Comprehensive Advisory for Modern Enterprises

Through fintech, AI analytics, and sustainable investment strategy, IPTF helps enterprises seize capital market opportunities and create long-term value.

Core Services

AI-Driven Growth Intelligence

Proprietary AI solutions for financial analysis, risk modelling, and market intelligence. Machine learning transforms raw data into actionable investment insights.

  • Financial modelling and valuation forecasts
  • Market sentiment analysis and trend prediction
  • Risk assessment and stress testing
  • Portfolio optimisation recommendations

Sustainable Investment Strategy

End-to-end guidance from regulatory compliance to investor relations—spanning TSE, HKEX, NASDAQ, and LSE requirements.

  • ESG framework establishment and assessment
  • Climate-related risk disclosure (TCFD)
  • Sustainable reporting standards alignment (GRI / SASB)
  • Green finance and social bond design

Brand IP Management

Strategic IP valuation, portfolio management, and commercialisation planning. Convert intangible brand assets into quantifiable investment-grade capital.

  • Brand IP valuation and structured financing
  • Intellectual property protection and registration
  • Licensing model design and contract management
  • Pre-IPO IP optimisation

Crowdfunding Guidance

Complete pre-IPO advisory spanning financial restructuring, governance optimisation, and investor roadshow preparation.

  • Regulation A+ and equity crowdfunding design
  • Disclosure documentation and marketing strategy
  • Investor identification and relationship management
  • Follow-on financing and IPO bridge planning

IPO Structure & Listing

Mainboard, growth board, SPAC, and international listing pathways, combining regulatory expertise with financing experience.

  • Pre-IPO financial restructuring and governance
  • Prospectus preparation and regulatory filing
  • Roadshow strategy and investor communications
  • Pricing and underwriting negotiation support

Cross-Border Financing & M&A

Help enterprises discover international financing opportunities, structure transactions, and conduct due diligence.

  • Cross-border IPO and financing roadmap
  • M&A transaction structuring
  • Buyer/seller due diligence support
  • Cross-border tax and legal integration

Why Choose IPTF

Cross-Disciplinary Expertise: Our team spans investment banking, AI/data science, law, tax, and regulatory compliance—delivering truly integrated advisory.

Asia-Pacific Deep + Global Vision: Profound knowledge of Taiwan, Hong Kong, Singapore regulatory systems and investor preferences, coupled with active connections to US and European exchanges and institutions.

Technology-Driven: From AI analytics to automated valuation models, we leverage cutting-edge tools to accelerate analysis and enhance decision quality.

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