A mid-cap client in the Technology space reached out to us for help with their upcoming Investor Day. Based on perception studies and guidance from the IRO, we established that their goal for the Investor Day was to paint a clear picture of the company’s growing addressable market. It was also important to convey how their strategy would help them grow above-market over the coming three years.
Investor Days Presentation Design
Investor Days give companies a rare opportunity to control the story they present to investors, analysts, and the media. What happens at Investor Days can move stock prices significantly and affects the long-term perception of investors.
There’s a lot riding on a successful outcome. That’s why many large companies spend hundreds of thousands of dollars on these events. Investor Days are especially high-stakes for Investor Relations Officers (IROs), who are responsible for organizing them.
For IROs, it’s a time to juggle multiple hats. Besides their “day” jobs, your 1-person or small Investor Relations (IR) teams are now also tackling event coordination, attendee invitations, messaging, and presentation design. With so much at stake to deliver a successful Investor Days, many IROs choose to outsource the time-intensive part of presentation design to Outkreate.
Why IROs Delegate Investor Day Presentation Design
If you’re an IRO, we want to help you deliver a successful Investor Day by taking on the heavy-lifting parts of presentation design.
We’ve developed best practices for Investor Day presentation design
We’ve enhanced messaging, content and elevated visual design for a number of Investor Days for IROs. We understand what it takes to create a successful outcome. We’ll help you take uncertainty off the table by sharing our best practices for I-Day presentations.
We’ll advise you on messaging (not just create pretty slides)
When the media puts out headlines after your Investor Day, they won’t focus on how attractive your slides are. They’ll focus on your event’s messaging and any newsworthy takeaways that were emphasized. While we won’t tell you what to say, we’ll advise you on how to incorporate your key messages, help you refine the story and structure of your presentation, and make your content clearer and more emotionally engaging through visual storytelling.
We help IROs focus on higher-impact tasks
An investor day has a better chance of success when you’re able to focus on the 30,000 foot view, rather than focusing on the tactical details of presentation design. We free up your time so you can focus on the bigger goals that you’re most equipped for, i.e. influencing your C-suite, sensing your analysts / investors, and staying focused on the strategic outcomes of the I-Day.
IROs At Major Public Companies Trust OUTKREATE
Common Investor Day Presentation Mistakes
As an IRO, it’s easy for you and your leadership team to get stuck negotiating the content of individual slides or the design of a presentation.
The fact is, these tactical details are a poor use of time.
Common Investor Day Presentation Mistakes
Thinking you already know what your audience wants
Your audience may care about something entirely different from the agenda your company would like to promote. That’s why it’s so important to stay in tune with what your audience is thinking.
What’s the best way to do that? An investor perception study. Organize a perception study to tease out what your audience really thinks on topics like strategy, financial performance, and the specific initiatives your company is undertaking. The takeaways will be invaluable. Perception studies allow you to design an engaging Investor Day that addresses what’s on your audience’s mind.
Consider organizing your event with sufficient time for Q&A. Oftentimes, investors and analysts want more Q&A time than is typically allotted.
Not creating a media strategy
Yes, the media will look for an attention-grabbing angle that drives clicks. But there’s no reason you shouldn’t be the one to give it to them. When considering your messaging, think in advance about the possible headlines you want to see after your Investor Day.
Design your presentation around your target headlines. Make it easy for the media to pick up the message you want to emphasize.
For example, the 2017 General Motors Investor Day focused on autonomous vehicles. It was held at their autonomous vehicles division, and investors and analysts were offered rides in self-driving cars. The headline General Motors wanted (“General Motors takes the lead in the autonomous vehicle race”) was reinforced consistently.
Not picking speakers strategically
It’s common practice to let the speaker line-up determine Investor Day messaging. This is a mistake.
Instead, start with a perception study to gauge what analysts and investors are looking for. In parallel, get a handle on your management team’s agenda. Let those inform your messaging. Only once your event’s main message is clear should you decide on your speaker lineup.
