training program, a first-earnings playbook, and a post-listing calendar covering disclosure, targeting and retail engagement.

Outcome. A first quarter that ran on a system rather than adrenaline — and a repeatable process for every quarter after.

Specialist involvement: securities counsel

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