Codarity · market briefing

Market briefing for Kina Events

Prepared for Alex Palmer. This is research about your market and where your firm sits in it, ending in a path. It is not a proposal.

What you do
Financial Services and Private Equity corporate events, AGMs, conferences, seminars, and offsites, with a secondary specialism in events mentoring and outsourced event management support for in-house teams.
Prepared
23 August 2026

02 · what you told us

Your answers

You answered four questions. They are here first because everything after this reads differently depending on them.

No answers on this record. This render uses the research only, which is how the report reads before the four questions are submitted.

03 · your market

How your buyers decide

Before anything specific to your firm, one thing about how your buyers behave, because it explains most of what follows.

5 actively looking now12 forming a view quietly83 not looking yet

5 in every 100 of your buyers are actively looking right now. 12 are forming a view without talking to anyone. 83 are not looking at all and will be at some point. Almost all marketing in this market is built for the first group. The work that compounds is built for the second.

04 · your buyers

Who is actually in the room

A decision about corporate event contracts is almost never one person's. It is five seats, and on a small team one person holds two of them. Over 221 days each seat arrives at its own conclusion, mostly without talking to you.

Most firms in this market write their website, their proposals and their whole pitch for one of these five: the seat that runs the event. It is the seat they meet, so it is the seat they answer. The other four decide anyway.

The one whose neck is out

CEO · Managing Director · Chief Marketing Officer · VP Marketing

Wants
a result they can point at in a board meeting. The event is a means to something they have already promised upwards.
Afraid of
spending a large number and having nothing defensible to show for it. Not failure exactly, ambiguity.
Actually asks
If I am asked in six months whether this was worth it, what do I say?
Settled by
a supplier who talks about outcomes and measurement before they talk about production values.

The one who has to run it

Head of Events · Events Director · Events Manager · Event Marketing Manager

Wants
a delivery that does not consume them. They have done this before and they know exactly which parts go wrong.
Afraid of
a supplier who is impressive in the pitch and unreachable in week six. They have been burned and they remember it.
Actually asks
When something goes wrong at 6pm the night before, who actually answers the phone?
Settled by
specifics about process, escalation and named people, rather than a showreel.

The one guarding how it looks

usually leads in financial services

Head of Brand · Brand Director · Head of Communications · Creative Director

Wants
something that feels like them and lands with their audience, not a generic event with their logo on it.
Afraid of
cheapness. A stand, a stage or a room that undercuts everything else they have spent the year building.
Actually asks
Will this look like us, or like an event company's idea of us?
Settled by
evidence the supplier understands their market and their audience, not just their sector.

The one who signs it

Finance Director · CFO · Head of Procurement · Commercial Director

Wants
predictability. A number that does not move and a process that survives an audit.
Afraid of
scope creep, and being the person who approved the thing that overran.
Actually asks
What is the number, what changes it, and what happens if we cut it by twenty per cent?
Settled by
commercial clarity offered early and unprompted, rather than extracted during negotiation.

The one who has to live with it

Head of Sales · Sales Director · Head of Product · Head of People

Wants
the event doing the job they need it to do: pipeline, a launch that lands, a team that comes back motivated.
Afraid of
an event that is beautiful and useless. Lots of photographs, no conversations that went anywhere.
Actually asks
What do I get out of this on the Monday after?
Settled by
a supplier who asks what happens after the event before they ask about the venue.

Specific to financial services

The event buyer usually sits inside marketing rather than in a dedicated events function, so the brand seat and the owner seat are often the same person.


Read the four “afraid of” lines together and the pattern is hard to miss. Not one of them is afraid you cannot do the work. They are afraid of ambiguity, of being unreachable, of looking cheap, of overrunning, and of spending a great deal on something that changes nothing on the Monday. A portfolio of beautiful past events answers none of that.

05 · your buyers

The 221 days before they call you

Everything after this hangs off one number. In B2B event services the gap between a buyer starting to look and a buyer making contact averages 221 days. Nearly eight months of deciding, almost all of it in private, and almost all of it before anybody picks up a phone.

