Toolkit
Working tools for investor relations teams - the briefs, checklists, and workbooks I use with clients, published as they are written.
The IRO's Prompt Library
Ten tested prompts for investor relations work, and the rule that decides what you are allowed to paste into an AI model.
The Investor Targeting Brief
The brief to complete before you run an investor screen: who you want on the register, why they should own you now, and who you will not pursue.
The Investor Meeting Debrief
A workbook for recording every investor meeting, and for reading the pattern across them a quarter later.
First 90 Days as an IRO
A week-by-week plan for anyone taking on investor relations at a listed company for the first time.
Have a suggestion?
These are the documents I use with clients, published as they are written. If there is a specific tool you would find valuable, tell me and I will put it on the list.
Get in Touch