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How to Create a Great Investor Presentation

June 6, 2011

With an investor presentation, the right preparation is critical. Use a step-by-step approach to get the pitch ready and the team ready.

This will make your life easier and will make it more likely that the right impression is made.

In one page we have summarised a simple, practical approach you can use to prepare a great investor presentation. This process will also save you time.


1. Do not even think of opening PowerPoint yet

2. Summarise your investment story in one line – a good elevator pitch shows that you understand what is important in your business and that you are good at getting to the heart of the matter

3. Explain the problem you are solving – every business solves a problem. Starbucks, Amazon, Google, – all started with a problem in mind

4. Explain why people are buying from you – so many people forget the most important part of a good pitch is a real understanding of your customers

5. Explain how you make money – how does the money flow through the business where does it come in and where does it go out. What makes sure there is more coming in, and what will slow it down

6. Demonstrate what you have achieved so far– ideas are all very well, but what counts is how you will make it work. Success to date is a good way to test the quality of management

7. Describe the competition and how you are different – a healthy respect for the competition, and an understanding of both direct competitors and substitutes shows that you have your feet on the ground

8. Show you understand what is difficult – and the risks, and what you are doing to address them

9. Illustrate what your priorities are – and what you are doing now

10. Highlight how the money raised will be used – and the return it will give to investors

11. Give a clear realistic vision – of where the business will be in the future

This is one approach you can use.  For every business, for every funding situation, the approach will be different.

If these guidelines are not enough for you – or if your situation requires something special, then do not hesitate to get in touch.  We’ve helped countless businesses create great investor stories, great fund raising presentations and great roadshow preparations.

 

 

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ESSENTIAL PROGRAMMES

Review our top coaching, advice and training programmes. All these are in-house and tailored training programmes. (Not ‘open’ training courses.)

1. Improve Your Investor Pitch

2. Public Speaking Coaching

3. Presentation Coaching

4. Media Training

All can be run as 1:1 or small group training in-house, or via Skype.
Start today to strengthen your leadership and communication skills

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What Our Clients Say


“The new presentation properly represents the institutional quality of our fund. It has been a step change of us.”

Erwin de Kleijn Head of IR, Saemor Capital


“This training has contributed directly to new business – including a new FTSE100 client.”

Michelle Elstein Head of Business Development, Olswang LLP


“BBA transformed our pitch into a compelling investment narrative. They undoubtedly helped us secure Sky TV as an investor.”

Gerry Bastable  Director, Blast Films