Everything the report needs.
One accountable partner.
The annual report is the binding of everything — the CEO’s story, the numbers, the photography, the filings — into the one document shareholders actually read. We manage all of it.
The Annual Report, End to End
Our flagship engagement: full ownership of your annual report from the first planning call to the last mailed copy. One partner, one process, one accountable owner — refined over sixteen years of consecutive NYSE-listed report cycles.
Your executives give us hours, not weeks. We handle everything between the kickoff and the annual meeting, and every stakeholder — legal, finance, IR, auditors, printers — works from one calendar we run.
And because the same team returns every cycle, year two is faster than year one. We arrive already knowing your businesses, your reviewers, and where last year’s bottlenecks were — so the report gets better while the process gets lighter.
What’s included
- Report strategy, theme & competitive benchmark
- Executive interviews & shareholder letter
- Editorial & business-section copywriting
- Design direction, layout & photography
- 10-K, proxy & financials integration
- Stakeholder proof cycles & approvals
- Print production, press checks & mailing
- Digital edition for investors on screen
The disciplines inside the engagement
Six specialties, one roof. Nothing subcontracted away, nothing falling between vendors.
Strategy & Concept
Before a page is designed, we know what the report must say and how it stacks against your peers.
- Competitive analysis of peer reports
- Theme & narrative concepts
- Leadership alignment deck
Copywriting & Executive Voice
Interviews with your executives become a narrative in the CEO’s voice — accurate, confident, and consistent with your filings.
- Executive interviews
- Shareholder letter
- Editorial & highlights sections
Design & Photography
Creative that matches the story — from updated photo shoots to a cover your board is proud of.
- Art direction & layout
- Photo shoots & portrait selection
- Retouching & image rights
10-K & Filings Integration
The narrative bound seamlessly with your 10-K, proxy, and financials — one complete, accurate document.
- Filings coordination
- Financial highlights design
- Compliance-safe review flow
Production, Proofing & Press
Structured proof cycles, on-site press checks, and print runs in the thousands — managed to the annual meeting date.
- Stakeholder proof sets
- On-site press checks
- Freight & shareholder mailing
Digital & Distribution
The report, everywhere your investors read — published alongside print, on deadline.
- Interactive digital edition
- IR-site ready files
- Post-delivery archive
Ways to engage us
The Full Report
End-to-end ownership of your annual report, kickoff to mailbox. The complete process above, run on one calendar, delivered on time. Most clients renew year after year.
The Rescue
Agency falling behind? CEO transition mid-draft? A section added weeks before press? We step into a report already in motion and get it to the finish line — we’ve done it on one-day turnarounds.
The Extension
The same process applied to the rest of your investor calendar: proxy statements, ESG and sustainability reports, investor-day materials, and executive communications.
One calendar, six steps, zero surprises
Tell us where your report stands.
Whether it’s January planning or a March emergency.
Start the conversation