A Self-help guide to Equity Story techniques
Equity story techniques apply and deliver value across all industries. No exception. It turns your business strategy into a financial narrative that appeals to investors and resonates with them, leveraging frameworks and concepts specifically designed to trigger investment decisions. Read the Full Report
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. Read the Full Report
Eight big investor relations challenges for listed companies
In investor relations, the stakes are high and the margin of error 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. Read the Full Report
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 Read the Full Report
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 —delivering research-backed narratives that reinforce […]
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 for Exit Readiness (ESTEXTM) methodology […]