Investor relations.
With a wider reach.

Put your company’s story in front of independent money managers and high net worth investors through the Smart Money Circle show, direct conversations, and useful investor feedback.

Adam Sarhan at the New York Stock Exchange
Adam Sarhan · Founder, Smart Money CircleNew York, 2022

Selected past and current clients

LightspeedCocrystal PharmaPalladyne AIBuild-A-Bear

Our clients. In their own words.

Client examples from our presentation, alongside feedback from the people we worked with.

Unusual Machines

UMAC: historical stock-price example from the Smart Money Circle deck
“We like to review his weekly investor feedback which helps gauge that our messaging is understood and on point.”
Allan Evans

Allan Evans
CEO, Unusual Machines

Read the full testimonial

Palladyne AI

PDYN: historical stock-price example from the Smart Money Circle deck
“Adam excels at simplifying and sharing our story with his network of investors.”
Trevor Thatcher

Trevor Thatcher
Chief Financial Officer, Palladyne AI

Read the full testimonial

Colony Bankcorp · CBAN

CBAN: historical stock-price example from the Smart Money Circle deck

Build-A-Bear · BBW

BBW: historical stock-price example from the Smart Money Circle deck

Historical stock-price examples reproduced from the deck. Price changes are not evidence that our work caused those changes. Past performance does not guarantee future results.

More client perspectives.

Lightspeed Commerce

“We always felt like we were failing to reach a certain audience of well informed money managers… Adam has helped us address this audience.”

Cocrystal Pharma

“Adam has helped us simplify and tell our story to investors.”

Caliber

“His willingness to help and connect us with others was above and beyond.”

A complete investor relations program.

A personal approach to investor communication, shaped around your business and the questions investors need answered.

Investor visibility

Introduce your company to independent money managers and high net worth investors in the Smart Money Circle audience.

CEO interviews

Tell the story behind the business on the Smart Money Circle show, in your leadership team’s own words.

Investor feedback

Understand what resonates, what needs explaining, and the questions investors are asking.

Direct conversations

Gather insight through one-on-one investor conversations and bring useful feedback back to your team.

Webcasts & company news

Keep investors informed through live webcasts, town halls, and videos about company announcements.

Campaign reporting

Follow the activity and learnings through clear weekly, monthly, or quarterly reports.

The full presentation, in one place.

Explore the approach, client examples, testimonials, and program details in our investor relations deck.

Download the deck

Let’s talk about your company.

Share your goals. We’ll discuss where we can help.

Book a conversation

Smart Money Circle is not a broker-dealer or investment adviser. Services do not guarantee investments, meetings, or stock performance. Testimonials reflect individual client experiences.