Services

For companies in all growth stages, our suite of financial communications services is designed to help your business reach its highest potential.

Gateway advisors in a client working session
// What is included

Everything in the mandate

01
Positioning

We build the equity story, the proof points and the language that carries it

02
Targeting

We map the funds and analysts who should own the stock

03
Materials

Decks, releases, scripts and the website, written to survive a hard question

04
Measurement

Every quarter you see who engaged, what moved and what we do next

Newport Beach towers from the street
// Approach

Story first. Tactics follow.

Most programmes start with a calendar. We start with the sentence an investor will repeat when we are not in the room — everything else is downstream of getting that sentence right.

1,000+ companies advised

Across IPOs, uplistings, spin-offs and every quarter in between.

100+ listings supported

NASDAQ and NYSE, from the S-1 through to steady-state coverage.

// Process

How an engagement runs

One narrative your CEO, your deck and your website all tell the same way.

01

Discovery

Two weeks inside the business: management, the model, the filings and every objection the market has raised so far.

02

Positioning

We draft the equity story, test it against the sceptics and agree the three proof points that carry it.

03

Materials

Deck, release templates, Q&A, scripts and the IR site, all in one voice and ready for a hard question.

04

Outreach

Targeted introductions to the funds and analysts who should own the stock, plus the media that reach them.

05

Review

Every quarter: who engaged, what moved, what changed in the register and what we do next.

Gateway team in a discovery session with a client
Positioning worked out on a whiteboard
A senior advisor reviewing materials at his desk
An investor meeting in progress
Quarterly review call from the Newport Beach office
01
05
// FAQ

What clients ask about our services

Everything you need to know before we start.

Matt Glover, Senior Managing DirectorCody Slach, Senior Managing DirectorTom Colton, Managing Director
Have more questions?
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What does an investor relations mandate include?

Positioning, materials, targeting and measurement, run by the senior people who pitched you. Most programmes also carry the quarterly cycle: release, script, Q&A and the call itself.

Do you work with companies before they are public?

Often. A large part of our work is pre-IPO and pre-uplisting: the story, the metrics you will be judged on, and the investor base you want on day one.

Do you write the earnings materials themselves?

Yes: the release, the script, the Q&A and the deck, drafted to survive a hard question and reviewed with your counsel before it goes out.

How do you find the right investors?

Through investor targeting and corporate access. We match the story to the funds whose mandate fits it, then arrange the meetings, roadshows and conference slots that put management in front of them.

What is a perception study?

A structured set of interviews with investors and analysts about how they see the company. It shows where the story lands, where it does not, and what to change.

Which industries do you cover?

From private growth companies to leading public enterprises, we work with dynamic businesses across all major industries. We have helped more than 500 global micro and small companies raise their equity profile and unlock brand value.

How do you measure success of investor relations campaigns?

We measure success by defining and executing strategic goals laddering up to our client’s overall objectives.

Can public relations be bought on its own?

It can, though it rarely works as well alone. The story that earns coverage and the story that earns a position are the same story, told to two different rooms.

Which outlets do you actually reach?

The financial desks and trade press your investors already read, plus the podcasts and newsletters that now move small-cap attention.

What does a public relations mandate include?

Strategy and messaging, media relations and asset development, influencer campaigns, company and executive social media, thought leadership and awards, and the reporting that ties them together.

Do you run our social channels or advise on them?

Both are on the table. Most clients have us running the company account and coaching the executives on theirs, because a founder’s own feed is usually the fastest route to the audience you want.

Do you handle thought leadership and awards?

Yes. Bylines, speaking slots and award submissions are planned alongside media relations, so executives build a profile that supports the company story.

How do you measure public relations work?

Against a benchmark set at the start: activity, share of voice, the quality of the outlets and what moved in the audiences you care about. You see it every month, not at the end of the year.

What happens around a transaction?

We write the announcement, prepare both management teams, and hold the line on the message through the close and the first two quarters after it.

How quickly can you start?

Discovery usually begins within two weeks of a signed engagement letter, and the first materials land four to six weeks after that.

Do you work on de-SPACs as well as traditional IPOs?

Both, and the same narrative work runs either way. What changes is the sequence and the filings, not the story underneath them.

Can you help if a crisis has already started?

Yes, and most crisis engagements start that way. The first call is about what is already public, who has to hear from you next, and what you can say today.

Do you stay on after the deal or the listing?

Most clients move straight into ongoing investor relations and public relations work, so the reporting cycle is already running in the first quarter that follows.

// Services

Specialized teams, working as one.

Pick the one you came for. The people who pitch are the people who run it.