Phase 12 · Collaborative Investor Network · Connect. Back. Scale Together.
Investor Relations & Portfolio Support
Raising investment is the beginning of a relationship, not the conclusion of one. The businesses that attract follow-on funding and loyal investor advocacy are those that make their investors feel like they made the best decision they ever made.
Investor Relations & Portfolio Support is a structured programme for managing the investor relationship after the capital is raised — building the communication, reporting, and engagement infrastructure that keeps investors informed, engaged, and commercially active on behalf of the business. Most founders raise capital and then manage their investors reactively — responding to queries, providing updates when pressed, and regarding the investor relationship as an obligation rather than a commercial asset. This programme reverses that dynamic: treating the investor base as one of the most valuable commercial relationships the business has, and building the infrastructure that makes investors into active advocates, follow-on investors, and commercial connectors rather than passive capital providers waiting for their return.
The Pain We Solve
You may recognise yourself in one of these.
Three audience scenarios · because the same service produces a different transformation depending on where you are in the business journey.
Scenario 1
The post-raise founder who has let investor communications drift
The round closed six months ago. The capital is being deployed. But investor communications have become sporadic — updates are sent irregularly, the quality varies, and some investors have not been engaged since the closing documents were signed. The relationships are cooling at exactly the stage when they should be warming: when the business is executing against the plan the investors backed, and when strong investor relations could be converting that capital into advocacy, introductions, and enthusiasm for the next round.
Scenario 2
The founder managing a complex, multi-investor cap table for the first time
The business has closed a round with multiple investors — angels, a seed fund, and a few strategic investors. Each has slightly different expectations, different communication preferences, and different ideas about how involved they should be. Managing this complexity without a structured investor relations framework is time-consuming, inconsistent, and creates the risk of some investors feeling neglected while others feel managed. The founder needs a system — not just for the next update, but for the full lifecycle of the investor relationship.
Scenario 3
The business preparing for a follow-on round
The next fundraising round is approaching. The existing investors will be the first people the market looks at when assessing the business's track record — do the people who backed it previously want to back it again? Strong follow-on participation from existing investors is one of the most powerful signals a business can send to new investors. But follow-on enthusiasm is earned through the quality of the investor relationship that has been built since the last round closed — and the business has not built that relationship with the rigour it deserves.
The Impact It Creates
The Moment You Will Feel the Difference.
Investors are informed, engaged, and commercially active — they make introductions, provide advocacy, and participate enthusiastically in follow-on rounds because the relationship has been managed as an asset
The investor network is mobilised commercially — beyond capital, investors open doors, make client introductions, and provide the network-effect advocacy that the business's own commercial efforts cannot replicate
Follow-on fundraising is accelerated — because existing investors' enthusiasm and follow-on participation signals quality to new investors and creates momentum at the opening of a new round
The founder's relationship with the investor base is a source of commercial advantage rather than administrative burden
What You Receive
The Specific Deliverables.
Tangible outputs · documented, dated, and yours to keep.
- Investor relations framework — a structured approach to investor communication covering update frequency, format, content, and the governance principles that keep the relationship healthy
- Investor reporting template — a professionally structured investor update template that communicates commercial progress, uses of capital, key challenges, and the next milestone in a way that maintains confidence and engagement
- Investor engagement programme — a structured plan for maintaining active, commercially productive relationships with each investor category — angels, funds, and strategic investors — at the appropriate level of engagement
- Investor network activation — a structured approach to mobilising the investor network commercially — identifying the specific introductions, advocacy opportunities, and commercial connections each investor is best placed to provide
- Follow-on round preparation — support in assessing existing investor follow-on appetite and building the narrative and materials that maximise existing investor participation in the next round
The Outcome
Where You Will Be on the Other Side.
After Investor Relations & Portfolio Support, the business has a structured, professionally managed investor relationship infrastructure — one that keeps investors informed, engaged, and commercially active, and that converts the capital raised into a compounding commercial asset rather than a static financial transaction.
Primary Focus
Building the investor communication, reporting, and engagement infrastructure that transforms passive capital providers into active commercial advocates — maintaining investor confidence, mobilising investor networks, and creating the follow-on enthusiasm that makes subsequent fundraising faster and more successful.
KPI Measurement
- Investor update consistency — percentage of scheduled investor communications sent on time
- Investor net promoter score — quarterly investor satisfaction and advocacy rating
- Commercial introductions made by investor network — introductions to clients, partners, or hires attributed to investor advocacy
- Existing investor follow-on participation — percentage of existing investors participating in the next funding round
Investment & ROI
Pricing Engineered Around the Value You Create.
Every engagement is sized against the value we believe we can create with you · the fee is always a fraction of the outcome. Four tiers · so the investment matches your stage of business.
Tier 1
Foundations
£5,000 – £15,000
Right for
Pre-startup, startup, and micro-business founders ready to build on evidence rather than instinct.
Typical Value Created
Bespoke
Engagement
4 – 8 weeks
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 2
Acceleration
£15,000 – £50,000
Right for
Growing SMEs and established small businesses ready to scale a working model into the next revenue band.
Typical Value Created
Bespoke
Engagement
8 – 16 weeks
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 3
Transformation
£50,000 – £250,000
Right for
Medium enterprises and scale-stage businesses ready to commit to a multi-quarter, organisation-wide shift.
Typical Value Created
Bespoke
Engagement
3 – 9 months
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 4
Enterprise
£250,000 – £2M+
Right for
Large enterprises, global operators, and complex organisations ready for a multi-year strategic partnership.
Typical Value Created
Bespoke
Engagement
12 months and onward
Target Return
5 – 10× ROI
within 12 – 18 months
Why We Price This Way
Every engagement is sized around the value we believe we can create with you. The fee is always a fraction of the outcome · typically 10 – 20% of the expected first-year return.
This is how we make sure pricing aligns with results. The conversation is never “what does this cost?” · it is always “what is this worth to your business?” We answer that together in the first call, transparently, and decide the right tier from there.
If we cannot articulate a credible 5–10× return for your specific situation, we will tell you in the first call. That honesty is part of why our clients trust us with the work that matters most.
Why This Conversation Matters
“Your investors backed you because they believed in what you are building. Investor Relations & Portfolio Support ensures they never stop believing — and that their belief translates into the advocacy, introductions, and follow-on commitment that makes every round easier to raise than the last.”
A 90-minute structured strategy session · produces a usable roadmap whether you engage further or not.
More in Phase 12