Investor Relations & M&A Support Services
Updates That Build ConfidenceData Rooms Ready for BuyersBoard Packs That Inform DecisionsM&A Support Through Every Stage
Once a deal closes, the investor relations work begins. Once a sell-side process starts, the data room needs to be ready before buyers arrive. We provide ongoing IR support and M&A deal coordination so your team is not managing these processes from scratch while also running the business.
Get StartedQuestions We Hear Often
If any of these sound familiar, we should talk.
What do I send investors every quarter that is actually useful and not just noise?
We closed our Series A six months ago. Our investors want updates and we don't have a cadence.
We are in a sell-side process. Who manages the data room and keeps it organized?
Our cap table has ESOP, convertibles, and multiple share classes. Who keeps this current?
We are looking at an acquisition. What support do we need through the M&A process?
Our board meeting is in six weeks and we don't have a board pack yet. Where do we start?
What We Deliver
Investor Relations and M&A Support Across Every Stage
Quarterly & Monthly Investor Updates
Clear, professional investor updates covering financial performance, key milestones, metrics, and forward-looking commentary. Built on a cadence that keeps investors informed without becoming a full-time job.
- Financial snapshot and commentary
- KPI performance vs. plan
- Key milestones and risks
- Forward asks and action items
Board Pack Preparation
Board packs with the right level of detail for board-level decision making: financial performance, strategic updates, and clear recommendations. Not just data, but structured insight.
- Financial performance review
- KPI dashboard integration
- Strategic initiative updates
- Board decision support materials
Data Room Setup & Management
Data room organization for M&A sell-side processes and fundraising. We set up the structure, populate the documents, manage access, and keep it current through the process.
- Data room structure and organization
- Document collection and formatting
- Buyer or investor access management
- Ongoing updates through the process
Cap Table Management
Accurate, up-to-date cap tables including ESOP, convertible instruments, and multiple share classes. Clean enough for board review, investor sharing, and M&A due diligence.
- Full cap table maintenance
- ESOP and option tracking
- Convertible note modeling
- Dilution analysis by round
M&A Process Support
Deal coordination and advisory support through M&A processes: buyer management, process timeline, document flow, and advisor coordination on sell-side or buy-side transactions.
- Buyer or target outreach coordination
- Process timeline management
- NDA and document flow tracking
- Advisor and counsel coordination
Ongoing, Not Just for the Deal
Good investor relations is not a one-time document. We build and maintain the communication cadence, the data room, and the reporting that investors expect throughout the relationship.
Connected to the Financial Model
Investor updates and board packs from DNA Growth connect to the same financial model used for the raise or the deal. Numbers are consistent across every document.
Deal Process Experience
We have supported both sell-side and buy-side M&A processes. We understand the timeline, the document flow, and what both sides need from each other at each stage.
Scalable with the Business
As your investor base grows and your deal complexity increases, the level of support scales with it. We can handle one investor update a month or a full sell-side data room.
Popular Packages
Pre-Scoped for Post-Funding IR, Sell-Side Processes, and Board Reporting
Post-Funding IR Cadence
Monthly or quarterly investor updates
What You Get
- Investor update template
- Financial snapshot format
- KPI dashboard setup
- Ongoing update delivery
Use Case
Companies 3 to 18 months post-fundraise
Sell-Side M&A Support
Full support through a sell-side process
What You Get
- Data room setup and management
- CIM and teaser support
- Buyer process coordination
- Board pack for transaction
Use Case
Business owners running a sell-side process
Board Pack Setup
First board pack and ongoing template
What You Get
- Board pack structure and design
- First 3 months of board packs
- Financial and KPI integration
- Template for ongoing use
Use Case
Companies presenting to a board for the first time
Cap Table Clean-Up
Accurate cap table ready for diligence
What You Get
- Full cap table reconstruction
- ESOP and convertible modeling
- Dilution analysis
- Investor-ready format
Use Case
Companies preparing for a raise or an M&A process
Keep Your Investors Informed and Your Deal on Track.
Investor relations and M&A support from a team that has done this across dozens of transactions.