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    Preparing for That Important Investor Meeting

    Preparing for That Important Investor Meeting

    Image by Pashminu Mansukhani from Pixabay

    Careful preparation for meetings with the investment community seems as obvious as it is necessary. However, good intentions all too often get sidetracked and key preparations can easily be overlooked. The following set of questions will assist you in ensuring that every important item is addressed in advance of your next investor session.

    Defining the Purpose of the Meeting

    1. What do you hope to achieve? List all short-term and long-term goals for this particular meeting.

    2. Why would investors be interested in your business project? Do you have a story to tell that will pique their interest and meet their expectations?

    3. Do your presentations and take-aways tell investors everything they need / want to know about your organization?

    4. How will you measure the results of the meeting, i.e. what are your criteria?

    Meeting and Travel Logistics

    1. Have you identified and invited the right persons from all the right firms?

    2. Have all invitations been sent?

    3. Have all invitees responded?

    4. Have the venue and facilities all been confirmed (times, dates, locations, contacts, suppliers)?

    5. Have all presenters been confirmed?

    6. Have all travel and hotel arrangements been made?

    7. Has the presentation format been determined (order of presentations, time allotted, invitees, question period)?

    8. Have you prepared sufficient investor kits (and media kits if required)?

    9. Will there be one-on-one meetings following the meeting? If so, have facilities and accommodation been arranged?

    10. Will the proceedings be recorded? Are all arrangements in order (video tech confirmed, equipment arranged)?

    11. Who will provide follow-up information to investors? When and how (media, formats)?

    Presentation Development and Speaker Support

    1. Review the company's investor story, i.e. the "investable idea". What are the compelling points that would entice an investor to invest and a broker to recommend it to their clients?

    2. Have you updated your presentation content and speaking points to reflect your company's current status?

    3. Have you developed / updated a list of potential questions investors may have, so that presenters can have ready answers available?

    4. Have your speakers been provided with sufficient time and adequate facilities to rehearse their presentations?

    5. Do your speakers have all of the latest corporate data available?

    6. Have your presenters' needs been addressed (media equipment, laptops, projectors, monitors, etc.)?

    7. Has all the equipment been set up and tested?

    8. Do you have a technician on hand for technical support if something goes wrong with the equipment?

    Information Kits

    Are the following materials included in your information kits for investors and brokers? Are you providing both digital and hard copy materials?

    • Handout version of presentation
    • Fact sheet/corporate profile
    • Latest financials (year end and quarterly reports)
    • Annual report
    • Biographies of CEO, CFO, other senior officers
    • Business cards of CEO, CFO, other senior officers
    • Recent press releases and media coverage
    • Product/service brochure

    Staging

    1. Has everything required for staging and presentation been coordinated with the venue?

    2. Does the venue have someone present onsite to deal with any problems or last minute requests?

    3. Have the information kits, equipment, food and beverages, and other physical materials been delivered?

    4. Are the lighting and heat / air conditioning properly set?

    5. Is there adequate seating for all attendees?

    6. Have you collected contact information from all attendees for your investor database?

    7. Has someone been delegated to distribute name tags and information kits to attendees as they arrive?

    8. Who will be introducing the speakers? Do they have sufficient CV information, scripts, notes?

    Follow-up Steps

    1. Follow up in a timely manner after the meeting to determine what went well, what didn't, what was learned, which goals were achieved and which weren't, and why.

    2. Send thank-yous to attendees from each organization (the CEO should send to the prime host contact at each firm, the CFO or IRO does the rest).

    3. Make sure that attendees are added to your company's investor relations database.

    4. Send a follow-up survey to attendees to identify outstanding issues and any concerns that the company needs to address.

    5. Arrange meetings / lunches with attendee brokers within a week or two after the investor meeting.

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