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Activist IR advisors for undervalued publicly traded companies
We help elite leadership teams unlock billions in valuation by reframing their equity narrative for tier-1 capital.
Apply for a Strategic Valuation Review
Who we are
Potentia Advisory is a high-touch investor relations advisory boutique specialized in helping publicly listed companies attract top-tier investors and sustainably improve their market valuations.
As former sell-side equity research analysts and hedge fund investors, we have firsthand insight into the subtle narrative signals that drive large-scale capital allocation from institutional investors. Our expertise is to translate complex financials into compelling equity stories that create lasting investor conviction and long-term shareholder value.
As activist IR advisors, we selectively engage with companies we believe are fundamentally undervalued, working closely with leadership teams to reframe their narrative and unlock significant valuation upside.
OUR BACKGROUND
Our philosophy
We believe many high-quality listed companies trade materially below their market potential—not due to operational underperformance, but because the equity narrative presented to the market fails to generate strong institutional conviction.
In our experience, a significant number of companies, including mature large-caps with strong fundamentals, could command a 20–50% higher valuation with a sharper, more strategically framed equity story.
While traditional investor relations often focuses on surface-level messaging and tactical communications, we focus on narrative engineering: the underlying architecture that shapes investor perception and attracts sustained inflows of institutional capital.
Our approach is activist by design.
When we identify a disconnect between a company’s intrinsic value and its market valuation, we engage selectively—not as investors, but as strategic IR advisors—working alongside leadership teams to reframe the equity narrative and close the valuation gap.
We work with a limited number of companies each year. Engagements are sourced exclusively through referral or when our research team identifies a mispriced company with meaningful upside. In every case, we only commit when we believe our involvement can lead to a material re-rating, stronger institutional demand, and a durable improvement in market valuation.
What we do
Equity storytelling
Reframing the investment case to capture stronger institutional interest.
High-stakes investor messaging
Advising on optimal communication during high-stakes investor events.
Market perception studies
Extracting unfiltered investor and
analyst insight to diagnose valuation friction.
Strategic investor targeting
Mapping and prioritizing the
institutional buyers most likely to re-
rate the equity story.
Capital markets preparation
Preparing the equity story and investor materials for CMDs, earnings, and strategic capital markets events.
Who we serve
We advise a select group of publicly listed and pre-IPO companies on critical capital markets challenges, ranging from valuation strategy to investor positioning and high-stakes communication. Our clients range from growth-stage companies preparing for a public listing to $80B+ large-cap industrial conglomerates seeking strategic guidance on complex capital markets matters. Most of our mandates involve companies listed on North American (Nasdaq, NYSE) and European (Euronext, CAC 40) exchanges.
Sector expertise
Technology
Industrials
Media & Telecom
Consumer Goods
Healthcare
Mining & Natural Resources
Renewal Energy
0
mandates delivered
0
countries covered
0
perception studies conducted
0
capital market events supported
Selected engagements
$4.3B
EMEA Industrial Software Firm
Repositioned equity story to align with automation and AI tailwinds. Secured new coverage from two Tier-1 analysts. Market cap increased by 32% within five months*.
$11B
US Specialty Materials Leader
Refocused narrative around national security and the energy transition. Tripled Tier-1 institutional engagement. Multiple expansion from 6x to 10x forward EBITDA*.
$2.8B
European Consumer Healthcare Company
Advised on narrative and messaging ahead of CMD and earnings relaunch. Simplified investment case led to broader buy-side engagement and one new generalist fund initiation.
$17B
Asia-Pacific Semiconductor Company
Developed investor messaging and Q&A ahead of capital markets day. Equity story reframed to emphasize IP monetization and geopolitical relevance. Helped management team prepare for investor Q&A and key thematic discussions with US institutions.
$200M
Nasdaq-Listed SaaS Provider
Rebuilt investor deck to simplify technology, emphasize financial performance, and clarify competitive edge. Equity story overhaul drove a 48% increase in market cap*, two Tier-1 analyst initiations, and a broader institutional shareholder base within four months.
$9.6B
North American Renewable Energy Platform
Rebuilt equity presentation to align with decarbonization and infrastructure investment themes. Attracted new ESG-focused investors and contributed to two analyst upgrades within one quarter*.
*All valuation and capital markets outcomes refer to the period following Potentia’s engagement, typically within 3–6 months, based on publicly available data at the time of analysis. Past performance is not indicative of future results.
Our process
At Potentia, we apply a rigorous three-step methodology designed to identify valuation friction and engineer a narrative that drives institutional conviction.
01
Identify core value drivers
We distill the company’s investment case to its most compelling drivers of long-term value—identifying the unique assets, growth vectors, and competitive strengths most likely to resonate with sophisticated investors.
02
Diagnose investor friction points
Through deep-dive perception analysis and investor sentiment mapping, we identify the narrative blind spots, credibility gaps, and structural misperceptions that limit investor appetite and suppress valuation.
03
Engineer the re-rating narrative
We construct an upgraded, data-backed equity narrative that eliminates friction, amplifies investor conviction, and drives a sustained uplift in the company’s valuation.
Our work in numbers
$6.5B
in total market cap uplift generated*
15–40%
typical increase in market valuation post-engagement*
34%
average trading volume increase within 4 months*
2.5x
increase in Tier-1
institutional engagement across selected mandates
73%
of clients outperformed
industry valuation benchmarks within 6 months*
82%
of new mandates referred by CEOs, CFOs, or investors
*Based on data from selected engagements between 2022–2025.
Who we work with
We selectively partner with listed companies that meet all of the following criteria:
A market capitalization above $200M
A clear 20–50% disconnect between valuation and fundamentals
A leadership team willing to challenge conventional IR thinking
We engage where we believe our involvement can move the market. Our advisory firm takes on fewer than 10 mandates per year. If your company is materially undervalued, we want to hear from you.
Apply for a Strategic Valuation Review