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The Privcap Annual Meeting Checklist

There is no such thing as planning too early for your Annual Investor Meeting.

Your event needs to tell an impressive story that instills confidence and generates interest within the investor community.  And to make that event successful, you need a solid mix of strong technical experience, deep subject matter knowledge and highly creative content. That requires a considerable amount of time, a sizable team and a commitment to excellence.  

Does your venue have high enough ceilings for good light?  Do they have an in-house AV team?  Can you get in the day before to set up, do a dry run and iron out all of the kinks?  Are your presenters comfortable in front of the camera?  Do you need a teleprompter?  Are you building an agenda that takes all audiences into consideration, no matter where they are, "sitting"? The list of questions goes on and on and working with a team that asks them all and has the answers is key to ensuring an event that runs smoothly without any hidden landmines.

After producing dozens of AGMs across the globe, in venues of all sizes and in every format — in-person, livestream, on demand and hybrid — Privcap has created our expert checklist for making sure every event is a success.

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