Investor Relations, Corporate Development, and Digital Marketing — delivered on Beaumont OS, a proprietary AI operating system built for growth-stage companies.
Investor lists live in one tool. Partnership pipelines in another. Content in a third. Compliance is a weekly scramble. Most of what you pay analysts to do — routing, follow-up, disclosure gating, meeting prep — is genuinely automatable. That's the work we've automated.
CRM, IR site, data room, email, social — all siloed. No single source of truth on who spoke to whom.
Meeting scheduling, follow-up, enrichment, list hygiene — hours of analyst time that AI now handles better.
Disclosure gating as a weekly review instead of a per-message check. Audit trails built in hindsight.
Inbound inquiries sit. Follow-ups fall through. Relationships you paid to build decay between catalysts.
Targeting, roadshows, disclosure, market intelligence, and AI-enabled inbound. Every investor touch logged, timed, and compounding.
Strategic partnerships, target sourcing, and go-to-market expansion. Every counterparty — acquirer, partner, distribution channel — in one pipeline.
Owned-audience growth across email, X, LinkedIn, TikTok, Instagram. Paid media and investor-facing content — distributed by sector personas.
A three-phase method to turn a fragmented capital markets stack into a compounding operating system — in 90 days.
Every module writes to — and reads from — the same investor / counterparty / mandate graph. No sync jobs. No CSV exports. No data lost between tools.
Targeting · CRM · meeting intel.
Counterparty graph · partnerships.
Discovery · enrichment · fit-score.
Jurisdictional rule checks.
24/7 inbound · outbound.
5 editorial brands · daily publish.
Beaumont operates in sectors where catalyst density, disclosure complexity, and capital intensity reward a platform approach.
Consolidated three CRM tools into IR Platform. Voice Agent covers inbound 24/7. Analyst team redeployed from routing to narrative.
Structured sourcing for JV partners across 4 jurisdictions. Deal Engine tracked 62 counterparties across a 9-month program.
Drove platform user acquisition via strategic partnership program. Sourcing, outreach, and deal-room coordination on one system.
Compliance Gate deployed on every outbound. Board pack automation. Perception tracking across retail and institutional channels.
12-track segmentation across 2,400 holders. Targeted re-engagement. Catalyst calendar synced to trading windows.
Launched sector persona. Email list grew from 1.2K to 34K opt-ins in 11 months. Social distribution across X and LinkedIn.
Quarterly LP communications automated. Voice Agent handles follow-up. Principals freed for strategic discussions.
Sourced and qualified primes + tier-1 integrators. Multi-jurisdiction compliance handling. Deal room centralized.
Paid media + organic content stack. Founder-led content program. TikTok + Instagram distribution.
No subcontracted analysts. The person you meet in the pitch is the person managing your account.
Founder. IR + Corp Dev operator for growth-stage issuers.
Investor relations operations. Platform workflows. Jurisdictional compliance.
Strategic partnerships, target sourcing, and go-to-market programs.
Owned-audience growth, paid media, and sector editorial brands.