

For outsourced Investor Relations,
Tax, and Accounting
Our Services
1
Investor Relations Services
Experienced client focused C-Suite Investor Relations with global investor and banking relationships to help you achieve your capital raising goals.
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Research investor targets
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Review of investor pitch emails and outreach
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Review of investor road show materials
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Investor road shows
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Assist with investor and industry conference selction, attendance and coordination
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Assist with press release and dissemination to investors
2
CFO / COO Support
Strong leadership skills to maximize the benefits of the finance function: Financial planning and analysis / cash runways.
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C-Suite and Board support and consulting
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Treasury consulting and implementation
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Share option scheme administration
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IPO readiness preparation and execution
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Risk and insurance management
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FDA approval assistance
3
Tax & Accountancy Services
Outsourced tax and accountancy services tailored to your needs. Partnered with ProConnect, QBOs, BILL and Xero - all cloud-based to enable us to deliver a streamlined service.
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Corporate and partnership tax preparation and tax compliance
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Systems implementation and management
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Payroll and pension administration
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Audit support
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General accounting services

About Us

Who We Are
Lisa Stone Group specializes in delivering outsourced services that capitalize on our industry proficiency, spanning investor relations, capital procurement, project management, and financial and associated professional services primarily catering to the Life Sciences, Tech and Development and Construction industries. We seamlessly integrate with your company's team dynamics by leveraging relationships and remote operations through cloud-based platforms. The synergy within our team, combining scientific R&D expertise with financial acumen, fosters a profound grasp of scientific intricacies, strengthens our capacity to identify investors, and helps articulate value propositions to the investment community for our biotech clients. We aim to empower the management teams we work with to concentrate on their core responsibilities and build value for their companies.
Our team embodies a blend of professionalism and extensive expertise, characterized by our proactive approach, problem-solving aptitude, and unwavering sense of responsiveness. We are deeply committed to providing top-tier investor relations, capital raising, financial, and project management services. This commitment to excellence is evident in our extensive network, which includes investors, equity research analysts, and investment bankers, enabling us to facilitate a range of objectives. Our service model is designed to cater to the unique requirements of each client, delivering premium advisory solutions. With our responsive approach and diligent work ethic, we are dedicated to assisting you in attaining your ultimate business goals.
Meet the Team
Working with the Lisa Stone Group is a game-changer for your business. Our expertise in financial, tax services, and project management will help you achieve your goals efficiently and effectively.

Lisa Stone, MBA
lisa@lstonegroupllc.com
30+ years as COO/CFO specializing in Capital Raising, Investor Relations, VC/PE, Publics & Startups in the Tech and Life Sciences sectors, as well as real estate development and construction. Previous experience includes roles at KKR and PwC Advisory and involvement in IPOs.

Karen Krumeich
karen@lstonegroupllc.com
30+ years CFO/SVP/BD; IPOs/Follow-ons/Shelf Registrations/ATMs;Dual Listings;Corporate Strategic Consulting – Soligenix, Theravectys, Kazia Therapeutics

Fay Zein
fay@lstonegroupllc.com
15+ years of biopharma industry. As a biotech business development executive, Fay has expertise in biopharma CDMO business development and is currently a director of new global business at Samsung Biologics, one of the top five biopharma CDMOs in the world. Fay’s experience also includes healthcare venture capital, and is a Venture Partner at VU Venture Partners, a venture capital firm based in San Francisco.

Sue Waite
sue@lstonegroupllc.com
50 years of experience in accounting and financial management, Sue has worked with various businesses, providing customized solutions to meet their financial needs. She is dedicated to helping clients achieve their financial goals while ensuring compliance with regulations.
Lisa Stone Group LLC
1934 E. Camelback Road, Suite 120-621, Phoenix, AZ 85016
