ThirdHorizon team
Senior IR lead, bilingual analyst and financial-communications support.
Representative Mandate
Growth Company Preparing for Institutional Financing
Investor narrative, reporting, KPI definitions and the data room had developed inconsistently.
- Sponsor type
- VC or growth-equity sponsor
- Portfolio company
- Later-stage growth company
- Sector
- Cross-sector
- Geography
- Japan and international investors
- Company stage
- Pre-financing or pre-IPO
- Confidentiality
- Representative mandate
Investor narrative, reporting, KPI definitions and the data room had developed inconsistently.
Management information existed, but it was not organized into a repeatable institutional communications process.
Managed Workstream
IR Build Sprint covering positioning, materials, reporting, data-room structure and management preparation.
Advisor background
Representative institutional IR and growth-company readiness experience.
Management involvement
Management owns financial accuracy, strategy, disclosure and final approval.
Sponsor governance
Weekly operating review with sponsor milestone visibility as agreed.
30 / 60 / 90
A milestone-based execution plan.
30 days
Narrative, KPI and material diagnostic
60 days
Drafting, data-room remediation and management rehearsal
90 days
Approved materials, cadence and twelve-month IR plan
Representative deliverables
- Investor narrative
- Core deck and FAQ
- KPI dictionary
- Reporting templates
- Data-room index
Intended Operational Outcome
A coherent institutional IR foundation and ongoing operating cadence.
Potential follow-on
Potential transition into Managed IR or permanent-hire handover support.
All case structures →This is a representative mandate structure only. It does not identify a client or imply a specific financial, commercial, financing or transaction result.
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Define the mandate around your company context.
ThirdHorizon will assess the baseline, advisor fit, governance and appropriate operating cadence.