Boojee Estate Advisory

Investor Relations Consulting — Tell Your Story. Protect Your Multiple.

IR strategy, investor communications, reporting frameworks, and roadshow prep — so your investors hear the right narrative at the right time.

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What We Do IR strategy and investor communications

Tailored Investor Relations Consulting for operators who demand results, not decks.

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Investor Reporting

Quarterly investor update templates, KPI dashboard design, and board package structure — information that builds confidence, not anxiety.

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IR Strategy

Investor segmentation, communication cadence, message house, and Q&A preparation — so you control the narrative before investors fill in the gaps.

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Roadshow Preparation

Pitch deck refinement, financial model alignment, data room organization, and investor meeting coaching for fundraising roadshows.

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Shareholder Management

Cap table communications, existing investor update calls, issue management, and secondary sale facilitation.

How It Works

1

IR Audit

Review current investor communications, reporting quality, shareholder composition, and narrative consistency.

2

IR Strategy

Define communication cadence, key message architecture, KPI selection, and update format for each investor segment.

3

Template Build

Quarterly update template, board package structure, investor FAQ document, and roadshow deck framework.

4

Coaching

Practice sessions for investor meetings, Q&A prep, and live roadshow support for key presentations.

Packages

IR Audit
$798
Investor communications review
  • Current reporting assessment
  • narrative gap analysis
  • investor perception mapping
  • top-5 improvements
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Roadshow Advisory
$1,998
Fundraise preparation + coaching
  • Deck refinement
  • data room review
  • investor targeting
  • 3 mock investor sessions
  • live support
Get Started

Frequently Asked Questions

Do you work with pre-revenue companies?
Yes — pre-revenue IR is mostly narrative and milestone management. We help you tell the story and set the right expectations.
How often should we update investors?
Monthly operational updates for active investors, quarterly formal reports with financials. Annual detailed letter. We build the system.
Can you help us manage a difficult investor?
Yes — conflict management and expectation re-setting with existing investors is a common engagement.
Do you write the investor updates for us?
We build the template and coach the content — you provide the data. For clients who want full ghostwriting, we scope that separately.
What's the biggest IR mistake founders make?
Going silent when things are hard. Investors hate surprises far more than bad news.
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