Advisory

If Your Deck Feels Off, You’re Probably Right

Patrick Finucane

Patrick Finucane

patrick@cem.ca

With over 25 years of experience working with CEOs and senior leaders, Patrick combines capital markets knowledge with expertise in strategic communication, operations and project management. His methodology draws on behavioral economics, cognitive psychology, and neuroscience to optimize investor engagement. As Managing Director of CEM Advisory, he has helped dozens of public company leaders transform their investor engagement outcomes.

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Why most investor presentations fall short—and how to fix what actually matters.

It’s rarely just the slides—it’s the story behind them. Until your investment case is clear, no amount of design will deliver the outcome you’re looking for.

One of the most common questions we get from CEOs before a CEM Event is “Can you take a quick look at our deck?” And while the answer is yes—we review decks all the time—here’s what we’ve learned after working with dozens of companies:

Your deck isn’t the core problem – it’s where the cracks start to show.

You Feel It Before You See It

Most CEOs sense it before they can articulate it. Something feels off. The story doesn’t flow. The confidence isn’t there.

In our CEO Discovery Survey, the average CEO rates their deck a 6/10.

They’ve invested significant resources or even engaged with design professionals. Despite taking all of the “right” steps, the presentation doesn’t feel crisp, aligned, or confident.

What’s missing is the foundation: a clear, compelling investment case that anchors the entire conversation. Without it, even a well-designed deck can feel scattered and underwhelming—and that’s exactly what the 6/10 reflects.

The Real Reason Investor Meetings Fall Short

Sometimes investors pass because the fit isn’t right—sector, stage, mandate, etc. Fair enough.

But too often, they walk away not because of what the business is, but because the investment case wasn’t clear enough to matter. Worse yet—they were interested initially, but lost confidence as the message unfolded.

That’s why we built the CEM Strategic Communication Framework—a disciplined, proven structure to help CEOs drive clarity, flow, and investor conviction.

Here’s How It Works

The CEM Strategic Communication Framework is built around one goal:
Help investors understand why your company matters—right now.

We focus on three core elements:


1. Start with Your Hook

A sharp, two-minute opening that answers the real investor questions:
Why you? Why now? Where’s the upside?


2. Build the Investment Narrative

This isn’t just storytelling—it’s structured logic.
We help you sequence your message to highlight what drives value and where the opportunity lies.


3. Align the Deck

When the investment narrative is clear, the deck follows.
Each slide earns its place. Visuals reinforce logic. Every slide supports the message—no filler.

In a future article, we’ll break down how to build slides that actually support—not compete with—your investment narrative.


What Makes It Stick

A strong investment narrative transforms how investors perceive risk, reward, and relevance. Done right, it commands attention, builds confidence, and secures that critical second meeting—the catalyst for real momentum.

So why does this approach work so consistently? What’s happening as investors listen, evaluate, and decide?

In our next article, we’ll explore the thinking behind the CEM Presentation Framework—and why clarity, flow, and structure consistently drive outcomes.

Want to Sharpen Your Message?

We cover this entire approach in our self-paced MasterClass: “Mastering the 20-Minute Investor Meeting”—a practical video series built around the exact framework we use with CEOs across the capital markets.

For CEOs preparing for high-stakes conversations, I offer 1-on-1 coaching to sharpen your investment case.