Elevate IR

What Elevate IR does

Elevate IR is a boutique investor relations advisory firm founded in 2021 by Sean Mansouri and headquartered in Denver, Colorado. The firm provides strategic counsel to public and pre-IPO companies across the capital markets lifecycle, including Investor Day Preparation, IPO/SPAC/Direct Listing Advisory, Perception Studies, Transaction & Crisis Communications, and Investor Relations Strategy. Its client base spans energy and natural resources, technology and digital assets, consumer and health, industrials, and financial services, with named engagements including PEDEVCO, Hallador Energy, Dave Inc., and SUI Group Holdings.

The firm operates on a senior-led, selective-client model with approximately 9 team members composed of CFA charterholders and professionals from investment banking, ICR, Prosek Partners, Jefferies, Citi, and BNP Paribas. Elevate IR reports a 95% client retention rate and emphasizes a "no bait-and-switch" approach where senior advisors directly execute engagements rather than delegating to junior staff. Revenue is generated through retainer-based advisory engagements and project-based consulting under a professional services model, with pricing tailored to client scope and not publicly disclosed.

The go-to-market is relationship-driven: senior advisors engage C-suite executives and boards directly through referrals, LinkedIn presence, and inbound strategy calls, with no digital self-serve or intermediary distribution. The firm has no proprietary technology platform and no AI capabilities disclosed; its value proposition rests on human-expert judgment, institutional investor relationships, and execution credibility. Since 2025, Elevate IR has aggressively expanded its senior bench, adding five new hires in 2026 alone, signaling a capacity buildout phase aimed at scaling the advisory practice while maintaining selectivity.

Name

Elevate IR

Legal name

Elevate IR, LLC

Website

https://elevate-ir.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Elevate IR is a Denver-based boutique investor relations advisory firm serving public and pre-IPO companies with senior-led counsel across IPO readiness, earnings preparation, perception studies, and crisis communications.

Ownership category

akta.pro rank

Product category

Investor Relations Advisory

NAICS

Public Relations Agencies (541820)

SIC

Services-Advertising Agencies (7311)

akta.pro primary industry

Investor Relations (IR) & Capital Markets Communications (MPAAADAH)

Keywords

• Investor relations advisory
• Crisis communications
• IPO advisory
• Perception studies
• Capital markets consulting

Headquarters

HQ city

Denver

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investor Relations Advisory Services: Professional services revenue model providing investor relations advisory, strategic communications, and capital markets consulting to public and pre-IPO companies. Revenue generated through retainer-based advisory engagements, project-based consulting, and ongoing IR support services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Elevate IR is a senior-led investor relations advisory firm that delivers professional services including investor day preparation, IPO/SPAC/direct listing advisory, perception studies, transaction and crisis communications, and ongoing investor relations strategy. The firm helps public and pre-IPO companies communicate with credibility, guide market expectations, and unlock premium valuations through retainer-based and project-based engagements.

Product overview

Elevate IR is a senior-led investor relations advisory firm offering a portfolio of professional services rather than a software product. The company provides five core service offerings: Investor Day Preparation, IPO/SPAC/Direct Listing Advisory, Perception Studies, Transaction & Crisis Communications, and Investor Relations Strategy. These services are delivered by a senior advisory team and are designed to help public and pre-IPO companies communicate with credibility, guide market expectations, and unlock premium valuations.

Differentiator

Problem solved

Functional benefit

Products and services

• Investor Day Preparation

Quantifiable outcome

• 95% client retention rate
• +1 more outcomes

Named customers5 records

Segments8 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Brunswick Group: Brunswick Group advises organizations on critical issues, transactions, investor relations, and corporate reputation. It shares Elevate IR's financial communications and special-situations focus but serves clients through a large international platform.
• FTI Consulting: FTI Consulting provides corporate communications, transaction communications, reputation management, and related business advisory services. It is a broader incumbent with capabilities that overlap Elevate IR's transaction, crisis, and capital-markets communications work.
• Allison Worldwide: Allison Worldwide is a global communications agency with investor relations, financial communications, public relations, and creative capabilities. It overlaps with Elevate IR's investor communications work but offers a substantially wider portfolio.
• Teneo: Teneo is a global advisory firm that combines strategic communications, government affairs, investor relations, and management consulting. It is comparable for its capital-markets and stakeholder communications capabilities, though its service scope is broader and more global.
• FGS Global: FGS Global is a global strategic communications firm with financial communications and investor-facing capabilities. It is relevant because it advises companies on capital markets, transactions, reputation, and stakeholder communications, but from a much broader platform than Elevate IR's boutique model.

Direct peers

• The Blueshirt Group: The Blueshirt Group is an investor relations agency focused on technology and growth companies. It is comparable to Elevate IR because both provide specialized IR strategy, investor targeting, and capital-markets communications to public-company clients.
• ICR: ICR provides strategic communications, investor relations, and capital-markets advisory to public and private companies. It is one of Elevate IR's closest scaled comparables, and several Elevate IR team members previously worked at ICR.
• Prosek Partners: Prosek Partners is an independent communications agency offering financial communications, investor relations, public affairs, and digital support. It overlaps directly with Elevate IR's senior-led financial communications offering, although Prosek operates at significantly greater scale.
• KCSA Strategic Communications: KCSA Strategic Communications serves public companies with investor relations, media, digital, and capital-markets communications. Its public-company focus and integrated communications model make it a strong direct peer to Elevate IR.
• MZ Group: MZ Group provides investor relations and corporate communications advisory across global markets. It competes with Elevate IR in strategic IR, investor outreach, perception research, and support for public-company communications.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/elevate-ir

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Elevate IR