Our Advantages


We’re always a few steps ahead, devising programs that grab investors’, analysts’ and reporters’ attention


We make a clear and compelling case for your company


Whether it’s analyst coverage or new investors, we get results

IR Strategy
Targeting & Outreach
IPO/Pre-IPO Advisory
Sustainability Reporting
Executive Training
Public Relations

Whether you’re a public company that wants to expand your investor base and analyst coverage, or a private company moving toward your IPO, Affinity has been in your shoes. We’ve been in investment banking, on the buy side and in private equity. We’ve been reporters and editors crafting the stories you read every day. We know what you’re going through and can help tell your story in a strategic way. As communications specialists with a knack for the financial drivers, we know what moves analysts and investors. We help you craft your message so you attract capital and build long-term equity market value. Earnings Reporting:

  • Earnings message development
  • Drafting earnings release, script, conference call presentation
  • Q&A development
  • Earnings guidance management
  • Conference call rehearsal
  • Maintain detailed consensus estimates and peer/industry research and metrics

Advisory Services:

  • Advice on investment community perspective
  • Custom research/presentations for boards, management
  • Capital markets/perception studies
  • Corporate positioning
  • Materials development
  • Industry/market insights
  • Development of fact sheets and presentations
  • Ongoing execution

If your company isn’t getting the analyst coverage it deserves or if you just can’t seem to break through to new investors, Affinity can help. We leverage longstanding relationships with analysts and investors to ensure your company’s story is heard and resonates. The experts at Affinity have been investors and bankers on the receiving end of pitches. We help you think like your audience, finesse your investment thesis and get the credit you deserve. We also have dedicated market intelligence professionals who will put you in front of the right investors.

  • Sell-side strategy
  • Buy-side targeting
  • Coordinating non-deal roadshows, analyst days and site visits
  • Investor conference attendance and conference calendar development
  • Share valuation strategy
  • Create and maintain investor/analyst target lists

The most successful IPOs begin well before the road show kicks off. In the year prior to the IPO we help clients create a story that resonates with the market and introduce them to potential banking partners, sell-side research analysts and institutional investors. We work side-by-side with your banks to prepare you for the roadshow, and help you develop the infrastructure of a public company so that, post IPO, you can hit the ground running.

  • Investor, analyst and banker introductions
  • Capital raising strategies
  • Investment thesis development
  • Financial model review
  • Investor presentation review
  • Guidance policies and financial metrics
  • Presentation coaching and speaker training
  • IR infrastructure development

Corporate commitment to social responsibility programs and initiatives are increasingly becoming a point of differentiation with investors. We help companies concisely and effectively communicate their economic, environmental, social and governance performance and goals. Our reports combine elements of both financial and non-financial analysis which allow companies to provide a comprehensive view of strategy, values and commitment to sustainability and investors a roadmap to assessing progress. Our process includes:

  • Due diligence
  • Content and full report creation
  • Design  
  • Report production   

Whether it’s an important investor meeting, IPO roadshow or investor day, we train you in tactics and strategies to win over your audience. We train individual leaders and entire teams to speak convincingly to groups of investors during IPO road shows, investor days and to address the media.

  • Training workshops
  • Media training
  • Crisis training

When clients come to us with an issue like insufficient press coverage or poor visibility, we listen carefully. As former journalists and editors, we know how to create a story that gets you noticed and multiplies across the kaleidoscope of media channels today. We make magic out of the mundane and do it repeatedly so that you have a communications flow that supports your brand and strategy – and a communications phenomenon in the making.

  • Strategic communications
  • Reputation management
  • Media outreach
  • Press releases, byline articles, expert positioning, op-eds, media kits
  • Transaction/crisis communications (M&A, executive transitions, proxy fights)
  • Website content, blogging
  • Digital/social media

Planning an event? We can help. We’ll find you the perfect venue, bring in an audience, develop all the messaging and materials, coach you on the presentation and even photograph the event. Whether you’re looking for new investors or presenting to your shareholders, we’ll put you in the best possible light.

  • Investor days
  • Media days
  • Site visits
  • KOL events