Case study · Data + AI
Making a complex AI business understood.
A Canadian-listed data and AI company · two-and-a-half-year engagement
The challenge
Progress was outrunning the narrative.
A fast-growing data, analytics and AI company was buying businesses across three continents. Each deal made it bigger, and harder for investors to follow.
Then the story changed. Leadership transitions, a shareholder dispute and a strategic reset put investor confidence to the test.
What we did
One story. Every channel.
Senior thinking, direct access and real execution, embedded with management from first diagnosis to daily delivery.
Diagnose
Embedded with senior management for two and a half years, mapping investors, peers and how the market read a fast-changing business.
Build
Reframed the story from acquisition-led scale to integration, EBITDA and balance-sheet discipline.
Activate
Ran institutional and retail targeting, roadshows, conferences and webinars, and opened U.S. access through the OTCQB.
Adapt
Led communications through leadership change, a shareholder dispute and a strategic reorganization, keeping credibility intact.
The result
The gap, closed.
- $21M raised through public financings, supported by a clearer investment case.
- Three new buy-side analysts following the company.
- More than 200 investor meetings across institutional and retail channels.
- U.S. investor access opened through an OTCQB listing.
- Credibility maintained through leadership transitions, a shareholder dispute and a strategic reset.
Outcomes describe this engagement and are not a guarantee of future results. Financing and market performance depend on business and market conditions.
CONNECT
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Building your investor relations function, preparing for a financing or looking to change how the market sees your business? Let’s talk.
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