Executive Assistant Guide
Roadshow Scheduling Playbook
Master ground transportation coordination for IPO and PE roadshows across multiple cities. Keep executive teams on schedule, reduce travel friction, and secure high-value investor commitments.
Why Ground Transport Matters for Roadshows
A single missed investor meeting on a roadshow costs executives $2.5M+ in potential commitments. Investor meetings are locked into tight schedules: 30-45 minutes per meeting, 4-6 meetings daily, back-to-back across 6-12 cities over 6 days.
Ground transportation is not a luxury—it's operational infrastructure. Professional car service coordination removes the variables: real-time tracking, 24-hour dispatch, backup vehicles, and drivers familiar with financial district meeting clusters.
IPO Roadshow Scale
12 cities, 6 days, $18K–$45K ground transport (Dealogic 2025)
PE Roadshow Scale
8–10 markets, 4–6 meetings/day, $8K–$20K transportation
Pre-Roadshow Planning Checklist
Start coordination 1–2 weeks before departure. Create a master roadshow logistics spreadsheet shared with your car service account manager.
Roadshow Logistics Master Sheet
- • City/Date: Boston (Day 1, 3/20), NYC (Day 2–3, 3/21–3/22), etc.
- • Flight Details: Carrier, flight number, departure city, arrival city, terminal, gate
- • Hotel: Name, address, check-in time, number of rooms
- • Investor Meetings: 9:00 AM Park Ave (Midtown), 10:45 AM FiDi office, 1:00 PM lunch reservation
- • Ground Routes: Hotel → Investor #1, Investor #1 → Investor #2, Investor #3 → Airport
- • Passenger Count: CEO, CFO, lead underwriter, IR officer = 4 passengers
- • Special Needs: WiFi-equipped vehicle for call prep, quiet cabin for document review
Pro Tip: Account Manager Assignment
Request a dedicated account manager from your car service for the entire roadshow duration. This person becomes your single point of contact, understands the full itinerary, and can make real-time adjustments without you coordinating with multiple dispatchers.
Day-of Logistics & Timing
Sample NYC Roadshow Day
7:30 AM - Driver arrives at hotel, confirms vehicle status
8:00 AM - Pickup at hotel, 40-minute drive to Midtown (Park Ave)
8:40 AM - Arrive, 20-minute buffer before 9:00 AM meeting
9:00–9:45 AM - Investor meeting (CEO stays in vehicle, WiFi-connected for last-minute preps)
9:45 AM - Driver departs Midtown → FiDi (15-minute drive in normal traffic)
10:45 AM–11:30 AM - Investor meeting #2 (FiDi)
1:00 PM - Lunch reservation pickup in FiDi
3:00 PM - Depart lunch, 50-minute drive to JFK for 5:00 PM flight
Real-Time Communication Protocol
- • Driver sends "En route to pickup" text 15 minutes before arrival
- • EA confirms passenger ready 10 minutes before pickup
- • Driver shares live location via car service app
- • EA monitors traffic on Waze/Google Maps; alerts driver if alternate route needed
- • Driver texts "Arrived" upon reaching destination; EA confirms passenger has exited
- • Driver provides ETAs before each leg
NYC-Specific Meeting Cluster Tips
Most IPO/PE investor meetings cluster in 3 NYC zones. Coordinate your roadshow schedule to minimize driving between clusters.
Park Avenue Corridor (Midtown)
Largest investor concentration. Park Ave between 46th–59th St. Top asset managers: BlackRock (45 E. 45th), Vanguard offices, Citadel, Renaissance.
Timing: 8:00–11:00 AM (pre-market), 4:00–6:00 PM (post-market). Avoid 12:00–2:00 PM lunch rush and 4:45–6:30 PM rush hour.
Financial District (FiDi)
Wall St / South St Seaport cluster. Hedge funds, private equity firms, institutional investors. Often 15–20 minute drive from Midtown depending on traffic.
Timing: 9:30 AM–12:00 PM, 2:00–4:00 PM. Stock market close (4:00 PM) + trader activity can delay pickups.
Greenwich, CT Hedge Fund Corridor
Premium hedge fund concentration. 45–60 minute drive from NYC (depending on traffic and bridge). Billionaires Row asset managers.
Timing: Schedule as single-day excursions, ideally returning to NYC evening before next day's meetings.
Scheduling Best Practice
Group meetings by cluster on the same day. Example: Midtown meetings Days 1–2, FiDi Day 3, Greenwich excursion Day 4. This minimizes cross-town drives and keeps executives' calendars predictable.
Multi-City Coordination Strategy
Typical IPO Roadshow Itinerary (6 Days, 12 Cities)
Day 1 (New York): 4 investor meetings (Midtown + FiDi)
Day 2 (Boston): 5 investor meetings (Cambridge hedge funds)
Day 3 (Washington DC): 4 investor meetings
Day 4 (Chicago): 5 investor meetings
Day 5 (San Francisco): 6 investor meetings (Palo Alto PE firms)
Day 6 (Los Angeles): 4 investor meetings (Long Beach, Century City)
Cross-City Execution Steps
- 8 weeks prior: Share full roadshow itinerary with car service partner network
- 4 weeks prior: Confirm dedicated account managers in each city
- 2 weeks prior: Provide flight details, hotel check-ins, investor addresses
- 1 week prior: Confirm backup vehicles at each hub (NYC, Boston, Chicago, SF, LA)
- 3 days prior: Final itinerary review with all account managers on conference call
- 1 day prior: Confirm vehicle assignments and driver briefings for next leg
- Daily (morning): Check traffic forecasts; brief driver on investor meeting schedule
Contingency Planning & Risk Mitigation
What Can Go Wrong (and How to Prepare)
- Traffic jam before critical meeting: Maintain 15–30 min buffer, have alternate route briefed with driver, contact investor to notify 10 min early if absolutely necessary
- Driver illness/unavailability: Backup driver assigned 48 hrs prior, briefed on full itinerary, vehicle pre-staged
- Vehicle mechanical failure: Replacement vehicle available on-call within 20 minutes at each hub
- Flight delay → missed connection: Account manager reschedules all ground routes; update investor meeting times
- Passenger injury/illness during roadshow: Emergency medical contacts pre-shared; driver trained in basic first aid; nearest hospital identified per city
Emergency Contact Protocol
- Roadshow Manager (you): Primary decision-maker for schedule changes
- Car Service Account Manager: Executes logistics adjustments in real-time
- CFO/IR Officer: Approves investor meeting delays/rescheduling
- CEO Scheduler: Updates CEO calendar if meetings shift
- Local Taxi Backup: Yellow Cab / Uber Black emergency contact for each city
Golden Rule
The cost of a backup vehicle ($150–250) is negligible compared to the cost of a missed $2.5M investor commitment. Always have a backup vehicle pre-positioned at major hubs.
Frequently Asked Questions
Frequently Asked Questions
Related Services & Resources
Premium Ground Transportation
Dedicated vehicles, executive-grade service, real-time tracking
Multi-City Booking Portal
Coordinate ground transportation across 12+ cities from one dashboard
Airport Pickup Message Templates
Professional communication tips for flight arrivals & pickups
Avoid Missed Flights Guide
Timing buffers, congestion pricing, rush hour windows
Ready to Optimize Your Next Roadshow?
True North VIP coordinates seamless ground transportation for IPO and PE roadshows. Let us handle logistics while you focus on investor relationships.
Questions? Call us at +1 (347) 321-9929 or visit our homepage.