How Well Are Your Annual Meetings Building Investor Confidence?


In a recent survey we conducted of General Partners and Limited Partners in Private Equity, insights about annual meeting preparation were gained specific to reporting accuracy, communications and presentation creation. Survey results show an interesting mix: 59% of respondents struggle with distributing and tracking meeting invitations, 41% feel the pain of creating annual meeting presentations and 35% find accuracy in reporting to be a challenge. To help turn these business challenges into opportunities, which can strengthen investor confidence and better position you to raise capital in the future, here are a few tips.

Managing relationships. 59% of survey respondents struggle with distributing and tracking meeting invitations.
The number, preferences, coordination and timing of annual meeting invitations present challenges for connecting with the right people. To better manage your relationships and invitations, a good fund management software tool is key. For instance, this tool can serve as a centralized repository of your guest list versus cobbling together various partners’ address books.

Lowering risk. 41% of survey respondents feel the pain of creating annual meeting presentations.
Using Excel spreadsheets and calendars of activity tracking to assimilate number of meetings and calls and with whom – plus the number of companies you’ve invested in along with their revenues – is a recipe for potential errors and way too much time. Any good fund management software tool is designed to, among other things, track and report on exactly the data that analysts are gathering: What have you been up to in the past year. And if you have the right system, getting this information out of your system for your annual meeting can literally be as easy as the click of a button.

Looking good. 35% of survey respondents find accuracy in reporting to be a challenge.
The degree to which you can access detailed performance information stored in a portfolio management software system that tracks each portfolio company, their operational metrics and the broader portfolio metrics can determine how on top of your game you really are – and especially how good you look to investors. For example, with your firm’s institutional knowledge and processes integrated in this system, you can easily be a step ahead with access to these types of data points and ready to engage investors during the annual meeting.