What we do

We help management teams to build credibility with institutional investors and to enhance shareholder value by clearly articulating our client’s investment proposition.

Develop and implement an effective investor relations program
Build trusted relationships in the investment community
Provide straightforward and unfiltered feedback from existing & prospective investors
Support companies’ efforts to achieve a premium market valuation
Provide independent strategic investor relations advice
Share register analysis and insights

Develop and refine an investment proposition that is clear, concise and compelling
Assist to position the equity story with investors and research analysts
Build credibility with institutional investors and research analysts
Identify and target institutional investors based on our understanding of their investment criteria
Improve the calibre of institutional investors on the share register
Assess, manage and communicate market expectations

What We Do

Fortitude IR helps management teams to build credibility with institutional investors and enhance market valuations by clearly articulating our client’s investment proposition.

Identify and target institutional investors based on our understanding of their investment criteria
Provide independent strategic investor relations advice
Develop and refine an investment proposition that is clear, concise and compelling
Assist to position the equity story with investors and research analysts
Build credibility with institutional investors and research analysts
Share register analysis and insights
Support companies’ efforts to achieve a premium market valuation
Improve the calibre of institutional investors on the share register
Assess, manage and communicate market expectations
Develop and implement an effective investor relations programdevelop and implement an effective investor relations program
Build trusted relationships in the investment community
Provide straightforward and unfiltered feedback from existing & prospective investors

How do we help?

Deliver candid insights from existing investors, prospective investors & research analysts
Leverage our extensive relationships with institutional investors, research analysts, and institutional salespeople

Position an equity story in a way that resonates with investors
Implement a structured and rigorous IR program
Develop a plan to attract & retain institutional investors
Help management prioritise the important elements of IR, and coordinate the “routine”

We leverage our existing relationships to provide insights directly from market participants.

Where do we play?

ASX-listed emerging companies, typically with a market cap of up to $2 billion
Unlisted & pre-IPO companies, often owned by VC or PE funds
Assisting businesses to prepare for a capital raise
Our team has experience in a broad range of sectors including tech, SaaS, cyber, fintech, education, telco, media, infrastructure, energy, utilities and industrials

What makes us different?

We start with a detailed review of a client’s business including its customer value proposition, the corporate strategy, company positioning vs its peers, operating and financial performance, unit economics, and key drivers & business metrics.

How do we demonstrate value?

We are committed to an open and transparent assessment of our performance, and periodically review the following with clients:

Quality of institutions on the share register
Research coverage (# of brokers, engagement & quality of coverage)
Share price performance - absolute & relative to indices & peers
Change in valuation multiples - absolute & relative to peers
Feedback from investors and research analysts

Steve Loxton
Founder & Managing Director

Steve's passion lies in empowering clients to insightfully articulate their investment proposition, fostering trust with shareholders through open and transparent communications.
‍
Central to Fortitude IR's approach is a steadfast commitment to enhancing management credibility, ensuring authenticity and integrity in every interaction.

Our emphasis on enhancing shareholder value is supported by thorough financial analysis.
‍
Linkedin

Articulating an Investment
Proposition with Integrity

What we do

What We Do

How do we help?

Where do we play?

What makes us different?

How do we demonstrate value?

Steve Loxton
Founder & Managing Director

Lets have a conversation

Articulating an Investment Proposition with Integrity

What we do

What We Do

How do we help?

Where do we play?

What makes us different?

How do we demonstrate value?

Steve LoxtonFounder & Managing Director

Lets have a conversation

Articulating an Investment
Proposition with Integrity

Steve Loxton
Founder & Managing Director