Discover your Investor Trust score

and get immediate insight into which areas of your business to improve first.

Answer 22 quick questions, and see how you perform across the critical dimensions the world's leading businesses & investment funds score highly on.

Discover your Investor Trust score

and get immediate insight into which areas of your business to improve first.

Answer 22 quick questions, and see how you perform across the critical dimensions the world's leading businesses & investment funds score highly on.

What you can expect

Tools like this are critical to help build your credibility at a time when there is increasing competition for global capital.

Peter Castellas
CEO, Climate Zeitgeist

Genuinely insightful questions.

Dr. Jodi York
Chief Impact Officer, Kilara

Incredibly simple to use, though delivers really impactful insights. I especially love the segmentation of the key factors that determine trust.

Dickie Currer
Scalare Partners & Tech Australia Advocates

Very useful! This has focused our efforts on key areas that will improve our messaging and outreach. Also great for our marketing and comms team.

Rob Waterworth
CEO, FLINTpro

Hiya! Philip Bateman here

In case we haven't met, I want to share what this all about and how the insights you gain will help.

Since incorporating Bravo Charlie® 15 years ago, I've completed over 120 projects in strategy, pitching, deal negotiation & investor relations across Australia, North America, Europe & Asia.

These always included learning the CEO's vision for the company, progresing towards it & identifying the extra value we could create.

The institutional & sophisticated investors I've worked with collectively manage over $1BN AUM, including one of Australia's largest organic farmers, largest manager of water assets, & leading Impact investor for HNW & family offices.

I've found wether investee or investor, the challenges faced in strategically scaling, whilst doing investor & stakeholder relations are shared by all types of businesses. You can see below some folk I've previously worked with.

Q. But the world is huge! Surely there isn't that much consistency?

A. I've validated my findings with broad communities of business advisors, as I regularly speak & hold workshops on the power of strategic marketing & video storytelling for people such as the Australian Federal Government's Entrepreneurs' Programme National Conference, the CEO Institute, Small Business Victoria & the Australian Manufacturing Technology Institute (AMTIL).

Lastly, I've interviewed over 80 of the worlds best minds in business, investing, technology & society through my Smarter Impact show, adding to my insights, & my work features in the Impact Narrative section of the Global Steering Group for Impact Investing.

From all of that, I've shaped my learnings into 22 quick questions that will show you where you are in comparison to the best in the world, and what to do next!

It usually takes 5 to 7 minutes
You can act immediately on the results
It’s completely free

You’ll be scored against the following key areas:

Positioning

A dive into your knowledge of
industry trends & your environment

Direction

A segment of questions focused
on your Purpose, Impact & Brand

Attention

Insights related to Thought leadership,
Key Messaging & Testimonials

Results

A look at your Sales,
Investment & Partnership goals

Once completed, you'll also get instant access to these free resources:

No More Greenwashing

Get up to speed on the frameworks, standards & regulations transforming ESG, finance and Impact Investing markets (2022/23)

Proactive Communication for Change Makers

A broad overview of the global Impact Investing industry, & the practical steps you can take to shape your organisation into a 21st century impact powerhouse

The Art of Becoming Remarkable

Use this case study as a guide to undertake a comprehensive rebranding journey; it's a rare opportunity for you to create something unified & significant.