Maximizing Benefits From Investor Meetings And Conferences

The most effective tools that Investor Relations specialists can use to introduce their companies are investor meetings and conferences. So, how can we use these investor conferences and meetings most effectively? First, detailed information about the fund should be obtained before the meeting.

If you are going to meet with the fund for the first time, you can start by researching its investment strategies, the size of the fund’s position in modern markets, and whether it invests in any stocks in your sector. This information is generally not very easy to access. 

You can start by learning who the brokerage firm that requested the meeting is a customer of on the sales side of the fund that requested the meeting and talking to them. After obtaining this information, you need to determine your presentation strategy for the meeting.

What Are Investor Meetings And How Do You Participate?

investor meetings

Investor meetings are organized periodically in different countries and on online platforms. While it allows investors to meet with initiatives or projects that offer opportunities, it also provides a network for investors.

Let’s not forget that whoever manages the agenda also manages the meeting. The fund’s investment strategy is important when determining your strategy.

If there are growth-oriented investment criteria, you can touch on the actions your company has taken in the past, results, and future strategies for growth. If the fund follows a profit-oriented investment strategy, you will need to create a narrative strategy for this.

If you have previously met with the fund you will be meeting with, you need to go over the notes you took in your previous meeting and determine your narrative strategy accordingly. 

Of course, it would be useful to ask the fund before the meeting whether you want the meeting to be in the form of a Q&A, a presentation, or just a narrative. It would also be useful to obtain CRM data in such meetings. This type of information will both be the introduction for the next meeting and will keep you in the mind of the fund that has met with many companies in a year.

What Are Investor Conferences And Fairs?

Investor conferences and fairs are organizations where both investors and entrepreneurs participate, and where different producers and professionals in the sector come together and meet. Investors follow trends closely at investor conferences and fairs and are informed about various investment opportunities.

Today, many global investor fairs and conferences are organized in different countries of the world. Investor conferences and fairs usually include presentations, panels, and product promotion stands.

In this way, investment trends are conveyed. Moreover, it is useful not only to discover new investment models but also to maintain the existing customer and investment potential more healthily.

How To Network And Manage Relationships?

It is so crucial to network and manage relationships nowadays. In the age of technology and digitalization, it has become an indispensable point for all companies to not be limited to the local market but to open up to new markets, target audiences, collaborations and to go global.

Especially with the beginning of the 21st century, global trade started to increase rapidly and many institutions took important steps during this period. 

Of course, the pandemic process also gave great momentum to this change. In this process, the popularity of a concept that has a very big place in terms of the advantages it provides in the globalization journey is also increasing: A global network.

Today, when talking about globalization, it would be very wrong not to open a separate parenthesis for having a global network, because the power of a good global network in international trade and the global market is much higher than before! A global network makes a great contribution to the net value owned by the managers of institutions that aim to go global.

It would be useful to choose a place where you can see the time during the meeting and where your attention and concentration will not be distracted. Considering that meetings are generally 60 minutes, you only have 45 minutes to give the message you need to give about your company in a very short time.

It is useful to allocate the last 15 minutes for a Q&A session. This will also allow you to go over the topics you want to emphasize during the presentation and take notes.

If you are having a group meeting with more than 5 people, check if the group has the same level of knowledge about your company and if not, you should be prepared for different questions. If you have time after the meeting, take short notes summarizing the meeting as a reminder for the next meeting.

After the conference and roadshow, send an email to the meeting attendees thanking them for their interest and attention to your company by including the presentation made during the meeting in your post. This will be perceived as a kind gesture and will also create a different place in the memory of an investor who has 8-10 meetings that day than the other meetings he has had.

How To Prepare Investor Presentations?

investor meeting

There are some points to consider when preparing an investment presentation. These points to be considered will make your investment presentation more noticeable and you will be able to obtain financing more easily.

You should stay away from sequential items in your investment presentation. Most investors want integrity in an investment presentation. You can explain it in paragraphs instead of separate items.

Your investment presentation should not be too long. Long presentations can cause the other person to get bored after a while. It should be at least 15 pages and at most 35 pages.

You should enrich your presentation with visual, video, and infographic content. You should add excitement while presenting your investment presentation. In this way, you can excite the other person. In this way, they will look more favorably on your project.

What Are Online Investor Events?

The most common online investor events today include: ” Hello Tomorrow Challenge”, Web Summit, and Slush. “Hello Tomorrow Challenge” is a global entrepreneurship competition for promising early-stage projects and startups that leverage science and technology to solve world problems and overcome challenges.

The Challenge provides a platform for scientists and deep-tech entrepreneurs from around the world to conduct their research and projects, providing participants with capital-free funding, global visibility, and connections to key players and other entrepreneurs in the deep-tech innovation network.

To date, the Hello Tomorrow Global Challenge, which has raised more than $300 million from previous early-stage participants, welcomes startups in 14 key areas including aviation, advanced computing and artificial intelligence, cybersecurity and communications, digital health and medical devices, drug discovery, energy, environment, food and agriculture, industrial biotech, industry 4.0, medical biotech, mobility, new space, and smart city. The date is not yet clear.

As in previous years, tens of thousands of entrepreneurs, investors, business leaders, and technology experts will come together in Lisbon between November 1-4 in 2022 to participate in the world’s largest technology conference, Web Summit.

The conference, which will be held with hundreds of speakers who are active or have been active in the business world and are experts in their fields, promises to bridge the gap between creativity and technology.

Web Summit, which will take place in Lisbon, increases the ability of startups to establish international relationships and thus helps them sell to global markets faster than their competitors.

Born out of the local entrepreneurship community in Finland, Slush believes that entrepreneurship is one of the best ways to solve the problems around us. That’s why they want everyone to have the chance to follow it. Slush, a student-run, non-profit movement, states that it is in this business not for a piece of the pie, but to make the world a better place.

See you in the next post,

Anil UZUN