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:
- Know your investor: focus your resources on investors who are positioned to be a partner to you.
- Related to #1, understand basic guidelines around an investor’s investment policy and current investment mandate.
- Be able to convey your team’s strategic focus (and portfolio fit) concisely.
- Have a clear idea of what you plan to do.
- Understand what you do well.
- Be aware of any weaknesses in your platform and/or challenges in the execution of your strategy.
- Put your strategic focus in the context of your track record.
- If mistakes were made, acknowledge them.
- Where possible, explain how mistakes were fixed.
- 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.
This is the Sterlinks blog. Access Sterlinks tools to maximize your in-house resources by visiting http://www.sterlinks.net.