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
AI is changing how IR programs operate, but most teams are not sure where to start, which tools are worth the investment, or how to get fluent in practice rather than in theory. FCS bridges that gap. Every engagement diagnoses the current workflow first, then deploys AI where it adds real leverage: Q&A workflow, competitive intelligence, sell-side bank, internal reporting, and shareholder base management. The result is an IR function that operates with senior-team-level output at lean-team headcount.
AI Workflow Consulting
✓ AI-Fluent IR Practice
Builds and deploys AI-powered workflows across the full IR function: Q&A banks, competitive intelligence dashboards, earnings recap automation, shareholder targeting, and structured prompt libraries. Practitioner-led, not theoretical.
✓ Diagnostic-First, Tool-Agnostic Approach
Every engagement starts with a structured assessment of the current state. Recommendations are honest about where AI adds value and where it does not. The right tool for the workflow, not the most expensive or the most technically impressive one.
✓ 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.
✓ 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.
A hands-on program that gets IR teams fluent in AI applied directly to their workflows, their materials, and their next earnings cycle. Six sessions covering Q&A workflow, competitive intelligence, sell-side relations, internal reporting, and shareholder base. Every session uses your real data. Fluency, not theory
AI Workshops
Strategic guidance across earnings analysis, peer benchmarking, investor sentiment, and competitive positioning, uplevelled with AI-powered deliverables. Narrative audits, consensus and KPI tracking, financial modeling, and sell-side recap synthesis. Faster turnaround, deeper analysis. Custom-scoped to the question you actually need answered.
Consulting Services
Senior IR coverage for teams that need surge capacity or embedded support, modernized for the AI era. Every retainer includes AI-driven workflows: automated earnings recaps, structured Q&A banks, live competitive intelligence, and shareholder targeting. Two tiers, six-week minimum engagement. Built for lean teams, public companies between hires, or teams navigating a transition.
Fractional IR Support
Package Offering
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10+ Years of Experience in Finance and IR
Whether you are building an IR function, modernizing the workflow for the AI era, or elevating your investor communications, Stefany brings clear thinking, practitioner judgment, and trusted execution.
My approach is simple: How can I help?
Flexible engagement models tailored to your company's stage and needs. AI workshops, consulting services, or fractional retainer. Work that hits the ground running.
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
She has supported companies through the moments that test an IR function: an IPO, a major outage, an executive transition, activist engagement, a transition to profitability, and an acquisition.
- At Fastly, Stefany helped build the Investor Relations function from the ground up after the IPO, supported earnings execution and shareholder messaging, and worked with the capital markets team behind more than $1.4 billion in financing.
- At Smartsheet, she ran the quarterly earnings cycle end to end, supported the company’s transition to profitability, managed activist engagement work, and helped navigate the Vista and Blackstone acquisition.
- At Dropbox, she contributed to IPO readiness within FP&A, supporting the cost modeling and financial discipline work that helped prepare the company for the public markets.
Today, Stefany partners with public technology companies to strengthen investor narratives, modernize earnings and shareholder workflows, and build Claude-based IR tools configured on a company’s own materials. Her work is designed for teams that need practical leverage, not another platform to manage.
Investor Relations & Strategic Finance Leader
I'm Stefany Flegal
Meet the founder
TERMS AND CONDITIONS OF USE
Last Updated: May 22, 2026
These are the Terms and Conditions of Use for Flegal Consulting Services, [registered LLC name as filed with the California Secretary of State], a California limited liability company, located in Mill Valley, California, herein referred to as "Company," "Our," "We," and "Us." Our email is Hello@FlegalConsultingServices.com. "You" and "Your" refer to users of the Company's website, communications, products, services, and related materials, herein referred to as the "Offering."
NOTICE: These Terms and Conditions are legally binding. It is Your responsibility to read them carefully prior to using or accessing any of Our products or services. These Terms govern use of the website and any free or publicly available materials. Paid consulting engagements are governed by a separate engagement agreement, which controls over these Terms in the event of any conflict.
GENERAL PROVISIONS
This website is owned and operated by Company. You must be at least eighteen years of age to use Our website. Use of this website is at Your own risk. We host Our site on a reputable platform and take reasonable efforts to maintain it, but We make no representations or warranties as to the safety of Your individual use. These Terms are subject to change at any time, and We will update the "Last Updated" date accordingly.
