01 / Investor Relations

Test a strategic claim.

Start with one material claim in the equity story. It could concern demand, expansion, profitability or cash generation. Establish what management can explain and what still needs examination.

Use before An investor presentation, results discussion or management preparation session.

State the claim precisely.
What is expected to change, in which part of the business and over what period? Separate established performance from management’s expectation.
Explain the economic connection.
How should the proposed change affect revenue, cost, capital requirements or cash? Identify any stage between activity and financial contribution.
Identify the evidence.
Which measures would support the claim? Record their definitions, reporting periods and sources. Note evidence that challenges the explanation.
Expose the dependency.
What must happen for the claim to hold? Identify the assumption whose failure would most change the conclusion.
Resolve the open question.
What would an informed investor ask next? Assign the analysis needed and decide when management will revisit the answer.

Leave withA claim management can explain consistently, together with a clear account of its limitations.

01 / Working record

Test a strategic claim.

Use concise statements. Mark what is known, what is assumed and what remains unresolved.

Issue / organisation ___________________Prepared by / date ___________________

Claim and period

Economic connection

Supporting and contrary evidence

Critical assumption

Open question and analysis required

Owner

Review date

Close the discussion with an agreed owner and review point. Keep the supporting evidence with this record.

Test a strategic claim.

State the claim precisely.

Explain the economic connection.

Identify the evidence.

Expose the dependency.

Resolve the open question.

Test a strategic claim.