Most Bitcoin treasury companies are leaving hundreds of millions in market cap on the table.
Not because their strategy is wrong — but because investors don't understand it. The gap between what your company is doing and what the market believes you're doing is an IR problem. We fix that.
IR Advisory
Ongoing strategic investor relations counsel for Bitcoin treasury companies. We work alongside your leadership team to develop the narrative framework, investor targeting strategy, and earnings communications that close the gap between your strategy and your valuation.
Filing Communications
Rapid-response investor communications for capital markets events. When you file an ATM, announce a convertible, or disclose a BTC purchase, we deliver the press release, investor FAQ, and social media messaging that frames the event correctly — before the market fills the narrative vacuum with fear.
IR Infrastructure Build
For companies establishing or rebuilding their investor relations function from scratch. We design and build the complete IR stack — from your investor website and quarterly reporting framework to your analyst day format and shareholder communications cadence.
Why IR — not just Comms — matters for Bitcoin treasury companies
A communications team writes press releases. An IR function connects every public statement to the financial reality investors need to understand. For Bitcoin treasury companies, the difference is existential.
When a comms person announces an ATM raise, they write: "Company announces $200M equity program to accelerate growth." The stock drops 5%.
When an IR professional communicates the same raise, they write: "At current mNAV of 1.8x, full deployment would increase BTC per share by 12% — representing meaningful accretion to common shareholders." The stock holds or rises.
Same filing. Same company. Different market cap outcome. That's what IR does.
Let's talk about your IR strategy
Whether you're building an IR function from scratch or leveling up your existing communications, we'd like to hear what you're working on.