We are thrilled to announce a brand new offering for our clients: Investor Roundtables. Every other month, we’ll recruit a group of investors from different backgrounds and levels of investible assets who will share real-time feedback and reactions about anything from creative work, to content ideas, to strategic messaging platforms.

On the heels of the success of our Advisor Roundtables program, we’re excited to be investing even further into infusing proactive and regular insight from investors into our work.

Similar to Advisor Roundtables, here’s how the program will work:

• Every other month, we’ll align with our clients on one piece of work or a burning question they want to get investors’ reactions to
• We’ll then sit down with a curated panel of a variety of investors (i.e., HNW, ultra-HNW, etc.) for the discussion. During that time, we’ll review the selected focal point with the group to hear their feedback
• After each Roundtable, we’ll report back to clients on the information gathered

Please note that since this is a shared, value-add service for our clients, we estimate a block of 10-15 minutes to be allotted to each client’s work during the one-hour session. Custom, fully dedicated 1-hour sessions can be estimated separately as needed.

We look forward to using our new Investor Roundtables offering to create more meaningful work of Substance for our clients.

If you are not currently working with us but are interested in learning more about opportunities with Investor or Advisor Roundtables, contact us at info@havesubstance.com, and we will be in touch with you soon!