Introduction
-
Approach
-
Private Equity Funds
-
Private Equity
Fundraising
Checklist

-
Hedge Funds
-
Joint Ventures with a Capital Partner
-
Distressed Assets and Securities
-

Managing an Alternative Asset Platform
-
Specialized Advisory Services
-

Investor Relations
-
General Guidelines for an Investor Meeting
-
Representative Assignments
-
Biographies
-
CONTACT INFORMATION

General Guidelines for an Investor Meeting

 

Presentation Content

  1. Distill the presentation to no more than 15 to 20 pages (excluding appendices) for a 40-minute presentation. No more than three to five bullet points per slide, appendices for everything else.
  2. You donít have to explain everything in a presentation, but you should be able to answer all the questions. If you try to do too much in a presentation, investors might lose sight of the forest for the trees.
  3. On the other hand, if you are not prepared to give a good answer to a particular question, make note of the question and get back to the poser as quickly as possible.
  4. Handouts are always a good idea. They can physically shift the tenor and tempo of the meeting, and encourage more personal interaction among the participants. Handouts are particularly good for presenting recent developments and good news.
  5. Leave enough room on the page for participants to write notes. Avoid dark backgrounds, or formats that do not copy well. Have an extra copy or two.
  6. Proofread the presentation. Proofread it again. Then proofread it again. Approach every round with the attitude: there is a mistake here somewhere, and I am going to find it.

Presentation Style

  1. Rehearse the presentation until you are comfortable delivering it.
  2. Have third parties and your placement agent critique your presentation.
  3. If actual meetings demonstrate that something in the presentation is not effective, change or delete it.
  4. Have at least two representatives of the firm at the meeting. Your first shot is your best, so donít save key personnel for later.
  5. Consider starting off the presentation by introducing both yourselves and your team. If your team is large, a chart explains a great deal.
  6. Interact with your colleagues. Balance the responsibilities in the presentation. It is about teamwork.

Logistics, Appearance and Courtesy

  1. Know where youíre going; be on time.
  2. Wear a suit and a necktie if you are male.
  3. If you use a computer, make sure that you have sufficient power reserves, and (if needed) the power adaptor appropriate for the country in which the meeting is held. Be prepared for the computer not to work.