AGMs are the ideal time to update a firm’s investor relations, communications, and identity. These meetings bring the entire team together to reflect on the past year, showcase flagship news and shape the future for your investors. Annual Investor Meetings can vary in length from a few hours to several days. Video is an essential tool for making investor days more engaging, clear and memorable for all participants.
At 52 Partners, we believe AGMs are also a critical part of a GP’s annual content creation cycle. In the two or three months prior, content should be paused while everyone collaborates and recalibrates the narrative. When done correctly, AGM content can then be distributed externally over the following months, contributing to all investor relations, origination, marketing and communications functions.
Here are a few ideas on how you can effectively use video content before, during and after your investor day:
- Invitation – Create a short video clip or animation to invite people to the event and let them know what to expect.
- Branding the Event – Develop visuals and messaging that sets the tone for the day. For example, if the key focus is origination and thematic sourcing, you could use a branded animation background to introduce the day on screens around the venue and present each chapter or fund update throughout the agenda.
- The “Bum Settler” – An introduction to kickstart the day or activate each session while people are getting comfortable in their seats. Highlight the key messages to set up what is to come.
- Portfolio Case Studies – Short films to showcase portfolio company examples, introduce how they operate, virtual tours and new initiatives.
- Introducing New Investments + Exits / Deal Lifecycle – Introduce the management or business of a new investment. Showcase the returns and statistics of a flagship exit. Alternatively, create three examples to present your deal lifecycle: new investment (approach), currently held investment (and value creation), and recently exited investment (financial results).
- Fund Launch, Close, Performance + End – Celebrate the beginning or end of a fundraising period. Present key results from the last fund, provide an update on the current one or outline the strategy for the next fund.
- Operating Partners – A film to feature examples of how the portfolio team accelerates growth or supports investment decisions and due diligence.
- Sector Deep Dives – Demonstrate niche sub-sector knowledge and expertise within the team and portfolio. Highlight what differentiates your company within the sectors you target.
- Thematic Sourcing – Outline your approach to originating and sourcing new deals to support an investment approach and thesis.
- AUM – Demonstrate the trajectory or structure of your platform’s Assets Under Management following a fund close, co-investment or new acquisition.
- Awards + Milestones – Celebrate key wins and achievements from the past year.
- ESG + Diversity Showcase – Provide updates on Environmental, Social, and Governance initiatives or diversity within the firm and portfolio companies.
- Company Montage – Create a sequence of clips presenting the portfolio company assets and locations, to be used while people are taking their seats or displayed on screens during breaks.
- Initiatives + Partnerships – Highlight key initiatives and partnerships that the firm is involved in to show strategic growth and collaborations.
- Presentation Sequences – Create seamless transitions between different presentations and segments of the AGM. Use video sequences while presenters or topics are changing.
- Interfaces – Use interactive video interfaces to enhance engagement during the AGM.
- Animating Slides + Data – Bring slides and data to life with animations to make complex information more digestible and engaging.
- Culture + Values – Interview team members about the firm’s values or what it’s like to work there. This content can be created alongside other case studies or talking head videos, providing insight into the company’s culture and ethos.
- Raising Individual Profiles – On occasions when Directors or Principals might not be presenting, highlight their contributions and expertise through pre-recorded interviews. This also supports succession plans and familiarises investors with the next generation of senior leadership.
- The Wrap-Up – A film summarising the key points of the day, reinforcing the main messages and looking ahead to future goals.
Using Content Post-AGM
- Content Created for the AGM – Utilise the video content and additional material (such as due diligence or origination case studies filmed during the production schedule) in the company data room. Edit films for public consumption and make them available on the website or social media to maximise their use.
- Highlights Film – Interview the senior leadership team after the event, to reinforce key messages from the past year and outline future plans – creating a short, polished summary to send to all investors.
- Event Day Highlights – Capture the highlights of the AGM to share externally.
- Fund Updates – Capture key presentations and discussions to share with stakeholders who couldn’t attend in person.
- Interviews with the Team – Create a mini studio at the venue to conduct interviews with team members during the event, providing insights and personal perspectives on the firm’s strategies and achievements. This can create a wealth of content for the coming year and support important announcements.
- LinkedIn Digital Distribution – Use paid LinkedIn campaigns to present your latest content to new LPs and management teams you are targeting. Support fundraising and origination by using digital strategies to grow your private equity networks and opportunities. Connect with new companies and individuals to build new relationships
By adopting these ideas, firms can effectively communicate their key messages and achievements. Additionally, showcasing new investments, celebrating fund milestones and highlighting ESG initiatives with video can add a dynamic layer to the event.
Post-AGM, content can be repurposed for social media, websites and internal or IR communications, extending the impact of the AGM beyond the event itself. Integrating video into AGMs not only enriches the attendee experience but also reinforces the firm’s narrative and vision for the future.
Most of our work is covered by NDAs, so we can’t share many examples. However, you can view our publicly available video production showcase below.
This article was written by Mungo Park of 52 Partners. 52 Partners is a digital and content specialist for private capital firms.
