Question 1

What size companies do you work with?

Accepted Answer

Crosswell Capital works with publicly traded companies that have a market capitalization of $10 billion or greater. We focus on this segment because large-cap companies benefit most from institutional investor engagement, analyst coverage expansion, and premium financial media placement through our network of 35+ registered investment advisors and 55+ Forbes finance contributors.

Question 2

How do you find and vet money managers?

Accepted Answer

Crosswell Capital maintains a vetted network of over 35 SEC-registered investment advisors, each managing between $100 million and over $1 billion in assets under management. Each advisor is screened through SEC IAPD filings for compliance history, verified for assets under management, and evaluated for their track record and client focus before being admitted to our network.

Question 3

Is this SEC compliant?

Accepted Answer

Crosswell Capital designs all advisory practices to operate within SEC regulatory frameworks, including the Investment Adviser Marketing Rule (Rule 206(4)-1). We do not provide investment advice or broker-dealer services. Our role is facilitating introductions between public company executives, registered investment advisors, and financial media — not managing funds or soliciting investments. We recommend all parties consult their own legal counsel for specific compliance questions.

Question 4

What does a typical engagement look like?

Accepted Answer

Crosswell Capital engagements begin with a complimentary consultation to assess your investor relations goals and current analyst coverage gaps. From there, we develop a customized strategy that typically includes 5-10 institutional investor introductions per quarter, a targeted financial media campaign with Forbes-level contributors, and investor day coordination — all designed to increase your company's visibility among money managers managing $100M+ in assets.

Question 5

How long does it take to see results?

Accepted Answer

Most public company clients begin receiving qualified money manager introductions within 30 days of engagement. Financial media placements typically take 60 to 90 days as we match your company's story with journalist editorial calendars. Measurable increases in institutional inquiry and analyst coverage initiation generally appear within one to two quarters of sustained media and investor outreach activity.

Question 6

Do you replace our existing investor relations team?

Accepted Answer

Crosswell Capital supplements your existing IR function rather than replacing it. We add capabilities that most in-house IR teams lack — specifically, a network of pre-vetted money managers actively seeking new investment opportunities and direct relationships with Forbes-level financial journalists. Your IR team continues to manage earnings communications, SEC filings, and day-to-day investor inquiries while we handle strategic introductions.

Question 7

What industries do you specialize in?

Accepted Answer

Crosswell Capital works across all sectors represented in the public markets, with particular depth in technology, healthcare, financial services, energy, and industrials. Our money manager network includes sector-specialist advisors who focus on specific industries, allowing us to match your company with investors who already have expertise and conviction in your sector rather than generalist allocators unfamiliar with your business model.

Capability	Crosswell Capital	Traditional IR Firm	In-House IR
Money Manager Introductions	35+ RIA network	Limited network	Self-sourced
Financial Media Access	55+ Forbes contributors	PR agency referral	None typically
SEC Compliance Built-In	Yes	Varies	Depends on counsel
Three-Party Connection	CEOs + RIAs + Media	CEOs + Investors only	CEOs + Investors only

Investor Visibility for Publicly Traded Companies

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