Fulcrum Investor Relations

Fulcrum  (ful·crum) noun
Fulcrum (ful·crum) noun
The point about which a lever balances; a thing that plays a central or essential role in an activity, event, or situation.

In Aviation, the fulcrum of an aircraft is a point about which the nose and tail moments (load) are exactly equal in magnitude — it is the balance point for the aircraft. Careful calculation must be used to keep the weight properly balanced about the fulcrum to ensure the aircraft is able to function as it was designed to.

In the corporate world, thoughtful communication strategy and shareholder engagement is the way to achieve balance between the significant complexities of running a business and the stability that is expected from external stakeholders.
Fulcrum  (ful·crum) noun
Fulcrum (ful·crum) noun
The point about which a lever balances; a thing that plays a central or essential role in an activity, event, or situation.

In Aviation, the fulcrum of an aircraft is a point about which the nose and tail moments (load) are exactly equal in magnitude — it is the balance point for the aircraft. Careful calculation must be used to keep the weight properly balanced about the fulcrum to ensure the aircraft is able to function as it was designed to.

In the corporate world, thoughtful communication strategy and shareholder engagement is the way to achieve balance between the significant complexities of running a business and the stability that is expected from external stakeholders.
Fulcrum  (ful·crum) noun
Fulcrum (ful·crum) noun
The point about which a lever balances; a thing that plays a central or essential role in an activity, event, or situation.

In Aviation, the fulcrum of an aircraft is a point about which the nose and tail moments (load) are exactly equal in magnitude — it is the balance point for the aircraft. Careful calculation must be used to keep the weight properly balanced about the fulcrum to ensure the aircraft is able to function as it was designed to.

In the corporate world, thoughtful communication strategy and shareholder engagement is the way to achieve balance between the significant complexities of running a business and the stability that is expected from external stakeholders.

Services

Progress

Investor Relations

Corporate Communications

Special Studies

Progress

Investor Relations

We specialize in building best-in-class investor relations programs that are focused on shareholder engagement and growing story awareness.
We work with both public and private companies in all stages of their lifecycle. Each program is tailor-made for each client to achieve the objectives of management.
We offer engagements ranging from supporting in-house IR teams to managing all aspects of the investor relations function.

Whether you are going through a traditional IPO or becoming publicly traded though M&A activities, building the right platform to grow from is essential. We can make this process turn-key for you and your team.
Quarterly earnings reports are one of the most important communication platforms companies can utilize to grow report with existing and prospective shareholders. Earnings calls provide an opportunity for management teams to articulate a plan and demonstrate performance, building essential trust with shareholders. In the event that performance deviates from plan, it is essential to develop thoughtful messaging to ensure stability and control from the management team
A well-crafted investor presentation is an essential tool for IRO’s and management teams to communicate the history, strategy and growth runway of the firm. As an IRO, the investor deck is the most frequently used piece of material. We have a proprietary development process to drive management alignment and clear messaging in this critical document.

Drafting copy and content can be very time consuming for IRO’s and management teams, we can help draft content and messaging for the press releases, annual reports, etc. Our experts will craft communication that balances the complexities that depicts your performance, strategy, governance and performance, while keeping in mind how external environments affect your company.

We offer all the benefits of an investor relations team, without the need for you to hire additional personnel. Let us take our expertise and develop a custom strategy for your company’s IR needs.
We can work with a firm of your choice, or suggest a firm, while we manage your annual report design, copywriting and development strategy so you can concentrate on running your business.
Special Purpose Acquisition Corporations (S.P.A.C.) have become a popular vehicle to becoming publicly-traded. There are a number of unique challenges that accompany a de-SPACing — dilutive securities, majority holders, thinly traded shares, lack of sell-side interest, etc. We have the unique experience of navigating these challenges throughout the entire overhang period while in-house. Let us help you get started by constructing a plan that will enable you to successfully navigate these unique challenges and prepare you for your next stage of growth.
It is important to remain relevant to your stakeholder groups, especially in a challenging business environment. We can help create a stakeholder engagement plan, in order to best approach legitimate stakeholder concerns and how to best circulate information inside and outside of your company.
Our IR expertise allows us to create seamless, functional IR websites that match your corporate website’s look and feel, all while ensuring SEC compliance. We can craft sites that can be managed completely by us, or with a content management system for your internal marketing and communications teams to manage.

Corporate Communications

Let us manage your internal and external communication needs to illustrate your strengths to your stakeholders, which is integral to your long-term success. Our expert copywriting services will communicate the same strong message to everyone from your employees, to investors, and even to the general public in ways that they can easily digest and understand.

Ensuring that your board is well-informed and able to make decisions that best move your company forward is one of the most important – and overlooked- areas of corporate communications. We will ensure a consistent message is delivered to the board that matches your strategy and future plans within your organization.

Let us help you create a calendar involving investor calls, presentations, and board meetings to best meet your schedule and needs.

Orchestrating the development of clear, useful Board materials can be a challenging process internally. We can evaluate your current process, gather feedback from the Board on content, and provide actionable feedback to management to drive a streamlined process and improved engagement with directors.

It is important to publish press releases regularly to stay relevant – however, it is also important to only publish when you have a strategy and message behind your words. Our experts will draft a plan and offer insight on what content will appeal to your audience, and offers copywriting services that will help you craft press releases that engage current investors and interest new ones.

Special Studies Services

We can add value in a variety of research areas, with core competencies in industry/ market analysis, financial analysis for capital spending projects, and process improvement in budgeting and forecasting.

We can perform a research study that gives you insights on the current state of your industry, identify key demand drivers and develop forecasting models.
Our expertise in finance and budgeting will allow us to take an “outside-looking-in” approach to your company’s budgeting and forecasting practices, to improve transparency and accuracy.

Contact Us

Let us know how we can help you!

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