Start with what is working, because it is not nothing. Of the places a buyer actually looks, you are already there on being found on the questions they search months earlier. In this market that puts you ahead of most: it is what a buyer needs to see before they will take a meeting, and plenty of firms your size cannot show it.


Now the part that is harder to see from inside. A buyer in this market spends 221 days researching before they make contact. Across the 10 places we can actually check, Kina Events is present at 1 of them and absent from 60 per cent. Every gap sits early: publishing a point of view where they already read, reaching the right accounts before they are looking, staying present when they go quiet mid-cycle and giving them something worth an email address.

before they are looking

asks an AI assistant who the credible suppliers arecontent an AI can find, cite and summarise
partly
there is a content surface for an assistant to draw on, though nothing built for it
searches the problem, months before searching for a supplierpages that answer the question behind the search
you are here
a working content surface is published
reads their feed and forms a view of who understands this workfounder-led publishing on LinkedIn
not yet
no publishing activity found
sees the name somewhere that is not the supplier's own websitedigital PR, earned mentions, speaking
partly
one third-party mention found: Cvent Diagramming and Seating Certification — Alex Palmer. One is a start, not a presence
never comes looking, because they already have someonenamed-account outreach and DMs
cannot tell from outside
nothing outside your business can show this. It is the first thing worth asking about

researching in private

is not looking yet, and needs to have heard of you before they areLinkedIn brand and thought-leader ads to the right accounts
not yet
no LinkedIn advertising
disappears for four months mid-cycle, then comes backretargeting that keeps you present without nagging
not yet
no retargeting, so a buyer who leaves mid-cycle is gone
wants the thinking without having to talk to a salesperson yetsomething worth an email address
not yet
nothing to exchange for an email address, so interest arrives anonymous or not at all
is 221 days from enquiring and will forget you in 30a nurture sequence that stays useful, not a mailshot
partly
a list exists; whether it stays useful across 221 days is the open question

building a shortlist

types a buying-intent search once the brief is realGoogle Ads on the terms that carry intent
not yet
no paid search

choosing

checks you can actually do the work, once you are on the listcase studies and named clients
not yet
the delivery record is not readable by anyone who has not worked with you
(not a buyer touchpoint: whether you can see any of the above)first-party tracking across a 221-day cycle
cannot tell from outside
nothing outside your business can show this. Over 221 days it is the difference between knowing and guessing

60%

of the buyer research journey we can see, you are absent from. Present at 1 of 10.

Two things on that list we have deliberately not scored, and they are the same two on every briefing we produce. Whether you are approaching named accounts directly, and whether you can see which of these actually produces work. Nothing outside your business reveals either, so guessing would be worse than useless. They are the first two questions worth asking on a call, and between them they usually explain more than the rest of the list.

That is the whole of it. Not a pitching problem, not a pricing problem. For roughly 221 days a buyer is forming a shortlist you are not on, and by the time they enquire they have already chosen. The work you lose this way never appears as a loss, because you were never invited to bid for it. It looks like a quiet quarter.

What closes that gap is not doing more of what you already do well. It is being demonstrably the firm that understands corporate event contracts better than anyone else, in the places your buyers are already looking, for the whole of those 221 days. That is what the rest of this is.

07 · your market

Your buyer market

This is the size of the reachable buying side of your market at the seniority that signs off event work. It is not a list of prospects. It is the ceiling on how large the always-on layer can usefully get before targeting has to narrow.

766

people at the seniority that signs off event work, in financial services, reachable today.

08 · your market

What your competition is doing

This is what the firms you are up against are actually doing to get found, taken from our own research rather than a survey. Most of them are in the same position you are: strong on proof, absent from everything before it. Where a bar is short, that is room nobody is competing for.

publish written proof of delivered work33/48keep a content surface running25/48have somewhere for interest to land6/48stay in contact between briefs37/48are buying attention7/48have a visible founder or leader13/48
you already do thisnot something you do todayDenominator is 48 researched firms of this type.

