Investor Relations Advisory

The narrative
behind the numbers,
properly understood.

Aperture is an independent investor relations advisory for listed and pre-IPO companies — from IPO storytelling and quarterly disclosure to perception studies, crisis communications, and sustainability reporting.

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01 / PHILOSOPHY

A good business deserves to be correctly valued.
Correct valuation begins with being correctly understood.

“We don't write press releases. We architect the relationship between a company and the capital that values it.”
Founding Principle
— 01

Narrative before Disclosure

Disclosure is a legal duty. Narrative is a strategic choice. We work with management to architect long-term stories that withstand scrutiny from both sell-side and buy-side.

— 02

Perception over Volume

We don't chase media reach. We measure what key investors actually believe — running perception studies every quarter so IR work is grounded in evidence, not anecdote.

— 03

Restraint as Discipline

We do not work outside our circle of competence. We do not take engagements with conflicting interests in the same sector. We do not trade long-term credibility for short-term wins.

02 / SERVICES

From the first equity story
to the next print cycle — we work
at every inflection in the public market.

— 001
IPO & Listing CommunicationsFrom prospectus to opening bell.

Prospectus narrative architecture, pre-IPO investor education, listing-day choreography, and media strategy. We work alongside the underwriting syndicate, but we serve management.

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— 002
Quarterly Earnings & DisclosureThe print cycle, professionalised.

Earnings releases, scripts, Q&A briefs, management talking points, investor decks, and full earnings rehearsal. We ship the print, not just the press release.

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— 003
Perception StudiesWhat the buy-side won't tell you on the call.

Independent interviews with current shareholders, prospective investors, and covering analysts — translating consensus blind spots into a concrete narrative agenda for management.

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— 004
Roadshows & Investor DaysTargeting before storytelling.

Strategy, target investor mapping, agenda design, and on-site production for non-deal roadshows, analyst days, and capital markets days.

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— 005
Crisis & Special SituationsWhen silence is not an option.

Communications strategy and internal alignment for earnings misses, SEC inquiries, short-seller reports, M&A disputes, and unplanned management transitions.

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— 006
ESG & Sustainability ReportingBeyond the score.

Reporting architecture, SASB / ISSB benchmarking, MSCI / Sustainalytics ratings management, and external communication on climate-linked issues.

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03 / SECTORS

Six industries.
Working depth in each.

T

Technology & Software

SaaS, AI infrastructure, semiconductors, platform economy. We translate ARR, Rule of 40, and NDR for audiences that read them very differently.

H

Healthcare & Biotech

Innovative therapeutics, medical devices, CXO, and digital health. Clinical readout communications, catalyst calendars, KOL relationships, and investor education.

C

Consumer & Brands

Premium consumer, luxury, restaurant chains, cross-border e-commerce. Same-store, repeat rate, unit economics — translating shopper data into shareholder language.

F

Financial Services

Banks, insurance, asset management, fintech. Sustaining a stable capital markets narrative through regulatory uncertainty.

I

Industrials & Manufacturing

Advanced equipment, automotive and components, logistics, B2B services. Long-cycle communications strategy for inherently cyclical businesses.

E

New Energy & Materials

Power batteries, solar, storage, advanced materials. A communications playbook for CapEx-heavy business models the public market struggles to model.

04 / BY THE NUMBERS

Deliberately small.
Deliberately close.

5+
Active Engagements
2
Listings & Pre-IPO Mandates
$1.2B
Engaged Market Cap
25YR
Combined Partner Experience
05 / SELECTED WORK

Every engagement is a capital markets decision
that cannot be re-run.

NYSE / SEMICONDUCTOR · 2024

Reframing the story of a US-listed semiconductor company after an earnings miss

After two consecutive quarters below the top line and a string of short-seller reports, we worked with management to reconstruct the long-term narrative on capacity, cyclicality, and customer concentration — bringing the stock back into a sell-side upgrade window within ninety days.

+38%
Stock Recovery (90D)
7
Sell-side Upgrades
LISTED BIOTECH · 2023

Investor education ahead of a pivotal Phase II readout for a pre-revenue oncology issuer

Six months before a make-or-break clinical readout we ran a structured investor education program — KOL roundtables, long-only one-on-ones, and independent analyst deep dives. Buy-side consensus on readout day landed within the company's expected range.

62
Institutional Meetings
94%
Consensus Alignment
PRE-IPO / CONSUMER · 2024

Rebuilding the equity story for a US-listing consumer brand four months before F-1

Four months before the F-1 filing we engaged to rebuild a three-layer narrative — category, brand, and digital — co-authored the testing-the-waters brief with the underwriters, and led the listing-day press cadence.

2.4×
Book Oversubscribed
+22%
First-day Pop
NASDAQ / NEW ENERGY · 2024

Restructuring quarterly disclosure for a Nasdaq-listed energy storage company

We helped a Nasdaq-listed energy storage company shift from a deployment-led disclosure regime to one anchored in lifetime revenue and reconciled gross margin — letting the buy-side rebuild a credible valuation framework. Multiple expanded by ~35% over a full fiscal year.

+35%
Multiple Re-rating
4
Quarters Tracked
06 / INSIGHTS

Field notes from the capital markets.

2026 · 04Earnings
Beat-and-raise is no longer enough: what the buy-side really wants in this print cycle
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2026 · 03IPO
The new F-1 narrative: telling growth stories under tighter SEC scrutiny
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2026 · 02Perception
What 80 analyst conversations told us about China ADR sentiment in Q1
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2026 · 01ESG
ISSB meets CSRD: a practical roadmap for dual-listed Asian issuers
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Get in Touch

Let's talk about
your next print.

We accept new engagements by introduction only. If you are weighing an IPO narrative, recalibrating quarterly disclosure, or facing a special situation — write to us directly.

— By Email
partners@apertureir.com
— Engagement
By introduction. New mandates are evaluated on a rolling basis to maintain conflict-free representation in each sector.
Schedule a Conversation→