USE AND CONSENT
By accessing the Offering, You agree to abide by these Terms and Conditions, along with any disclaimers and the Privacy Policy. If You do not agree, please email Us and We will make reasonable efforts to remove Your access. You agree You are at least 18 years old or of the age of majority in Your jurisdiction.
INTELLECTUAL PROPERTY AND LICENSE
All website content, designs, graphics, text, logos, taglines, trademarks, methodologies, frameworks, prompt libraries, templates, and other materials made available through the Offering are owned by Company or its properly attributed licensors. Company retains all ownership of its proprietary methodologies, frameworks, templates, prompt structures, and the underlying intellectual property used to deliver the Offering, including any improvements developed in the course of an engagement.
For paid consulting engagements, deliverables produced for a client are licensed to that client for the client's internal business use, on the terms set out in the applicable engagement agreement. This license does not transfer ownership of Company's underlying frameworks, methodologies, or tools, and does not permit the client to resell, sublicense, publish, or distribute Company's proprietary materials to third parties.
With respect to free or publicly available website materials, You are granted a limited, non-exclusive, non-transferable, revocable license to access them for Your own informational use. You may not republish, redistribute, resell, or reproduce Company's content as Your own. Use of Company's trademarks or copyrighted materials requires Our prior consent and proper attribution.
If You wish to use or publish any of Our content beyond the scope of these Terms, You must request permission in advance by emailing Us.
YOUR MATERIALS AND COMMUNICATIONS
Any non-confidential comment, submission, or communication You make through Our website, contact forms, newsletter, or public platforms may be used and republished by Us in the course of Our business, unless You explicitly state otherwise or such communication is governed by a separate confidentiality agreement. You agree not to submit content that is unlawful, libelous, obscene, abusive, or otherwise inappropriate. This provision does not apply to confidential client materials exchanged under an engagement agreement or nondisclosure agreement, which are governed by those agreements.
SECURITY AND ASSUMPTION OF RISK
It is Your responsibility to secure Your login credentials. We do not store complete payment card numbers; payments are processed through third-party processors such as Stripe or PayPal, and by using them You agree to be bound by their applicable terms. By accessing the Offering, You assume the risk of Your access and any actions You take as a result of the information provided.
CONFIDENTIALITY
Use of the public website does not create a confidential relationship. Confidentiality obligations between You and Company in connection with a paid engagement are governed exclusively by the applicable engagement agreement or nondisclosure agreement, which controls over these Terms. The parties acknowledge that consulting engagements may involve material nonpublic information, and the handling of such information is governed by those agreements and the client's own policies.
DISCLAIMERS
Our website and free materials are provided for informational purposes only. You agree to indemnify and hold harmless Company for any direct or indirect loss arising from Your use of the website or related communications, including consequences of technological failures such as payment processor or system errors.
We make no guarantee as to the accuracy of third-party statements on this website or the likelihood of any particular outcome for You. For legal, securities, compliance, tax, or accounting questions, You should consult Your own qualified professionals. We expressly disclaim responsibility for any actions or omissions You choose to make as a result of using this website or its free materials. While We make reasonable efforts to keep the website accurate and current, We cannot guarantee that all materials are entirely accurate, complete, or up to date, and Your use of any such information is at Your own risk.
This disclaimer should be read together with Our separate Legal Disclaimer, which governs the use of artificial intelligence, securities-law and Regulation FD responsibility, and related matters, and is incorporated here by reference.
RESULTS DISCLAIMER
Individual outcomes vary. Any case studies or testimonials are not indicative of typical results. Each client approaches the Offering with different circumstances, resources, and implementation, all outside Our control. We cannot and do not guarantee any specific operational, professional, or financial result from use of the Offering.
WARRANTIES DISCLAIMER
TO THE FULLEST EXTENT PERMITTED BY LAW, THE OFFERING AND ALL MATERIALS ARE PROVIDED "AS IS" AND WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE OFFERING WILL BE UNINTERRUPTED, ERROR-FREE, OR FREE OF HARMFUL COMPONENTS, OR MAKE REPRESENTATIONS REGARDING THE CORRECTNESS, ACCURACY, OR RELIABILITY OF ANY RESULTS OBTAINED FROM ITS USE.
TECHNOLOGY DISCLAIMER
We make reasonable efforts to provide reliable technology and platforms. In the event of a technological failure, We are not responsible for failures outside Our reasonable control, and some issues may require support from a third-party provider. You hold Us and Our third-party platform providers harmless from claims arising out of any technological failure, except in cases of gross negligence as determined by industry standards.
