Advisory
Search Sign In

Advisory

Elevating Communication: The Art & Science of Investor Engagement

Our mission is to empower CEOs with game-changing communication skills to captivate investors, articulate value, and drive valuation and growth.

We’ve analyzed thousands of CEO-investor interactions and pinpointed costly mistakes that undermine investor confidence and can make or break a company’s success. 

We work directly with CEOs to optimize their entire communication ecosystem, positioning their companies for maximum appeal to both institutional and influential retail investors. 

The result: transforming every investor interaction into a powerful catalyst for market interest and accelerated growth.

An invitation from Patrick Finucane

MasterClass

Mastering the 20 minute 1-1 Investor Meeting

Elevate your 20-minute investor meetings with our self-directed video MasterClass, designed to maximize impact for busy CEOs. Discover:

  • Focused strategies for high-stakes interactions
  • Techniques to craft a compelling investment narrative
  • Insider tactics to consistently outperform expectations

Included FREE with our 3-month Audit Program.

$1,500
Already enrolled? Sign In

Patrick Finucane

Managing Director CEM Advisory

"Working with Patrick Finucane of CEM Advisory has been a game-changer for me. He helped me clarify "the vision" and "the plan", both corporate and personal. That clarity helps me operate at a much higher level and communicate with investors in a way that resonates with them. The impact Patrick continues to have on me and the way I conduct business cannot be overstated. I highly recommend CEM Advisory to anyone seeking to unlock their potential and achieve outstanding results."

Jim Paterson, principal, Discovery Group, CEO ValOre Metals Corp.

For over three decades, Patrick has brought invaluable experience to CEOs and senior executives, guiding them through the challenges of business growth and positioning for success in the capital markets. His approach blends hands-on expertise with insights from strategy, behavioral economics, and leadership best practices.

As the co- founder of CEM Advisory, Patrick helps leaders articulate their vision, captivate investors, and drive meaningful business growth. His strategic guidance has been instrumental in transforming how CEOs navigate financial markets and manage critical stakeholder relationships.

Patrick’s role as an advisor to the CEM Partners Fund gives him a unique perspective on current market trends, which he uses to keep clients ahead of the curve.

Frequently Asked Questions

I've done hundreds of investor presentations. Can your coaching really make a difference?
Have you ever had expert analysis of how investors actually perceive your message? Even the most experienced CEOs have blind spots - most are surprised when they see the gaps between what they think they're communicating and what investors actually take away. Drawing from thousands of investor interactions, our program identifies the subtle patterns that either build or erode confidence. Small adjustments in how you communicate can dramatically shift how investors value your story.
What exactly happens in your Communication Audit program?
Beginning with our proprietary Discovery Document, we adapt our proven structure to your specific needs. We develop, with you, your core story in language investors immediately grasp. This creates a powerful foundation that evolves with your growth, ensuring every communication touchpoint amplifies your market value. Often clients continue with our Strategic Communication Partnership as they scale.
How do you differ from our IR firm or PR agency?
We focus exclusively on elevating your communication leadership skillset as CEO. Our expertise lies in identifying opportunities across your entire communication ecosystem, then strengthening how effectively you command your investment story. Think of us as your strategic partner in professional communication excellence, amplifying the impact of your existing resources.
Our message isn't resonating with investors the way we think it should. Why is that?
Investors often won't tell you, you’ve lost their interest - they simply disengage. If your investment case is confusing - while maybe amazing - if you can't communicate it well, investors know the market won't get it either. Getting it wrong in these subtle moments, whether during your presentation or Q&A, can quietly kill interest. We help you identify these critical gaps and reshape and focus your message, so it truly connects with investors.
What types of CEOs get the most value working with you?
Our clients are successful industry veterans and first-time CEOs alike. They are leaders who go the extra mile for their shareholders, knowing that improvements in how they communicate can dramatically impact investor response. Excellence in communication drives market value, and we are relentlessly focused on helping our clients achieve it.
What is the 'three strikes rule' in investor communication?
Drawing from extensive investor feedback and the science of choice, this reflects a crucial market reality: investors have abundant choice and know what works and what doesn’t. Three communication missteps - often subtle ones CEOs don't realize - and investors quietly move on. We help you identify and minimize these risks before they impact your market value.

