Covelent’s Investor Strategy service is dedicated to aligning organisations with the most suitable investor types, refining investment theses, and ensuring the investor structure is in harmony with business goals. We address crucial questions about attracting specific investors, meeting investor expectations, and the robustness of investment theses. Our approach establishes investor insight as a pivotal element, harmonising business, investor, and financial strategies for optimal results.
What We Do
Our Investor Strategy encompasses:
- Investor Type Analysis: Assessing if the current investor base aligns with the organisation's nature and strategic direction. We explore if a shift in investor type is required to better match the company's growth trajectory and market positioning.
- Consistency of Expectations: Evaluating whether investors' expectations are in line with the organisation's businesses and opportunities. This ensures that investment strategies are realistic and attainable.
- Investment Thesis Development: Crafting and refining a robust investment thesis that clearly communicates the company's value proposition and growth potential to the investor community.
Addressing Key Business Issues
Our service is vital in various scenarios:
- Performance Discrepancies: Particularly useful for organisations experiencing significant under- or over-performance compared to the market or industry benchmarks.
- Investor Relations Management: Addressing issues in investor relations that could lead to share price or valuation discounts, ensuring better investor communication and management.
Our Expertise
Our team of financial analysts and strategic advisors brings in-depth knowledge of financial markets, investor psychology, and corporate strategy. This enables us to provide nuanced advice tailored to the specific needs and objectives of each organisation.
