Deal Documentation

Amid the pandemic, our efforts center on a virtual format. Now more than ever, marketing material stands independent of salesmanship.

During the deal-awareness stage, you may find it worthwhile to meet directly with interested parties in selected financial-asset ecosystems. Our work reaches beyond conventional money centers to non-traditional entrepots. You can rely on our deep array of professional ties to facilitate relevant, senior-level introductions, while avoiding disproportionate travel-expense outlays. Our agendas include both one-on-one discussions and non-traditional meeting elements.

The pandemic setting means that travel is not viable at this time. We are working with clients to implement a virtual format, relying on core transaction benefits to garner investor interest.

Our work has shifted from expansive international roadshows lasting two-to-three weeks to intensive regional sweeps, acknowledging that success can depend more on quality of investor engagement than sheer volume of meetings. We dig through markets to pinpoint potential early successes, focusing on regional appetites and biases. Roadshows are typically anchored with two-to-three milestone discussions to ensure appropriate return-on-expense outlays.

Key Features

We define ‘roadshow’ broadly. More than a series of meetings, a roadshow is an opportunity to earn prime shelf-space with qualified investors. While the foundation of any roll-out is the one-on-one meeting, we can include other features, based on time allocation and budget parameters.

One-on-One Element

We set-up rapidly-paced schedules to validate the cost of travel. We generally aim for seven meetings a day, although in some urban centers, logistic and transportation issues may cap a schedule at three-to-four key opportunities.

Media Element

Our roadshows often include interviews with the financial press, especially if there is a meaningful hook to the local economy. The effort can accelerate interest on behalf of the investor community, driving meaningful one-on-one discussions.

Group Element

We organize small-group programs with qualified investors, helping them to understand transactions in a strategic context. Our focus in these semi-public sessions is generally on macroeconomic trends and corporate narrative.

Educational Element

Organic sales can be driven by educational seminars with industry-related trade groups or special-interest clubs. We have established ties in key markets to plan relevant events. In our experience, seminars quickly translate into qualified leads.


Founder Avatars

We have established ties to a large number of qualified names across many investor segments worldwide. Not all transactions are suited for all investors; a critical task at Cranganore is building engagement with these professionals so that we understand their recurring needs.