Webinar recap: AGMs done right: Lessons from the pros

Your AGM isn’t just a box to check—it’s a rare chance to strengthen LP relationships, reinforce your strategy, and showcase your firm's execution. But the best AGMs don’t happen by accident. They’re thoughtful, strategic, and built for engagement.

In this webinar, we dug into how the best firms are rethinking AGMs: from content planning and execution to investor experience and follow-up. Mary Adams of Avivant Partners joined Tim Flannery to share battle-tested strategies, mistakes to avoid, and how to build AGMs that strengthen LP relationships—not just fill a room.

Watch the full video below and read on for a summary: 

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Key takeaways: 

1. An AGM isn’t a compliance checkbox—it’s your brand in action.
LPs form lasting impressions from the moment they receive an invite. The investor experience starts early, and the AGM should reflect your firm's culture, values, and professionalism throughout. Be intentional.

2. Set clear goals and KPIs before you start planning.
Why are you hosting this AGM? Is it brand building, fundraising, LP engagement, or all of the above? Define success metrics—whether it’s number of investor meetings, qualitative feedback, or future commitments—so you can align the team and measure results.

3. Don’t overload with data—create compelling content.
LPs are busy. Share what matters, and use your AGM to reinforce what they should remember about your strategy and performance. Avoid data dumps. Instead, use storytelling, portfolio company highlights, and future-looking insights to keep things engaging.

4. Your AGM is just one touchpoint in a yearlong engagement strategy.
The best AGMs build on prior communications and momentum—not replace them. Keep your message consistent throughout the year, and use webinars, calls, and mailers to support your AGM theme and strengthen relationships over time.

5. Personalization matters more than flash.
Whether it’s venue choice, content tone, or even gifts—being authentic to your brand and LP base matters more than throwing an expensive, generic event. You don’t need a celebrity chef—just a thoughtful, well-run experience.

6. Don’t forget the follow-up.
Have a plan before the event ends. Send post-event surveys quickly, log conversations in your CRM, and coordinate personalized follow-ups. Your AGM isn’t over until the follow-up is done—and done well.

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If you're interested in getting in touch with Mary for AGM planning, reach out at mary.adams@avivantpartners.com.

And if you're thinking of improving your LP experience with digital subscription documents and a smooth KYC/AML workflow, talk to one of our experts today.