The AGM Method
Designed for LPs. Trusted by IR managers.
Trusted by
Private equity and venture capital teams who want investor meetings that actually move capital.
• Agendas are recycled from last year.
• Slides overflow with data but deliver no story.
• Managing Directors send proxies — or leave early.
• Presenters talk at the room instead of connecting with it.
• Your team is drained, and your LPs are disengaged.
An investor meeting should strengthen your reputation, deepen relationships, and drive capital — not just check a box.
Most Investor Meetings Are Designed to Inform — Not Inspire.
Meet the Method Designed to Earn Trust — Not Just Track RSVPs
The
AGM Method
With over 20 years of experience designing events that connect and convert, we’ve turned our expertise into a proven system — one that replaces overwhelm with order and elevates your fund’s presence in every room.
Rooted in hospitality and trained in storytelling, we set the table for investor meetings, conferences, and fundraising roadshows that achieve strategic goals, earn trust, and protect reputations.
That’s where Patricia Johnson steps in.
Trusted by IR Leaders and Fund Marketing Teams at Top-Tier Firms.
For Private Equity and Venture Capital Firms seeking someone to help them with annual investor meetings, events, or LP conferences, connect with Patricia for the most memorable event experiences. Leave event planning to the experts.
That was very well executed, Patty. Thank you.
“
Emily Mosquera
Senior Vice President, Investor Relations, CapRock Partners
- 192-point planning + production system
- Executive speaker coaching
- Content design and deck refinement
- On-site execution and show calling
- Post-meeting replay within the hour, full meeting recap and follow-up package in 72 hours
- Presenters are polished and on time
- LPs are welcomed, not rushed
- Your team isn’t scrambling behind the curtain — they’re leading from the front
- When your investors feel seen, they stay
- A flawless meeting earns more than attention — it earns trust
- Leadership shows up when other leaders are in the room
01
Hold the Date
Lock in your preferred window and reserve priority access at a five-star venue.
The AGM Method in Three Steps
02
Build the Program
Align content, coach presenters, and rehearse the moments that matter.
Run Better Meetings.
Without More Meetings
Download the AGM Concierge: your AI-powered planning partner for LP meetings that earn trust, not just take up calendar space.
Managing Directors attend — and stay engaged
Instagram
How to Make an Investor Meeting Cool Again
A visual guide to what’s trending, tasteful, and totally unexpected — from floral installs to fine dining, walk-on music to walkaway gifts.
Follow Along
Linked-In
How to Build the Best Investor Gatherings at Scale
Frameworks, thought leadership, and systems that turn annual meetings into capital-raising machines — with insights from books, podcasts, and real-world data.
Substack
How to Host with Heart (and Still Hit Your Numbers)
Reflections on leading with intention, designing gatherings that matter, and the vulnerable, personal journey behind building The AGM Method.
Let's CONNECT
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