ERRORS AND OMISSIONS
We make no warranty as to the accuracy, timeliness, completeness, or suitability of information in the Offering, and are not liable for any inaccuracies, errors, or reliance on opinions contained in it.
INDEMNIFICATION
You agree to indemnify and hold harmless Company and its affiliates, agents, contractors, officers, members, employees, successors, and assignees from any claims, damages, liabilities, costs, and expenses, including reasonable legal fees, arising out of or related to Your use of the Offering, except to the extent caused by Our gross negligence or willful misconduct.
LIMITATION OF LIABILITY
To the fullest extent permitted by law, We will not be liable for any indirect, incidental, special, consequential, or punitive damages arising from Your use of the Offering or reliance on its content. Any limitation of liability in the applicable engagement agreement governs and controls with respect to paid engagements.
TERMINATION
If We determine You have violated these Terms, We may terminate Your access to the website and related communications at Our discretion, without notice.
FINANCIAL CONSIDERATIONS
Purchases and Payment. You authorize Us to charge Your chosen payment provider for the total amount shown at checkout. You agree to provide current, accurate payment details and to abide by Your card issuer's terms. We reserve the right to change pricing for new purchases at any time.
Recurring Charges. If You sign up for a recurring or automatically renewing Offering, You authorize Company to charge Your payment method for future payments. You may cancel a recurring Offering by contacting Company.
Errors in Pricing. We reserve the right to correct pricing errors, even after payment, and will notify You in writing so You may take appropriate action.
Refunds. Due to the nature of the services and products provided, refunds will not be given unless otherwise specified in writing.
Chargebacks. You agree to attempt to resolve any billing concern with Us before initiating a chargeback. We reserve the right to present proof of Your access and these Terms to the financial institution investigating any dispute.
Currency and Taxes. Payments are processed in US Dollars unless otherwise specified at checkout. Applicable sales taxes will be applied as required by law.
DISPUTE RESOLUTION
If You and Company cannot resolve a dispute through good-faith negotiation, You agree to make a reasonable attempt to resolve it through mediation or alternative dispute resolution before filing a civil action.
LAW AND JURISDICTION
These Terms and Conditions and the Privacy Policy are governed by and construed in accordance with the laws of the State of California. Any dispute arising out of or related to these Terms is subject to adjudication in the state or federal courts located in California.
ENTIRE AGREEMENT
These Terms, together with the Privacy Policy and the Legal Disclaimer, constitute the entire agreement between website users and Company relating to use of the website. For paid engagements, the applicable engagement agreement controls over these Terms in the event of conflict.
SEVERABILITY
If any part of these Terms is deemed unlawful or unenforceable, all other provisions remain in full force and effect.
ALL RIGHTS RESERVED
All rights not expressly granted in these Terms and Conditions are reserved by Company.
CONTACT
For questions about these Terms and Conditions or the Privacy Policy, contact Us at Hello@FlegalConsultingServices.com.
PRIVACY POLICY
Effective May 22, 2026
Flegal Consulting Services, [registered LLC name as filed], a California limited liability company ("Flegal Consulting," "we," or "us"), respects your privacy. This Privacy Policy explains what personal information we collect through our website at flegalconsultingservices.com, how we use and share it, and the rights you have over it. It works alongside our Terms and Conditions and Legal Disclaimer. By using the website, you accept the practices described here.
Information we collect
We collect information in three ways: what you give us, what we collect automatically, and what we receive from the services we use to run the business.
Information you give us includes your name and email address when you subscribe to our newsletter or contact us, any details you include in a message to us, and the billing and contact information you provide when you purchase a service. Payment card numbers are entered directly with our payment processor and are not stored by us.
Information collected automatically includes standard analytics data — your IP address, device and browser type, pages viewed, referring site, and similar usage data — gathered through cookies and similar technologies when you visit the site.
Information from our service providers includes confirmation and transaction details from our payment processor and engagement data from our email platform, such as whether a message was opened.
This policy covers our website and direct communications. It does not cover information collected through separate platforms that operate under their own policies, including Substack, which delivers our newsletter — see "Our newsletter and third-party platforms" below.
How we use it
We use personal information to respond to your inquiries, send the newsletter and updates you've asked for, process and fulfill purchases, operate and improve the website, understand how the site is used, and meet our legal, tax, and accounting obligations. We do not use the personal information collected through this website to make automated decisions that produce legal or similarly significant effects about you.
