Investor Day Checklist: Get the Edge

Investor days can be one of the most effective and cost-efficient activities in your investor relations arsenal — but only if you’re prepared. Anyone who has worked “behind the scenes” of an investor day knows that you need to plan for every detail and anticipate all the possible hiccups of hosting a live event.

For public companies, a well-executed Investor Day can really help move the needle when it comes to investor support and driving valuation. For an IRO, that means thinking strategically about the event’s foundational messaging, alongside tactically planning a myriad of details. To help you attract the right audience and effectively engage your investors, we’ve compiled a list of tasks that should be completed in the nine months leading up to your next Investor Day.

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