Key Considerations for a Successful Investor Day

Investor days are a great way to articulate your company’s growth strategy and long-term goals, highlight management’s capabilities and expertise, and strengthen relationships with the street. Most importantly, these events provide investors with the high-value opportunity to interact with management and operational leads.

Planning an investor day is a time- and resource-intensive process, so companies should begin planning their event no less than six months in advance. Consider the following questions to set yourself up for a successful investor day:


  • What are the overall objectives of the event? Are all those participating aware of these objectives?
  • Who should represent your company and would these presenters benefit from presentation training, rehearsal and Q&A prep?
  • How can you measure the event’s success? What can you do to evaluate the event?
  • How can your company maximize the value of the event? How can you inform/update individuals who were unable to attend?


  • Attendees: How many should be invited vs. how many can be accommodated? Who should be invited and how?
  • Transportation: How will attendees get to the venue and/or between multiple locations?
  • Schedule and format: How long should the event be and how should the schedule be structured?
  • Real-time event management: Will there be an individual on site to manage any issues that may arise during the event?

Hosting an investor day is a high-stakes endeavor: well-executed events build investors’ confidence in the management team and its growth strategy, which supports your company’s valuation. Poor event execution can have the opposite effect, so it is important for companies to allocate sufficient time, resources, expertise and experience to ensure their investor day is a success.

If you’re planning your next investor day, I’d love to speak with you about how to make it a success! Please reach out to me at or 403-218-2887.