Best Investor Relations Consulting Experts

Experienced Partner with a demonstrated history of working in the capital markets industry and business consulting. Skilled in Equities, Capital Markets, Corporate Taxation, Business Consulting. Serial Entrepreneur. Interested in Digital Marketing and Value Investing.

As a Training Manager at Marriott International, I oversee the design and implementation of comprehensive training and development curriculum for 550+ adult learners at three Renaissance brand hotels. With my doctorate in Organizational Leadership, DEI Certificate, and Life Coach Certification, I have the knowledge, skills, and passion to create engaging and impactful learning experiences that elevate employee and guest satisfaction. In my role, I have been leading monthly educational sessions, training newsletters, career development support, and executive coaching for hotel leadership and managers. I also track and assess the effectiveness of all training and development programs, and manage collaborative partnerships with internal and external stakeholders. I have a proven track record of applying data metrics, staff development, and organizational skills to accelerate results and foster an inclusive culture. My goal is to empower staff to reach their full potential and contribute to the success of Marriott International.

At Evagreen Consulting, I help financial services, small businesses and sports…

Doug Perry is a visionary leader known for inspiring exponential personal and professional growth. He is the Managing Partner of Qual-Cap, a borrower centric boutique mortgage brokerage focused on client's financial goals, providing innovative real estate financing solutions and education. Doug has held senior leadership positions at ArchWest, Temple View Capital, Citadel Mortgage Services, 5 Arch, PennyMac, IndyMac, Countrywide Financial and Privlo, a pioneer fintech Non-QM start up. He is a recognized mortgage finance industry expert featured in segments on CNBC, CNN, Fox News, USA Today, US News and World Report, and the Wall Street Journal. Doug has a BA in Business Economics from the University of California at Santa Barbara.

I like to research stuff (companies, industries, products I'm interested in purchasing etc)

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​

If you’re here, you’re probably curious about who I am and what we do at spectup. Let me fill you in. I started my career with a banking apprenticeship, thinking I’d spend my life crunching numbers. But then I discovered startups—and everything changed. At N26, the fintech unicorn, I got my first taste of the fast-paced world of innovation. I fell in love with the chaos, creativity, and energy. After that, I joined Civey, where I dove into digital market research, business models, and marketing strategies. Then came Deutsche Bahn, where I worked on international expansion, competitor analysis, and market strategies. I learned how to make sense of complex industries (global transport markets, anyone?) and drive growth. At diffferent (yes, that’s how it’s spelled), I helped brands like Audi and Zalando identify growth opportunities and design innovative business strategies. And at Deloitte’s Innovation & Ventures team, I worked on building future-proof businesses with cutting-edge tech. One highlight? Leading 30+ projects at the BMW Startup Garage, helping startups find their place in the world of mobility. That’s where I saw the real power of connecting startups with the right partners. Now, I’m building spectup. We work with growth-stage companies and select early-stage startups, helping them raise capital, connect with the right investors, and position themselves for long-term success. We also work with investors—PEs, VCs, angels, and family offices—helping them find promising, vetted companies to invest in without spending countless hours on due diligence. Why? Because startups fail too often, and investors waste too much time looking for the right opportunities. We’re here to bridge that gap. Whether you’re a founder looking for investors or an investor seeking quality opportunities, spectup is about making those connections—and making them work.

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​

CEO and Founder of Gulf Business Consulting & Strategies, a Business and Investment Management Firm based in UAE providing professional advice for Leading Companies, Governments and Institutions from all over the World into the Middle East region. In more than 15 years living and working in several countries of the GCC, I have had the honor to advise from Ministers and Diplomats to SME´s owners and Entrepreneurs on how to do business in the Arab World. On the other hand I continued developing my passion and research in neuroscience, psychology, marketing and nonverbal communication becoming and Expert in Consumer Neuroscience. Keynote Speaker on how to do successful business in the Arab World and teaching cross-cultural intelligence. Extremely curious about what's inside the mind and soul of the consumer in the Middle East

At Interactive Consulting, my focus is on leveraging over 18 years of experience to drive transformative supply chain solutions. Our team's expertise in manufacturing process improvement and Epicor ERP systems empowers organizations to achieve streamlined operations and cost reductions. With a history of strategic leadership at TotalTrax, I have a proven track record in integrating technology into core business processes to deliver tangible results.My approach harnesses information technology planning to optimize efficiency across diverse industries, from retail to manufacturing. By fostering innovation and utilizing lean techniques, our collective efforts aim to enhance shareholder value and improve customer satisfaction. As a former Chief Product and Technology Officer, I have firsthand experience in executing mergers and driving product strategies that disrupt traditional models, reinforcing my commitment to excellence in operations and technology integration.

