How We Help IROs Deliver High-Stakes Investor Communications
Most weeks, we share tools, ideas, and frameworks to help you maximize your impact as an IRO.
Once a quarter, we zoom out and share with you how we partner with IROs when the stakes are high and time is tight.
This is that issue. Let’s get into it.
“When is it That IROs Reach Out to OUTKREATE?”
A few common situations include…
- You have an upcoming Investor Day and you need your presentation to be sharp, and move the needle with your audiences.
- A perception study shows investors want a more focused earnings message and upgraded materials.
- Your general investor deck isn’t moving the needle with prospective investors.
Across these needs, we help IROs craft investor presentations that land with clarity, conviction, and confidence so that the message resonates with investors.
“Why Work With an Outside Partner?”
Having worked with multiple IR teams, we’ve seen two common challenges:
Investor Storytelling is a Different Discipline. Internal comms / design teams may be great at selling products. But investor communications require selling a thesis. It takes a deep understanding of the investor audience. The story must be clear, confident, and financially sharp. Design and data need to support the message. Most internal teams aren’t built for that.
You’re Already Stretched Thin. IR teams (often just one person) are juggling leadership messaging, prepping for Q&A, and building materials (and more) — often all at once. We act as an extension of your team, taking ownership of the storytelling and slides so you can stay focused on the bigger picture.
“What Kind of Results do you Actually Deliver?”
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 and investors noticed.
B. Streamlining the Earnings Messaging: Linamar’s perception study showed investors weren’t connecting with their earnings story. We revamped their earnings call and slide materials. The result: sharper messaging, clearer visuals, better analyst feedback.
C. Driving Big Impact with 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. They even won the IR Impact awards for the best investor event.
➤ Rebecca Gardy (Campbell’s CIRO) shares how we helped shape their award-winning Investor Day [Watch now]
➤ Results we’ve driven for IR teams [See more]
“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:
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
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 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]
“Anything Else?”
While the three services above drive most of our work, here are other moments where IR teams rely on us:
Other high-stakes IR touchpoints: M&A announcements, board decks, AGM materials.
Ongoing Communications: Shareholder letters, ESG updates, investor fact sheets, IR-focused LinkedIn content, and more.
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?
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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.