How we share it
We share personal information with the service providers that operate the business on our behalf, each of which handles your information under its own privacy terms:
Our email and newsletter platform, Flodesk, manages subscriptions and sends our communications. Substack delivers our newsletter, The IR Girl, and processes the subscriber list for it. Our payment processors, Stripe and PayPal, handle transactions and billing. Google Analytics provides website usage analytics. We also use advertising and retargeting technologies — which may include providers such as Meta, Google, or LinkedIn — that allow your activity on our site to inform the ads you see elsewhere.
That last category matters under California law. Using advertising and retargeting technologies means we "share" personal information — specifically online identifiers and browsing activity — for what California calls cross-context behavioral advertising. You have the right to opt out of this; see "Your California rights" below. Apart from that, we do not sell your personal information for money, and we do not share it for advertising with anyone who clicks our opt-out.
We may also disclose information when the law requires it, to enforce our agreements, to protect our rights or safety, or in connection with a business transfer such as a merger or sale. We do not otherwise rent or sell your personal information.
Our newsletter and third-party platforms
We publish The IR Girl newsletter on Substack, and you can join that list two ways. If you subscribe directly on Substack, your information is collected and handled by Substack under its own privacy policy, not this one. If you opt in through our website — for example, through a newsletter signup form — you are consenting to receive The IR Girl, and we may add your email address to our Substack list so the newsletter can be delivered to you. In that case Substack processes your subscription under its privacy policy. Either way, you can unsubscribe at any time using the link in any newsletter email.
Links to other websites
Our website may contain links to sites we do not operate or control. If you follow a link to a third-party site, this policy does not govern the information you provide there, and we are not responsible for the privacy practices of those sites. We encourage you to review the privacy policy of any site you visit.
Cookies and tracking
The site uses cookies for analytics and advertising. You can refuse or delete cookies through your browser settings, though some features may not work as well without them. We honor the Global Privacy Control (GPC) signal as a valid request to opt out of sharing for cross-context behavioral advertising for the browser that sends it.
Your California rights
If you are a California resident, the California Consumer Privacy Act, as amended by the CPRA, gives you the right to: know what personal information we collect, use, and share and to request a copy of it; request deletion of your personal information; correct inaccurate personal information; and opt out of the sharing of your personal information for cross-context behavioral advertising. You also have the right not to receive discriminatory treatment for exercising any of these rights.
To opt out of advertising-related sharing, use the "Do Not Sell or Share My Personal Information" link on our website, or send the GPC signal from your browser. To make any other request, email us at Hello@FlegalConsultingServices.com. We will verify your request by confirming details against the information we hold, and you may use an authorized agent to submit a request on your behalf. We will respond within the timeframes the law requires.
Your rights elsewhere
If you are outside California, you may have similar rights under the privacy laws of your own state or country, including rights to access, correct, delete, object to the processing of, or port your information, and to withdraw consent. Contact us at the address above and we will respond as applicable law requires.
International data transfers
We operate in the United States, and our service providers may process your information in the U.S. or other countries. If you access the website from outside the United States, you understand that your information may be transferred to and processed in the U.S., where data protection laws may differ from those in your location.
Data retention
We keep personal information only as long as needed for the purposes described here — for as long as you remain a subscriber or client, and afterward as needed to meet legal, tax, and accounting obligations or to resolve disputes. You can unsubscribe from the newsletter at any time using the link in any email.
Security
We take reasonable measures to protect personal information, and we rely on reputable processors such as Stripe, PayPal, Flodesk, and Substack for sensitive operations like payment handling and newsletter delivery. No method of transmission or storage is completely secure, however, and we cannot guarantee absolute security.
Children
The website and our services are intended for business users and are not directed to anyone under 18. We do not knowingly collect personal information from children. If you believe a child has provided us information, contact us and we will delete it.
Changes
We may update this Privacy Policy as our practices or the law change. The effective date above reflects the current version, and material changes will be posted here. Continued use of the website after an update means you accept the revised policy.
Contact
For questions about this Privacy Policy or to exercise your rights, contact us at Hello@FlegalConsultingServices.com.
Effective May 22, 2026
Flegal Consulting Services, [registered LLC name as filed], a California limited liability company ("Flegal Consulting," "we," or "us"), publishes this Legal Disclaimer to define the boundaries of what we do, what we do not do, and where responsibility sits when you use our website at flegalconsultingservices.com or engage us for consulting work. It applies to the website, all content and downloadable resources, and every program, advisory service, AI tool, workflow, and deliverable we provide. Using the website or engaging our services means you accept the terms below. Where you engage us under a signed agreement, that agreement governs, and this Disclaimer fills the gaps around it.
