Publications & Insights

Accellency publishes regular in-depth and short insight pieces, looking at the hot topics and major challenges facing investment funds, private and listed companies.

You can read them here.

AGMs & Investor Days for investment funds: 5 frequent mistakes & how to avoid them

AGMs are invaluable opportunities to engage LPs, convert prospects into long-term partners and lay a strong foundation for future vintages. Having worked on major investment funds’ AGMs for many years, we’ve developed a clear view of what drives LP engagement — and what undermines it. In this report, we walk

Equity Stories: A critical tool for Exit Readiness

A clear equity story can help buyout-owned companies get exit ready and deliver a successful sales process at an attractive valuation. By focusing on exit preparations, leading GPs are taking control of portfolio liquidity early by positively impacting the perception of potential investors. This document explains how Accellency’s Equity Story

Accelerate your fundraising: Thought Leadership

Thought leadership has become a powerful pre-marketing tool for investment firms. In a crowded market, funds that fail to produce original, data-driven insights on their asset class, market, and strategy risk losing LP interest and missing out on commitments. Accellency helps investment funds craft high-impact publications specifically targeted to LPs

3 common pitfalls of DDQ & PPM production

In this new publication, how outsourcing can help avoid 3 common pitfalls of DDQ and PPM production:1. Underestimating the disruption to your Investor Relations team2. Using a copy & paste approach from your previous vintage 3. Failing to realise that greater competition means higher LP expectations

Eight big investor relations challenges for listed companies

In investor relations, the stakes are high and the margin of errors is thin. Seizing the opportunities to promote your equity story while navigating the risks in listed markets has raised the stakes for management teams and IR professionals.

Private tech companies in unprecedented times

Do you have an investor relations strategy? Not having an Investor Relations strategy has tremendous consequences and can lead to failed capital transactions, value impairment and eventually operational failure.

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News & Updates

Our news section provides insights into recent developments, company achievements and industry trends that shape our business and the markets we serve. Stay informed about our latest activities and strategic initiatives here.

Traditional media training programmes for financial professionals usually fail to create sustainable improvements. This leaves both participants and their learning & development managers disappointed. Why doesn’t media training work? In finance, content and delivery are indivisible. Delivery techniques cannot be separated and overlaid on the content in isolation. Your communication strategy needs to be targeted at investors and decision-makers. In roadshows and pitches, where delivery matters as much as content, the numbers rarely speak for themselves. Failing to deliver messages effectively inevitably means failing to maximise the chances of success. Accellency’s training programmes are designed and delivered by finance professionals for finance professionals. They are structured around real-life scenarios, interactive exercises, and behavioural science techniques for immediate and lasting impact. Our Financial Storytelling, Roadshow Preparation and Presenting With Impact programmes combine content and delivery so that your teams can develop commercially successful communication strategies. If you want a financial communication strategy which really works, get in touch with Accellency to learn more….
Amid the ESG backlash, this is probably the most common question we get from clients today. This issue is close to the top of the agenda for management and IR teams, in both investment funds and corporates across private and public markets….
Amid the ESG backlash, this is probably the most common question we get from clients today. This issue is close to the top of the agenda for management and IR teams, in both investment funds and corporates across private and public markets….