Capital Markets Strategy
Own the Future…
Whether through acquisition, a strategic partnership or J-V, a contract manufacturer relationship or replication of a successful existing business model in a new market, SIP is uniquely equipped to help drive you to the next level of scaling, resilience, and P&L strategy.
We carry a bucket-list history from our years in Boston and Washington, DC. We got to be a fly on the wall, and then fortunately also a player at the table, during the technology revolution. That’s afforded us an uncommon breadth of experience with the strategic, operational, and competitive contexts that you must navigate every day. Each of us has logged years in the trenches conceptualizing, architecting, implementing, scaling, and accounting for the very challenges and solutions that you require to advance your financial goals.
Our holistic approach in strategic and tactical capabilities is supported by first-rate accelerated execution, to break you out from the noise of others. It improves alignment of your internal systems and infrastructure with your go-to-market touchpoints. We help you scale. And close the gaps between your internal operations and your competitive ‘public’ market face to capital operators.
Please note: We do not conduct equity raises for investment capital. We originate, develop, and integrate all the essential project assets like no one else.
For M&A: We Can Help You
Update and advance your leadership and management models.
Facilitate a strategic planning process; produce the business plan; create a growth strategy with road map.
Produce your complete Data Room Pro forma contents including comprehensive financial projections and P&L model.
Create your campaign marketing assets and tools: Presentation script and messaging system, branded deck, web site, and social media channels.
Design the business development infrastructure and scaling map.
Engineer your customer experience lifecycle and touchpoints.
Undertake a risk analysis and produce a strategy for regulatory compliance.
Design a proportionate and effective Impact conformance program fit for your M&A requirements.
Go To Growth Strategy & Business Planning
Exceptional Quality: Toolbox and Execution
- Investment thesis development; parameter determination
Market research and strategic analysis - Due Diligence
Materiality Assessments - Competitive positioning
Sector mapping and segmentation - Business Plans with P&L financial model
- Complete branding, messaging, and positioning of venture
Decks, web sites, social media - Design of Cockpit-Dashboard project platform
Data Room management - Prospect targets – preliminary screening/vetting
- Courting and relationship development lifecycle support (Seller to Broker)
Touchpoint guidance and support - Outbound E-communications programs: Email, social media, video, mobile shorts
Capital Markets Communications programs – quarterly calls, Zoom presentations, newsletters
Capital Markets Campaign Decks and Web Site examples:
Go to Strategic Marketing and Communications
