INDEPENDENT ADVISORY / EST. 2018
The market needs to see your value.
A senior investor relations team, without building an internal department.
Based in Calgary, BoxTop brings strategy, disclosure and design together for small-cap public companies and private companies preparing for the market.
Explore the markets
THE OPPORTUNITY
Great businesses deserve to be understood.
A strong business alone does not guarantee a strong capital markets profile.
When investors cannot clearly understand a company’s strategy, performance or potential, its market narrative can fall behind its underlying progress. BoxTop connects corporate strategy with investor expectations through disciplined positioning, intelligence and engagement.
CAPABILITIES
One partner. Every market moment.
CAPITAL MARKETS ADVISORY
Prepare for what comes next.
Capital markets positioning, financing communications, IPO and listing preparation, transaction materials, roadshow strategy and management coaching.
INVESTOR RELATIONS
Build confidence through consistency.
Fractional IR leadership, investor targeting and outreach, earnings communications, disclosure drafting, shareholder analysis, roadshows and conference support. Senior capacity for your ongoing program and busiest reporting periods.
STRATEGIC COMMUNICATIONS
Make the story clear. Make it matter.
Corporate positioning, financial media relations, executive messaging, news releases, stakeholder communications and reputation support.
BRAND, DIGITAL + INVESTOR CONTENT
One story. Every channel.
Investor presentations, factsheets, corporate websites, digital campaigns and social content that bring the investment story to life.
SERVICES → OUTCOMES
A clearer story. Stronger investor relationships.
From public market engagement to private capital raises, we connect the work with the result it is designed to deliver. Choose your company type to explore.
Public companies / EXPLORE SERVICES + OUTCOMES
Build market understanding and maintain investor confidence through consistent communication, engagement and insight.
Position the investment story
Investment thesis, equity story, investor presentations and factsheets.
INTENDED OUTCOME
A clear explanation of the business, its opportunity and why it merits investment.
Reach the right investors
Investor targeting, database management, outreach, roadshows, conferences and analyst engagement.
INTENDED OUTCOME
A qualified investor pipeline and more productive conversations.
Keep investors informed
Earnings releases, scripts, Q&A, annual report messaging, disclosure support and shareholder updates.
INTENDED OUTCOME
A consistent reporting rhythm and a clearer understanding of performance.
Prepare for pivotal moments
Financing communications, acquisitions, divestitures, leadership transitions, AGMs and investor days.
INTENDED OUTCOME
Investors understand the rationale, progress and next steps.
Equip management to lead
Fractional IR leadership, executive coaching, meeting preparation and difficult-question planning.
INTENDED OUTCOME
Stronger presentations and greater confidence in the leadership team.
Build visibility and insight
IR websites, corporate news, financial media, peer and shareholder analysis, investor feedback and program measurement.
INTENDED OUTCOME
Accessible information, stronger recognition and better-informed decisions.
Private companies / EXPLORE SERVICES + OUTCOMES
Prepare for capital, develop investor relationships and keep existing investors informed as the business grows.
Position the investment story
Investment proposition, fundraising decks, investment summaries and opportunity overviews.
INTENDED OUTCOME
A clear explanation of the business, its opportunity and why it merits investment.
Reach the right investors
Capital provider targeting, investor databases, introductions and fundraising follow-up.
INTENDED OUTCOME
A qualified investor pipeline and more productive conversations.
Keep investors informed
Quarterly investor letters, financial summaries, capital deployment and asset or portfolio updates.
INTENDED OUTCOME
A consistent reporting rhythm and a clearer understanding of performance.
Prepare for pivotal moments
Capital raises, due diligence communications, acquisitions, recapitalizations, exits and IPO readiness.
INTENDED OUTCOME
Investors understand the rationale, progress and next steps.
Equip management to lead
Founder pitch preparation, management coaching, investor briefings and due diligence Q&A.
INTENDED OUTCOME
Stronger presentations and greater confidence in the leadership team.
Build visibility and insight
Investor and deal pages, corporate visibility, peer benchmarking, inquiry management and engagement tracking.
INTENDED OUTCOME
Accessible information, stronger recognition and better-informed decisions.
Programs are tailored to your stage and objectives. Outcomes are intended results; financing and market performance depend on business and market conditions.
CLARITY / PRECISION / CONFIDENCE
Built around your next move.
HOW WE WORK
Senior thinking. Direct access. Real execution.
DIAGNOSE
Unbox the business, review shareholders and peers, and define investor priorities. Receive a written IR roadmap and milestone calendar.
BUILD
Distill the investment story into a presentation, factsheet, website and release templates that tell one consistent story.
ACTIVATE
Put the story in front of targeted investors and dealers through coordinated outreach, meetings, roadshows and conference preparation.
ADAPT
Review outreach activity, investor feedback and completed work with management. Refresh materials and agree the next priorities.
SELECTED CLIENT EXPERIENCE
Complex businesses. Clearer stories.
Experience across technology, energy, resources and emerging industries. From listing preparation to ongoing investor relations, BoxTop supports management teams through pivotal stages of growth.
Technology + Software
Energy + Clean Technology
Resources + Infrastructure
Emerging + Growth Companies
Selected current and past client and project experience across BoxTop and prior roles. Logos do not imply endorsement.