Once your main message is clear, create a story structure that reinforces your main point consistently. Your messaging should not only come across in your presentation but also be echoed throughout by the speakers you choose.
CEOs and CFOs are key speakers at most Investor Days—as they should be. But don’t hesitate to mix up the agenda and include speakers that your audience is curious to hear from. One of the Investor Day presentations we supported recently featured a digital capabilities leader and an ESG leader, since the audience was highly interested in those topics.
Ignoring visual storytelling
When it comes to priorities for your presentation design, high-level messaging, story, and structure come first. But don’t neglect visual storytelling.
Your carefully crafted messaging could get lost and muddled on the design side. Focus on making the information as clear and easy to understand as possible.
Often, in-house design teams struggle to understand the analyst and investor audience. Applying “marketing speak” and distracting images to investor-focused presentations is a mistake. Instead, focus on direct messaging and compelling data visualization, along with the use of smart visuals to connect with your audience logically and emotionally.
Not focusing on presentation delivery
A well-designed presentation makes it easy for speakers to deliver their message—because the flow and the content within the slides are already optimized. However, there is no limit to how much you can ‘perfect’ your slides. Towards the home stretch, many management teams get stuck refining minute details on slides instead of practicing delivery.
We recommend switching focus to delivery once your presentation is 80-90% ready in the two weeks prior to your Investor Day. This helps you steer clear of diminishing returns and the trap of perfectionism.
At this point, it’s time for key members of the management team to practice their delivery. Your team’s ability to deliver a polished presentation will have a direct impact on the impression you’ll leave with investors and analysts.
How Outkreate works with clients
We’ll start working with you early in the planning process of your Investor Day. This allows us to play an advisory role based on the Investor Day best practices we’ve developed. We can help you save time by avoiding common pitfalls in setting your agenda, messaging, and storytelling.
Our first goal is to learn the main messaging and goals for your Investor Day. We don’t advise you on what to say. Rather, we help you tell your story in a more clear and impactful way.
Below is an overview of how we typically help clients. Depending on your needs, we can do more or less.
We’ll start working with you early in the planning process of your Investor Day. This allows us to play an advisory role based on the Investor Day best practices we’ve developed. We can help you save time by avoiding common pitfalls in setting your agenda, messaging, and storytelling.
Our first goal is to learn the main messaging and goals for your Investor Day. We don’t advise you on what to say. Rather, we help you tell your story in a more clear and impactful way.
Below is an overview of how we typically help clients. Depending on your needs, we can do more or less.
Messaging and Content
We can help you refine the main messages you’re delivering to your audience. We can also consult on the high-level flow and structure of your Investor Day presentation.
Structure:
We can suggest proven frameworks and story principles to optimize the flow and structure of your presentation.
Slide Content:
On individual slides, our goal is to ensure clarity. We are fans of the 3-second rule – whereby, we’re aspiring that the main message of the slide is easily understood by your audience in less than 3 seconds.
Limiting slides to only one main message, incorporating takeaways in the headlines, and suggesting right-fit data charts are a few of the best practices we incorporate on your slides.
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Design
IROs and business leaders are typically left-brained, whereas slide design is a right-brain activity. Design requires different skills and it is typically time-intensive. As a result, it’s best to delegate visualization work to professional designers.
IROs with in-house design teams rely on our expertise
We work with IROs at many large enterprises that have in-house Design teams (stationed in their commercial functions). Those teams are adept at creating Sales and Marketing materials and not experts in Investor Presentations.
In-house design teams typically lean towards a product or service-focused design. But an audience of investors and analysts doesn’t care as much about the snazziness of your products. Instead, they care about your strategic vision and your financial model. They want you to convey information to them quickly, clearly, logically, ethically, and without marketing-speak.
Our design process is informed by our interviews with multiple buy and sell-side analysts and investors. Here’s how we add value in design:
- If the “look” of your presentations or template needs to be modernized, we will upgrade the visual style while staying within your brand guidelines.
- We can also help create a visual theme or mnemonic to clearly articulate your Investor Day theme throughout your slides.
