• info@one44advisory.com
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One 44 Advisory

One 44 advisory

Attracting the right capital

Investor analytics & targeting

Attracting investor interest gets harder every year. We model how investors react to the factors that define your business, then design a positioning strategy that makes you attractive to active and passive capital alike.

Request a free consultation

Tell us what you’re working on. We’ll come back with a short written read on what we see and what we’d look at first. No obligation, and no sales sequence.
Consultation Form

What we provide

Six components, delivered as one piece of work. Each answers a question you can act on rather than one you can only discuss.

Factor analysis

We run your business through our proprietary analytical model to establish which factors are genuinely affecting your P&L and market performance, over both short and long horizons.

Investor reaction mapping

For each of those factors, we determine how investors have actually reacted. Some of your characteristics are attracting capital. Some are repelling it. Most management teams cannot tell which is which.

Positioning strategy

A strategy built to make the company as attractive as it can honestly be to the capital you want. Not a rewrite of your messaging, but a view on what to emphasise, what to address and what to fix.

Active investor targeting

A prioritised list of managers whose mandates, position sizing and historical behaviour suggest a genuine fit, so management time goes where it has a chance of converting.

Passive readiness

An assessment of how your business measures against the rules-based criteria that determine passive allocation, and what stands between you and a larger share of it.

Capital infusion targeting

If you're raising, we identify and help you target new investors for capital infusion. We take no placement fee, so the names we put forward are the ones the analysis supports.

What you walk away with

Documents your board can read and your IR team can work from on the Monday after delivery.
  • Factor analysis report, with the reasoning shown
  • Investor reaction map across your key business characteristics
  • Written positioning strategy for active and passive capital
  • Prioritised target list with the rationale for each name
  • Passive readiness assessment and gap list
  • A working session with your leadership team, and a board-ready summary

Who this is for

Companies whose ownership has drifted

The register no longer reflects the business you've become, and nobody can say precisely when that happened or why.

Teams spending management time badly

The roadshow schedule is full and the conversion rate is poor. Usually a targeting problem, not a story problem.

Companies preparing to raise

You need a defensible view of which new investors to approach, from someone with no fee riding on the answer.

What clients say

We had been running the same investor list for four years without ever asking whether it was the right one. The factor work showed us that two of the things we led with in every meeting were actively putting people off. That was uncomfortable, and it was worth every hour.
Marguerite Okonkwo-Baird
Our board kept asking why passive ownership was so far below our peers and nobody in the building could answer it. One 44 came back with a specific list of criteria we were failing and what it would take to fix each one. It turned an argument into a work plan.
Dev Ramanathan-Vogel
What sold me was that they had no fee riding on which investors we approached. I have had that conversation with bankers before and it is never quite the same conversation. The shortlist we got was shorter than I expected and considerably more useful.
Halvard Sjöqvist-Lennox

Not sure whether this is your problem?

That’s a reasonable place to start. Tell us what you’re seeing in your investor base and we’ll tell you honestly whether targeting is the right lever, or whether something else is going on.
Call: 646-373-9104

How the engagement runs

Four to eight weeks from kickoff to a delivered strategy and target list.

1

Baseline

We establish where you are now: your current investor base, your peer set, and the questions your leadership team is already asking.

2

Model

Your business goes through the analytical model. We identify the factors that matter and how investors have historically responded to each.

3

Strategy

We translate findings into a positioning strategy covering both active and passive capital, and walk your team through the reasoning.

4

Target & support

You receive the prioritised target list. We stay available through outreach and refresh the analysis as your shareholder base moves.

Frequently asked questions

What is investor targeting?
Investor targeting is the process of identifying which investors are most likely to buy and hold your stock, based on how they respond to the factors that characterise your business. The output is a prioritised list, so management time goes to conversations with a realistic chance of converting into a position.
Roughly 60% of small-cap investments are made through passive vehicles. Passive capital does not take meetings or read your deck. It allocates according to rules. That means a meaningful share of the demand you’re competing for can only be reached by satisfying criteria rather than by telling a story, which is why positioning has to work on both fronts at once.
It tracks how a range of factors influence corporate P&L and market performance over both short and long horizons, and how investors have historically reacted to those factors. Applied to your business, it shows which of your characteristics are helping you attract capital and which are working against you.
An IR agency primarily handles communications: materials, events and outreach logistics. We work a step earlier, on the analysis that determines what should be communicated, to whom, and why those particular investors would respond. We work alongside your IR function rather than replacing it.
Yes. Alongside targeting for your existing shareholder base, we can identify and help you target new investors for capital infusion. We are independent and take no placement fee, so the targets we recommend are the ones the analysis supports.
Generally four to eight weeks from kickoff to delivered strategy and target list. Ongoing support, including refreshes as your shareholder base moves, is usually structured as a retainer.
Small and mid-cap issuers, which is where the problem bites hardest. These companies face the same competition for capital as large caps, with thinner coverage and far less internal resource to address it.

Find out which investors should own you

Twenty minutes is usually enough to tell whether there’s a targeting problem worth solving. Bring what you’re seeing in your register and we’ll tell you what it looks like from the outside. No pitch deck, no obligation.
Request an opportunity assessment