Small Cap Strategy Co. works with the management teams and boards of nano-, micro-, and small-cap public companies on the pressing questions that determine how the market values them. And to avoid complex financing deal structures that scare investors away, which is all too common in small caps. Our work spans capital allocation, corporate finance, investor storytelling, shareholder base architecture, and the practical task of navigating the capital markets.
We approach each engagement from the investor's side of the table. Before advising a company on its narrative or its balance sheet, we evaluate the business the way a disciplined long-term holder would — which means our advice is grounded in what actually moves sophisticated capital The objective across every engagement is the same: to close the gap between a company's intrinsic quality and how the market perceives it, and to make sure the right investors understand the story clearly enough to act on it.
A meaningful share of our work comes by referral from investment managers themselves. Funds holding or evaluating a position frequently need work done that they can't or won't do in-house — whether to avoid the conflict of interest that comes with advising a company they own, because the work falls outside their mandate, or simply because it demands more time and specialized attention than a lean investment team can spare. We serve as an independent, capable extension in exactly those situations, doing the rigorous advisory work that a portfolio manager would otherwise have to set aside.
If you're interested in working together, please contact me at david@smallcapstrategyco.com.