So I’ve put on a road show for a tech company in which I’m an investor.
We’re in 2nd round DD with a number of big investors – mostly PE and hedge funds.
The tech team of 5 senior level company officers flew 15 hrs overseas to meet investors and answer deep DD questions.
To facilitate the process, I introduced an ibank, which the company engaged.
Now the analyst from the ibank who is there shepherding the company, just keeps on talking.
Want to add value as an analyst?
Don’t be that guy!
And to that analyst…
Buddy, you’re there to handle follow-ups, and to act as the ‘face’ of the bank, as you walk the company around town.
You do NOT get to jump in front of the CTO and answer questions.
We all know you’re smart.
We get it.
You’re a hot shot new grad with your class ring with crest on your pinky (a flashy sign of your insecurity BTW).
But the funds are NOT deciding whether or not to invest in YOU.
They are deciding whether to invest in the company.
They want the company to answer questions.
Do you really think you know the tech better than the CTO and Chief Science Officer who built the tech?
Isn't there a better outlet for your advice, like the MD who owes his (or her) fee to your introduction, and who is the boss of this analyst?
no, I think I'm just gonna pull him aside. I am not looking to mess up his career. He's just socially unaware. It's all good.
If he truly was wearing a class ring then he is far from a "hot shot." That is a scary lack of social awareness. And going off of what Fellow said, why not tell his MD? Clearly the kid could use a reality check regarding his purpose.
yes, he really does have his school emblem ring on his pinky. Looks like 3 shields on it so could.
Now, if it was for Xavier's School for the Gifted, he'd get props.
guys, this is just my attempt at a funny rant.
When I was an analyst (and even associate), I was equally socially unaware. I would jump on questions like they were grenades - "oh, oh, I know!"
I might pull the kid aside and make a suggestion. I'm not going to get him in trouble with his MD! He's a good kid, well meaning I'm sure. Just deeply unaware of the fact that it's the company execs that the investors want to hear from, not himself.
For his sake I was hoping you chose to go this route instead, but just wrongly assumed you wouldn't. Hopefully you provide the criticism and he is better from it.
It gets so awkward when a hot shot analyst talks to much in front of senior MDs or management teams. Some people just do not know social norms...
In terms of general tips, would go through and read Buyside Hustle - Top Ranked Banking Analyst
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