GLOBAL INVESTOR COMMUNICATION

ROADSHOW PREPARATION

Any ‘roadshow’ can be tiring, repetitive and potentially frustrating as the reception to the story from investors can vary so much from meeting to meeting.

Whether an entrepreneur on a high-intensity Series B capital raise, or a public company management team holding ongoing strategy meetings with institutional investors, the volume and variety of meetings can be tough. 

These meetings will likely be hosted in different formats and involve discussions with both generalists, and specialist investors who understand the sector and business model closely. Of note, meetings are invariably time poor and if there is a complex business model to explain, management can get ‘bogged down’, struggling to land all of the key content. The investment case may not get the airing it deserves.

Beyond discipline and resilience, therefore, presenters embarking on a tough roadshow schedule benefit from thorough preparation with respect to their communication. A strong ability to choreograph meetings effectively is important, as are high levels of agility in presentation and communication. Reading the room well, being able to handle challenge, and pivoting briskly are qualities that the best teams possess and practice.

To find out more about roadshow preparation please contact us at sales@templaradvisors.com or send an enquiry >

Latest Insights

What being a female bond trader taught me about inclusion

What being a female bond trader taught me about inclusion

If we are to inspire genuinely inclusive behavior in the next generation, then the corporate world must find a way to undo decades of entrenched gender stereotypes. Here are some Templar tips on how to banish biases and promote genuine inclusivity.   By Megan Philbin,...

Will AI kill the consultancy star?

Will AI kill the consultancy star?

The AI revolution threatens to sweep away old business practices and create previously unimagined efficiencies. But what place do the traditional skills of the consultant have in this brave new machine-led world? Effective communication has long been the lifeblood of...

Five overused words that undermine credibility 

Five overused words that undermine credibility 

If you want to have genuine impact when you write or present, there are certain words you’d do well to avoid. They’ve lost all meaning and will only act to obscure your message and turn people off. A stubborn myth persists in corporate life that if we don’t use the...

Send an Enquiry