Planning Your 2026 IR Plan? Here’s How We Help with Investor Presentations
As IR teams plan for 2026, the calendar fills quickly. Earnings calls, investor conferences, and key conversations with investors.
That planning raises a familiar set of questions.
Are our materials still relevant?
Is the story clear?
Does the investment thesis resonate?
We help IR teams answer these questions by focusing on the thinking before the slides. Through push and pull, we help clarify the story, make deliberate tradeoffs, and shape investor presentations that stand up to scrutiny.
Once a quarter, we pause the IR advice to explain how we work. This is one of those notes.
Question 1: When do IROs typically tap an investor presentation firm 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 leadership wants 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 situations, we help IROs craft investor presentations that land with clarity, conviction, and confidence. That often means helping teams decide what to emphasize, what to simplify, and what to leave out entirely.
Question 2: Why not do it in-house? 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. They demand clear judgment, not just execution. You’re selling a thesis to a discerning audience. The story must be financially sharp, credible, and visually confident. This is our focus, and it’s all we do. - It’s hard to find time for strategic work
Much of the year is consumed by earnings prep, follow-ups, 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 high-stakes. We take on the heavy lifting when it comes to story development, slide design, iterations, and coordination with internal leaders, so you can stay focused on the bigger picture.
Question 3: What type of results have you delivered?
Here are a few examples.
A. Clearly articulated the investor 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 and on their own terms, helping investors understand the magnitude of key issues and the rationale behind the company’s outlook.
The result was renewed confidence and a stronger understanding of Hershey’s future trajectory.
B. Streamlined earnings messaging based on perception feedback
After a perception study revealed that their prepared remarks and materials were too detailed, Linamar’s leadership wanted to improve how their earnings message landed. We restructured their call and slide materials to focus on what mattered most.
The outcome was clearer messaging, streamlined remarks, sharper visuals, and more useful Q&A.
C. Investor Day storytelling built on narrative cohesion and bold visual design
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.
Rebecca Gardy, Campbell’s CIRO, shares how we helped shape their award-winning Investor Day. Watch now
Question 4: Tell Me More About Your Services
We’re built specifically for high-stakes investor communications. These are the moments when IR teams bring us in most often.
Typically used for non-deal roadshows, conferences, and general outreach. We help sharpen the investment thesis, clarify the message, and elevate slide design.
Useful resource: Investor Presentation Checklist
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
We support Investor Days from conception through delivery. That includes developing the agenda, drafting key messages, building content, and designing the entire presentation.
Here’s what we spoke about at the NIRI ’25 Conference on best-in-class Investor Day storytelling: Investor Day Framework
Question 5: How are you using AI (and where are you not)?
AI is transforming how we work with IR teams. We use it to accelerate thinking, not replace judgment.
Here’s how it helps.
- Listening and synthesizing
We analyze recent earnings calls, conference presentations, and even podcast appearances to understand how leadership talks about the business in their own words. This helps us build messaging that feels authentic and aligned. - Finding the hook
We use AI tools to identify 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.
Here’s what we don’t do.
- We don’t use AI with confidential or material non-public information.
- We don’t rely on AI for facts or data validation.
- We use it strictly for synthesis, structure, and narrative framing.
In short, AI helps us get to smarter stories faster while keeping trust and confidentiality non-negotiable.
Question 6: I want to learn more. What 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?
TALK THROUGH YOUR PRESENTATION CHALLENGE
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.