What we are
We are an independent investor relations consultancy. We help in-house IR teams at public companies build AI-enabled workflows and tooling and apply them to their own earnings, shareholder, competitive, and reporting work. Everything we provide is built to support a client's internal IR function. It does not replace the judgment of the people accountable for that function — management, the disclosure committee, legal counsel, and the company's other advisors. We bring practitioner expertise to the work; the company remains the decision-maker.
What we are not, and what we do not advise on
We are not a law firm, an accounting firm, a registered investment adviser, or a broker-dealer, and we are not registered in any regulated capacity in any jurisdiction. Nothing we publish or deliver is legal, securities-law, regulatory, compliance, tax, accounting, or investment advice, and none of it should be treated that way — regardless of how specific, technical, or confident it appears. This is true even when our work touches subjects that carry legal weight, including disclosure obligations, Regulation FD, the handling of material nonpublic information, guidance, and earnings communications. On any of those subjects, the client must rely on its own qualified professionals, not on us. No engagement with us creates a fiduciary, advisory, agency, or trust relationship of the kind a licensed adviser would owe.
Disclosure decisions belong to the client
This point is central enough to state on its own. Our work may feed into materials a public company ultimately communicates to the market. The decision about what gets disclosed, in what form, when, and to whom is the client's alone, made through the client's own disclosure controls and with the client's own counsel. We do not approve, clear, or authorize any external communication. Nothing we produce — no draft, analysis, Q&A response, tool output, or recommendation — is cleared for distribution to investors, analysts, or the public simply because we produced it. Compliance with Regulation FD, the securities laws, and applicable exchange rules rests entirely with the client. We are not responsible for a disclosure the client chooses to make.
AI output is a draft, not an answer
Our work depends heavily on artificial intelligence, including Anthropic's Claude. You should understand clearly what that means. AI systems produce output that can be wrong, incomplete, invented, internally inconsistent, biased, or out of date — and they tend to present all of it with the same fluent confidence, so errors do not announce themselves. Every output that comes out of, is configured by, or is recommended through our services is a first draft that has not been verified. Before anyone relies on it, repeats it, builds on it, or communicates it externally, it must be checked against primary sources and the judgment of qualified people who know the underlying facts. Treating an AI output as finished because it looks finished is exactly the failure mode this paragraph exists to prevent. The obligation to verify rests with the client, and we are not responsible for the consequences of relying on unverified AI output.
Third-party tools
We use and reference tools we do not own or control, including Anthropic's Claude and Claude Code, and at times data providers and other software. We are independent: not affiliated with, endorsed by, sponsored by, or partnered with Anthropic, PBC or any other provider, and any trademarks we mention belong to their owners and are used only to identify the products in question. Those tools come with their own terms, pricing, availability, and limitations, all set by their providers and subject to change without our involvement. We are not responsible for any third-party tool's uptime, accuracy, security, data practices, or output.
No guaranteed outcome
We do not promise results. Any reference to time saved, efficiency gained, quality improved, or any other benefit describes what the work is designed to do, not what you are guaranteed to get. Outcomes depend on the client's own materials, people, decisions, and follow-through, all of which are outside our control, and results vary from one engagement to the next. Examples, case references, and testimonials reflect particular situations and are not representative of typical results. Companies, tickers, or securities that appear in any demonstration or deliverable are there to illustrate a technique and are never a recommendation to buy, sell, or hold anything.
Client materials
Where we work with a client's own documents and data, the client is responsible for having the right to share them and for handling any material nonpublic information according to its own policies and the law. How confidential information is treated between us is governed by the engagement agreement or nondisclosure agreement in force, which controls over this Disclaimer if the two ever conflict.
Limitation of liability
To the fullest extent the law allows, Flegal Consulting and its owner, employees, contractors, and agents are not liable for any indirect, incidental, special, consequential, exemplary, or punitive damages — including lost profits, lost data, lost goodwill, or business interruption — arising from your use of the website or services or from reliance on any content or output, including AI-generated output, whether or not we were advised such damages were possible. Where a signed engagement agreement sets a liability cap, that cap governs. Some jurisdictions limit these exclusions; where that applies, they apply as far as the law permits and no further.
Changes
We may revise this Disclaimer as our services and the surrounding technology evolve. The effective date above marks the current version, and continued use after a revision means you accept it.
Contact
Questions about this Disclaimer go to Hello@FlegalConsultingServices.com.