Fixed fee · Two weeks · No obligation beyond

Your investor story, honestly assessed.

Most listed companies have a credibility gap between how management sees the business and how the market reads it. The Investor-Ready Audit finds it — before your next capital raise, roadshow, or announcement.

Commission the Audit

£1,500 · Fixed fee · Delivered in 14 days

10+
Years capital markets
30+
Companies advised
5
Exchanges covered
AIM · TSX · ASX
Primary markets

The problem

The market doesn't reward
the best company.
It rewards the best-understood one.

"Capital is more selective than ever. Being good isn't enough. You need to be understood." — Andrew Wilson, Founder, Stellium

What's included

Six deliverables.
One clear picture.

The Investor-Ready Audit is a structured, senior-led assessment of how your company is currently understood and valued by the investors who matter to it — covering narrative, market positioning, and every channel and touchpoint through which that perception is formed.

01 — Narrative
Investment Narrative Review
Assessment of your core investment case — clarity, differentiation, and how it lands against comparable peers. Where is it strong? Where is it leaking value?
02 — Digital
Digital Presence Audit
LinkedIn, website, and social channels reviewed against best-in-class investor comms standards. Specific, prioritised recommendations — not generic advice.
03 — Announcements
RNS & Disclosure Review
Review of recent regulatory announcements — structure, narrative coherence, and effectiveness of follow-through communication.
04 — Competitors
Peer Benchmarking
Your IR programme measured against 3–5 comparable listed companies. Where are you ahead? Where are you losing ground you shouldn't be?
05 — Gaps
Opportunity Gap Analysis
Specific channels, audiences, and moments where your current programme is underperforming — and what the upside looks like.
06 — Roadmap
Prioritised Action Plan
A clear, sequenced set of recommendations — what to fix first, what to fix next, and what to build for the long term. Implementable with or without Stellium.

How it works

Simple process.
Honest output.

Step 01
You commission the Audit

Payment processed securely. We confirm receipt and send a short briefing questionnaire — 10 minutes to complete.

Day 0
Step 02
Discovery call

30-minute call with Andrew to understand the business, current IR position, and what success looks like for you.

Days 1–2
Step 03
Senior-led review

Andrew conducts the full assessment personally, drawing on direct institutional capital markets experience rather than a standard checklist — every finding is grounded in how investors actually make decisions.

Days 3–12
Step 04
Findings presentation

A written report delivered ahead of a 60-minute debrief call. Clear findings, honest assessment, actionable roadmap.

Day 14
Step 05
Your decision

No pressure, no obligation. You take the report and act on it however you choose. If there's a fit for ongoing work, we'll discuss it. If not, the Audit stands on its own.

Day 14+

The path forward

Start with clarity.
Build from there.

The Audit is designed as a gateway — not a one-off. Most clients who commission one go on to an ongoing engagement, because the findings make the next step obvious. Here's how it works.

This is for you if —

  • You're listed on AIM, TSX, or ASX — or preparing for IPO
  • You're in Mining & Resources, Renewables, Technology, or Oil & Gas
  • Market recognition feels like it's lagging your operational progress
  • You're approaching a financing, listing, acquisition, or other significant capital markets event
  • The CEO or founder is directly involved in capital markets and investor decisions
  • You want an honest, senior, outside view — not reassurance

What comes next —

  • You receive the full Audit report and action plan — yours to keep regardless
  • If there's a fit for ongoing work, we'll discuss it — no pressure, your decision
  • The £1,500 Audit fee is credited toward the cost of your first engagement if you proceed within 30 days
  • Ongoing retained engagements typically range from £60,000 to £150,000+ per annum — structured around what the Audit identifies
  • Every ongoing engagement is built on what we've already found together — no wasted time, no generic scope
The investor side of the table.

Andrew Wilson spent 15 years inside institutional capital markets, working in investment management, institutional sales and stockbroking, before founding Stellium in 2016.

That investor-side perspective is what shapes every Audit: an understanding of how fund managers actually evaluate companies, what makes an investment case convincing, and where the gap between perception and reality tends to sit.

CIBC Institutional Equities Haywood Securities £4.6B Pension Fund Board Est. London 2016

Commission the Audit

£1,500 fixed fee.
Let's talk first.

We review every enquiry personally. If there's a fit, we'll confirm availability and send an invoice — the Audit begins from there. Delivered within 14 days of kickoff.

£1,500
Fixed fee · Senior-led · Delivered in 14 days
We respond to every enquiry within one business day.
Prefer to discuss your objectives first? Make an Enquiry or email [email protected]

Questions

Frequently asked.

Is there any obligation to take on a retainer after the Audit?
None whatsoever. The Audit is a standalone product. You receive the report and can act on it however you choose. If there's a natural fit for ongoing work with Stellium, we'll have that conversation — but it's entirely your decision.
Who actually does the work?
Andrew Wilson conducts every Audit personally. Stellium operates as a boutique by design — there are no junior analysts or outsourced reviewers involved in your engagement.
What do you need from us?
A short briefing questionnaire (10 minutes), a 30-minute discovery call, and access to publicly available information about your company. We don't need extensive internal documents — the Audit is designed to assess how your company is being perceived externally.
We're pre-IPO. Is the Audit still relevant?
Yes. Pre-IPO companies often benefit most from the Audit — understanding where your narrative, digital presence, and investor-facing materials stand before you go public is significantly less costly than fixing them after listing.
What exchanges do you cover?
Our primary markets are AIM (London), TSX/TSXV (Canada), and ASX (Australia). We work across Mining & Resources, Renewables & Energy, Technology, and Oil & Gas.
What happens if we want to work together after the Audit?
Stellium offers three tiers of retained partnership — Partner, Growth Partner and Strategic Partner — with engagements typically ranging from £60,000 to £150,000+ per annum, depending on scope, complexity and the level of support required. The £1,500 Audit fee is credited toward the cost of your first engagement if you proceed within 30 days.