How to Have Good Investor Meetings: Part 2

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Source: New York Times


Over the last several weeks, investors on Sterlinks offered us their thoughts on the best meetings they’ve had with investment managers.

We took their feedback and put together a list of key takeaways for you to keep in mind as you prepare for your next investor meeting.

This is the second installment in our three-part series on how to have a good investor meeting.

This time, we have some general guidelines for navigating your conversations with an investor:

  1. Know your investor: focus your resources on investors who are positioned to be a partner to you.
  2. Related to #1, understand basic guidelines around an investor’s investment policy and current investment mandate.
  3. Be able to convey your team’s strategic focus (and portfolio fit) concisely.
  4. Have a clear idea of what you plan to do.
  5. Understand what you do well.
  6. Be aware of any weaknesses in your platform and/or challenges in the execution of your strategy.
  7. Put your strategic focus in the context of your track record.
  8. If mistakes were made, acknowledge them.
  9. Where possible, explain how mistakes were fixed.
  10. Show that providing information is a priority.

Next: what no one told you about how to have a good investor meeting.

Part 3 will give you the advice you probably didn’t get from previous investor conversations.

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