Analyst Days
An Analyst Day is a three-year modeling exercise.
It is not a product seminar, a victory lap, or a longer version of the investor deck.
If investors give you several hours of attention, they should leave with a better way to model the company than they had when they arrived.
Resurge helps CFOs design Analyst Days around the questions investors need answered: what the long-term financial framework is, what the real growth drivers are, which KPIs prove the strategy is working, what margin structure is realistic, what assumptions should change in the model, and what management is willing to own publicly.
A good Analyst Day should make the business easier to underwrite.
If investors leave with enthusiasm but no new model structure, the event missed the point.
CFO of a $14 billion software company, Under NDA
After an investor referred Jason to us, we engaged him to help change the way we tell our story to the investment community. We were going through a very complicated business transformation and Resurge helped streamline our talk-track to the most important elements, gave us a new reporting format for our financials, and coached us on what would become very complex Q&A.