Purpose
Assess an existing investor presentation as an investment case: not whether the deck is pretty, but whether it makes an argument a fund can act on. The governing principle is that an investor presentation is an argument for why an investor should own the shares, structured so that a fund can build a model, form a view on price and risk, and track delivery over time. A strength is anything that advances that argument with evidence; a confident claim without evidence is not a strength.
The assessment judges only what is in the presentation itself. It imports no outside facts about the company, and every judgement carries slide references.
Output package
| Output | Content |
|---|---|
| Snapshot | Company, deck, stage read, audience, length fit, overall stage-weighted score, and the overall assessment |
| Strengths | The three to five real strengths, each with slide references |
| Topic profile | All ten topics scored with presence, evidence quality, justification, and slides |
| Advantage screen | Every claimed advantage mapped to a driver with a survives / fails verdict, and whether the numbers agree |
| Disciplines and failure modes | The seven cross-cutting scores and the named failure modes with status |
| Investor jobs | Whether each of the five investor jobs can be done from the deck |
The assessment is an internal working document for the client team: the honest baseline before a refresh, a benchmark against the framework, and the shared vocabulary for what to fix. It pairs naturally with the investor presentation skill, which builds the improved deck the assessment argues for.