Tell the right story
to investors
During a typical project our clients go on to secure tens if not hundreds of millions of dollars, launch innovative technologies, significantly increase customers and have their businesses acquired.
Watch three short videos to learn how we do it:
Our best work is done with leaders that consider themselves proactive change makers, whose companies are at a tipping point, have strong offerings, and are ready to launch into the next stage of their greatness.
RECENT PROJECTS
- Delivery
- Strategic review, new brand, website and customer journey
- Audience
- Family Offices, Institutional Capital & Advisors Firms
- Region
- Oceania
Philip courageously and capably guided our team – a bunch of self confessed financial and impact geeks comfortable in the depth of data rooms and spreadsheets – to refine and sharpen our messaging. He took time to understand the multi facets of our business, our clients, and our impact DNA. The result aids our outreach, conversations and engagement with all building impact portfolios.
– Kylie Charlton, Managing Director at Aii, Venture Partner at Giant Leap and Co-Founder Unitus Capital
- Delivery
- Strategic review, stakeholder interviews, development of key messaging, initial customer journeys and Executive sales coaching
- Audience
- Pension Funds and relevant Advisory Groups
- Region
- UK and Europe
RECENT PROJECTS
Thanks for your work Philip, assisting Accela to map our stakeholders and identify opportunities to improve the engagement journey for our financial institution clients. Your strengths in interviewing and capturing key messaging have been a valuable contribution to our future product development and communications strategy.
– Shu Ling Liaw, Chief Executive Officer, Accela Research
RECENT PROJECTS
- Delivery
- Fund IM and Investor Engagement System®, detailing how Argyle strategically invests in water rights, farmland and supply chain infrastructure to deliver non-correlated, real-asset backed, risk-adjusted returns.
- Audience
- Institutional & SWFs
- Region
- Europe, UAE and Australia
To get our investors to see what we do, to be able to educate them about it, the opportunities, the return profile, and why it’s sustainable, to tell our story and have people be able to relate it to if they’ve only ever lived in a capital city, to understand the sophistication of these farmers we deal with and the markets that they’re engaged with. That’s why we’re going on this journey. Overall it’s been fantastic (Philip). We love your energy and the professionalism – and certainly you’ve been very good to deal with as far as everything being planned out and meticulous in terms of the preparation. It’s been a delight. Thank you.
– Kim Morrison, Chairman and Chief Investment Officer
- Delivery
- Investor Engagement System™ – Tone of Voice guide, branding tweaks, video production, editing and platform design, social media content and calendar, website integration, email management optimisation, conference filming, campaign launch, follow up and ongoing support.
- Audience
- High net worth, sophisticated investors and family offices
- Region
- Predominantly Asia-Pacific
RECENT PROJECTS
Philip and his team have built our Investor Engagement System based on a deep review of our strategy and consulting with our executive, and the results have been transformative. In the six weeks leading up to closing our $34M Growth Fund, we had over 4,300 individuals collectively spend 39 hours watching our new video content, and the feedback I’ve got from people in person and online has been very enthusiastic.
If you’re managing a fund or considering launching a new one, and wanting to know the best way to engage your stakeholders and potential investors, Philip should be your first port of call!
– Dr Jodi York, Chief Investment Officer, Kilara Capital
RECENT PROJECTS
- Delivery
- Strategic review, new brand, website and customer journey
- Audience
- Family Offices, Institutional Capital & Advisors Firms
- Region
- Oceania
Philip courageously and capably guided our team – a bunch of self confessed financial and impact geeks comfortable in the depth of data rooms and spreadsheets – to refine and sharpen our messaging. He took time to understand the multi facets of our business, our clients, and our impact DNA. The result aids our outreach, conversations and engagement with all building impact portfolios.
– Kylie Charlton, Managing Director at Aii, Venture Partner at Giant Leap and Co-Founder Unitus Capital
RECENT PROJECTS
- Delivery
- Strategic review, stakeholder interviews, development of key messaging, initial customer journeys and Executive sales coaching
- Audience
- Pension Funds and relevant Advisory Groups
- Region
- UK and Europe
Thanks for your work Philip, assisting Accela to map our stakeholders and identify opportunities to improve the engagement journey for our financial institution clients. Your strengths in interviewing and capturing key messaging have been a valuable contribution to our future product development and communications strategy.
– Shu Ling Liaw, Chief Executive Officer, Accela Research
RECENT PROJECTS
- Delivery
- Fund IM and Investor Engagement System®, detailing how Argyle strategically invests in water rights, farmland and supply chain infrastructure to deliver non-correlated, real-asset backed, risk-adjusted returns.
- Audience
- Institutional & SWFs
- Region
- Europe, UAE and Australia
To get our investors to see what we do, to be able to educate them about it, the opportunities, the return profile, and why it’s sustainable, to tell our story and have people be able to relate it to if they’ve only ever lived in a capital city, to understand the sophistication of these farmers we deal with and the markets that they’re engaged with. That’s why we’re going on this journey. Overall it’s been fantastic (Philip). We love your energy and the professionalism – and certainly you’ve been very good to deal with as far as everything being planned out and meticulous in terms of the preparation. It’s been a delight. Thank you.
– Kim Morrison, Chairman and Chief Investment Officer
RECENT PROJECTS
- Delivery
- Investor Engagement System™ – Tone of Voice guide, branding tweaks, video production, editing and platform design, social media content and calendar, website integration, email management optimisation, conference filming, campaign launch, follow up and ongoing support.
- Audience
- High net worth, sophisticated investors and family offices
- Region
- Predominantly Asia-Pacific
Philip and his team have built our Investor Engagement System based on a deep review of our strategy and consulting with our executive, and the results have been transformative. In the six weeks leading up to closing our $34M Growth Fund, we had over 4,300 individuals collectively spend 39 hours watching our new video content, and the feedback I’ve got from people in person and online has been very enthusiastic.
If you’re managing a fund or considering launching a new one, and wanting to know the best way to engage your stakeholders and potential investors, Philip should be your first port of call!
– Dr Jodi York, Chief Investment Officer, Kilara Capital
Living as art
As tough as things can get, that we are alive is entirely remarkable, and remembering this whilst doing our best is a worthy endevour;
Bravo Charlie was founded in 2009 by Philip Bateman, with the vision of creating impact at scale, through crafting stories of national and global significance.
Supported by a team of independent specialists, our strategies, quality and outcomes are world class.
Born Global
Our Investor Engagement Systems™ will get to the heart of your cause, and resonate with the people who’ll fund your next stage of growth. Let us show you how.
Our Investor Engagement Systems™ will get to the heart of your cause, and resonate with the people who’ll fund your next stage of growth. Let us show you how.
Stories we’ve told
Join our community of
Global Impact Leaders
Resources
Watch this 6 minute video to learn how you will become a leader in 21st century digital communication, from capturing the essence of your team and 'building for the 2nd circle', to the psychology that will drive your Stakeholder Engagement, and how to empower your team with better tools and automation.
Designing a powerful brand journey is the missing piece of the puzzle for many organisations that are struggling to achieve the level of investment and impact they need. If you’ve got a few minutes to spare, reading this guide will change the way you think about standing out in a crowded marketplace.
Smarter Impact
Philip regularly interviews the world’s top minds in business, politics and community leadership, uncovering their incredible insights, journeys and challenges. Be inspired, learn how the best in the industry take real action, and put it in play yourself to create measurable change:
