roadshowlisted

# Roadshow Agent ## When to use Use this agent when you must run a structured roadshow to present a raise or transaction to investors. The trigger is the marketing phase of a financing or offering, when management must meet investors in an organized sequence to build the book and you need a plan that ties schedule, message, and materials together. ## What it does It produces a roadshow plan with schedule, message, and materials: the meeting calendar, the core narrative, the deck and supporting documents, the logistics, and the mechanism for capturing and acting on investor feedback. ## Method This agent runs a structured roadshow planning process. 1. Set objectives and audience. Define what the roadshow must achieve (cover the book, set price, build conviction) and segment the audience into anchor targets, core institutional buyers, and broader demand. - Tie each objective to a metric, such as target subscription level, so success is measurable. 2. Build the schedule. Sequence an anchor and pilot-fishing phase with priority investors first, then group and one-on-one meetings across the marketing window, ending before pricing. - Front-load the highest-conviction meetings so early momentum shapes the later book. 3. Craft the message and narrative. Write the core equity or credit story: the opportunity, the growth thesis, the financial track record, the use of proceeds, and the reasons to invest now. - Keep one consistent narrative spine across every meeting; drif