About Us
Cross-Functional Team: Connects CXOs and Investors
Investment Banking + Digital Marketing + Graphic Design + Technology
Our team brings together decades of experience from the disparate worlds of investment banking, digital marketing, graphic design and technology. In the rapidly evolving capital markets landscape, CEOs can no longer rely on the typical siloed mentality and try to manage multiple vendors. They need an integrated team that takes a holistic approach to their company's capital raising and investor awareness goals. Investors want accurate, factual, relevant, and timely information provided by the companies where they invest. No hype. Just facts. Plus, direct access to senior management. Our cross-functional team bridges the communication gap between CEOs and investors to meet the needs of both sides for a more transparent and efficient dialogue.
It's obvious that experience in the worlds of Investment Banking and Digital Marketing are essential for investor communications. But most overlook the importance of Graphic Design and Technology to support these efforts. Graphic Design ensures all collateral materials convey a company's story in a visually appealing and easy-to-understand manner. The Technology underlying the "digital connecting" of investors and companies should be so seamless you don't even realize the millions of dollars invested in the back-end tech stack that make it so easy to use.
Areas of Expertise
Leverage cross-functional expertise to service the needs of companies and investors

Investor Communications
Extensive experience bringing investors and management together, facilitating communication and encouraging a fact-based dialogue

Digital Marketing
Top tier digital marketing talent has managed millions of dollars in investor-targeted ad spend on Google, Facebook, LinkedIn, Instagram, YouTube and Twitter

Investment Banking
Management has worked at investment banks and helped CEOs raise capital and raise awareness on one of the most innovative investor platforms

Tech Savvy
A tech savvy team manage the leading platform for intelligent investor dialogue

Industry Knowledge
Our CEO, David Shapiro, has worked at 5 banks and 3 ad agencies in his 30-year career servicing clients in all sectors. Most recently he served as the Chief Marketing Officer for Maxim Group and their investor awareness division, M-Vest.

Strong Partnerships
We partner with leading firms in the financial services world and leverage those relationship for the benefit of our clients

Our Vision
Transparent and Trustworthy Communication Between Companies & Investors
Companies and their management want to speak to investors who support their growth. Investors want the facts and access to management. Our vision is to leverage our industry experience and the latest technology to bring both sides together.
Our Team

David Shapiro
David has worked in finance, technology, and marketing for 30 years, including 5 global banks and 3 advertising age... More

David Shapiro
David has worked in finance, technology, and marketing for 30 years, including 5 global banks and 3 advertising agencies. He currently supports the National Investment Banking Association as their Chief Marketing Officer. Prior to B2i Digital, he was the Chief Marketing Officer for Maxim Group and one of the founders of their investor awareness platform, M-Vest.com. He has previously worked as head of marketing for micro-cap companies in the transportation and healthcare industries. David maintains his status as a Google Partner and Facebook Marketing Partner. He has spent the last 15+ years managing digital ad accounts that delivered billions of ad impressions across all prominent platforms. He has provided digital marketing consulting to B2C and B2B companies in a wide variety of industries including healthcare, financial services, technology, real estate, hospitality, beverage, automotive & pharmaceutical. He received a BS in Applied Economics and Business Management from Cornell University.

Susan Azizo
Susan has over 15 years’ experience in design. She started her career as an accessories and home furnishings design... More

Susan Azizo
Susan has over 15 years’ experience in design. She started her career as an accessories and home furnishings designer. As the world went digital, she applied her artistic perspective to graphic design for websites, email marketing, and social media content. Susan lives in NYC with her husband and two children.

Joe Downs
With degrees and jobs in both biochemistry and finance, Joe took a very unusual route to b2i digital. His pas... More

Joe Downs
With degrees and jobs in both biochemistry and finance, Joe took a very unusual route to b2i digital. His passion for digital advertising began in 2016 as a candidate for Maricopa County Treasurer and learned how to use list-based targeting to segment and reach voters with more customized messaging, netting himself 616K votes in the process. That led to him refining his skills with work on about 20
political campaigns before segueing into digital advertising work in industries as varied as consumer goods, recreational events, and of course, investments. Joe specializes in merging the quantitative with the qualitative, the analytical with the creative. He uses his technical backgrounds to utilize data in order to test and refine messaging and visual creative, to analyze results for refinement and optimization, and to ultimately deliver better results. Along with his expired Certified Financial Planner designation and financial licenses, he holds a host of current Google, Facebook, and HubSpot certifications.

Pablo Rodriguez
Pablo comes to b2i digital with over a decade of full-service advertising agency experience. He has worked with a d... More

Pablo Rodriguez
Pablo comes to b2i digital with over a decade of full-service advertising agency experience. He has worked with a diverse clientele in the financial, commercial real estate, healthcare, trade, corporate, legal, private/charter education, higher education and entertainment industries. Pablo is an award-winning designer with a proven track record of finding creative solutions to an ever-changing digital landscape. He is an expert in designing content for all digital channels with a focus on websites, paid ads and social media.

Danielle Kreger
Danielle has been designing for over 10 years with a heavy focus on branding. Her expansive skill-set covers new br... More

Danielle Kreger
Danielle has been designing for over 10 years with a heavy focus on branding. Her expansive skill-set covers new brand identity, digital asset creation, website design, images & videos for paid ads, social media content and digital presentations. Additionally, she has over seven years of experience managing marketing teams and campaigns. Her dynamic personality makes her a natural leader, team collaborator and project manager. Danielle has extensive experience working on b2b lead generation initiatives across multiple industries. Her experience allows her to dive into client branding, develop strategies quickly and execute the tactics necessary for impactful results. When she’s not working she enjoys cooking, yoga, and spending time outside with her pup.

Heath Greene
Heath founded his own successful consulting firm and brings to B2i Digital a lifetime of technology and marketing e... More

Heath Greene
Heath founded his own successful consulting firm and brings to B2i Digital a lifetime of technology and marketing experience across an array of industries. With hands-on expertise in data optimization, SEO, and digital marketing, he oversees all MarTech operations to support investor-focused digital marketing campaigns for both clients and B2i Digital. Heath maintains a heavy focus on data quality, data integration, and data analysis to provide insightful reports to clients, optimize digital ad campaigns and build data-driven Featured Company profiles. He develops targeted digital marketing strategies to increase relevant investor engagement with paid ads and organic posts across Facebook, LinkedIn, Instagram and Twitter.