Services
We work with sustainability-led fund managers and investment companies seeking to grow their institutional investor base. Our strength lies in combining deep capital markets expertise with a sharp focus on sustainability, helping our clients reach the right investors with credibility and clarity.
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We understand the regulatory, reputational, and commercial expectations of sustainable finance – and we know how to position your strategy with investors who care about both returns and impact.
Capital raising
We work with corporates and fund managers who are raising capital for sustainability-focused investment strategies such as green economy investment companies or SDR-labelled funds. We are particularly those aligned with long-term environmental outcomes. Our role is to support the capital raising journey from the earliest stages, helping shape the narrative and engage the right audiences ahead of a formal IPO or follow-on raise.
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We are not a sponsor or key advisor as defined by the FCA or London Stock Exchange, and we do not replace these parties. Instead, we operate as a strategic partner, helping position funds clearly within the sustainability space and build early conviction with aligned investors. Our value lies in complementing the formal advisory team by bridging sustainability-led investment strategies with appropriate long-term capital.
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Successfully executing an IPO requires a comprehensive, all-encompassing effort. We have been through this process many times throughout our careers and understand the level of commitment, coordination, and expertise it demands. As a small, focused team, we bring deep expertise, and a track record built at leading institutions. Collectively, we have been part of teams that secured over £10bn* for high-profile investment companies and co-led the launch of the first pure-play listed solar fund*. While these achievements were made prior to founding our firm, they reflect the calibre of experience we bring to each mandate. You will need every advantage to ensure the best possible outcome and we are built to deliver just that.
* Collectively, whilst working at various investment banks in the United Kingdom, including RBS International, Jefferies & Company and Numis.
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Investor targeting and marketing
We maintain a focused network of long-term investors with a strong interest in sustainability, including institutional investors, asset managers, pension funds, insurance companies, private wealth, family offices, foundations, specialist allocators, and other mission-driven institutions. We work closely with corporates and fund managers to help identify and engage the most relevant parts of the investor universe. Our outreach frequently extends beyond the traditional investor networks engaged by the appointed corporate broker. Even where there is some overlap, it is often the case that the broker may lack the specific relationships or tailored approach necessary to fully deliver the desired outcome.
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Our marketing support includes input into fund messaging and materials, helping managers present a credible and compelling case that resonates with serious investors. We help ensure that the investment strategy is not only well understood but also positioned appropriately in light of the latest sustainability policy signals, thematic trends, and investor priorities. Our role is to help managers stand out in a market where authenticity, credibility and clarity matter more than ever.
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Ongoing investor relations
We typically support clients well before the formal appointment of a sponsor or the start of an official IPO timetable. This includes advising on informal investor conversations, assessing appetite across different investor segments and helping test key themes or structures through controlled engagement. Our work in this phase allows fund managers to gain insight into potential demand, refine messaging, and build early momentum.
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Once a sponsor and broker are appointed, we remain closely engaged throughout the roadshow period, working in partnership with the formal advisory team. Our role brings an additional layer of competitive tension to the marketing effort: as a third-party firm with success-aligned incentives, we are fully motivated to drive momentum and deliver results. This dynamic can differ meaningfully from that of traditional advisors, whose remuneration may not be directly linked to the outcome. Rather than duplicating the broker’s work, we complement it helping to sustain intensity, sharpen messaging, and keep all parties focused on conversion.
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Test marketing and book building
Post-IPO or post-raise, we continue to support fund managers with long-term investor engagement. This includes identifying new opportunities to connect with aligned investors, refining messaging in response to changing market or regulatory conditions, and helping to maintain credibility and momentum within the sustainability-focused investor community.
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We also assist with ongoing communication strategies, particularly where sustainability themes are evolving or becoming more central to investor decision-making. Our approach is pragmatic, clear, and aligned with the expectations of long-term investors who value transparency, integrity, and alignment with the fund’s stated objectives. Our goal is to help funds retain relevance and grow over time through thoughtful, consistent engagement.