Does Your Investor Presentation Need a Refresh?
Investors may think so.
I am an investor. I invest in public companies and in private companies. My investment strategy varies in many ways depending on the stage of a business’ life cycle, its market presence and whether it’s public or private. But my expectations of management don’t differ. Like most investors I want management to inform me what’s going on in the business. Whether or not the plan is coming together. I like to see a high quality investor presentation. Which means it needs to be relevant and current. Does your investor presentation need a refresh?
I know what I need to see from management to give me the confidence to invest in them. Yes, it’s the team that investors back. Not the product or service the brand represents. The brand matters—it matters a lot—but it’s what management does with it that matters more. Results are a huge driver in building a convincing case for strong value. So what acumen do I look for in management?
Value is built when results are achieved through precise execution of well-designed Strategy, measured against Financial expectations and repeated again and again by excellent Operations people and processes.
What a company is worth is a function of a lot of moving parts and is always perceived through confidence in future success. And nobody knows what the future will hold.
I reiterate, a business’ value is determined by confidence in the future. Two unknowns. So how do you convey your command of everything that matters in your business and build investor confidence in your ability to see the future and be a big part of it?
You write an excellent Investor Presentation. You demonstrate knowledge and broad strategic vision. You sell the vision at 30,000 feet, convincing otherwise skeptical adults that something they didn’t believe could be true is likely to come true. At the same time you dive down into every excruciating detail of the business with credibility and understanding.
You do this by telling a story, and telling it with enthusiasm. You need to be amazing at communicating why people—investors, customers, prospective hires—should care about whatever it is you are building.
Great storytelling can be your most powerful tool for disseminating and scaling your vision. Stay focused on what you’re building. The numbers don’t lie. If your vision is working, investors will pay attention.
Having long-term investor support is essential to building lasting shareholder value through economic ups and downs.
Investors often focus on financial and other metrics that differ from those most common to the CFO for internal Financial Planning & Analysis, so it’s important for the CFO to address the business measures investors want to track in a way that is meaningful and relevant. Investors and analysts willing to invest their valuable time discussing how, and why, they look at a business like yours in the way they do is extremely valuable to you. Listen carefully to what they want to know and deliver. It’ll help you build a stronger business.
Your investor presentation, in fact your entire investor relations program, can be as excellent, exciting and inspiring as you like. Or you can stick with the status quo and wonder why more investors aren’t joining your cause.