Investment case

An investment case is a short summary of the company's strengths, business model and strategy communicated in various formats. It builds confidence in both the company's ability to deliver now and in the future. With clear messages, investors can better understand the company and the underlying value of the business model, which strengthens the company's attractiveness in the capital market. At AVA, we work with you to define and design your unique case based on your position and strengths.

The equity story is included in all financial communication. Usually, a single investment case is presented on the company's IR website and in the annual report. But other channels, such as press releases, interim reports and capital market days, can also be relevant forums for communicating specific and important messages.

Writing a good investment case requires starting from the investors' perspective, which means minimizing the use of technical language that can cause confusion. Other tricks to enhance understanding are to clarify the strategy and business model - to be able to tell in simple words what the company does and why it works. A good investment case should also have a forward-looking perspective, indicating a long-term view and a clear vision. Creating interest and understanding is best achieved by presenting a few short but specific points that clearly illustrate how your company creates value, while also providing opportunities for the interested party to delve deeper.

An investment case should answer a number of questions. First, it should clearly state who you are and what you do, which may include a brief description of both your business model and strategy. Next, it is important to describe the unique value-creating model and what distinguishes the company from competitors. This can be illustrated by showing successful projects or long-term partnerships. Another piece of advice is to present figures and diagrams that visualize and complement the reasons for investing. Last but not least, it is important to create trust in the organization and prove that the management and board are well equipped to lead the company forward.