Investor relations & post-investment advisory

1. Brief service summary

Organize exchanges and monitoring after an investment by connecting information, commitments and expected decisions. The engagement prepares an investor relationship framework, without replacing corporate bodies or presuming authority over financial communications.

2. Your needs

After a transaction, requested information, timetables and responsibilities are not always settled. Exchanges may mix routine monitoring, governance questions and new financing needs.

You wish to have explicit arrangements to prepare communications and track documented commitments.

3. Objectives of the engagement

The engagement aims to clarify recipients, information needs and approval processes. It helps distinguish an identified obligation, an expressed expectation and voluntary communication requiring a decision.

The objective is to prepare a structured relationship, with clearly established responsibilities and information-sharing limits.

4. Indicative scope

Work may cover reporting, deadlines, meetings and action tracking related to the investment. Information is considered alongside available documents without presuming their definitive legal effect.

Sensitive questions, conflicts of interest and differences in access rights are identified for appropriate treatment. New capital operations or approaches for funding are distinguished from monitoring the existing relationship.

5. Possible delivery arrangements

Interviews, document review and workshops on reporting materials provide a basis for preparing the framework. Participation in meetings may be considered under an explicit mandate; no document is circulated or statement made without approval by authorized persons.

6. Possible deliverables

Deliverables may include an investor relations calendar, reporting templates, an approval process and a register of commitments and decisions.

7. Conditions and limitations

No trust, valuation or raising of new funds is guaranteed. Regulated communications, representation and legal advice require confirmed professional conditions. Service 20.03 addresses governance bodies; 12.04 prepares an equity operation. The engagement includes neither investment management nor any promise of return.