Preparing for Investor Meetings: A Planning Guide and Checklist

Use this handy preparation checklist and planning guide to help you get ready for a meeting of investors.

  • This free checklist covers the various aspects involved in holding an investor meeting, including:
    • making travel arrangements for out-of-town attendees,
    • rehearsal,
    • staging,
    • follow-up.
  • If your company has investors who are not actively involved in the business, this guide can help you develop your investor relations strategy.
  • Available as a free PDF download.
Document Type: Adobe PDF
Last Updated: 11-January-2024
SKU: 4613
$0.00
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