How to Organise an Effective Investment Meeting

Investment meetings are an opportunity for investors to come together for an insightful discussion on the future of the business. The meeting allows investors to hear presentations from business leaders as to the future aspirations and goals of the business. Strategies are outlined and important decisions are discussed and made. Because of this, it is essential that an investment meeting is planned as effectively as possible.

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Time and Location

There are many ways to plan an effective investment meeting. Firstly a time and location for the meeting meets to be finalised. All participants need to be contacted in advance of the proposed meeting so that diaries can be synchronised and a suitable date fixed in place. If the meeting is not being held at the company’s offices, or there are a large number of investors due to attend, a Servcorp meeting room or conference facility should be booked and appropriate arrangements made for accommodation, refreshments, meeting transcription services, etc.

Plan the Agenda

Investors are normally very busy people, so time is money. Agendas need to be well-planned in advance and circulated to key personnel to ensure all points are covered as the meeting unfolds. It is important to identify what outcomes you want to achieve as these goals need to be the focus of your investment meeting. If your goals and agendas are outlined before the meeting and all participants are clear as to what needs to be discussed, there is a lower chance of the discussion digressing into other, less important, areas of the business, which would be a waste of time for everyone present.

As we have already mentioned, time is money and most people present at the meeting will have a lot of demands on their time. As such, the length of the meeting needs to be tightly controlled. The time slot allocated to the meeting may be restricted anyway if the meeting is being held at an external location, but even if it is not, you should still itemise the points for discussion and allot each one a window of time. This will help to ensure the time available is maximised and there is not a massive time overrun.

Points for Discussion

Create a list of points for discussion in order of importance. That way, if time does run out for whatever reason, you have covered the most important points in the meetings. However, it is a better idea to closely monitor time during the meeting and if too much time is being spent on one particular topic, the meeting organised needs to move things on swiftly and diplomatically.


An investment meeting is a good time to build good relationships with people you don’t have the opportunity to see at any other times during the year. You do need to stay ‘on topic’ during the actual meeting, but there will be plenty of opportunity before and after the meeting to make time for networking and conversation about other aspects of business. By establishing good relationships with investors and building their confidence, you are in a better position to secure more business in the future.

Investor meetings help to maintain good investor relations, so plan your meetings well and watch your business grow.