Description | - One or more representatives of the management meet investors or analysts of an individual institution – usually 1–2 people
- Typical duration: 45-60 minutes
- The management or (during initial contacts) the IR officer presents the most important facts, followed by a Q+A
- For existing contacts, the meeting is generally limited to the Q+A
- One-on-one meetings are frequently part of a roadshow (see ➔ next chapter)
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Purpose | - Create trust and persuade investors to invest in the company
- Receive feedback from investors on the company and the competition
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Occasion | - During initial contact: To introduce the company and management
- After financial results and important events: To repeat key messages, to clarify outstanding questions of the investors
- In the run-up to or during capital increases: To create demand
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Content | - Company profile
- Current developments
- Market trends
- Strategy and its implementation
- Financials
- Outlook
- Investment characteristics («investment case»)
- Sustainability
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Tips | - Employ management in a targeted way, if possible have the IRO do the preparatory work and possibly also conduct the initial contact.
- Relieve the CEO if possible; use CFO and/or head of business divisions too.
- Use the chair of the board of directors strategically with important investors, primarily in the run-up to the AGM.
- Don’t forget preparation and follow-up: Create an overview of the last time an investor was met; topics for discussion.
- Create investor profiles for new contacts.
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