What We Do

What We Do

New: See our updated presentation!

Improve your appeal to the most savvy long-term technology investors. It takes a few steps:

I – Explain your innovative and potentially disruptive technology in a way that institutional investors can get excited about based on a deep understanding and independent validation.

II – Build our own financial model and proprietary intrinsic valuation (IV) of how your success will be reflected though your business model and contribute to returns on invested capital and higher equity values.

III – Document and update our conclusions and (optionally) share them with our network of investors, company managements and research followers.

What we do magnifies the effectiveness of any other investor relations communications efforts and programs.

Our experience includes helping scores of companies over the past 20 years and reviewing over 17,000 investor positioning presentations.

It’s like having the top buy-side institutional investors and sell-side analysts immerse themselves in your business and with your team and then focus their efforts on your story, estimates, valuation, strategic advice and introducing the new you to everyone in their network. That’s productive.

Paying $100 for a pound of coffee – Thoughts on Positioning

Actually more like $110 but that’s not the point…. Good Experience –> Expensive Coffee Nespresso is the “Apple of coffee” and it’s another instructive example of the relationship between strategy and margins. Investors are obsessed by margins. In fact many growth investors won’t even look at a company that doesn’t have business with 50% or […]

Good investors are hard to find

Many company managements believe that making to the public markets will be enough to ensure that investors will discover, study and appreciate their outstanding investment merits and become long term investors – all they have to do is execute and get the word out. Getting a new investment in an institutional portfolio is a huge […]

Home Bottom #4 Widget

This is a widgeted area which is called Home Bottom #4. It is using the Genesis - Featured Post widget to display what you see on the Executive child theme demo site. To get started, log into your WordPress dashboard, and then go to the Appearance > Widgets screen. There you can drag the Genesis - Featured Post widget into the Home Bottom #4 widget area on the right hand side. To get the image to display, simply upload an image through the media uploader on the edit post screen and publish your post. The Featured Post widget will know to display the post image as long as you select that option in the widget interface.