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IR Playbook

Capital markets strategy outline

Purpose

Package the finalized diagnosis into the Capital Markets Strategy: the comprehensive deliverable a management team and board act on, built to stand on its own. This skill is the packaging layer. The analysis was done and approved in the capital markets diagnosis; this document carries its confirmed outputs forward, deepens the recommendation set into an executable strategy, and never contradicts or silently re-derives the approved diagnosis. Where the diagnosis flagged (Data needed: ...), this document keeps the flag; it never fills a gap with an invented figure.

Output package

One document: the Capital Markets Strategy (or the board report / memo shape of it), stored in the library. On completion, offer the natural next steps: loading the equity story into the platform investment case, and turning the strategy into a dated mandate plan on the company's Plan.