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Virtual Investor Meetings and Presentations Playbook
Virtual Investor Meetings and Presentations Playbook

Presenting your VRIFY Deck remotely.

Updated over 9 months ago

Overview

The below instructions are general advice and tips for virtual investor meetings and presentations that do not require A/V equipment.

Virtual conferences may have a preferred presentation software for participant use. In this case, there are two options for sharing your VRIFY Deck:

Note: please introduce your Customer Success Manager to your conference contact and they would be happy to confirm technical set-up requirements on your behalf prior to the event.


Share a VRIFY Meetings link without A/V (recommended)

Why using VRIFY Meetings to present is better than screen sharing:

  • VRIFY Meetings uses a faster browser-based rendering approach to avoid lag and lower-quality visuals caused when screen sharing 3D Models and 360° imagery over video or presentation conferencing software like Zoom or Teams.

  • VRIFY’s meeting interface hides presenter tools and eliminates distracting desktop notifications and unintended visuals, so participants only see the slide you’re speaking to.

    • Present stress-free knowing that you won’t accidentally share private or sensitive information when screen sharing.

  • Use live annotations to emphasize and highlight your content:

There are two options for presenting through VRIFY Meetings:

  1. Start an instant meeting without audio/video on VRIFY when your Zoom/Microsoft Teams/other meeting is about to start, and share the joining details in your video conference chat.

  2. Pre-schedule a VRIFY meeting for the same date/time as your Zoom/Microsoft Teams/other meeting.

    1. This option allows you to create joining details in advance if you wish to add to an existing calendar invite.


Step-by-Step Instructions

Start an instant meeting

  1. When your Zoom/Microsoft Teams is ready to start, log in to your VRIFY account and from the right side of your screen, click Live Share at VRIFY.com/meetings.

  2. Copy the joining info and share it with your meeting participants in the chat of your Zoom/Microsoft Teams meeting once the meeting has started:

  3. Select the Deck you want to present and start your VRIFY meeting.

  4. Click Start Live Share to begin the meeting.

Schedule a meeting

Scheduling the meeting will create a unique meeting link that can be shared with participants in advance. You can add this link to an existing meeting invite scheduled with Zoom/Teams etc. Your audience will be able to see and hear you through the third party video conferencing platform of your choice, and follow along your VRIFY presentation in a web browser tab.

  1. Log in to your profile at VRIFY.com and select the Meetings tab.

  2. Select Schedule a Meeting:

  3. Choose Live Share as your presentation method, and fill out the relevant details. Note that adding attendees will result in duplicated meeting invites (one from VRIFY Meetings and one from your 3rd party conferencing software of choice).

  4. Click Schedule.

  5. Once the meeting is scheduled, it will display on the VRIFY Meetings page. Click the meeting you just scheduled to see meeting details.

  6. Copy the join details and share them to an existing meeting invite scheduled with Zoom/Teams:

  7. Otherwise, you can reference the joining info anytime and share once your meeting has started.

For more details on scheduling or cancelling a VRIFY Meeting, check out this article.

Start the meeting and screen-share your Deck

Once you're ready to start the meeting, follow the steps below to begin your meeting and share your screen.

  1. Log in to VRIFY.com.

  2. Click on the Meetings tab at the top of the screen.

  3. Start your meeting:

    1. If you pre-scheduled a meeting: in the Upcoming section of the Meetings page, click the tile of the scheduled meeting. Click Start Meeting.

    2. Or, if you'll be using the Live Share meeting option, click Live Share, click Copy Info and share the meeting link with your attendees, select the Deck you'll be presenting, then click Start Live Share to start the meeting now.

  4. Ensure that the Add Video Conferencing option is toggled OFF. This will ensure that only the deck is displayed and no camera or microphone options turn on.

  5. Once in the meeting, the Deck you'd previously selected will be displayed.

  6. Through the software you're hosting the meeting from (Teams, Zoom, etc), share your VRIFY screen and present accordingly.


Tips for virtual presentations and meetings with your VRIFY Deck

  • Pre-load slides that contain your 3D model transitions and 360 degree imagery to avoid any downloading lag disruption mid-presentation. To do this, simply open the Deck and click through the slides just before you are ready to present/record. This prompts the 3D model or 360 imagery to download on your device.

  • If you are screen-sharing (Zoom) or screen-mirroring (to the presenter screen), ensure you have the correct Deck loaded before you begin screen sharing, and that you stop screen sharing before closing the Deck to avoid viewers seeing any private content under your company profile (remember that private content is only visible to company admins when logged in).

  • Share only the browser tab that contains the VRIFY Deck you’re using, and hide your bookmarks! This avoids your viewers seeing unrelated content that distracts (or detracts) from your presentation.


Learn More


Still have questions?

Reach out to your CSM or email Support@VRIFY.com for more information.

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