If an Investor Day is on your calendar in the next 6-12 months, this is about when the storytelling work starts. Below is a collection of articles, examples, and case studies from our work and research that may be useful as you shape the story, build the agenda, and think through the I-Day presentation.
Crafting Your Main Message covers the foundation. Everything, from the agenda and slides to the event format, should flow from one clear main message: the three to five key takeaways you want investors to leave with. We share a simple framework to get there: know your I-Day why, close perception gaps, and play offense with your own point of view.
Below is a simple framework for building your main message from three inputs. Treat it as a starting point and adapt it to fit your story.
Crafting Your Agenda covers what comes next. Once the message is set, the agenda should reinforce it, and go beyond slides with formats like expert panels, customer conversations, and product showcases that make the story more memorable. (More on that later in this article)
Hershey’s 2026 Investor Day brought together five presenters, three breakout sessions, and a new strategy under one connected story. We partnered with their IR team over 10 weeks, from shaping the structure and messaging through design and on-site rehearsal support at the NYSE.
The case study looks at how the presentation came together, including how we turned detailed board materials into a simpler, more visual investor story, connected the messaging across presenters, and carried the same visual system through the main stage and breakout sessions.
📌 See the before-after slides | View the case study
Investor Days we’ve supported: BEES (AB InBev), TE Connectivity, and Sonoco, plus the CGO segment of AB InBev’s Investor Day.
Investor Day doesn’t have to be slide after slide (heard of “death by slides”, anyone?). The strongest events mix in formats that give investors a different way into the story: expert panels that build market credibility, customer conversations that validate your value proposition, product showcases that make the business tangible, facility tours that bring operations to life, and breakout sessions that give analysts access to leaders beyond the C-suite.
We break down when each format works, with real-world I-Day examples.
This piece looks at Wendy’s Investor Day, led by Aaron Broholm, Wendy’s IRO and a friend of Outkreate. We didn’t work on this one, but it stood out for its clear storytelling, tightly aligned strategy across presenters, and well-paced design that never felt overwhelming, even at 120+ slides.
We break down four ideas worth keeping in mind for your next Investor Day: lead with the strategy and show how every team aligns to it; show why the strategy will work through opportunity, proof, and quantified commitments; simplify complex ideas with clear frameworks; and keep every slide focused on one clear idea. The piece includes real-slide examples showing how these principles worked across the CEO, business segments, and CFO sections.
If you’re still in the early stages of planning, our Investor Day Jumpstart is a good way to test drive working with us. We take a handful of your current slides and rework the messaging, data visualization, and design to give you a preview of what the full presentation could look like.
The deliverable is fully usable and edit-friendly, so even if you decide to build the rest internally, you walk away with something you can use. And if you do move forward with us on the full Investor Day, we waive the Jumpstart fee entirely.
At NIRI 2026, we ran a working session on building a one-page investment thesis and using it to structure your full investor presentation. We built one live for an IRO in the room, and she rated it 8 out of 10. If you couldn’t make it, the offer still stands. Book a 30-minute call with me and we’ll build your investor presentation outline live.
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.