Industry Focus: Finance

The greatest return for your creative investment

Your business is about performance. But what if your performance is on par with everyone else? The financial marketplace is awash with competition and undifferentiated services. How can your enterprise and its services stand out just enough to yield a competitive advantage and help you win new clients?

Since 1999, we have been partnering with the financial community to help businesses establish a discernible presence, elevate their image, communicate benefits, and build credibility with clients and prospects. Your time is valuable, so we spend it wisely by creating hard-working materials that serve the dual purpose of marketing to new prospects while fulfilling the information needs of current investors through ongoing communication and financial reporting. These no-nonsense tools can make an immediate impact and also help position your business for future growth.


Representative clients

Our clients include private equity firms, hedge funds, REITs, and investment managers.

Representative Clients

“In addition to the quality of their portfolio, SPINE’s understanding of the decision-driving forces at a venture capital firm made them the easy choice when we wanted to create our Web presence. With their guidance, we have added increased functionality to our site making it integral to our deal flow and reporting processes.”

— CFO, venture capital firm

Streamline fund communications with IR Exchange

SecureNet

Our system provides a secure environment for online investor relations throughout the lifecycle of your fund.

  • Gain greater control over fundraising and LP reporting
  • Monitor investor and prospect activity with usage reports
  • Provide investors with dynamic capital account statements
  • Protect your materials with advanced security tools such as document watermarking
  • Easily distribute data from merged files with automated PDF splitting

Visit the IR Exchange website to learn more about the efficiency of online investor relations, or call (203) 975-7717.


Core capabilities

Investors want relevant, up-to-date facts about your company’s profitability and progress. Prospects need to know you are a viable contender in this competitive industry. But while driving performance is priority number one, compelling materials that reflect a sophisticated organization can be the tools to help you rise above the market noise. SPINE helps you.

Services include:
Identities that support your fundamental business strategies and help you shine in a crowded industry
Websites to inform, intrigue, and capture new investors and also provide timely information through secure reporting channels
Brochures to answer FAQs and highlight the benefits of working with you
Annual reports that showcase performance and plans for the future
Investor communications including quarterly newsletters and our online reporting application called SecureNet