The Ultimate AGM Playbook for Fund Teams (2026 Edition)
A practical AGM playbook with 30+ slide wireframes to help VC and private equity fund teams plan the structure, story, and flow of their annual meeting presentation before slide design begins.
AGM
Google Slides
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30+ Proven AGM Slide Wireframes
Built-In Strategic Guidance
  • Firm overview and year in review
  • 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
  • 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

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.

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

Frequently asked questions

What is an AGM presentation?

An AGM presentation is the deck a fund presents at its annual general meeting to update LPs on performance, portfolio progress, exits, and strategy. A strong AGM presentation follows a structured narrative — firm overview, market context, fund performance, portfolio, and outlook — so every team contributes to one coherent story.

What should AGM slides include?

Core AGM slides cover the agenda, firm overview, year in review, fund performance (IRR, TVPI, DPI), portfolio case studies, exits and distributions, risk and lessons, and future outlook. Optional sections include a new fund introduction when actively fundraising and an appendix for institutional LPs.

Is this AGM template free?

Yes. The AGM playbook is a free template with 30+ slide wireframes for VC and PE fund teams. Enter your details and you will get instant access to a Google Slides copy you can adapt to your fund's brand and story.

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The Ultimate AGM Playbook for Fund Teams (2026 Edition)
AGM
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The Ultimate AGM Playbook for Fund Teams (2026 Edition)
A practical AGM playbook with 30+ slide wireframes to help VC and private equity fund teams plan the structure, story, and flow of their annual meeting presentation before slide design begins.
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AGM
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