The APTitude for IR
APT Consulting is a boutique outsourced IR and business development firm built for emerging and smaller established funds. We help you attract the right investors, communicate your story with clarity, and build the infrastructure to grow.
Our Services
APT delivers institutional-grade IR across three core disciplines. Whether you need to strengthen your internal infrastructure, expand your investor reach, or build your digital presence, every engagement is tailored to your fund.
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Strengthen Your Foundation.
Your investors expect professionalism at every touchpoint. We ensure your firm is always ready with polished marketing materials, disciplined LP communications, and the internal infrastructure institutional investors demand.
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Expanding Your Investor Reach.
We go beyond your existing network. From targeted investor identification and roadshow strategy to CRM management and conference preparation, we connect you with the right capital sources and help you make a lasting impression.
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Build Your Visibility.
Visibility is credibility. We build and manage your digital footprint from LinkedIn presence and thought leadership content to PR, peer analysis, and digital IR programs, so the right investors find you before you ever pick up the phone.
Ashlee Paige Taggart founded APT Consulting with one goal: to give emerging funds access to the same caliber of investor relations that larger firms take for granted.
Meet the Founder
The funds we work with are lean, ambitious, and good at what they do. What they need is someone equally serious about the IR side, so they can stay focused on managing capital.
Where Financial Insight, Meets Investor Engagement.
That’s exactly what APT was built to be.
Featured News
APT Quarterly Q&A
The Emerging Manager Playbook — APT’s Founder and CEO Ashlee Taggart breaks down what it actually takes to build a successful IR program at the emerging manager stage. From defining the category and closing the most common IR gaps, to what makes a manager's story compelling to an allocator and where to focus first when capital is the goal, this playbook covers it all.
Q3 Edition
Stay Ahead of the Market
APT's newsletter delivers capital markets insights, IR strategy, and industry commentary to fund managers and investors who want to stay informed.