[page_counter]

Pitching to investors – the most common mistakes made by hedge funds

June 3, 2010

Many hedge funds could be better at pitching to investors.

From our work, helping teams pitch and persuade more effectively, we have identified the five  most common investment pitching mistakes:

1. Not understanding the investor. Too many people go out with a generic presentation and expect it to work for everyone.  You should personalise for each investor.  For example, their attitude to risk, their history of investing and their mandate will all drive how they listen to you.  By  understanding what matters to that investor you can become very persuasive.

2. Over-reliance on Power Point. While written materials are important, an investor pitch meeting is all about the people.  Don’t let your document drive the meeting.

3.  Too much focus on you. A good investment pitch is about the investor, not about you.  Let them be the centre of attention. Make it a dialogue.

4. Not clear enough. The most persuasive pitches are the simplest.  If you can’t make it easy for the investor then nobody can.  If your pitch is complex, what will your reporting will be like?

5. Lack of rehearsal. Rehearsals are for wimps? Tell that to Tiger Woods, David Beckham, Barack Obama, David Cameron and Richard Branson.

To get a great pitch together is not easy. For most people, a fresh perspective and a systematic approach to the pitch process is what is needed.

That is what we do at Benjamin Ball Associates.  We work with funds pitching for money.  We help them come across persuasively by analysing their processes and current performance, focusing on their messages, re-structuring their presentations, and training people to perform better in document preparation and in pitch meetings.

You may also be interested in...

Fundraising presentations: a survive and thrive guide for talking to investors

Apr 21, 2017

Fundraising presentations are hard work. You're bombarded with challenging questions from investors, worn out by long days, and struggling to...

Read More

Five psychology techniques for persuasive investor presentations

Apr 13, 2016

Investment decision-making is not a wholly rational process. Are you using all the tools at your disposal to create and...

Read More

Five reasons that good public speaking skills make you a better leader

Nov 11, 2016

Do your public speaking skills enable you to inspire, motivate and influence others? Many leaders in the corporate world are...

Read More

7 bad media interview mistakes (and how to avoid them)

Jan 19, 2016

You could shoot to fame for all the wrong reasons if a bad media interview goes viral. Unprepared, rude or flippant comments...

Read More

Why Body Language Matters When Pitching to Win Business

Jun 29, 2012

Better Body Language We all know that body language is important in business.  But how important? And does is really...

Read More

Confident Business Presentations – Control Your Nerves

Dec 30, 2009

We all feel nervous when we talk in public.  This is a good thing.  If we didn’t feel nervous, then...

Read More

Six essential tests for your elevator pitch

Mar 07, 2016

A weak elevator pitch is a wasted opportunity Last month I chaired the Quickfire Showcase at Berlin’s SuperReturn, the annual...

Read More

How to Take Charge of Your Media Interviews

Jan 16, 2013

Better Media Interviews The excruciating Newsnight interview with Treasury Minister Chloe Smith this summer is just one example of how poor preparation...

Read More