- We understand the complexities of virtual and hybrid meetings and today’s AV tech, and we design slides to suit all those situations.
- When designing slides, we’re focused on the 3-second rule–we upgrade layouts, data and visuals so that your audience gets your main message in 3 seconds or less
- We follow an iterative design process. A great deck gets better via iterations, and by pushing content and design simultaneously. We operate with your organization seamlessly, just like your in-house designers would, as you iterate the slides in conjunction with your management team.
When a presentation is professionally designed and visually impactful, it creates a strong first impression with your savvy analyst-investor audience, and keeps them engaged throughout your event.
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Investor Day Case Study
The client had a new IRO and a new CFO. It was the first-ever Investor Day event at this company, and they hadn’t articulated a clear, forward looking strategy publicly before.
The existing presentations for the company’s Investor Overview and Quarterly Earnings were hard to follow, lacked story structure, and were visually boring.
We advised the IRO on recent I-Day best practices, and what flow (or agenda) would be optimal based on their goals. For some of the key sections (e.g., CEO or CFO section), we developed outlines to give a strong starting point to the IRO. Next, the IRO’s team built out the slides and content within. We would next help refine the messaging, and clarify the content further.
We redesigned a new look for the company’s presentations in order to tell the story in a visually engaging way. By designing a smaller batch of “perfect” slides, we created a “gold standard” that the client’s team could follow.
As the rest of the presentation came together, we redesigned slides and enhanced content on every slide. We worked with multiple teams to standardize the design and messaging of the presentation, all while managing the timeline of the project.
Based on our experience across multiple Investor Days, we incorporated multiple elements to make our client’s hybrid (virtual + in-person) event successful.
Investor Day execution is a “team sport.” The combined efforts of client teams and ours delivered a successful I-Day for this client. During our debrief with the IRO, he said, “the presentation and articulation of strategy was well received by the Street …the leadership team was pleased, and internal employees got a lot of value from it as well.” A survey conducted at the end of the I-Day validated that the audience got a lot of value from the presentations.
The company experienced a mid-single digits increase in their stock price, which was above their expectations. Beyond that, the creation of I-Day materials is now serving as a strong foundation to enhance all of their Investor Presentations (Overview, Earnings, 1-on-1 Outreach decks, etc).
Why you need professional design for your Investor Relations Presentations
It’s hard to connect with investors and analysts. We help you overcome common presentation challenges so your audience takes action.
Present Logically
Ensure your audience understands your message.
Connect Emotionally
Use visual design to emotionally engage on a deeper level.
Communicate Purposefully
Showcase your company ethically and responsibly.
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From Our Valued Clients
Presentation Design Services
Earnings Decks
Investor Overview
Conference Decks
Investor Day Presentations
ESG Presentations
How We Work
We help our IRO clients with projects of all sizes. However, in almost every instance, our professional relationships with IROs start with one of these projects.
Here are our most-requested starter projects.
Earnings Deck Upgrade
Get an edit-friendly deck that conveys your quarterly results with impact.
Investor Day - End to End Support
Leave the heavy-lifting of visual slides design to us so you can focus on the main messaging.
Investor Overview - Transformation
Enhance your Investor Overview story, content, and design—and improve your outreach.
Learn more about how we create impressive IR presentations
To view samples of our work and our pricing structure,
download the OUTKREATE IR Solutions Deck.
Free Webinar
Join us for a free IR Presentation Skills workshop.
- Learn an IR-specific framework to improve your presentations.
- Find out what works, what doesn’t, and how to get better (see real “before and after” slides).
- Get ready for Investor Days or step up your outreach.
VIDEO RESOURCES
Watch bite-sized video tips and improve your presentations.
- Earn analysts’ attention.
- “Walk the walk and talk the talk.”
- Craft your IR story.
How Does Your
IR Deck Measure Up?
If your Investor Day is coming up, let’s have a conversation to understand how we can work together.
We’ll walk through your IR deck in a complimentary 45-minute call. You’ll get objective, actionable feedback that will help you communicate your message more effectively.
BOOK YOUR ASSESSMENT NOW