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Can you share your tips on making a great analyst briefing deck?
I'm about to make my companies first analyst briefing deck. I've made them in the past but want to make a really kick ass one this time around.
While briefing decks may vary, I believe there are a few key elements that you should consider to make it a 'kick-ass' deck: - company overview - solution overview - competitive landscape - customer proof points - demo - Q&A First, you start with an overview of your company. You don’t ne......Read More
Afraid that this is a confidential item I can't share---sorry! A few thoughts though about how we do this well (and I have to credit a colleague, Michael Dunne, who does this work and is an exceptional AR expert). 1) Sales slides: If they're good enough to sell with, they should be good enoug......Read More
The best analyst briefing decks that I've either seen or helped build are not filled with marketing messaging. They clearly layout what analysts typically care about, which could include the following: trends you've observed in market you operate in, the challenges your product(s) solves, overvie......Read More
I covered the basic flow of an introductory briefing deck in another question. I'd be happy to connect with you 1-1 to walk through yours and share a bit of mine :) Find me on LinkedIn! I've found 3 things that have really helped me have good analyst briefings. 1. Being very thoughtful and v......Read More
I think the mistake here is making it too long. I’d suggest an inverse triangle approach, and keep it short depending on the length and purpose of your briefing, probably no more than 5-10 slides. My typical lay out is: 1. Company slide (founded in, team, key logos, etc) 2. Market context (TAM......Read More
I've been on both sides of the table. Before you set pixels to powerpoint... #1 - What questions do you have for the analyst to help validate or refute your assumptions about the market? #2 - Can you describe the customer problem and your offering clearly enough that when a customer who fi......Read More
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