Flegal Consulting Services
Every engagement begins with a deep dive into your business, including your valuation, growth strategy, KPI tracking, and competitive landscape. With that foundation, FCS can help craft a clear, compelling narrative that builds credibility with shareholders, aligns with long-term strategy, and positions your company to connect with both existing and new audiences.
Company Narrative & Competitive Landscape
Quarterly earnings are one of the most strategic moments in a company’s investor communications. Beyond financial disclosure, they provide an opportunity to reinforce your narrative, showcase executive leadership, manage expectations, and build long-term credibility with the Street. FCS brings deep experience managing earnings cycles end to end, including calendar planning, script development, Q&A drafting, investor materials, and cross-functional coordination. Each quarter is an opportunity to communicate clearly, consistently, and in alignment with your long-term story.
Earnings Cycle Management
When the unexpected happens, how you communicate matters just as much as what you say. FCS provides calm, strategic support during high-stakes moments—guiding messaging, prepping executives, and coordinating across functions to ensure timely, transparent, and confident responses. From guide downs and platform outages to market volatility or leadership changes, FCS helps you stay aligned, on message, and in control.
Crisis Management
✓ Proven Track Record in High-Stakes Environments
Experience supporting IPO readiness, quarterly earnings, Crisis Communications, AI introduction, and investor perception shifts — with a calm, strategic approach.
✓ Builds and Scales IR Infrastructure
From co-building the IR programs to automating earnings and consensus processes, FCS creates repeatable systems that save time and reduce risk.
✓ Deep Financial Modeling Expertise
Brings extensive experience building, refining, and automating financial models to support, scenario analysis, consensus tracking, and investor messaging — enabling faster, more accurate decision-making across IR and Finance.
✓ Deep Understanding of the Investment Audience
Fluent in what institutional investors, analysts, and the street care about. FCS knows how to proactively address it before it is asked.
✓ Strategic Partner to the C-Suite
A trusted thought partner who translates internal strategy into external messaging that resonates with investors — while also coaching executives to deliver with clarity, confidence, and credibility.
✓ Clear, Credible Storytelling
Combines financial expertise with strategic communication to deliver clear, compelling narratives, including around AI strategy. The story will resonate with investors, align with business goals, and build long-term market credibility.
✓ Calm Under Pressure: Crisis Communications Experience
Seasoned in navigating high-stakes moments — including guide downs, platform outages, and volatile market shifts — with clear, coordinated messaging that maintains investor confidence and protects long-term credibility.
✓ Executive Turnover & Leadership Transition Preparedness
Supported IR communications through multiple executive transitions — including two CEOs, a CFO (Fastly), and a CRO (Smartsheet) — as well as Smartsheet’s acquisition by Vista Equity and Blackstone. Ensured consistent messaging and continuity during periods of organizational change.
✓ Strategic Support Through AI Product Shifts
Partnered with cross-functional teams to evolve company positioning during major AI product transitions — ensuring alignment across Finance, Product, and Comms during a period of innovation and change.
For companies preparing to go public or leveling up investor communications, FCS helps build the core IR infrastructure — from drafting your equity story and investor materials to setting up your earnings process, advising on disclosure practices, and coaching executives for the Street.
IPO & Public Readiness
FCS provides actionable insights based on earnings analysis, peer benchmarking, investor sentiment, and competitive positioning. This offering includes support for refining your narrative, tracking consensus and KPIs, financial modeling, and understanding how your story compares in a crowded market.
Consulting Services
Quarterly earnings, script and Q&A development, board prep, or crisis communication. FCS acts as an extension of your team, offering hands-on support during key moments. Perfect for lean teams, public companies between hires, or those needing extra bandwidth during earnings season or transitions.
Fractional IR Support
Package Offering
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10+ Years of Experience in finance and IR
Whether you're building out an IR function, preparing for a transaction, or looking to elevate your investor communications, Stefany offers clear thinking and trusted execution.
My approach is simple: How can I help?
I offer flexible quarterly support with custom packages tailored to your company’s needs . Services include earnings prep, script writing, Q&A, or strategic guidance.
I step in as an extension of your team
From setting up your earnings cycle to crafting script and Q&A or navigating high-stakes moments. I bring calm, clarity, and experience, and I offer strategic support when it matters most.
Why Work with Stefany
- Smartsheet – Supported the Investor Relations team during a pivotal phase, including its acquisition by Vista Equity and Blackstone. Provided insight on investor sentiment, competitive dynamics, and earnings communications.
- Fastly – Joined during the IPO and co-built the Investor Relations function from the ground up. Developed foundational IR processes, supported earnings execution, and helped shape the company’s early public market narrative.
- Dropbox – Contributed to IPO readiness efforts within the FP&A team, aligning internal planning with external financial storytelling as the company transitioned to the public markets.
Investor Relations & Strategic Finance Leader
I'm Stefany Flegal
Meet the founder