Our Services

Online Course

MasterClass Video Series

MASTER THE 20-MINUTE INVESTOR MEETING
  • Powerful Self-Directed Learning: 9 focused video chapters designed for maximum impact
  • Unlock Proven Techniques: Deliver more compelling investor meetings
  • Master Key Concepts: Reinforced with targeted workbooks and structured exercises
  • Start Today: Transform your very next investor meeting
COMPREHENSIVE WORKBOOKS + DETAILED TRANSCRIPTS VALUE: $1,500 (FREE WITH AUDIT PROGRAM)

Get Started
3 months

Communication Audit Program

Our Flagship Program
  • 16-Point Proprietary Diagnostic: Identify critical blindspots and untapped opportunities in your capital markets strategy
  • Core Investment Presentation: Transform your pitch into a compelling case that captures immediate investor attention
  • 90-Day Communication Gameplan: Your actionable roadmap to dominate key investor touchpoints, events and follow-ups
  • One-on-One Strategic Implementation: 12 hours with Patrick driving outcomes and elevating your leadership presence
BONUS: Includes MasterClass ($1,500 value)

Flexible Engagement Options

Strategic Coaching & Advisory

XECUTIVE ADVISORY PARTNERSHIP COMPREHENSIVE SCOPE
  • Brand strategy and repositioning initiatives
  • Executive communication and presentation mastery
  • Strategic planning and leadership alignment
  • Customized solutions for your unique objectives
  • Ongoing support and strategic guidance
Includes MasterClass ($1,500 value)

Schedule a Consultation
Get Started
Schedule a Consultation
Book Today
Latest from Advisory
Testimonials

Working with Patrick Finucane of CEM Advisory has been a game-changer for me. He helped my clarify "the vision" and "the plan", both corporate and personal. That clarity helps me operate at a much higher level and communicate with investors in a way that resonates with them. The impact Patrick continues to have on me and the way I conduct business cannot be overstated. I highly recommend CEM Advisory to anyone seeking to unlock their potential and achieve outstanding results.

Principal, Discovery Group

The CEM, events, investor network and stellar advisory team have been instrumental in the VERSES AI success, helping us to hone our message, test our pitch and attract new investors. I can’t recommend CEMs advisory services, and events enough, especially for early stage companies seeking world class direction from industry leaders with the unique knowledge and expertise to assist companies in distilling their story into a tailor made pitch ideal for todays discerning retail investor.

CEO, VERSES AI

Patrick's guidance on streamlining my message and making it actionable was truly excellent.

CEO, First Phosphate

CEM Advisory has helped us refine our marketing material and messaging, leading to a way more effective pitch to investors. With the assistance of CEM Advisory, the daunting task of maintaining investor presentations and website up to date with relevant information becomes seamless.

Executive Chairman, Prismo Metals

I have known Patrick for over 20 years and can attest to his commitment to excellence. As a coach to CEOs looking to improve their communication skills, he is superb and I recommend his services to all the CEO’s I work with. I confidently endorse his services to any company seeking to create greater impact with investors.

Sr. Executive Vice President & Director, Leede Jones Gable Inc.

I joined NuGen MD as an experienced Medical Technology leader, fully confident and excited to build our business.  What was new to me was engaging with the investment community in a way that generated full value.  Working with Patrick has made a tremendous difference.  He gave me specific coaching, feedback, and helped me build my investor communications toolkit.  I have had tremendous feedback on the progress I have made with our investor partners.  Thanks Patrick for helping me create more value for Nugen MD – your personal touch has made all the difference.

CEO, NuGen Medical Devices

I would highly recommend CEM Advisory services to any CEO looking to strengthen their investor communications. Their guidance to me and my team has been invaluable.

CEO, Prostar Corp.

Thank you for all the help and insightful advice you’ve given me, its made a huge difference.

It’s rare to find someone as genuine as you in the world today, and it hasn’t gone unnoticed.

Please keep up your amazing work, and keep sharing the knowledge you have.

CEO, Syntheia

We can highly recommend Patrick Finucane and CEM Advisory for an interactive and thought-creating process of streamlining our branding and communications strategy. Definitely worth the investment. Go for it!

Co-Founder, NewQuest Capital Inc.