The Retail Investor OS: How small-caps can attract the Apple and Crypto generation.

Win digital-native investors.
Raise capital faster.
Build a future-ready brand.

A global transfer of wealth is already underway, from Boomers to the Apple-crypto generation. These investors don’t attend roadshows or read static PDFs. They discover, learn, and decide online, through short-form video, mobile-first immersive web experiences, visually engaging decks, and increasingly, though AI assistants.

If your investor experience hasn’t evolved, you’re already invisible to the next wave of capital. This pack gives you the frameworks, blueprints, and examples to fix that, fast.

Who's it for:

• CEOs & Chairs: Align leadership, narrative, and capital strategy.
• Boards & Committees: Strengthen governance, communication, and transparency.
• Heads of Marketing/IR: Modernize investor engagement without new hires.

What's inside the pack?

A complete system to modernize your investor experience.

• Investor Personas: 6 behavioural profiles showing who your investors are, how they decide, and the channels that influence them.
• Investor Journey Maps: The full path from awareness to conviction, with key friction points and improvement templates.
• Service Blueprints: Your behind-the-scenes playbook covering roles, approvals, workflows, and analytics.
• Digital Implementation Guides: Frontstage and backstage setup: investor site, ESG hub, AI IR Agent, CMS/DAM, and SEO/AEO checklist.
• Real-World Examples: Case studies and “copy-this” components from mining, biotech, and enterprise tech.