After financial statements, your investor presentation is one of the first places investors go to learn your story. But not all investor presentations are created equal. Considering a revamp? Here are the elements to keep in mind.     

Rely on research to determine what investors want to see.

Investor presentations provide a great platform to shape how you want investors to see your company and what information you want them to understand. Most IROs already have a good idea of what that is. But is your IR presentation also giving investors the information they want to see? Listen to your shareholders, industry analysts, and perception studies findings to understand how the investment community is valuing your company, what metrics they find important, and what degree of detail will increase the Street’s perception of valuation. And don’t just listen to the loudest voices – sometimes insights from recent sellers and underweighted holders can be just as valuable. Wherever possible, your presentation should proactively provide these topics and disclosures to help lead your investors to the best valuations.

Go beyond the basics to focus on strategy.

Anyone referencing the investor presentation should come away with a clear understanding of exactly what your company’s investment thesis is, what its competitive differentiators are, and why it is  positioned to gain market share. While you will always need slides that cover off on the basics of your business, building out the strategic narrative is one of the most effective ways to elevate the entire presentation. The best investor presentations give granular detail around growth drivers and opportunities, a long-term strategic roadmap, color around M&A criteria (if relevant), a clearly-defined capital allocation plan, and a path or bridge illustrating how targets will be reached.

Be concise.

Investors are busier than ever. Don’t be overly wordy or include unnecessary information — especially when courting busy long-only mutual fund managers and generalists who might cover a universe of hundreds of companies. When in doubt, embrace the appendix. 

Create ‘modular’ presentations that can be customized by audience type.

One of the most challenging parts of creating an impactful investor presentation is that it needs to cater to both new targets unfamiliar with the story as well as engaged top holders and sector specialists. Therefore, the best presentations start with a master-version that includes all slides, but then can be tweaked and re-organized to best-fit the audience no matter who you’re meeting with. A freestanding “101” presentation can also be a helpful tool to consider for new investors.

Integrate your Environmental, Social and Governance (ESG) narrative.

A recent study conducted by Clermont Partners found that the buy-side believes that presentations are the no. 1 investor resource that could be improved through ESG integration (edging out sustainability reports, ESG-specific reports, and quarterly earnings materials). Including several slides that address the ESG issues most relevant to your company and industry is one of the quickest, easiest and most impactful ways to disseminate your ESG narrative. 

Cott Corporation investor presentation
Cott Corporation investor presentation
Valero investor presentation
Valero investor presentation

Archive old presentations.

Increase transparency by keeping old versions of your presentation available on your IR site, dating back at least 12 months. Not doing so is often cited as a pet-peeve by investors, who can download these materials anyway from the SEC or their Bloomberg terminals but appreciate when companies make them easily accessible.

If you’re interested in learning more about how you can take your investor presentation to the next level, contact us today.