IR Services Analyst and Investor Days Planned from Agenda to Follow-Up
Agenda, presentations, invitations and follow-up for analyst and investor days that give the Street a deeper look at the company.
An analyst day or investor day is a dedicated event where management presents the company’s strategy, segments and long-term targets in more depth than an earnings call allows. It is often the right move after an acquisition, a leadership change or a shift in the business model. Hayden IR plans the event, prepares the content, builds the audience and follows up afterward.
For a smaller company, an investor day is a significant investment of management time, so the investor relations work starts with the audience. Heska used its analyst day in New York to introduce a new senior management team, along with a new, in-depth investor presentation covering multiple segments of the business. A well-run event gives analysts what they need to model the company and gives investors a reason to take a fresh look.
What’s Included
Event Strategy
Advice on timing, format and goals, whether the event is in person, virtual or hybrid.
Agenda and Speakers
An agenda that shows the depth of the management team and gives each speaker a clear role.
Presentations
In-depth presentations covering strategy, segments, financial targets and the investment thesis.
Invitations and Audience Building
Targeted invitations to sell-side analysts, current holders and prospective institutional investors.
Rehearsals
Dry runs with management to tighten messages and prepare for questions.
Logistics Coordination
Venue, webcast, registration and materials coordinated so management can focus on content.
Post-Event Follow-Up
Calls with attendees to gather feedback and turn interest into follow-on meetings.
How We Work
Set Objectives
We agree with management on what the event should accomplish and who needs to be in the room.
Build the Content
We develop the agenda, presentations and Q&A preparation with each speaker.
Fill the Room
We invite and confirm analysts and investors, in person and online.
Follow Up
We contact attendees after the event, report their feedback and schedule follow-on meetings.
What Success Looks Like
- Analysts leave with what they need to model the business and its segments
- A new management team or strategy introduced to investors in one setting
- Follow-on meetings with investors who attended or watched the webcast
- A presentation the company can reuse for roadshows and conferences
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Clinical-Stage PharmaceuticalsAnalyst/Investor Days FAQs
What Is an Analyst Day?
An analyst day, also called an investor day, is an event where a public company’s management presents its strategy, business segments and long-term financial targets to sell-side analysts and investors. It goes deeper than a quarterly earnings call and often includes presentations from several executives, product demonstrations and extended Q&A. Companies often hold one after a major acquisition, a leadership change or a shift in strategy.
When Should a Small-Cap Company Hold an Investor Day?
Hold an investor day when there is something substantial to explain, such as a new management team, a transformative acquisition, new business segments or new long-term targets. Without that kind of news, a quarterly call and a roadshow may serve investors better. Heska held its analyst day in New York to introduce its new senior management team and a new investor presentation covering multiple segments.
Should an Investor Day Be in Person or Virtual?
In-person events build stronger relationships and let investors meet more of the management team. Virtual and hybrid formats widen the audience at lower cost and give investors who cannot travel a replay. Hayden IR advises on the format based on the audience the company wants to reach and the budget available.
How Far in Advance Should an Investor Day Be Planned?
Plan for at least two to three months. That allows time to set a date that avoids earnings and major conferences, invite analysts and investors, build the presentations and rehearse. Larger events with several speakers, product demonstrations or site tours need more lead time.