09 · the hinge

What that means for you

The research reads a firm operating at a level where buyers arrive already knowing roughly who you are. Two things in the research point the same way: enterprise-tier buyers and demand arriving with nowhere to land.

The tension is not demand. It is that interest which arrives before a buyer is ready has nowhere to go, so it leaves and comes back as somebody else’s client.

The fastest change available to Kina Events is not a bigger effort across everything. It is somewhere for interest to land, because it is the one thing every other move depends on and the one thing currently absent. The majority of your traffic that is researching quietly becomes a known contact instead of an anonymous visit. Staying useful between briefs follows it directly, and the rest of the board is ordered behind those two.


What the research found

Kina Events is a London-based boutique events management and consultancy firm (founded 2016, 2, 10 employees) specialising in designing and delivering bespoke corporate events aligned to client brand values and strategy. Their core services span full-service event management, venue sourcing, and a distinctive events mentoring programme. They focus primarily on the Financial Services and Private Equity sectors, delivering AGMs, conferences, seminars, offsites, drinks receptions, and dinners for clients including Investec Bank, Cazenove Capital, James Hambro & Partners, and others. They hold AIM accreditation and beam membership.

10 · the path

The full board

This is the whole system, not a proposal. Four pillars, and within each one the two modules that would do the most for Kina Events given what the research found. Two are lit for the first quarter. One is marked as deliberately not yet. Everything grey is real work that is simply not the next work.

AUTHORITY1Published proofBeing findable whenbuyers search2Founder-led publishingOriginal research onyour marketSpeaking and earnedcoverageATTRACTION1Somewhere for interestto landTurning up wherebuyers already arePaid searchScaling paid4Named-accounttargetingAUTOMATIONWalking into the callalready informed4The same first steps,every timeThe good onessurfacing firstFollow-up thatbranches on what theyProposals that stopbeing rebuiltOne record per person2Staying useful betweenbriefsDesigned repeat workARCHITECTURE3One pipeline, agreedstagesA smaller way inKnowing where workcomes from3Crediting the firsttouch, not the lastOne review thatchanges something
first quarteron your path, later quartersdeliberately not yetreal work, not your next work

Deliberately not yet

One move in Attraction is held back on purpose. Proactive visibility works once there is something credible to land on. Published proof comes first.

11 · the path

Authority

Authority is whether a buyer can satisfy themselves that you are credible without speaking to you. It is the pillar everything else borrows from.

Published proof

Quarter 1

Turning work you have already delivered into evidence a buyer can read before they ever speak to you.

Why it is here
On the board for Kina Events because the delivery record is strong and almost none of it is readable by someone who has not worked with you.
What changes
Buyers who are shortlisting quietly get something to shortlist you on. It also gives every other module something credible to point at.
First move
Pick three delivered events, one per buyer type, and write each up as a short account of the brief, the constraint and the outcome.
You will know because
Enquiries start arriving that reference a specific piece of work rather than asking what you do.

What this looks like · positions you as a firm whose track record can be checked without a phone call

  • Article on your site

    What buyers get wrong when they brief financial Services and Private Equity corporate events

    for the one who has to run it

  • Article on your site

    Financial Services and Private Equity corporate events: what the budget actually has to cover

    for the one who has to live with it

  • PR angle

    Where financial services budgets are actually going this year

    for the one guarding how it looks

Founder-led publishing

Quarter 2

Using the personal profile that already carries trust, on a rhythm rather than in bursts.

Why it is here
On the board for Kina Events because the personal profile already carries more trust than the company one, and it is being used in bursts rather than on a rhythm.
What changes
Buyers meet a named person with a view, which is the version of you they remember.
First move
One post a week for a quarter, drawn from decisions you actually made on live work.
You will know because
Inbound conversations open with something you wrote.

What this looks like · positions you as a named person with a view, who someone can build a relationship with

  • LinkedIn post

    A real decision on a live financial Services and Private Equity corporate events project, and why

    for the one who has to run it

  • LinkedIn post

    Ask about financial Services and Private Equity corporate events before you ask about price

    for the one guarding how it looks

  • LinkedIn post

    A real decision made on a live corporate event contract, and why

    for the one who has to live with it

12 · the path

Attraction

Attraction is how interest reaches you and what happens to the interest that is not ready to become an enquiry.

