How to Have Good Investor Meetings: Part 3

If you’ve been watching this space, you know that over the last several weeks, investors on Sterlinks offered us general feedback on what makes for good meetings with investment managers.

Here is the final installment advice as you prepare for your next meeting.

Third in our three-part series, this is feedback you don’t always get to hear directly from investors after you meet with them:

  1. Don’t spend 10 minutes trying to get hooked up to the overhead projector while everyone waits. Time is too valuable, and unnecessary delays set a bad tone for the rest of the meeting.
  2. Don’t devote too much time to finding out personal information.
  3. Being overly familiar can make for an awkward or uncomfortable meeting.
  4. When speaking, be organized and conscious of time. Present properly.
  5. Avoid going off on any obscure point.
  6. Show that your platform brings a team, not just one ego.
  7. Related to #6, don’t dominate the conversation away from the rest of your team.
  8. Name-dropping is generally a bad idea, avoid it as much as possible.
  9. Fictitious urgency is easily detected. Real urgency sometimes does not matter.
  10. Investors often know each other and may chat. Their discussions may cover conversations they have had with you.

One final pro-tip from successful managers: practice with mock questions and answers. Video-tape mock question-and-answer sessions to refine your team’s verbal clarity and body-language.

Rest assured, the investors who provided this thoughtful feedback are eager to identify and forge relationships with the best partners they can find.  They want to know about you.

We hope you enjoyed our collection of feedback on investor meetings. Even as we conclude this series, investors continue to offer us nuggets of wisdom regarding investor communication. Stay tuned for more on this topic.

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