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Annual General Meeting (AGM) Materials
for Private Equity

The Annual General Meeting is one of the few times a private equity firm has all of its investors gathered in one place. That makes it a rare and valuable opportunity, but also a high-pressure one. AGM materials need to deliver clear updates, reinforce credibility, and leave LPs confident in both the fund’s performance and the firm’s forward direction.

Darien Group supports clients with AGM decks and related materials that go beyond routine updates. From design and production to agenda consulting and sequencing, we help firms maximize the impact of their limited time on stage.

Laptop displaying a screen with the text 'Annual General Meeting June 2025' and Hypothetical Capital logo on a teal background.
Presentation slides overview: General Meeting June 2025, slide titled Introduction, and a summary of Leading Buyouts in the U.S.
Three presentation slides showing U.S. private equity market data: a timeline of leading buyouts from 1990 to 2016 with acquisition values, a summary of market statistics including deal activity, size, and regional dominance, and a bar chart of SME market sectors with a note that 72% of U.S. TMT transaction activity occurs in New York, Pennsylvania, and Illinois.
Laptop displaying a screen with the text 'Annual General Meeting June 2025' and Hypothetical Capital logo on a teal background.
Presentation slides overview: General Meeting June 2025, slide titled Introduction, and a summary of Leading Buyouts in the U.S.
Three presentation slides showing U.S. private equity market data: a timeline of leading buyouts from 1990 to 2016 with acquisition values, a summary of market statistics including deal activity, size, and regional dominance, and a bar chart of SME market sectors with a note that 72% of U.S. TMT transaction activity occurs in New York, Pennsylvania, and Illinois.

Why AGM Materials Matter

A High-Stakes Touchpoint
Legal accuracy is essential, but it is not the whole story. Investment committees and advisors rely on PPMs to evaluate strategy, structure, and team. In many institutional settings, the PPM is not read cover to cover by a decision-maker — instead, analysts and consultants extract sections, paragraphs, or pages that feed into investment committee memos and recommendations. This means the strategy overview, team narrative, and market rationale must be clear, consistent, and professional, because those are the sections most likely to be pulled forward into the final decision-making process.
Common Gaps
Many firms rely on internally prepared decks that are visually inconsistent, text-heavy, or not optimized for live presentation. Messaging can also feel fragmented, missing the chance to present a coherent, strategically sequenced story.
Opportunity for Impact
Darien Group helps clients elevate AGM decks with professional design, thoughtful sequencing, and messaging that ties together strategy, performance, and positioning. The result is a presentation that is engaging, polished, and memorable.

Our Process

Our AGM process is built around precision and preparation. We work closely with leadership and IR teams to clarify the story, sequence content for maximum impact, and manage design and production under firm deadlines. Each step is structured to ensure your presentation runs smoothly in the room — polished, on-message, and built to leave a lasting impression on your investors.
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Design & Production
We specialize in turning content into decks that are visually clear, professional, and on-brand — a step up from internally produced slides. Our team has deep expertise in PowerPoint and applies the same polish we bring to fundraising materials.
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Agenda & Sequencing
We collaborate with management and IR teams to refine AGM agendas. This includes sequencing key topics, incorporating new messaging, and ensuring the presentation builds logically toward the most important proof points.
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AV & Event Coordination
AGMs are live events, and decks must be built to perform in that environment. We coordinate with event planners and venues to confirm formats, ratios, and technical requirements so presentations run seamlessly in the room.

Best Practices in AGM Decks

Keep slides clean and visually driven for live presentation.
01
Sequence messaging strategically to make the most of limited time.
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Align AGM messaging with broader positioning and fundraising narratives.
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Coordinate early with AV teams to prevent last-minute technical issues.
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Our Experience

Darien Group has designed AGM decks for private equity, real estate, and growth equity firms ranging from emerging managers to established platforms. Whether we are providing design-only support or advising on sequencing and agendas, our role is to ensure that the firm’s most visible annual event is supported by polished, professional materials.

Open booklet showing growth metrics including a map of dedicated sourcing coverage in North America and Europe, a bar chart of sales to top 20 global law firms from FY14 to FY17, and a pie chart detailing revenue streams by subscription, benchmarking, events, and other.
Open laptop on a desk showing SK Capital presentation slides about sectors, investment themes, portfolio numbers, timeline of events, and industry presence.
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Start the Conversation

Preparing for your next AGM? Darien Group can help ensure your presentation materials are professional, strategically sequenced, and optimized for the live event environment.
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