COMPLEXITY, MADE CLEAR
Bring the future into focus.
BOXTOP
Confidence in the room where it counts.
CEOs and boards hire BoxTop when the business moves faster than the market’s understanding of it.
Our senior team brings more than two decades of IR and capital markets experience to every engagement. Judgment and execution, without building an internal department.
One accountable partner for strategy, disclosure and design.
Team
Senior counsel. Direct access.
Every BoxTop engagement is led by senior advisors who have sat on the issuer’s side of the table, supported by a trusted network of specialists in design, writing and media.
Glen Nelson
Founder and Managing Director
View biography
More than 20 years of investor relations and capital markets communications experience, counselling senior management teams at more than 30 public and private companies through IPOs, M&A, investor outreach, media and crisis management. Before founding BoxTop in 2018, Glen held investor relations roles at Provident Energy, Parkland Fuel and 5 Quarters Investor Relations.
Janelle Morris
Director of Business Operations
View biography
Janelle leads business operations at BoxTop. She brings experience in program development, stakeholder engagement and operational efficiency from program management roles at the University of Calgary, including the launch of new graduate programs, and holds a Bachelor of Arts in Communication Studies from the University of Calgary.
Ways to work together
The right team for your next move.
Build an investor relations function, run an ongoing program or bring in experienced support for a defined project. Each engagement starts with your priorities and a clear scope of work.
IR Launch Program
Build the function.
For companies preparing to list, raise capital or establish investor relations for the first time.
- Investor story and written IR roadmap
- Presentation, factsheet and investor website
- Investor targeting and contact database
- A coordinated launch and reporting plan
A defined program, scoped to your starting point.
Ongoing & Fractional IR
Run the program.
A senior investor relations team on a monthly retainer, with the capacity to keep the story, materials and outreach moving.
- Earnings, disclosure and news release support
- Investor targeting and relationship management
- Roadshows, conferences and analyst engagement
- Regular reporting and management counsel
$10K – $14K per month · CAD
Defined Projects
Deliver the next priority.
Experienced support for a specific deliverable, reporting cycle or pivotal announcement, alongside your existing team.
- Investor presentations, factsheets and websites
- Quarterly and annual reporting support
- Financing and transaction communications
- Executive scripts, Q&A and stakeholder messaging
Quoted separately · Fixed scope and timeline
Retainers are confirmed after an initial diagnostic, once the scope is clear. Fees exclude GST and third-party costs such as newswire distribution, events and travel.
Inside the IR Launch Program · EXPLORE THE FOUR PHASES
The launch program builds the function that an ongoing retainer maintains. Your materials, investor database and milestone calendar carry forward as the business grows.
Start with the story
An unboxing session, value proposition, peer review and investor priorities establish the direction.
What you receive
Strategy, priorities and a written roadmap.
Build the tools
Develop the presentation, factsheet, website, release templates and milestone calendar around one investor story.
What you receive
A consistent set of investor materials.
Put it in front of investors
Coordinate targeted outreach, investor meetings, dealer engagement and management preparation.
What you receive
An active engagement plan and organized follow-up.
Run, measure and refine
Keep communications current, review feedback and adapt the program as the business progresses.
What you receive
Activity reporting, refreshed materials and clear next actions.
Questions
Before we begin.
Why not hire an in-house investor relations person?+
A single hire brings one set of skills. BoxTop brings strategy, disclosure writing, investor outreach and design for a monthly fee, with no recruiting or ramp-up. Many companies work with BoxTop until they are large enough to hire, and we can help with that hire.
What does an engagement cost?+
Ongoing investor relations engagements typically run between $10,000 and $14,000 per month, depending on scope. Projects are quoted separately.
Is BoxTop the right size for us?+
BoxTop is senior-led by design: the people in the first meeting do the work. We add capacity through a network of writers, designers and media specialists when a mandate calls for it.
What results can you promise?+
None that depend on the market. We commit to the plan, the materials, the outreach and the timetable, and we report on each. Financing and share price outcomes depend on the business and market conditions.
Do you work with private companies?+
Yes. We help private companies prepare investment materials, reach capital providers and get ready for a listing or a raise.
Do you only work with energy companies?+
No. BoxTop is based in Calgary and has worked across energy, mining, technology, clean technology, consumer and growth companies.
Do you work with our competitors?+
Engagements are non-exclusive, and every client’s information is held in strict confidence during and after the engagement.
How quickly can we start?+
We begin with a diagnostic of your positioning, shareholders and materials, and agree a written plan for the first 60 days.
Who will actually do the work?+
Glen Nelson leads every engagement, with named advisors and a regular working rhythm with management.
Who owns the materials?+
You do. Presentations, websites and brand work produced for a client belong to the client.
Can we engage BoxTop for one project?+
Yes. We scope individual presentations, factsheets, websites, reporting assignments and transaction communications as defined projects, with agreed deliverables and timelines.
Can you support an existing investor relations team?+
Yes. BoxTop adds experienced drafting, design and execution capacity at quarter end, year end or during a financing or transaction, working alongside your internal team.
CONNECT
Make your next move count.
Building your investor relations function, preparing for a financing or looking to change how the market sees your business? Let’s talk.
BOXTOP. CAPITAL MARKETS ADVISORY + INVESTOR RELATIONS
YOUR STORY IS IMPORTANT
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