Primary institutional research. We ask the buy-side why they’re not buying — then build the research that changes their mind. Distributed across a $1T+ network of money managers, RIAs, and family offices.
Institutions don’t value your company on fundamentals alone. They value it on the story they’ve put together about your company — often from old coverage, sector shorthand, or the last earnings call.
That story is usually incomplete. Sometimes it’s wrong. Either way — it’s the one they’re allocating from.
Every institutional analyst sees your company through their own lens. If you haven’t shaped that lens, someone else has — usually with partial information.
Two companies with identical numbers can trade at very different multiples because the market believes a different story about each. That gap isn’t fixed in stone — it can be closed.
Press releases, earnings calls, investor decks — all produced by your team, for your use. None of it tells you how the buy-side is actually positioning your company.
You can keep guessing. Or you can hear it from the buy-side directly.
Direct outreach to the institutions who should own your stock. We ask what they think, what’s holding them back, and what would change their mind.
13F filings show who’s buying, who’s selling, and who owns your peers but not you. We turn that data into a real picture of your ownership base.
An initiation report in the same format buy-side analysts expect. Thesis, model, catalysts, risks, peer comp. Written for institutional readers.
The strategic playbook: what to say, what to disclose, who to target next. Tied to the gaps we found in the buy-side intel.
Not pitch decks. Not marketing collateral. The same format institutional analysts use.
The foundation document. Modeled on the structure institutional analysts expect: investment thesis, summary financial model, catalyst roadmap, risks, and a peer comp framework. This is the piece of paper that makes your company legible to the buy-side.
Quarterly update. What institutions are saying. What the flow is doing. Where the perception gap is widest — and what to fix first.
How your story stacks up against your peer group — and where you’re losing the narrative battle.
The actions to take next: messaging, disclosure, who to target. Tied to the specific gaps the research surfaces.
Earnings prep. M&A positioning. Investor day planning. Activist defense. On-demand, when it matters.
Every engagement is built around six goals. Results vary by company, sector, and market conditions — we don’t guarantee outcomes, but these are the levers we work on.
Research pedigree. Institutional distribution. Buy-side frameworks. The infrastructure behind the work — so your research holds weight the moment it lands on an analyst’s desk.
Thesis construction, model summaries, catalyst mapping, comp frameworks — the same structural DNA buy-side analysts expect when they open a research file. Your story, in a format the market already trusts.
Every report is written to a standard that respects how institutional readers actually consume research: density over decoration, specificity over claims, and zero tolerance for the language that makes serious readers close the tab. The goal is not to impress you — it is to make your company legible to the people allocating capital.
We work with a small number of public companies at a time to maintain the depth of research our clients expect. Inquiries are reviewed individually.
Built on three proprietary platforms — the intelligence engine that surfaces the buy-side intel, the institutional terminal where sophisticated investors consume research, and the media network that puts your story in front of $1T+ in capital.
The intelligence engine. 13F filings translated into actionable institutional targeting — funds owning peers but not you, exited holders, underweight positions, sector accumulators. The data layer behind every PublicCo Insights engagement.
Institutional-grade financial data platform with AI-powered analysis. Where sophisticated investors already consume research — your initiation report indexed where the buyers already are.
Podcast, newsletter, and YouTube network. Featured guests include money managers overseeing $1T+ AUM. Syndicated across SiriusXM, Spotify, Apple, Amazon, Pandora, and YouTube. The most direct line to the investors who actually allocate.
Private session with leadership. Holder base analysis. Perception diagnostic. Baseline established.
Competitive mapping. 13F flow analysis. Sentiment capture. Narrative-gap identification.
Institutional-grade deliverables drafted, peer-reviewed internally, and finalized for distribution.
Private session with leadership. Deliverables walked through. Ongoing quarterly cadence established.
A private, no-cost briefing for qualifying public company leadership teams. We will walk through how we would approach your perception gap, the data we would draw on, and what a full engagement would look like.
Limited engagements each quarter to maintain the research depth our clients expect.
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