For over 30 years, Jim has been a change agent in the nonprofit and public sectors. Just recently, he finished his 7th interim executive position. Jim was the Interim CEO of the Yerba Buena Center for the Arts, a visual and performing arts center in the heart of the cultural and convention district of San Francisco. There, he helped reduce a projected $4M deficit to $600k surplus and built back trust with the staff after a major public relations crisis. Previously, Jim was the Interim CEO of Downtown Streets Team, a nonprofit rated as one of California’s top five evidence-based best practices in transitioning the homeless to self-sufficiency. Over 18 months, he turned an $800,000 deficit into a $500,000 surplus while also paying off a third of their debt. Previously, he served as the interim executive director of five other nonprofits. His additional positions include acting as the Chief Communications Officer for the American Red Cross in Colorado, the interim Chief Operating Officer for More than Me (an international nonprofit for girls in Africa), and the Chief External Relations Officer for the Minnesota Zoo. In addition to his nonprofit work, Jim is passionate about good government. Jim was the VP of Strategy at CivicMakers, a San Francisco government innovation consultancy. There, he co-facilitated a three year strategic roadmap for the City of Hayward and designed process improvements for over 40 internal procedures for the City of Berkeley. As a 2014 Humphrey School Policy Fellow, 2013 White House Innovation Fellow finalist, and winner of the 2012 Minnesota Idea Open, he has been recognized for excellence within the public sector. Jim holds a master’s degree in public policy from Duke University and a bachelor’s degree in political science and communications from the University of Pennsylvania.

Hi! Nice to e-meet you. My name is Nicole Serres (formerly Nicole Smartt). Here are some quick facts about me. * Best-selling author of career book, From Receptionist to Boss. Available on Amazon and Target. * Went from Receptionist to Boss and became an owner of Star Staffing by age 25. * Lead Star Staffing from 3 to 7 locations and increased over 800%+ in revenue * Youngest to be awarded Forty under 40 award and Women in Business by North Bay Business Journal * Top 100 Notable Leaders of 2021 by Sacramento Magazine * Featured in such publications as Forbes, The Washington Post, AOL Jobs, Fox Business, and American Express Business Forum, among others * Focused on leadership, marketing, operational excellence, innovation, and results to generate extensive growth.

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​

I am a business writer and executive advisor with work featured in Forbes, Fast Company and CEO Official Magazine. For 10 years, I have served as the right-hand strategist to the C-Suite, Founders, Diplomats and Military Leaders. I have led and advised on domestic and international business turnarounds, restructurings, and scale-ups. As a trusted business advisor to senior executives, I serve as a confidante who understands the intricacies of their work, the pressures of performance, and the challenges of transformation. Since 2020, I have had the great privilege of leading large global teams and coaching Fortune 500 executives as they make critical pivots in their business and strategy.

With over 29 years of corporate experience, I specialize in process improvement and change management, leadership development and team building, as well as productivity optimization. I hold the PMP and Prosci certifications, have strong analytical and process redesign skills, and have earned the The Six Types of Working Genius certification. As the former Director of Business Processes and Change Management at a national utility, I led and facilitated change initiatives that enhanced operational efficiency, customer satisfaction, and business performance. These initiatives included transformational ERP projects, Asset Management projects as well as targeted process improvement efforts. I also leveraged my domain expertise in accounting, finance, and economics to provide sound business advice and guidance. My mission is to drive business transformation with process excellence, and to empower teams and organizations to achieve their goals and vision. I am passionate about learning new skills, sharing best practices, and collaborating with diverse and talented individuals.

Originally from London, England, now US-based, I began my entrepreneurial journey in 2005, expanding my initial company to a team of fifty and providing services to clients nationwide. Currently, I serve as an Accredited Small Business Consultant assisting small businesses and facilitating mergers & acquisitions in collaboration with the Decain Group. As an entrepreneur, I believe in both learning and sharing experiences; I author a daily small business blog offering insights to aid fellow entrepreneurs and small business owners. I am also committed to giving back to the community. I actively participate in various non-profit organizations and also serve as the Co-Chair of the IFDF Public Relations Committee.

Hi, I’m Keane Angle, and I help founders and entrepreneurs win the hearts and minds of investors by creating powerful pitch decks that land funding.I spent the first decade of my career in ad agencies as a global creative strategist for Fortune 500 brands like Coca-Cola, GE, IKEA, Burger King, Diageo, P&G, and many more.I became a full-time presentation writer and designer in 2017, and in 2020 I started focusing exclusively on my passion: creating incredible startup pitch decks that land funding. I come from a family of entrepreneurs going back several generations, and firmly believe that entrepreneurs are the gateway to a better future for us all.My skill set combines cross-industry business acumen, strategy, storytelling, copywriting, and visual design. So, let’s land you that investment » http://storypitchdecks.com

Sharita is a certified financial consultant and small business advisor who helps women entrepreneurs manage their personal and business finances, create consistent cashflow, and gain access to capital. She is passionate about empowering and educating her clients to achieve their financial goals and wellness.With over ten years of experience, Sharita has collaborated with various educational institutions, municipalities, and organizations, such as the University of Houston, Fulton County, and the U.S. Department of State, to deliver impactful financial literacy programs and workshops. She has also been recognized as the 2020 National Financial Educator of the Year and received two Texas Proclamations for her work. Sharita is a regular contributor to major publications and media outlets, and a proud alumna of the Goldman Sachs 10,000 Small Business Program.

A storyteller at heart with an 18-year extensive track record in brand, digital and sports marketing, adept at crafting narratives that resonate. Thrives on sculpting brands into entities that resonate deeply with consumers. My passion lies in infusing brands with verve, utilizing strategic design, precise messaging, and the right mediums. Known for my intuitive approach, I excel in connecting the dots between data, insights, and impactful actions while staying at the forefront of emerging media trends to engage audiences effectively.