Annual Investor Meetings: The Start of Private Equity’s Content Cycle

Private equity content creation is a continuous process – with teams developing insights, case studies and thematic deep dives throughout the year. However, as markets shift and firm priorities evolve, content efforts can occasionally become outdated before they are even published.

That’s why Annual General Meetings (AGMs) and Annual Investor Meetings (AIMs) aren’t just fund updates – they are milestones that shape the firm’s perception and brand. These events bring together leadership, investment teams, IR and communications professionals to align messaging, refine focus and generate content that sets the tone for the year.

Pause Content Production to Align Messaging

A key challenge in PE content creation is ensuring consistency across teams. Too often, content is developed bilaterally – one team produces a video on a specific market theme, while another creates a thought leadership piece or portfolio growth story. In the months leading up to the AGM, firms may realise that their language and positioning shifts, due to fresh market insights or evolving fund strategies.

We recommend firms pause major content production two to three months before their AIM. This ensures that all stakeholders collaborate before content is locked in. During this period, the focus should be on supporting the AGM itself; gathering insights and perspectives to shape the firm’s positioning.

The process of creating an AGM is like a pressure cooker – momentum builds and content often needs to be adjusted on short notice – messaging can change significantly in the final days prior. The AGM then becomes the moment where updated narratives, themes and strategic priorities are crystallised, providing a clear and consistent framework for the latest results and year ahead.

Producing Content for the Event – Then Repurposing It

Rather than treating the AGM as a standalone event, firms should see it as a content-generation engine. Material created for the AGM can fuel multiple channels and initiatives, maximising impact well beyond the event itself.

Key content elements produced for the AGM include:

• Fund performance videos – bringing results to life
• Case studies – highlighting key deals, portfolio company growth + investment decisions
• Sector and thematic deep dives – establishing thought leadership in priority areas
• Leadership narratives – positioning firm leaders as industry voices + raising the profile of the next generation of talent

A critical component of this process is prerecorded content, which plays a key role in shaping the event experience. These segments – such as team interviews, market outlooks or portfolio updates – can be used during the AGM and then repurposed post-event into:

• Website & investor portals – Making key AGM insights + clips accessible for stakeholders through dedicated content hubs or video recaps
• Social media, newsletters + email campaigns – Breaking down key moments into digestible, shareable content to engage investors + broader audiences
• Data rooms, fundraising materials + investor presentations – Strengthening investor engagement with curated content that reinforces due diligence, origination themes + investment strategies
• Internal communications + training – Aligning teams, onboarding new employees, and reinforcing firm-wide messaging using AGM insights
• Podcasts, webinars + short-form video – Repurposing thematic discussions, expert insights + key takeaways into different digital formats
• Whitepapers + thought leadership reports – Expanding on AGM themes with deeper analysis for external distribution

This approach ensures that no content goes to waste by repurposing valuable materials across different platforms and audiences. It also prevents teams from creating redundant content in the months prior, as the AGM itself becomes the foundation for all future communications.

With this in mind, you can capture additional future content through the process. An interview with a portfolio company CEO might introduce the business to your investors at the event, while insights on origination and due diligence captured during the interview can be repurposed across other channels afterwards.

The AGM as the Launchpad for a New Content Cycle

By pausing content production ahead of the AGM and using the event as the primary alignment point, firms create a natural reset for all messaging. The AGM isn’t just a retrospective – it’s a strategic inflection point that informs the next phase of content creation.

This structured approach allows private equity firms to:

• Frame the past year
• Keep content fresh + relevant
• Produce a consistent, compelling narrative
• Reduce duplication + misalignment
• Create a strong foundation of content for the year ahead

In short, the AGMs and AIMs are not just a reporting event for fund updates – they are the foundation of private equity’s annual content cycle, shaping how firms project themselves into the future.