The document provides tips for CEOs and CFOs attending road show investor meetings. It recommends bringing hard copies of presentations and materials as backups in case of technology issues. Proper preparation is key, including researching investors, planning for different funding scenarios, practicing presentations, and knowing the company's financials inside and out. The CEO and CFO should be in control of meetings and creative in dealing with challenges.
Collective Mining | Corporate Presentation - May 2024
Top 10 Power Tips for a Sucessful Investor Road Show (whether for IPO or for PE)
1.
2. Things to Pack:
Good wrinkle free clothes
Comfortable pair of shoes
Lots of Visiting Cards
2
1
3. It is very important for the CEO and the
CFO to be present in all Road Show Investor
Meetings. Others are add-ons.
Keep a snapshot of your team ready. The
investor is always keen to know the strength
of the delivery platform.
Alpha Team
3
2
4. Always carry hardcopies of presentation
and other material, you require.
Never trust the projector or the laptop to
work the way you want.
Don’t Trust Technology
4
3
5. Schedule your meetings appropriately that allows
you to reach on time.
Basic Rule of Thumb suggests:
10 mins - Meeting & Greeting
20 mins - Presentation
15 mins - Q&A
----------------------------
45 mins – Total
Timing
5
4
6. Research the Investor and the Analyst you plan to
meet. Also understand the Investment environment
and evaluate if there are legal/technical challenges
if you to take investments from a particular investor
(say by virtue of jurisdiction, structure, taxation,
etc.)
Always keep a quick report that shows how you
are better placed than your competition.
Research Well
6
5
7. Plan all possible scenarios (on fund raise amount &
valuations) before commencing Road Show
Prepare thoroughly for the Investor Meeting. Undertake
mock-runs to perfect the same.
Prepare well in advance answers to all possible questions.
The CEO and the CFO both should speak the same language,
every time.
Plan, Practice and Prepare
7
6
8. Don’t let your IBanker run the show/process.
You need to be in control of the situation.
Investor is betting on you and not your IBanker.
Also remember, you are giving a stake in your
company to the Investor and not your IBanker.
Sit In The Drivers Seat
8
7
9. Just being smart and successful doesn’t always help.
You have to be creative.
Come up with interesting win-win solutions, every time
you face a challenge (You will be surprised with the number
of challenges you will face once you begin the exercise).
Be Creative
9
8
10. You should know your numbers and the detailing
behind it very well.
Have a roadmap for achieving the numbers
projected. The investor is always curious and keen
to learn 'how you will get there', particularly if a
quantum jump is being projected.
Know Your Numbers Well
MATH
10
9
11. You will need to run a lot of analysis and prepare
reports (at quick notice) before your fundraise
And
Lots more, each month, once you have raised some
funds.
Have A Strong Finance Function
11
10
12. 12
SuperCFO Services Pvt. Ltd.
We would appreciate your feedback/comments.
Email: info@supercfo.com
Website: www.supercfo.com
Follow Us:
Thank You