Pre-IPO brand and comms program for a regulated fintech.

01 · The challenge

Where they started

A Series-C fintech preparing for its pre-IPO window needed to look and sound like a public-markets candidate - not a startup. Existing brand felt early-stage, the DRHP narrative was unfocused, and they had limited mainline press footprint.

02 · Our approach

What we did

• 1Refreshed identity, type system, and corporate templates (annual report, DRHP supplement).
• 2Co-authored the equity story with the CEO and CFO.
• 3Built a pre-IPO investor deck and management roadshow kit.
• 4Ran a 12-week PR + ORM program with mainline press (ET, Mint, BS) and trade.

03 · The outcome

What changed

Pre-IPO window opened with 120+ press hits, 45 anchor-investor meetings booked, and a 58% lift in unaided brand recall among target investor segments.

04 · Deliverables

What shipped

• Brand refresh + corporate templates
• DRHP narrative & equity story
• Pre-IPO investor deck + roadshow kit
• 12-week mainline + trade PR program
• ORM dashboard & response playbook

05 · Team

Who built it

06 · Timeline

How it ran

1. 1

   Brand & narrative

   6 weeks
2. 2

   Investor materials

   4 weeks
3. 3

   Press & roadshow

   8 weeks
4. 4

   Always-on ORM

   2 weeks