Every pitch book is different. Every business is different. Every investor is different. Despite this, the same mistakes are made repeatedly when creating pitch book slides.
These five essential rules, drawn from our experience of creating great investor pitch books, will help you impress.
1. Start with the big picture
To build on the Eurythmics song: Behind every great pitch is a great message. There should be one big clear message underpinning your pitch. And one clear message for each slide. Creating these is the hardest part of putting an investment pitch together, but it is also where the most valuable work is done.
2. Decide how to use your document
Are you creating a handout to be read afterwards? Or something to be projected on a screen? Or a document that you go through in the meeting page by page? These three uses require different documents. Design your document for the use intended. One size does not fit all.
3. Tell the story in the headings
Think like a journalist. Make your headlines count. They need to grab attention and inform. They need to be interesting and push your story forward. The headline writer at a newspaper is one of the best-paid jobs. Work with someone who can write great headlines for you.
4. Make it interesting
That may sound obvious. But, we usually find extensive padding in investor pitches. Take out everything non-essential and keep only what the investor needs to know. Say less, and say it better is a good rule of thumb. Move pages to the appendix if you are not sure.
5. Check that it is easy for your audience
Imagine your audience sitting there reading the document. You are short of time, under pressure and lazy. Is the document easy to read? Does the important information leap out? Does it answer all the questions that the investor will have on top of her list? Keep improving the document until it is as easy to read as a newspaper.
These five golden rules will help you create better pitch books. And, if you want help with your pitch books, we would be delighted to discuss what we can do.
Fundraising presentations are hard work. You're bombarded with challenging questions from investors, worn out by long days, and struggling to...
Investment decision-making is not a wholly rational process. Are you using all the tools at your disposal to create and...
Do your public speaking skills enable you to inspire, motivate and influence others? Many leaders in the corporate world are...
You could shoot to fame for all the wrong reasons if a bad media interview goes viral. Unprepared, rude or flippant comments...
Better Body Language We all know that body language is important in business. But how important? And does is really...
We all feel nervous when we talk in public. This is a good thing. If we didn’t feel nervous, then...
A weak elevator pitch is a wasted opportunity Last month I chaired the Quickfire Showcase at Berlin’s SuperReturn, the annual...
Better Media Interviews The excruciating Newsnight interview with Treasury Minister Chloe Smith this summer is just one example of how poor preparation...
“This training has contributed directly to new business – including a new FTSE100 client.”
Michelle Elstein Head of Business Development, Olswang LLP
“I can honestly say our investment in coaching has paid for itself many times over.”
Ed Coulthard CEO, Blast Films