Somewhere for interest to land

First quarter

A path for the visitor who is interested but not ready to send an enquiry, so their interest is not lost.

Why it is here
This is the first move, because interest that is not ready to become an enquiry currently has nowhere to go. The research is unambiguous on it: demand arriving with nowhere to land. Everything in the quarters after this one assumes it is in place.
What changes
The majority of your traffic that is researching quietly becomes a known contact instead of an anonymous visit.
First move
One thing worth an email address, built from the proof you already hold, behind a form that asks for very little.
You will know because
A list that grows every month without paid support.

What this looks like · positions you as worth an email address before you are worth a meeting

  • Lead magnet

    The financial Services and Private Equity corporate events brief template, with the lines everyone forgets

    for the one whose neck is out

  • Lead magnet

    The template for what worries the one who signs it most

    for the one who signs it

  • Lead magnet

    How to make the internal case, not just choose a supplier

    for the one who has to live with it

Named-account targeting

Quarter 4

Working a defined list of accounts you want, one by one, rather than waiting.

Why it is here
On the board for Kina Events because the accounts worth naming are identifiable, and approaching them needs the always-on layer working first.
What changes
The highest-value route and the most demanding, because it needs everything else working.
First move
Fifty named accounts, researched properly, approached individually.
You will know because
Conversations opening inside accounts you chose rather than accounts that found you.

What this looks like · positions you as the firm that approached them about their situation rather than broadcasting at them

  • Outreach angle

    Open on the problem the one who has to run it has, not on what you do

    for the one who has to run it

  • Outreach angle

    A reason to make contact that would be worth reading if you sold nothing

    for the one whose neck is out

  • Outreach angle

    Lead with what you know about financial services, not about yourself

    for the one guarding how it looks

13 · the path

Automation

Automation here means giving you the hours back, not taking the people out. The conversations stay yours. What goes is the repetitive work stacked around them.

Staying useful between briefs

First quarter

A regular, genuinely useful contact with people who are interested but not buying yet.

Why it is here
This runs directly behind the first move, because the buying cycle here runs in quarters and there is nothing keeping you useful across it. On a buying cycle measured in quarters, the two together are worth more than either alone.
What changes
On a buying cycle measured in quarters, this is what makes you the name they already know when the brief lands.
First move
A monthly note to everyone who ever raised a hand. Short, and about them.
You will know because
Replies from people who went quiet eighteen months ago.

What this looks like · positions you as still useful nine months after they first found you

  • Nurture branch

    For anyone whose issue is: "If I am asked in six months whether this was worth it, what do I say?"

    for the one whose neck is out

  • Nurture branch

    For the ones stuck on internal buy-in, which beats budget

    for the one guarding how it looks

  • Nurture branch

    For the financial services buyer nine months out, built to stay useful

    for the one who has to live with it

The same first steps, every time

Quarter 4

The tedious sequence every new opportunity goes through, held as tasks and checklists rather than in somebody's head: the questionnaire, the RFP review, the internal sign-offs.

Why it is here
On the board for Kina Events because the same set of steps runs on every new opportunity and none of it is written down.
What changes
The boring work stops depending on who picked it up and how busy they were. You get the hours back and the process stops varying.
First move
Write down what actually has to happen between an enquiry arriving and a proposal going out. That list is the workflow.
You will know because
Nothing stalls because one person was on site all week.

What this looks like · positions you as consistent under pressure, which is when it matters

  • Workflow

    Enquiry in to proposal out, as a checklist not a memory

    for the one who has to run it

  • Workflow

    RFP and questionnaire work, from a day to an hour

    for the one whose neck is out

  • Workflow

    One definition of a live opportunity, so two people read it the same

    for the one guarding how it looks

14 · the path

Architecture

Architecture is the plumbing. Unglamorous, and the reason the other three either compound or leak.

