Presentations for investor relations teams

Turn board data into board-ready decks. Build, present, and share investor updates without leaving Miro.

Miro presentation mode interface showing a dropdown menu with three presentation options (Board, All Frames, Smart Meeting), alongside two visible slides: a 'Risks' slide with four pink sticky notes (UXR resources, Mobile team backlog, Cross team dependencies, New engineers ramping up) and an 'Alignment and next steps' slide with four numbered blue circle icons and corresponding alignment descriptions.

What experts say

  • The way we present information and tell stories using slides has a massive impact on how well our ideas are understood and remembered.

    Nancy Duarte

    Speaker and CEO · Duarte

    Industry Expert
  • According to a study published in the Harvard Business Review, presentations that effectively communicate data can increase persuasiveness by up to 43%.

    SlideBazaar Team

    Presentation Experts · SlideBazaar

    Practitioner

The research on presentations and slides

  • 66%

    Visual presentations with graphs and diagrams increased audience conviction from 50% (verbal only) to over 66%, demonstrating the persuasive power of diagramming in consulting presentations

    Source: Cornell University / Wharton School of Business

  • Business strategies presented with visual diagrams received higher attention, agreement, and recall compared to text-based presentations, benefiting consulting deliverables

    Source: University of Lugano / SIOP-SHRM

See presentations and slides in action

Related templates for investor relations teams

We have 22 templates in our library for Presentations and Slides.

Why investor relations teams love creating presentations with Miro Slides

  • From earnings data to executive slides, without the rebuild

    Every quarter, IR professionals pull figures from Bloomberg, FactSet, or internal finance dashboards, then spend hours manually reformatting them into PowerPoint. With Miro, you embed live Looker or Power BI charts directly onto slide frames, so your shareholder update reflects real numbers the moment you present it.

    Miro board showing a Business Report with two presentation slides (Projections and Summary) containing embedded Looker charts for Feature Engagement and New User Adoption, alongside sticky notes with tasks, three task cards for Financial gain report, Send data to stakeholders, and SWOT Analysis, and collaborative cursors from users named Lina, Natalie, and Robert.
  • When your CFO and analyst relations lead need different versions

    A five-slide summary for the CFO and a fifteen-slide deep-dive for the sell-side analyst shouldn't require two separate decks built from scratch. Miro's AI generates audience-specific versions from the same canvas content, and Synced Copies push master-slide updates to every version in seconds.

    Miro's presentation mode showing Frame 1/10 with a 'Business Report' slide featuring a pie chart illustration on the left, and a 'Projections' slide with a horizontal bar chart on the right, with a collaborative cursor labeled 'Deedee' and playback navigation controls at the bottom.
  • Your quarterly roadshow, ready to run again next cycle

    Small IR functions can't afford to rebuild their roadshow structure from zero each quarter. Large departments waste hours reconciling last cycle's deck into the new one. Miro's Presentation Blueprints save the full structure - agenda frames, data embed slots, and speaker notes - so your team resets in one click and focuses only on what changed.

    Miro board showing a Project Kickoff presentation template with five slides including a title slide, Latest Projects, Live Data, Our App, a founder profile for Tyrell James, and Projections with bar charts. A Styles panel is open on the right showing brand color palettes and a Shuffle option, with three collaborator cursors visible (George, Jose, and Aliya).
  • Stop chasing reviewers before the earnings call

    Legal, compliance, and the CFO all need to sign off before any deck goes external - and feedback arrives as scattered email threads tied to no specific slide. Miro's threaded Comments anchor reviewer input directly to the frame it references, so your IR team tracks every change request in one place and closes the loop faster.

    Miro board showing an All-Hands Q3 presentation in progress with multiple collaborators (Chris, Matt, Mae, Hisham, Sadie) visible via cursor labels, featuring an SEO Report Q3 title slide and a 'Recap on goals' slide with four pie charts showing KPIs: 100% monthly organic sessions, 55% new customers, 70% keyword rankings, and 90% domain authority, with a countdown timer showing 4:23.
  • Are time-zone-distributed shareholders missing the full picture?

    Global investors can't always join a live call, and a static PDF strips out every nuance you spent hours crafting. Record a Talktrack walkthrough with synchronized narration, then run Miro AI Translate across the slide text in 18 languages - one credit per action - so your Tokyo and Frankfurt audiences replay the full presentation in their own language.

