Client Services

Let's co-create the conversation your clients are waiting for

Partner with veteran analysts, market engineers, and briefing strategists who keep your desk ahead of every catalyst. Share your mandate and we'll tune intelligence to it.

Rapid response desk

Dedicated coordinators route every inquiry to the analyst pod aligned with your coverage universe inside one business day.

Live analyst briefings

Secure a real-time walk through of catalysts, positioning heatmaps, and ready-to-share talking points whenever a client meeting pops up.

Mandates scoped around you

Compliance-ready workflows, briefing notes, and distribution copy flex to your tone, regions, and information barriers.

Primary inbox

Send mandates, NDA requests, or briefing outlines any time at info@raven-stone.com.

Client services line

Speak with our coordinators on +1 (555) 123-4567; hours run 9am-6pm EST with overnight catalyst monitoring.

Briefing queue

Average time to analyst hand-off is 2.5 hours. Need to go faster? Submit your request and flag urgency.

Choose the lane that fits your mandate

Every channel routes straight to the analyst pod aligned with your coverage universe.

Analyst inbox

Request bespoke research, share diligence packs, or escalate catalyst coverage.

info@raven-stone.com

Headquarters

123 Financial District, New York, NY 10004. Meetings by appointment only.

View directions

Partnerships

Platform integrations, media requests, and co-branded research initiatives.

Start a conversation

Tell us what you need and we will spin up the right analyst pod

Share mandates, coverage universes, or upcoming client conversations. We will follow up with a scoped plan, timelines, and the analysts assigned to you.

Catalyst monitoring

From earnings seasons to macro votes, we configure alerting to your portfolio exposures.

Briefing packets

Slide-ready exhibits, compliance notes, and talking points built for client meetings.

After you submit:

  • 1We acknowledge reception within one business day.
  • 2An analyst lead reaches out with clarifying questions or ready-to-go deliverables.
  • 3We schedule a cadence check-in to align on on-going collaboration.

By submitting this form you agree to our privacy policy.

Every engagement is built with institutional guardrails

Compliance, security, and delivery standards mirror the expectations of top private banks and asset managers.

Compliance alignment

Audit trails on every deliverable plus configurable disclosure language per jurisdiction.

Secure collaboration

SOC 2 aligned storage, encrypted file delivery, and SSO access on supported tiers.

Rapid deployment

Kick-off in under two weeks with pre-built workflows for equity, sector, and ETF mandates.

Clarify the next steps before we speak

If your question is not answered here, drop it into the form and we will cover it on the first call.

What types of mandates do you support?

We work across public equity, thematic sector coverage, ETF positioning, and macro overlays. Delivery formats range from written dossiers and models to meeting-ready slideboards.

How fast can we begin receiving research?

Most teams receive a scoped plan within 48 hours of first contact. Priority mandates can receive provisional coverage in as little as 72 hours once NDAs are executed.

Do you provide custom compliance language?

Yes. We maintain a compliance template library and tailor disclosures, disclaimers, and risk statements to your regulatory requirements and brand guidelines.

Can we integrate your work into our systems?

We support secure API feeds, SFTP delivery, and collaboration through tools such as Teams, Slack, and Seismic. Let us know your preferred environment.

Partner with our desk

Ready to brief Ravenstone on your mandate?

Tell us about your coverage universe, cadence, and compliance requirements. We will align the right analyst pod and delivery format for your team.

Expect an initial response within one business day, plus a roadmap for onboarding and resource hand-off.

Direct access to analyst leads matched to your desk, sector, and audience.
Scenario planning, compliance language, and distribution copy tailored to your brand.
Configurable delivery across email, secure SFTP, APIs, or embedded collaboration tools.
Submit your mandate