Board Sees Us as Undervalued—Could It Be the Investor Presentation?

Question from an IRO: “During a recent board meeting, a board member asked if our investor presentation might be contributing to why we’re undervalued compared to peers. I’ve been asked to dig deeper into this—any advice?” Our answer: There are many factors that drive valuation. But if you feel your...

Perception Study Finds Your Earnings Call Runs Too Long—Here’s What You Can Do

An IRO recently reached out and asked: “We just did a perception study, and analysts say the prepared remarks portion of our earnings call is too long. They also think our earnings presentation is overly detailed. Any advice?” Here’s our take: We’re in a world of attention deficit—where shorter, crisper,...

How To Present Smaller Acquisitions With Confidence In Your Earnings Calls

Question from an IRO: How can I present routine, smaller acquisitions with confidence in my earnings call? Here’s how we see it: Investors are often cautious with big, splashy acquisitions—there’s plenty that can go wrong. We have shared best practices for such communications previously. But what about routine, smaller deals? These are typically announced...

General Investor Presentation Checklist: What Are Investors Really Looking For?

IROs, when crafting a General Investor Presentation for your company, one question is the most important, and it should guide the process: What really drives investor decisions? To get to the heart of this, we’ve reviewed research from various advisory firms and boiled it down to six key factors that...

M&A Announcement Presentation – Checklist

We recently responded to an IRO (also a friend of OUTKREATE) about how to develop a presentation to announce their M&A over an investor call. The advice ended up turning into a bit of a long email. It made us think—this could be useful for our IR community too.  So,...

What is your ‘doorknob’ for investors?

James Freeman, founder of Blue Bottle (a specialty coffee roaster, now owned by Nestlé), once shared how he fixated on every detail in his cafes. He obsessed over doorknobs, the first touch customers made, and even how light hit a coffee cup. It wasn’t just about coffee; it was about...

A P&G marketer’s nugget for IROs

On a recent episode of How I Built This, Jim Stengel, former P&G CMO, said something that caught our attention. Guy Raz: “We are in an era of massive data…I mean, you can measure everything now and increasingly everything more. In your view, do you feel like brands today rely...

Earnings Made Easy: A Flexible System for IROs

What if you had a library of “perfect” slides to jumpstart your earnings deck each quarter? What if you had an earnings narrative framework that worked every time? What if you could save time on slides and focus on the bigger picture? We’ve turned these “what ifs” into reality with...

The Two-Way Street of IR: Are You Using It?

There’s a common misconception that IROs only take information from within the company and share it with the outside world. Adam Borgatti, SVP of IR and Corporate Development at Aecon Group, offers a different perspective. Here’s some food for thought: “I think too often, IROs feel that they’re a vehicle...

Get a Jumpstart: Low-Risk, High-Value Investor Day Solutions

“Can we walk before we run?” I hear this often from IROs (and I am a big believer in this adage too). We took this to heart and created a way for you to test drive our services for your upcoming Investor Day (ID) presentation. As an IRO, you know...

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