Crediting the first touch, not the last

Quarter 3

Recording what a buyer had already seen before they made contact, not just the click that carried them in.

Why it is here
On the board for Kina Events because the long half of the buying cycle is invisible in what gets recorded, so the work that starts decisions cannot be defended at budget time.
What changes
On a decision that takes 221 days the last touch is the doorway, not the reason. Crediting only the doorway defunds everything that did the work.
First move
One question on the enquiry form: where had you come across us before today?
You will know because
The channels you were about to cut turn out to be the ones being mentioned.

What this looks like · positions you as able to prove which of this started the conversation, not just which one closed it

  • What to measure

    Which of this starts a financial Services and Private Equity corporate events conversation

    for the one who has to run it

  • What to measure

    Every touchpoint scored by distance from a signature

    for the one whose neck is out

One pipeline, agreed stages

Quarter 3

Every live opportunity in one place, with stages everyone reads the same way.

Why it is here
On the board for Kina Events because there is no single place that answers what is actually coming.
What changes
You can see what is actually coming, which is the difference between forecasting and guessing.
First move
Agree five stage names, then move every open opportunity into them.
You will know because
The pipeline answers questions instead of raising them.

What this looks like · positions you as able to see what is actually coming

  • Workflow

    The steps that happen every time, written down once

    for the one who has to run it

  • What to measure

    Which of the five seats each touchpoint actually reached

    for the one whose neck is out

15 · the path

Sequence roadmap

Four quarters, in dependency order. This is not a proposal for four quarters of work. It is the order the modules have to happen in if they are going to hold, so that if you only ever do the first quarter it still stands on its own. Arrows mark where one module needs another in place first.

QUARTER 1QUARTER 2QUARTER 3QUARTER 4AUTHORITYPublished proofATTRACTIONSomewhere forinterest to landAUTOMATIONStaying usefulbetween briefsAUTHORITYFounder-ledpublishingARCHITECTURECrediting the firsttouch, not the lastARCHITECTUREOne pipeline, agreedstagesAUTOMATIONThe same first steps,every timeATTRACTIONNamed-accounttargeting
Dotted arrows mark a dependency: the module at the point needs the one at the tail in place first.

16 · the system

What sits underneath

Under each of those four pillars sits roughly a hundred smaller moves. Nobody needs all of them, and nobody should try. It is here so the eight modules on your board read as a choice made from the whole picture rather than the whole picture itself.

AUTHORITYATTRACTIONAUTOMATIONARCHITECTUREON YOUR BOARDTHE REST OF THE SYSTEMWHAT SITS UNDER ALL OF IT
Roughly ninety moves sit under the four pillars. Eight are on your board. The fog is the point: nobody needs all of it.

17 · the system

What it becomes

Compounding is the part that is hard to picture from the first quarter, because the first quarter mostly looks like effort. Eclipse Global has been running this system for eight years. Their published account is at codarity.com/results/eclipse-global.

The shape of it is worth saying plainly. Nothing on your board pays for itself in the quarter it is built. Published proof earns nothing the month it goes live. A list of people who are not ready to buy looks like a cost until the year it becomes the reason you are already on the shortlist.

That is the whole argument for sequencing rather than intensity. Each quarter makes the next one cheaper, because the thing you built last quarter is still working while you build the next one. Eight years of that is a different business, not a better marketing function.

Year by year figures for the Eclipse Global curve are held back until they can be stated exactly. The published case study carries the account in full.

18 · if it is useful

Next step

The obvious next step is a conversation about the first quarter, not the board and not the roadmap. If the next twelve months are meant to come from corporate event contracts, the first quarter is where that starts, and it is small enough to be worth talking about properly.

Codarity is a growth partner for firms that deliver B2B events. We build the system on the board above, one quarter at a time, and we are equally happy being useful on one module of it. If the first quarter is the only part that is ever relevant to Kina Events, that is a good outcome and not a failed one.

The Event Engine Programme is the version of this where we build and run the whole board over time. It is one option for the first quarter, not the only shape it can take.