How to Make Your Investor Presentations Shine

In the business world, it is essential for a company to keep its investors up-to-date on its performance.

An earnings call is a meeting with financial analysts to discuss a company's financial and operational performance and the future outlook. Typically, held soon after the release of quarterly results. For publicly traded companies, it is one of the most important updates. The CEO and CFO typically meet with analysts to answer questions about the company's performance and outlook, as well as its financial statements. 

Investor presentations are also prepared for the earnings call, and they give analysts, current investors, and prospective investors a deeper dive into the company's results, strategy, and culture.

The presentation is typically around 15-20 slides long and is meant to be used in an earnings call. Investor presentations are prepared jointly by the company's Investor Relations and finance team.

Making your investor presentation shine can be a daunting task, but with the right preparation and approach, it’s possible to put together a presentation that is both effective and appealing. A strong investor presentation generally addresses the following topics: 

• The business of the company (e.g., “… a web-based enterprise software for edtch companies…”, or “…a biotech company focused on drug discovery for treating cancer…”)
• The stage of company development (e.g., “…incorporated in Mumbai in [date], targeting
• Having demonstrable product prototype by [date]…”);
• The target market/customers.
• The customers’ unmet need, and how we are addressing that need today.
• Our company’s proposed solution to that unmet need (product and/or service);
• Competition and your competitive differentiation (how your solution is demonstrably better, faster, cheaper, cooler, or otherwise more desirable to your target customers);In order to remain competitive, it is essential for businesses to find ways to satisfy customers and keep them coming back.
• Established strategic alliances. These alliances could help companies to position themselves better and build trust with investors.
• Management team. The management team of a company is often one of the most important aspects that investors look at when deciding whether to continue to invest in a company.
• Financial summary (results to-date and forecast over at least 1 to 3 years);
• Capital (invested capital to-date) and amount of capital the company is currently hoping to raise.

The management team should outline their experience and what they bring to the table that will help the company grow and be successful. The team should also be able to answer any questions that investors may have about their experience and how they plan to use it to help the company.

In conclusion, for every earnings call the management needs to be well-prepared and have all the necessary information ready to share. Investors will be looking at how well the company is doing and what the future looks like. If management cannot deliver on promises made, it could lead to doubts among investors and a loss of confidence in the company. And this could potentially impact the company's valuation.

Do you want to get notified whenever I post on LinkedIn? Then go to my profile and click the small bell icon 🔔 below the front page banner on the right-hand side.

This is the channel "FP&A Professionals". Click "Subscribe" to receive a notification and an e-mail when I publish new articles on this channel every Saturday.