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    Preparing for Investor Meetings: A Planning Guide and Checklist


    Use this handy preparation checklist and planning guide to help you get ready for a meeting of investors.

    • This free checklist covers the various aspects involved in holding an investor meeting, including:
      • making travel arrangements for out-of-town attendees,
      • rehearsal,
      • staging,
      • follow-up.
    • If your company has investors who are not actively involved in the business, this guide can help you develop your investor relations strategy.
    • Available as a free PDF download.
    Download Type: Adobe PDF
    Last Updated: 11-January-2024
    SKU: 4613