An AGM presentation has to do more than report performance. It must help LPs understand what shaped the year, how the portfolio is progressing, where value is being created, and what comes next.

Based on our experience working with 70+ VC and private equity firms, we developed this playbook to help fund teams align the narrative before different stakeholders begin building their sections.

It is a strategic wireframe library showing how an institutional AGM deck can be structured from beginning to end. Use it to determine which sections belong in your presentation, what information each slide should prioritize, and how the full story should unfold for LPs.

What’s Included

30+ Proven AGM Slide Wireframes

Across these sections:

• Firm overview and year-in-review slides
• Macro and market context
• Investment thesis and sourcing model
• Fund performance and value creation
• Portfolio company case studies
• Exits, liquidity events, and distributions
• Risk, lessons, and future outlook
• New fund introduction and appendix slides

Built-In Strategic Guidance

• A recommended narrative flow for the complete AGM presentation
• Guidance on which sections to always include, use when relevant, or skip
• Content cues showing what belongs on each slide

Whether your presentation is being assembled by investor relations, finance, investment, and portfolio teams or reviewed directly by senior leadership, the playbook gives everyone one shared structure to work from.

Preparing for an Upcoming AGM?

Explore these additional guides for more practical advice on structuring, managing, and improving your annual meeting presentation.

The Problem With Multi-Team AGM Presentations (and How to Fix It)

Learn how to bring inputs from investment, IR, finance, and portfolio teams into one cohesive AGM narrative.
Read the article

How to Prepare a High-Impact AGM Presentation Under a Tight Deadline

A practical framework for prioritizing the right slides, managing late-stage updates, and maintaining clarity when the timeline is compressed.
Read the article

5 Proven AGM Presentation Tips for IR Leaders

See the most important principles for communicating fund performance, portfolio progress, and strategy clearly, including a must-have slides checklist.
Read the article

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