Investor Engagement

Whether preparing for an Investor Day, finessing the messages for a Quarterly Results call or embarking on an IPO Road Show, effective engagement with the investor audience requires a persuasive delivery of a credible, differentiated Story Flow Narrative that provides the ‘reasons to believe’ in order to achieve the desired action: invest!

During an intensive preparation process, the participant enhances her/his ability to deliver an effective and compelling investment thesis to institutional and venture capital investors and buy-side and sell-side analysts. The participant is prepared to deliver her/his presentation within the time constraints imposed by the particular encounter, e.g., Road Show, IPO Pitch, Quarterly Earnings, etc.

In addition, the participant learns the value of managing key messages and support materials in a variety of speaking situations. Various settings, including large group presentations at a podium supported by PowerPoint and one-on-one meetings with tabletop flip charts (often interspersed with Q&A), are simulated and videotaped to enable extensive feedback via playback.

The session may be organized one-on-one or as a Group Communications Workshop.