Investor presentations usually start with the CFO (who naturally puts a finance spin on the story), then the Marketing Director adds product positioning, the Sales Director puts in a highly detailed benefit analysis: the result 3 presentations.

Why is it so important to have the CEO involved early in the process? She is the only one who has a view on the story that cuts across finance, marketing, sales. An equity investor audience is different from a client, is different from a tech conference, is different from a traditional bank that provides loans. More importantly, she is likely to have to make the pitch herself, and so she better is in sync with the slides.

You cannot delegate the investor pitch design, or give the super high level input "you know the story, pitch that we are more flexible". Time to roll up the sleeves.


Art: Gustave Caillebotte, The Floor Scrapers, 1876