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What services does Kendall IR offer?

Kendall IR provides end-to-end investor relations and capital markets advisory support across three core areas:
 

• Messaging and delivery: developing impactful communications materials that highlight a company's path to value creation, including the corporate presentation, IR webpage content, Q&A materials, conference call remarks, and press releases.

• Investor targeting: building a thoughtful investor engagement strategy that reaches the right investors for a given company, matched to its stage, therapeutic area, modality, and development phase.

• Capital markets advisory: supporting fundraising and strategic transactions, including bank and analyst selection, syndicate structure and economics, and investor conference prioritization.
   

In practice, engagements often combine all three, from developing a differentiated investment thesis and refining the corporate deck to preparing Q&A materials, running rehearsals for investor interactions, building a corporate communications calendar, and providing content and operational support for events such as R&D Days and KOL calls. A full overview of the firm's offerings is available on the Kendall IR Services page.

What is Kendall IR's approach to investor relations?

Kendall IR follows a four-part approach:
 

• Knowledge: rapidly understand the client's technology, corporate strategy, and communication objectives.

• Thought partnership: partner with the client to define the investor strategy and the story they want to tell.

• Execute: create a customized investor message and help deliver it to the right target audience.

• Optimize: test for investor perceptions and continuously refine communication goals over time.
   

Kendall IR is flexible in how it structures client arrangements, scaling the engagement to each client's specific needs and budget rather than applying a one-size-fits-all model. Some clients want thought partnership at key inflection points, while others want a firm that functions as a part-time acting IR function. In either case, the four-step approach keeps the work anchored to the client's strategy and the perceptions of its target investors.

What does a Kendall IR engagement look like?

Engagements are scaled to a client's needs and budget, ranging from more limited advisory support to full strategic and execution support that functions like a part-time acting Investor Relations Officer.

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A lighter engagement might include thought partnership on IR strategy and messaging, feedback on the corporate presentation, and review of press releases. A fuller engagement can add in-depth editing of the corporate deck, Q&A development and rehearsal, drafting of press releases and conference call scripts, a corporate communications calendar, investor event support, external representation to investors, and a detailed investor outreach plan.

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Most engagements evolve over time, expanding around milestones such as a financing, a major data readout, or an investor event, and scaling back during quieter periods. The specific mix of activities is defined jointly with each client at the outset and revisited as priorities shift. A fuller breakdown of what an engagement can include is available on the Kendall IR Services page.

What is an investment thesis and why does it matter?

A compelling investment thesis is a concise summary of the investment opportunity that serves as the foundation for all of a company's communication materials. Kendall IR helps clients build a thesis that typically conveys a differentiated platform with broad potential, an opportunity to transform the standard of care, a credible and competent management team, a substantial commercial opportunity, and near-term value-creating corporate milestones. This thesis then flows consistently through the corporate presentation, IR webpage, Q&A, conference call remarks, press releases, and investor outreach.

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For a deeper discussion of why the investment thesis should come first, see the Kendall IR Insights article Start with a Compelling Investor Thesis.

How does Kendall IR approach investor targeting?

Kendall IR builds tailored investor targeting strategies rather than generic outreach lists. Targeting is matched to a company's profile across several dimensions, including company maturity and stage of financing, drug development stage, therapeutic area, and treatment modality.

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The firm also weighs additional factors such as fund size and capacity, recent investment activity, peer company ownership from comparable analysis, and existing relationships. Target investor types span specialist healthcare funds, mutual funds, and earlier-stage venture investors. The Kendall IR team brings extensive capital markets experience to this work, including direct investment banking experience, which informs how it identifies and prioritizes the right investors for each client.

How do investor relations and public relations work together in biotech?

IR and PR serve distinct but complementary functions. Investor relations focuses on communicating with the capital markets, including institutional investors, equity research analysts, and investment banks, with the goal of building credibility, attracting high-quality shareholders, and supporting the company's cost of capital. Public relations focuses on broader stakeholder communications, including media, patients, partners, and the scientific community.

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In biotech, the two functions are most closely aligned around major corporate events such as clinical data readouts, financing announcements, partnership disclosures, and IPOs, where the same news needs to reach financial and non-financial audiences simultaneously in ways that are consistent but calibrated to each. Kendall IR frequently works in partnership with PR firms and internal PR teams to coordinate these communications, ensuring the investor message and the broader public message reinforce one another.