    Miro board recording showing Miro for Enterprise presentation with sticky notes about scaling innovation and skyrocketing engagement

How investor relations teams get started with presentations and slides in Miro

  • Frame your equity story structure

    Open a new Miro board and use an Executive Presentation Blueprint to scaffold your earnings deck or roadshow narrative - TSR overview, capital allocation framework, guidance range, and Q&A appendix - so the legal review sequence is built in from frame one, not bolted on after.

  • Pull live financials directly into slides

    Use External Embeds to drop live Looker or Power BI charts - adjusted EBITDA, NAV, guidance comps - directly into slide frames, so the CFO's reconciled figures update at present time rather than requiring a manual copy-paste the morning of the roadshow.

  • Route the deck through legal and the C-suite

    Share the board for threaded Comments on individual frames, then trigger the AI Sidekick via Action Shortcuts on any flagged slide to tighten dense copy or flag language that could attract an SEC comment letter, with a human-in-the-loop approval gate before the deck is locked.

  • Record a Talktrack for the buy-side

    Narrate through each frame with Talktrack to create a captioned, replayable walkthrough that buy-side analysts and institutional shareholders can review asynchronously between roadshow stops, preserving management's exact emphasis on the equity story without scheduling another call.

Presentations and Slides tips for investor relations teams

  • Before the quiet period begins, set Frames names to mirror your final print section headers (e.g., "Capital Allocation Framework," "Guidance Range," "TSR Bridge") so the sidebar doubles as a compliant table of contents the General Counsel can navigate directly.

  • Use Synced Copies for your master slide content - core financial disclosures stay consistent across the buy-side deck, the board update, and the earnings call visual, so a last-minute legal revision propagates everywhere rather than chasing four divergent files.

  • For global roadshows, run Miro AI Translate on slide text and the speaker-notes Miro Doc to prepare audience-specific versions across supported languages without rebuilding the Reg FD-reviewed source deck from scratch.

Understand how investor relations teams transform their work

  • Currently, I'm working on a presentation. I was asked to put it in PowerPoint, but I insisted that I put it in Miro. PowerPoint only has so much room. With Miro, I can go on forever and all I have to do is zoom in and out to show the big picture and to show the details

    Dahlia Hamamcy

    G2
  • After using Miro I started to present my projects in a new way, a more accessible and interactive way for my managers and co-workers. Besides that, everyone in the company domain can access and use my work as a reference to build theirs.

    Verified User in Financial Services

    G2

Presentations and slides essential guide for investor relations teams

CategoryKey insights
  • Common mistakes to avoid

    The biggest trap for IR professionals is overloading slides with source data pulled straight from Bloomberg or FactSet reconciliations - every frame that reads like a CFO model spreadsheet loses the room. Before your roadshow window opens, lock your frame order in the sidebar so your equity story flows the way you rehearsed it, not the way you built it. And always export with the higher-quality setting when your deck contains clickable links to filings or guidance disclosures; the compressed export quietly strips them, which is the last thing you want an analyst to discover.

  • Key integrations for investor relations teams

    Microsoft PowerPoint and Google Slides let IR professionals move between Miro and the file formats that counsel and the CFO's office still require for final approval rounds. Zoom, Microsoft Teams, and Webex connect directly to Miro boards so you can run live roadshow prep sessions or management Q&A rehearsals without switching contexts. For teams managing disclosure workflows across departments, Confluence keeps board documentation centralized and auditable alongside the presentation itself.

  • When to use it

    Use this when the board requests a shareholder update deck and your source material - capital allocation frameworks, TSR charts, strategic narrative - already lives on a Miro board. Instead of rebuilding everything in a separate slide tool under a tight pre-quiet-period deadline, IR teams can frame up that content, use AI slide generation to produce an executive draft, and run collaborative review with the CFO, General Counsel, and CEO using Comments - all before the first legal redline arrives. When time zones mean not everyone can join the live management rehearsal, Talktrack lets absent reviewers hear the full narrated walkthrough on their own schedule, so no context about guidance positioning gets lost in a follow-up email chain.

  • Security & Compliance

    For investor relations functions, SOC2 Type II certification is the baseline - it demonstrates that Miro's controls meet the audit standards that legal and infosec teams will ask about when approving a new tool for earnings workflows. Data residency controls matter for larger organizations operating across jurisdictions, where where your data lives is as important as who can see it. Granular sharing permissions mean you can share a curated presentation sequence with buy-side analysts or board members without exposing the full working board, which is essential for Reg FD discipline.

Frequently asked questions for investor relations teams

Last updated: Thursday, July 30, 2026