rooted in values larger than ourselves

our story

Founded in 2017, Harbor Access delivers award-winning strategic investor relations and capital markets communications to pre-IPO and publicly traded companies. Our name reflects our core disciplines. “Harbor” draws from the SEC’s Safe Harbor provisions — underscoring disciplined, compliant investor communications. “Access” references the institutional Investor Access function, focused on targeted capital connectivity. Together, they represent our dual expertise in narrative strategy and institutional investor engagement.

Our fully-outsourced model delivers the experience of a dedicated Investor Relations Officer without the fixed overhead. Industry-agnostic, we work closely with select US and non-US small and mid-cap clients that exhibit robust growth prospects, solid management teams, and defensible market positions. We believe consistent, clear, and engaging communications significantly expands visibility, builds investor conviction, and supports valuation.

our values

Our values are the cornerstone of our multidimensional culture, serving as a framework for designing, building and implementing investor relations solutions for our clients. They have a material impact on how we see our role as advisors, how we do our jobs and how we treat people every single day. They also guide us in making the right decisions for our clients, partners and each other.

Clients First: We put clients first, for they are the reason we do what we do. Our shared passion and dedication to our clients holds us together, defines and aligns our work and drives us to deliver for them.

Stories Win: We believe each equity story is as unique as each company’s journey through the public markets. We care enough to go through the pain of messy conversations to make sure your story is understood, seen, heard and valued by the investment community.

In It Together: We act like owners, we’re direct and candid, with respect and intent. We closely collaborate toward shared goals and value our client’s time and resources. We believe respect builds trust and connectedness, and actively managing IR relationships can build credibility and meaningful success.

Agile Evolution: We listen and learn, to ensure your presence in the markets is sound, trustworthy, and aligned to long-term business strategy. We are curious and stay hungry, and believe planning, evaluating and ongoing refinement based on feedback loops can elevate your investor brand, drive valuation forward, and improve liquidity and volume, so you can reach your goals.