HOW TO PLAN AN INVESTOR ROADSHOW (1) - PowerPoint PPT Presentation

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HOW TO PLAN AN INVESTOR ROADSHOW (1)

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Title: HOW TO PLAN AN INVESTOR ROADSHOW (1)


1
HOW TO PLAN AN INVESTOR ROADSHOW
2
Introduction
  • Nowadays roadshows appears to be crucial to a
    companys bottom line.
  • These kinds of ads are often done in sequence and
    occur in a handful of cities in an effort to
    increase brand awareness and product knowledge.

3
Deciding on Scope of Responsibility and Budget
  • Organize the roadshows in-house.
  • It gives the company full control of how the
    roadshows will be conducted.
  • Hire an agency or service provider specializing
    in investor roadshows.
  • There are such firms whose main service is to
    plan and organize roadshows.
  • This easily takes away much of the burden of
    planning from the company itself, but it is also
    quite expensive.
  • This is the reason why this option is seen to be
    used only by the very large businesses.

4
Roadshow Scheduling
  • Duration
  • There is no fixed duration for a roadshow. It
    could be as short as 2 to 3 days or longer up to
    2 to 3 weeks.
  • It will take even longer if you are going to take
    the roadshow across the country, because you have
    to take into account the travel time it requires
    to move from one place to another.
  • Scheduling will coincide with the determination
    of your stops of the roadshow.
  • Roadshow Dates
  • Now, when will you bring the show on the road?
    There is such a thing called roadshow season.
  • These are the months in the year when companies
    often go on the road to connect with their
    current or potential investors.
  • Obviously, if you are conducting an IPO, the
    roadshow must be conducted before the actual date
    of the IPO.

5
Dealing with the Logistics
  • There is one rule of thumb when deciding on the
    places to conduct your roadshow in go where the
    investors are.
  • If you are eyeing institutions in New York City
    as potential investors, then include that city in
    your stops.
  • If you want to renew your relationship with your
    investors in Florida, then that should be on your
    list of destinations as well.
  • Of course, you should never leave out your
    companys base or home market.
  • It will not make sense if you focus all your
    marketing efforts in other cities but ignore your
    own backyard altogether.

6
Crafting and Delivery of the Presentation
  • Create a standardized presentation which will be
    given to the potential investors.
  • This will also be a good source material for the
    practice of the presenters later on.
  • Highlight the benefits of the company, both the
    qualitative and the quantitative.
  • Do not stick to just presenting the facts and
    figures. While it is true that most investors
    look at the bottom-line and care about numbers,
    many of them will still want to know the
    qualitative benefits that they can expect from
    investing in the company.
  • Talk about the corporate culture of the business,
    particularly the value of its employees and
    management.
  • A lot can be said about a company when you look
    at its story, and investors will naturally want
    to know who they are investing in.

7
Choosing the Right Person(s) to Represent the
Business
  • Take note that these roadshows mean that
    management will be reaching out to investors,
    whether current or prospective.
  • That means that members of the management must be
    present.
  • After all, they are the ones who are most
    knowledgeable about the contents of the
    presentation.
  • When the audience ask questions, they are also
    the ones who are most qualified to provide the
    answers.
  • Investors put a lot of stock on the person making
    the presentation.
  • In the case of IPOs, potential investors prefer
    seeing the Chief Executive Officer (CEO) and the
    Chief Financial Officer (CFO).
  • It has been said that it is only during these
    roadshows that investors get to meet the top
    honchos of the company.

8
Coaching and Practice for the Presenters
  • You can say that the roadshow is a storytelling
    session, and the presenters are the storytellers.
  • Even storytellers need preparation and practice
    in order to deliver the story with the right
    nuance.
  • Its not just the operational and other managers
    who will benefit from coaching and practice,
    because even CEOs and CFOs will find that these
    will arm them better when the actual roadshow
    takes place.

9
Knowing your audience
  • The biggest reason for getting to know your
    audience is so you can better differentiate your
    company in their minds.
  • Investors have different perspectives when
    looking at potential investments, and if you do
    not know these perspectives, you will not be able
    to create and present your presentations in a way
    that will engage their attention and hold their
    interest.

10
Other tips for Roadshow Planning
  • Plan well ahead of time.
  • In large companies with established departments
    dedicated solely for investor roadshows, they
    start planning well in advance, and they plan the
    roadshows that they will conduct over the course
    of the next 6 or 12 months.
  • You might think that you will be saving money if
    your CEO and CFO travel in economy.
  • Consider the reality that they might be
    uncomfortable during a long flight, and will not
    be able to be in the best condition once they
    arrive at their destination.

11
Conclusion
  • Roadshow ads are indeed a great way to reach your
    targeted audiences to spread your brand
    visibility.
  • Today there are many roadshow advertising
    agencies in tamilnadu who can help to engage
    customers in innovative on-ground campaigns that
    provide an ideal platform for our products
    services.
  • In order to make your campaign successful hire
    one of such a professional.
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