A practical guide for teams who want to work smarter — not colder.
Artificial Intelligence won’t replace your strategy — but it can help you sharpen it.
This downloadable guide offers a clear, human-centered approach to using AI tools for investor meeting prep, designed specifically for IR managers, GPs, and fund marketers.
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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.
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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.
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