
Alphaterra Solutions

Advisory for Capital Markets
I. Equity Story Development & Contents Strategy
We help companies craft compelling equity stories that resonate with global investors, reflecting both financial and non-financial value.
・Support for developing and articulating the equity story
・Alignment with company-sponsored research reports and investor materials
・Guidance on defining sustainability strategy and materiality
・Expert advice on disclosure practices
・Expert input on the preparation of integrated reports
II. Advisory for Strategic Value Creation
We go beyond traditional IR advisory, working closely with management to align corporate strategy with investor perception—driving long-term value creation.
・Integrated capital markets strategic advisory
・Support for mid-term business plan development from an IR perspective
・Advisory on intellectual property strategy and intangible asset management
・Guidance on strengthening corporate governance
・Support for designing roadmaps for sustainability and non-financial performance
III. Corporate Sponsored Research
At Alphaterra Advisory, we deliver in-depth, sponsored research through the lens of global investors—maintaining independence while effectively amplifying corporate narratives on the international stage.
Through this approach, Alphaterra Advisory enables companies to:
・Unlock and highlight hidden corporate value
・Strengthen trust with global investors
・Communicate an equity story recognized internationally
・Align sustainability and non-financial disclosures with global best practices
・Enhance corporate visibility and understanding among investors
Our support framework is built on:
・Analysis and authorship led by top-ranked global analysts
・Strategic integration with IR activities
・Comprehensive and objective reporting
・Global distribution and enhanced investor engagement
・A rigorous report development process
IV. Strategic Investor Engagement
We design and implement tailored investor engagement programs for TSE-listed companies, serving as a gateway that connects corporate leadership with global investors.
Our services include:
・Targeting of global institutional investors and planning/arranging overseas roadshows
・Coaching and training for effective investor communication, including presentation skills
・Gathering investor feedback and advising on its integration into corporate strategy
・Communication support on governance, capital policy, and sustainability
・Ongoing support as an extension of the in-house IR team for global outreach

Sustainability
I. Driving Sustainable Value Through Internationally Aligned Initiatives
We leverage a deep understanding of sustainability challenges to provide clear, practical, and tailored advice that enables investors to incorporate complex non-financial factors into valuation. By identifying material risks and opportunities, we support the creation of customized solutions that foster long-term business growth. Specifically, our support includes:
・Delivering practical, company-specific advice grounded in a deep understanding of complex sustainability issues
・Supporting the identification and definition of materiality
・Designing solutions that address key risks and opportunities to drive sustainable growth
・Advisory on the preparation of integrated reports
・Guidance on timely and appropriate responses to disclosure requirements
・Navigating the transformation of intellectual property and non-financial information into strategic management assets
II. Integrated Report Advisory
A distinguished expert, former Chair of the WICI Japan Integrated Reporting Awards Committee and Vice President and Board Member of the Japan Investor Relations Association, provides consulting services carefully tailored to your company’s needs. Please feel free to contact us for more information.

NASDAQ/NYSE IPO Readiness Advisory
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We provide comprehensive support to Japanese companies preparing for listing, from establishing internal frameworks in the early stages to guidance throughout the entire IPO process. Our services include navigating IR strategy and communications for listings on NASDAQ and NYSE.
Our services include:
・Navigating U.S. listing preparation (NASDAQ / NYSE)
・Strategic fundraising support and facilitation of investor access
・Formulation and execution support for capital strategies
・Cross-border business development and global partnership building
Notice: Alphaterra Advisory provides advisory services solely in the areas of strategy and communications. We do not engage in the sale, solicitation, or brokerage of securities. All services are delivered as non-licensed advisory support in compliance with applicable regulations, in coordination with appropriately licensed financial institutions when necessary.

Seminar/Education
We Provide Bespoke Training Programs
We provide customized corporate training programs that transform knowledge into strategic value.
・Specialized training for CFOs, board members, C-suite executives, and middle management
・Covering the latest topics, including intellectual property management, sustainability, governance, and capital strategy
・Tailored programs for outside directors
For more information, please contact us.

