INVESTOR PRESENTATION DESIGN How to be informative, add value and - PDF document

Whitepaper: INVESTOR PRESENTATION DESIGN How to be informative, add value and make a positive impact By Emma Bannister Founder & CEO of Presentation Studio www.presentationstudio.com 1300 699 609

Google any leading ASX investor presentation and you’ll be surprised at what you fjnd. Slides and slides of numbers, complex information, mixed messages and dodgy looking PowerPoint presentations that look like they’ve been hacked together at the last minute from various departments in the organisation (because they probably have). Your presentation should NOT Not exactly what you’d expect look like a ‘Disclaimer Statement’. from the world’s leading multi-billion dollar enterprises! An investor presentation communicates your fjnancial Lorem ipsum dolor sit amet, consectetur adipiscing elit. Etiam rhoncus diam id quam eleifend, vel rutrum tortor standing, it’s an important fermentum. Mauris vitae enim sed felis imperdiet luctus. Mauris tempor vestibulum lobortis. Pellentesque pretium representation of your brand. euismod ligula non tempus. Vestibulum suscipit massa non fringilla ultrices. Vestibulum dignissim orci non nisl It tells everyone internal and consectetur, eu mattis mi ornare. Nulla semper ex vitae lectus auctor, et sagittis nisl sagittis. Fusce mollis lacinia external to your organisation dui, vel laoreet ex malesuada vel. Fusce lorem quam, what kind of quality and service laoreet non lacus nec, dictum sollicitudin velit. Nunc you ofger, whether you are reliable, trustworthy or just plain cheap. www.presentationstudio.com

Investor Your organisation’s brand and In fact, you should invest more identity is a valuable asset and care, attention, time and efgort presentations should be treated as such – into them because shareholders, can positively that’s regardless of your industry, customers, clients, colleagues size or how much revenue you and the public see them time or negatively turn over every year. and time again. impact your Investor presentations should These presentations live on – brand. be treated no difgerently to any in our minds as well as online – other marketing collateral or long after they are fjrst viewed. consumer facing information Many companies should be you put together. embarrassed at how bad their investor presentations look, at how bad they make them look. Is this what you want for your organisation? www.presentationstudio.com

The aim of AN INVESTOR PRESENTATION Investor Investor presentations that you can’t give any market mean difgerent things to sensitive information (that presentations difgerent people. would impact share price) to update an investor that hasn’t been More often than not, we think disclosed to the market already. shareholders they are investor pitches that we’re using to try and raise So you usually have to lodge and investors funds for start-ups or capital for your investor presentation with on the a company’s growth. the ASX before you present or distribute it. company’s But in the world of listed current fjnancial companies and public There is no legal requirement corporations, they mean to put the presentation on your position and something else entirely. organisation’s website, but it’s future strategy. Investor presentations update always a good idea to. shareholders and investors on the company’s current fjnancial i position and future strategy. To check specifjc details and They show quarterly or annually requirements on ASX investor fjnancial results, and as such presentations go to: have specifjc requirements http://www.asx.com.au/ they must adhere to. regulation/rules/asx-listing- rules.htm The ASX [Australian Securities Exchange] Listing rules state www.presentationstudio.com

PREPARATION PROBLEMS Leading academic The challenge most companies UK companies, in particular, face, especially larger ones, is set precedence and prepare Mary Barth from pulling the information for an strategic reports, as well as Stanford University investor presentation together – a director’s report, often at the last hurried minute. to give their shareholders recently found that more up-to-date and Although a large organisation good integrated forward-focused information. may have a dedicated Investor reporting Relation team, they are usually The same report states run ofg their feet dealing that places like the United is positively with compliance and fjelding Kingdom and New Zealand associated with enquiries from shareholders, have adopted external investors and anyone interested reporting as part of corporate both stock liquidity in the fjnances. governance – so it won’t and fjrm value. be long until Australia In smaller organisations, this follows suit. responsibility usually falls on the company secretary’s or CFO’s So, given how stretched increasing workload. for time you are, we have compiled the following In either case, the guidelines to help you prepare information needed to create an investor presentation that the presentation is usually is more informative, adds rushed to those responsible value and has a positive and at the very last minute. strategic impact on your intended audience. Information fmoods in from multiple sources, as those Whilst we have focused on tasked with the job of investor presentations there pulling it together scramble are many voluntary and to get something – anything regulatory reports that these – up in time to meet legal guidelines will assist you with, requirements. such as: Everyone is doing the best • Sustainability reports they can, but the best is not usually enough. • Annual reports According to the 2016 KPMG • Industry regulator reports report ‘Corporate reporting Ready? - evolution and integration’, Australia lags behind other countries when it comes to preparing and releasing well- informed corporate reports like investor presentations. www.presentationstudio.com

WHAT TO INCLUDE Identify the Any presentation (or piece This message should be of communication) needs to reinforced several times right, compelling have a solid structure that is throughout the presentation so information clear and easy to follow and your audience is left in no doubt understand. It needs to have about what your key message is. and present it lots of signposts that lead Consider the benefjts of what in the right your audience through. you’re saying to your investors order, in a Your presentation must have and shareholders. compelling way. a clear message, one point Does their opinion matter when or big idea, and no more. it comes to a vote? Do you want them to align to your thinking? How clearly have you stated the future scenario that will secure their buy in? www.presentationstudio.com

A solid investor presentation STRUCTURE: 1. Key Message 5. Business Model 9. Market Overview What is the overall point of How do you make money? What factors are unique your presentation? What’s Present this as a simple to your market? Include the one thing you want your infographic or visual geographic, demographic audience to remember? explanation of the and market size information various channels. relevant to your industry. 2. Company Purpose ‘Why’ does your organisation 6. Financial Results 10. Current Focus do what it does? What key fjnancial What’s your current focus performance and based on the company’s 3. Company Vision comparisons – quarterly, vision and strategy? What’s your company annually and projected – vision? Where are you 11. Growth Opportunities do you have? going? (Not where are you What are your strategic now.) Sum it up in one 7. Risk and Performance growth plans for the future? sentence. What competition or When, where and how will external factors have you implement them? 4. Company Strategy contributed to positive and/ How will you achieve your 12. Summary or negative performance corporate ambition? What are the key points recently? What future risks you want your audience do you face? to take from this report? 8. Operations Review Summarise top-line How do you deliver information and again your operations, safely reinforce the overall point and sustainably? of your presentation. i Company vision statement: Telstra Strategy Purpose Vision Create a brilliant Be a world-class • Deliver brilliant connected future technology company customer experiences for everyone that empowers • Drive value and growth people to connect from the core • Build growth in businesses close to the core www.presentationstudio.com