ROADSHOW CHECKLIST

Activity / Details / Complete
Confirm dates and availability of management:, name and position of management attending
Which cities going to and when?
Purpose of Roadshow - key messages
Target investors - current., new, buy-side, sell-side, retail?
Book venue(s) Will there be a slide show? Do we need a projector, screen, TV, video player, etc.?
Book travel, hotels, ground transportation (if analyst hosting then they will book cars)
If restaurant meetings: reservation name? confirm time
Create draft schedule - detailed summary of meetings including investor backgrounder, holdings, and history of meetings
Ensure fact sheet available and up-to-date & PDF version
Presentation - final sign-off before printing, send to analyst hosting roadshow
Confirm shipment details for presentations
Are all the slide show arrangements made -- lunch, breakfast, etc.?
Check that addresses for one-on-ones are complete & up to date
Information sent to management attending: - Final Detailed Schedule Summary - Investor backgrounders - Fact Sheet - Transcript of last conference call - Most recent analyst summary report - Presentation
Copy of presentation and USB + paper copy
Collect feedback and prepare summary of meetings for Management/Board: What is the investor's overall impression of the company? The industry? Any specific concerns?