Investor Relations Advisory

Raising your
equity story

Independent IR consulting for listed companies and ambitious founders.

Whether you are a listed company seeking to sharpen your investor proposition or a private company preparing to access capital, Bergmont IR brings senior, institutional-grade IR expertise to your side of the table.

Our Services
Services

IR expertise, wherever
you are on your journey

Listed Companies

For public companies &
those heading to market

Senior IR counsel for companies that need to sharpen their investor proposition, navigate a capital markets event, or add experienced IR leadership on a flexible basis.

  • Equity Story Development Articulating a compelling, differentiated investment case that resonates with institutional investors.
  • Roadshow Strategy & Investor Targeting Identifying the right investors, building the right narrative, and coaching management through the process.
  • Investor Day Planning & Execution End-to-end design and delivery of capital markets days that build long-term institutional confidence.
  • Results Communications Full-year and half-year results messaging, RNS drafting, and analyst Q&A preparation.
  • Perception Studies Independent investor perception research to understand how the market really sees your company.
  • Interim & Fractional Head of IR Senior IR leadership on a retained basis — covering gaps, transitions, or ongoing strategic support.
  • Crisis & Special Situations Communications Rapid, experienced support for M&A, hostile approaches, profit warnings, or reputational events.
Private Companies & Founders

For ambitious companies
building their investor story

Practical, hands-on IR support for founders, PE-backed businesses, and pre-IPO companies that need to communicate with investors at an institutional level.

  • Investor Narrative & Pitch Deck Building a clear, credible investor story from scratch — positioning, financials, and differentiation.
  • KPI Framework & Board Reporting Defining the right metrics and building reporting structures that give investors confidence.
  • Q&A Preparation Anticipating tough investor questions and preparing management to answer them with authority.
  • IPO Readiness & Listing Preparation Getting the company, the story, and the team ready for the demands of life as a listed business.
  • Investor Targeting & Introductions Identifying the right institutional investors and facilitating warm introductions where appropriate.
  • Fractional IR Function An experienced Head of IR on a part-time basis — all the capability, without the full-time cost.
  • Crisis & Special Situations Communications Clear, composed communications support when the stakes are high and time is short.
About

Simonetta

Director, Bergmont IR

Simonetta is a senior investor relations professional with nearly a decade of experience at Schroders, one of the world's leading asset managers, where she served as Head of Investor Relations. During her tenure she built and led the IR function, crafting the equity story, running roadshows across the US and Europe, and managing investor days for one of the FTSE's most closely followed financial services companies.

She has worked alongside all major London investment banks, brokers, and institutional investors, and brings a rare combination of in-house IR depth and capital markets fluency. Having operated at board level and alongside C-suite executives, she understands what investors want to hear — and how to help management teams say it.

Bergmont IR advises both listed companies and private businesses seeking to raise their investor relations game — whether preparing for a listing, navigating a strategic event, or building an IR capability from scratch.

15+ Years in asset management
US & EU Roadshow markets
FTSE 100 Experience
Contact

Let's raise
your story

Whether you are a listed company looking to sharpen your IR programme or a founder preparing to access capital — get in touch for a confidential conversation.

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