How We Help IROs Deliver High-Stakes Investor Communications
Most weeks, we share ideas to help you maximize your impact as an IRO.
Once a quarter, we zoom out and show you how we partner with IROs to build high-stakes investor presentations. This is that issue. Let’s get into it.
We’ve framed this issue around a few frequently asked questions we get from IROs.
Question 1: When Should You Bring in a Partner Like OUTKREATE?
A few common situations include…
- You’re preparing for an upcoming Investor Day and need a presentation that doesn’t just inform investors but shifts perception and makes your company story stick.
- You’ve had a CEO or CFO change, and they want a more effective earnings storytelling along with upgraded presentation materials.
- Your general investor deck isn’t helping you attract or convert new investors. If it’s not driving new interest, it’s time to fix that.
Across these needs, we help IROs craft investor presentations that land with clarity, conviction, and confidence, so the message resonates and drives action.
Question 2: Why Bring in an Outside Partner?
Having worked with multiple IR teams, we’ve seen three key reasons they turn to us:
Internal Teams Aren’t Built for Investor Storytelling. Internal comms and design teams excel at marketing and employee messaging, but investor materials are different. You’re selling a thesis to a discerning audience. The story must be clear, financially sharp, and visually confident. This is our focus, and it’s all we do.
Hard to Find Time for Strategic Work. Much of the year goes into earnings prep, follow-up, and leadership requests, leaving little space to step back and refine the story. We bring expertise and speed so important initiatives like revamping investor materials actually move forward.
- For Big Moments, You Need a True Extension of Your Team. Investor Days are complex, and require a lot of work. We take on the heavy lifting when it comes to story development, slide design and iterations, and coordination with your internal leaders. This way, you can stay focused on the big picture.
Question 3: What Type of Results Have You Delivered?
Here are a few examples:
A. Clarifying the Narrative: At a major investor conference, we helped Hershey explain scenario planning with clarity and transparency. Instead of dodging tough questions, they addressed them directly, helping investors understand the magnitude of key issues and the rationale behind Hershey’s outlook.
The result: renewed confidence and a stronger understanding of the company’s future trajectory.
B. Streamlining the Earnings Story: Linamar’s leadership wanted to improve how their earnings message landed with investors after a perception study showed that their earnings prepared remarks and materials were too detailed. We restructured their call and slide materials to focus on what mattered most.
The outcome: clearer messaging, streamlined remarks and call, sharper visuals, and more useful Q&A
C. Elevating Investor Day Storytelling: At Campbell’s Investor Day, we built a consistent, confident story across multiple speakers. The IRO told us the deck made her leadership team look great. Analysts praised the clarity and flow, and Campbell’s went on to win the IR Impact Award for Best Investor Event.
The result: Rebecca Gardy (Campbell’s CIRO) shares how we helped shape their award-winning Investor Day [Watch now]
➤ See more: results we’ve driven for IR teams
Question 4: Tell Me More About Your Services
We’re built for high-stakes investor communications. These are the moments when we’re brought in most often:
We support conception through delivery of the final presentation. That includes developing the agenda, drafting key messages, building out content, and designing the entire presentation.
➤ Here’s what we spoke at NIRI ‘25 Conference about best-in-class Investor Day storytelling [Investor Day Framework]
We bring a proven structure to help shape your earnings story, simplify your message, and build a library of slides that works quarter after quarter.
➤ Useful resource: Earnings Presentation Framework
Typically used for NDRs, conferences, and general outreach. We help sharpen the investment thesis, clarify the message, and elevate the slide design.
➤ This is how we approach such projects: Investor Presentation Checklist
Question 5: How Are You Using AI (and Where You’re Not)?
AI is transforming how we work with IR teams. We’re using it to work smarter, not to replace judgment or compromise confidentiality.
- Listening and synthesizing: We analyze recent earnings calls, conference presentation scripts, and even podcast appearances of your CEO to capture how leadership talks about the company in their own words. This helps us build messaging that feels authentic and aligned.
- Finding the hook: We use AI tools to identify consistent themes, patterns, and investor-relevant talking points across transcripts, helping us get to the core narrative faster.
- Speeding up insight: Instead of starting from scratch, we begin with a synthesized understanding of what’s already been said and how investors are responding. That means stronger drafts with less input required from busy IROs.
And here’s what we don’t do:
- We don’t use AI with confidential or material non-public information (MNPI).
- We don’t rely on AI for facts or data validation.
- We use it strictly for synthesis, structure, and narrative framing, keeping security, accuracy, and discretion non-negotiable.
In short, AI helps us get to smarter stories faster while keeping your trust and confidentiality intact.
Question 6: I Want to Learn More. What’s Next?
Let’s talk.
If you’d like a quick, informal review of your current investor materials, we can walk through what’s working, what’s not, and share a few quick wins.
Learn more about OUTKREATE’s Investor Relations Solutions
We help Investor Relations teams to ELEVATE presentations for any occasion – be it your Investor Day, General Overview, Quarterly Earnings, Investor Conferences, ESG Updates.
Thinking of UPGRADING your Investor Materials?
Schedule a Call
How does your Presentation measure up?
Do you have a major event or a high-stakes meeting coming up? Do you need a sharp narrative and bold design?
Let's connect and we can take a closer look at your presentations. We'll share with you actionable ideas along with real examples that you can apply to improve odds of success.