Our business is built on delivering value to the IR community, knowing that a few of the IROs might hire us when it makes sense.
We focus on sharing valuable insights, putting lots of little deposits in the karma bank and making a thoughtful withdrawal at times (like this, hopefully). In this blog post, I’m going to write about some of our services.
Even if you don’t have an immediate presentation need, there are two reasons why you might still continue reading. I believe that you can find this useful:
Alright, back to the original topic of what we do, and how. Let’s start with our team.
My primary role as a principal strategist at OUTKREATE is to quickly understand IRO’s business needs, and uncover opportunities in their presentations. When we start work, I focus on elevating the overall messaging. Plus, I make sure our team is always zooming out, and focused on our IRO client’s pain points and investor goals.
Our creative design lead combines left and right-brained thinking to ensure the overall story is cohesive, and that the slides are crystal clear. He also makes sure that the headlines are working, and data visualization is on point. Plus, we have an in-house team of multiple specialist presentation designers that bring it all together.
Usually, the initial conversation kicks off when IROs or their leadership see gaps in their existing presentation or have an important investor event coming up. The world / their business has changed, and the story needs to be retold. In most cases, IROs schedule an IR Presentation Assessment call for our first conversation. This also allows me to do homework prior to the call.
During the live connect, I learn more about your business, IR goals, and what’s working / not working with your IR decks. Next, we review a specific IR deck, and I candidly share my ideas or 2 cents around how your story, content and design can be enhanced. If there is interest, I can provide a rough estimate for pricing and timelines.
We may need an additional call (or email exchanges) to finalize “scope of work”. After vendor onboarding, most projects start with a Kickoff meeting where you meet our team, and we re-align on expectations, ways of working, and timelines. Then, we get to work.
Earnings Presentation should convey your audiences primarily about your results from the quarter, and your outlook. Balancing KPIs with business actions and long-term strategy progress makes your company look like a champion. When business is not strong, clearly articulating your actions going forward will soften the blow.
What IROs get:
Most earnings presentation projects typically span 4-6 weeks and across 2 phases,
Over the next 2-3 weeks, we design / redesign every slide to pack a punch – both from the ability to land your message, and visually. We work per your brand guidelines but often find ways to push boundaries while following your rules.
Phase 2 is design-focused, and plays to our strengths. We involve IROs only during key alignment milestones, and save them time otherwise.
Typically for a quarterly earnings deck we charge $20K to $25K+ depending on your needs. This is a great ROI because 1) your messaging is considerably improved, and 2) you get a presentation system that saves you significant time and stress each quarter.
When designing Investor Overview decks, our goal is to get you more conversations and “conversions” with large investors.
What IROs get:
Investors invest in your company because of your leadership team, industry trends, your unique moat (brands, tech, IP), execution track record, financial/business model, and how you allocate capital. We make sure you’re covering these topics in a succinct and compelling way as we transform your investment thesis.
It’s very similar to the earnings process we mentioned earlier.
For an Investor Overview Presentation, our pricing falls in the range of $20K to $25K+ based on your needs. Again, the ROI is strong as these slides feed directly into non-deal roadshows, earnings presentations, conferences, and even Investor Day materials.
For IROs, getting your Investor Day presentation design and story right is sometimes even career-defining. Your Investor Day narrative is followed closely by investors, analysts, and the media—potentially impacting stock prices and long-term perceptions.
What IROs get:
We’ve done 11 Investor Days in the last 2 years. When IROs delegate presentations to us, they get access to our I-day expertise on both content and design fronts. With a dedicated design team assigned to IROs, you can iterate and refine your story at a rapid pace. Plus, you’ll save hundreds of hours of your time which you can direct towards higher-value tasks to make your I-Day successful.
Investor Day Presentation projects typically span 1.5-4 months of joint efforts. Less time generally equates to more focus on the visual design front. More time allows us to influence all the key ingredients, i.e., agenda, overall story, content and design. Most such projects roughly follow the phases below:
Optionally, and to the extent you need, we can also advise on the main message, agenda, and overall structure – drawing from industry best practices and insights from your peers.
Pricing: For an Investor Day Presentation, our pricing has ranged from $30K to $100K+. A low-end scenario involves us designing fewer sections, and providing money slides or templates to IR teams to build slides on their own. Larger budgets allow full deck design work, continuous iterations, and strategic advisory work, i.e., story + content enhancements.
Get Investor Day ready with our Jumpstart Package
We know it’s not easy to find the perfect partner for your Investor Day. That’s why we’ve created an Investor Day Jumpstart Package. It’s a great way to test-drive our services before committing a larger budget. Visit the link for more info.
We also help our IR clients with ESG presentations, LinkedIn earnings posts, factsheets, and infographics. Pls see our website for project examples.
Tell your investment story impactfully with IR solutions that drive analysts engagement, build shareholder confidence and showcase your brand.
We will help you make your IR communications more compelling. We can transform your Investor Overview Deck, Quarterly Earnings, Conference Decks, Investor Days and more.
To upgrade your high-stakes Investor materials, request an OUTKREATE Presentation Assessment. This consultation is exclusively for Public Company IROs. We’ll walk through your investor deck in a complimentary 45-minute call. You’ll get objective, actionable feedback to help you communicate your message more effectively.Book an introductory call