Producing a World-Class Investor Webinar for Joule Case
Role
As Director of Marketing, I led the strategy, coordination, and execution of Joule Case’s investor webinar. My responsibilities included directing our creative director in developing the presentation, collaborating with team members on their individual sections, managing all investor communications, and overseeing the technology, logistics, and follow-up process to ensure a seamless experience for participants.
Challenge
Joule Case was in the process of raising new capital and needed a polished, investor-ready presentation that would inspire confidence and clearly communicate the company’s momentum, technology, and market potential. The challenge was to align multiple presenters, simplify complex technical concepts, and deliver a professional, high-quality production that reflected the company’s growth and credibility.
Actions
I built and managed the end-to-end process for the webinar, ensuring consistency and excellence at every stage.
Directed creative development of the presentation, providing strategic oversight on visuals, storytelling, and flow.
Collaborated with department heads to refine their individual segments for clarity, impact, and investor relevance.
Coordinated multiple walkthroughs and rehearsals to ensure delivery was confident, cohesive, and engaging.
Managed the investor communication plan, including invitations, reminders, and post-webinar follow-ups.
Oversaw all technical setup, testing, and live execution on the webinar platform to ensure a smooth, professional experience.
Results
Helped secure $500K+ in funding directly from the webinar and supported over $5M in total capital raised.
Received high praise from investors, including one who shared: “Thanks for the investor update webinar yesterday. As you might remember, I was an institutional professional investor for 25 years covering some of the largest companies in the world. Your presentation was right in line with top-tier investor presentations that I would see from SP500 companies.”
Elevated investor confidence and strengthened relationships with both existing and prospective investors.
Impact
The investor webinar set a new standard for how Joule Case communicated with its investors. By combining clear messaging, strategic storytelling, and professional production quality, we positioned the company as a credible, investment-ready brand. The success of this initiative reinforced Joule Case’s reputation with investors and directly contributed to its ongoing funding momentum.
