This is not to be confused with other types of roadshows that are also related to business. Marketing roadshows, for example, involve a group of people travelling to different places to advertise certain products or services.
More than private investors, the target audience of investor roadshows are the institutional investors, which range from investment banks to pension funds and other financial agencies or institutions that can help in generating buzz about the offering. Investor roadshows are not meant for potential investors alone, because they are also conducted for the benefit of fund managers, analysts, and practically anyone interested with the company.
That means that potential partners and customers are also included. On the other hand, the presentation is not left solely in the hands of top management of the company, as they may opt to send a representative that they deem could do an excellent job in making the presentations in their stead. In an investor roadshow, a representative of the company will travel to different cities or places in the country where their potential investors are, and make a presentation about an investment opportunity in the company or business that he represents.
The purpose of an investor roadshow will largely depend on what type of an investor roadshow it is. The main purpose of an IPO roadshow is to generate interest of potential investors in your company, or in what your company is offering.
You want to build up their excitement so that, when the IPO date finally comes around, they will be right there to purchase your offering. An investor roadshow, which is held prior to the actual offering or sale of securities or shares, is also instrumental in increasing the share price of the stocks as well as shareholder value.
The higher the interest or excitement generated, the higher the share price is likely to be. According to institutional investors, a large part of the success of IPOs depends on how well-planned and executed their roadshows are. As for non-deal roadshows, these are also conducted in order to renew and strengthen the relationships of the company with its current investors. You might be one of those who are wondering what is included in the presentation, or what the representative of the company will talk about.
Essentially, what will be presented is the business plan of the company, which will be tackled in great detail. The key topics include, but are not limited to:. The events that are included in an investor roadshow may vary, depending on what the management deems to be the most effective way of reaching their potential investors and engaging their interest. Roadshows are not easy to put together. There are a lot of details regarding logistics that must be sorted out.
Making travel arrangements alone already takes a lot of work, and engaging the involvement of different parties that will contribute or play even a minor role during the roadshow is not going to be a walk in the park. They are not cheap, either. It costs money — a lot of it — to organize a roadshow. However, if you plan it well, and you execute it properly, the returns are likely to be more than the cost incurred in putting it into motion.
There is a need, therefore, to ensure that all the smallest details are taken care of from the beginning. Here we will take a look at the aspects of investor roadshow planning.
On the matter of cost, expect to spend money on an investor roadshow. You can work on the budget as you go along the planning of the roadshow. After all, there are many things to consider, such as the cost of travel, the cost of hotel accommodations for the members of the management team, the cost of reserving the chosen venues in every city, the meals and even the materials that will be distributed to the audience.
When scheduling your investor roadshow, make sure that it does not adversely affect the normal operations of the business. Your operations should still go unhindered even when key members of management are on the road working hard to attract more investors. There is one rule of thumb when deciding on the places to conduct your roadshow in: go where the investors are. If you are eyeing institutions in New York City as potential investors, then include that city in your stops.
If you want to renew your relationship with your investors in Florida, then that should be on your list of destinations as well. It will not make sense if you focus all your marketing efforts in other cities but ignore your own backyard altogether. You may have come across large companies choosing five-star hotels and prestigious venues for their investor roadshows. It is not a given that the more expensive the venue is, the more successful the roadshow will become.
There is no guarantee of that. Get ready to go public with a professional looking presentation that tells your company story. Use this template to share critical data with institutional investors, analysts, and others on the IPO roadshow. Template Contents. Add to Workspace Don't have an account? Previous Next. Wow the world on your IPO roadshow with a slide deck that delivers trusted data in a brilliant way.
Key Features. Recommended slide content Pre-built charts and graphs Multiple formatting options. The content provided on this website does not, and is not intended to, constitute legal, accounting, tax, investment, compliance, or other professional advice and services; instead, all information, content, and materials available on this site are for general informational purposes only. The first list is the five key reasons why Lyft is a good investment.
Zimmer delivers the list using parallel structure the sentences start the same way. He says:. While the first three strategies set the stage, investors come to hear the numbers. The Lyft presentation explains the explosive growth in revenue and the number of riders and drivers.
But it also adds perspective around key numbers. For example, Lyft chief marketing officer Joy Howard says, "Transportation is a massive market. That's almost twice as large as health care, three times as large as entertainment, and second only to housing.
By comparing the statistic to other industries investors are familiar with, Howard helps the audience to visualize the size of the opportunity. Simple design hides complexity. Katie Dill, Lyft's vice president of design, says "Our app's simplicity is its greatest feature.
In just 10 seconds, Dill explains how it works. You choose your destination. Next, you choose how you want to get there. Confirm your pickup spot. The ride comes. Payment is all on the app.
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