If you want reminding how to put together and deliver a great pitch to investors, David Rose sums it up beautifully in this short TED video
The advice is clear, simple, and gets to the point.
In summary:
You need to get across that you have/you are:
Integrity
Passion
Experience
Knowledge
Skill
Leadership
Commitment
Vision
Realism
Coachable
You do this by giving your pitch:
A logical progression
Include “Things I know and understand”
Clear validation
A believable upside
You must avoid:
Things that the VC knows/thinks are untrue
Things they don;t understand
Things that make the VC think
David Rose’s recommended running order is:
Logo
Business Overview
Management Team
Market
Produce
Business Model
Strategic Relationships
Competition
Barriers to Entry
Financial Overview
Use of Proceeds
Capital and Valuation
Logo
Great advice from a master.
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Filed under: Investor Presentations
Are there some underlying ideas that distinguish a great presentation?
Are there things that you can learn to improve your presentations?
We have found that drawing upon research into cognitive psychology and by studying great design we can help our clients create better and more effective presentations.
Even investor pitches and annual results presentations are improved by applying some simple rules.
If you are interested in some of what inspires us, these two presentations, and one video, will give you some useful tips on how to create and deliver more effective presentations.
Brain Rules for Presenters
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Chris Atherton at TCUK09
View more presentations from Chris Atherton
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Filed under: Featured, General Presentations, Hedge Funds / Private Equity, Investor Presentations
There are approximately 3500 private equity funds in China. Of these a large proportion are fund raising. At the SuperReturn private equity conference in Beijing we ran a series of panels looking into best practice for private equity fund raising.
As a result, we have put together a short white paper with tips from some of the leading GPs and LPs in the region. This advice is relevant for private equity funds globally.
Download the paper here:
What …
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Filed under: Featured, Hedge Funds / Private Equity, Investor Presentations
Investors managing over $10bn in Private Equity judged the 2011 Superinvestor Quick fire Showcase in Paris yesterday.
Seven funds competed by pitching their investment ideas for no more than 90 seconds to a room packed with potential investors.
QUALITY NOT QUANTITY
Demonstrating that quality beats quantity every time , Simone Balch of DW Markets secured second place in this popular competition. Speaking to a packed conference hall Simone gave her carefully crafted pitch in just 45 seconds - half the allotted time.
But first prize was secured by John Cheuk of Ant Capital. Using the whole 90 seconds he clearly laid out why there was value to be found in Japan and how Ant Cap was well placed to capture this value. Ant does this by investing in small and mid cap buyouts.
The competition was chaired by …
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Filed under: Hedge Funds / Private Equity, Investor Presentations, Pitching Success
“Communication and transparency is absolutely key” states Mark O’Hare, CEO of private equity experts Preqin. Throughout the day funds, investors and IR experts repeated the message that times had changed.
“Make your story as clear and simple as possible. Complex stories are not selling in this market” said Gordon Hargreaves of Private Advisors. “You Never Stop Fundraising. You should always remind your investors what makes you special”
GPs need to re-think how they handle investor meetings according …
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Filed under: Featured, Hedge Funds / Private Equity, Investor Presentations
While we all want to be liked, did you realise how important being liked is for winning new business?
The Importance of Being Liked
Professor Amy Cuddy, of Harvard Business School was featured in a Harvard Magazine article. She concludes that 80% of our evaluation of people is based on both warmth AND competence. Many professionals mistakenly focus just on demonstrating competence – but this is not enough and you will lose business. Part of our pitch …
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Filed under: Featured, General Presentations, HR, Learning and Development, Investor Presentations, Pitching Success
How do you handle an Investor Speed Networking event? Here are a few tips to increase the success of your encounter.
In this case, Imagine you are a fund looking for investors
FIRST – WHAT NOT TO DO
- Don’t rush
- Don’t just pack the encounter with facts
- Don’t do all the talking
- Don’t aim to run through a scripted pitch
INSTEAD – PREPARE USING THESE 10 STEPS:
Start each encounter with an introduction and a swap of cards – learn the other person’s name
Ask some questions first – for example, to an investor, ‘What type of investments are you looking for now’
Listen to the answer for clues that tie their needs with what you offer
If there is clearly no fit, say so – but ask if they would be interested in hearing more – in case they …
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Filed under: Featured, Hedge Funds / Private Equity, Investor Presentations, Pitching Success
With an investor pitch, the right preparation is critical.
A set of carefully developed stages to get the pitch and the team ready will make your life easier and will make it more likely that the right impression is made.
In one page we have summarised one practical and simple approach you can use in preparing for a pitch. This process will also have the benefit of saving you time.
1. Do not even think …
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Filed under: Featured, Investor Presentations
We will be speaking at GAIM again this year.
If you want a discount on the entry cost, then please use these details.
If registering on the website http://www.informaglobalevents.com/FKN3A46EMSPK please quote VIP Code: FKN3A46EMSPK for the 20% discount.
Regards
Ben
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Filed under: HR, Learning and Development, Investor Presentations
Just finished this book by Lars Kroijer. Highly recommended.
I particularly liked his quote about being at a hedge-fund manager conference.
“The managers all have charts and graphs with bubbles and arrows going everywhere with long lists of their special edge in the market, all called something from a business-school textbook like ‘our alpha machine’ or ‘our sustainable competitive advantage’. You usually find many of the hedge-fund managers self-absorbed and arrogant, clearly having been told a few too many times how smart and special they are….By the ninth meeting you are exhausted and can’t remember who said what.”
If your hedge fund pitches are also having this problem, then you need some assistance. At Benjamin Ball Associates we can help you put together an impressive investor pitch …
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Filed under: Featured, Hedge Funds / Private Equity, Investor Presentations
This is the basis of a short talk given at SuperInvestor, November 2010.
Elevator pitch? Lets give it a new name.
Let’s call it a Ferrari pitch. Why Ferrari pitch? Because its all about first impressions.
Imagine your fund were a red Ferrari – What’s the first impression you give to investors:
Overpaid and a bit flash yes, but amazing performance, great pulling power, brilliantly engineered and expensive. And worth every penny.
BUT, what if your fund is different – what if it were a pink Ferrari? What would be the first impression you give then? The performance might be exactly the same as red Ferrari , but the image you put across is very different.
Great pitches and great communications are all about this subtle difference between red and pink. Between something that looks and …
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Filed under: Hedge Funds / Private Equity, Investor Presentations
Just got this email, following a CEO workshop the other day. It makes it all worthwhile to work with great people like this.
Subject: thanks soooo much
HI Ben
Just a quick note to say everyone has been talking about how unbelievably wonderful you were at our workshop on Wednesday! Notes have been coming in from the CEOs as to how useful they found your advice, and I know everyone appreciated the handout at the end.
Thank you, thank you! Brilliant, as always!
xx
Amy
…
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Filed under: Featured, General Presentations, Investor Presentations, Pitching Success
This slideshow describes beautifully the dilemma so many presenters set themselves. It’s the same thing I tell CEOs when working with them to spice up their investor presentations.
Annual meeting and slideumentation v1
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Filed under: Featured, Investor Presentations
What is the point of great financial performance, a strong team and excellent investments if that does not come across clearly to investors?
The best PE firms go to great efforts to make sure their LP days are engaging and interesting. They do this with careful planning. This includes:
Having a clear theme for the day
Structuring the event so it gets more and more interesting as the day progresses
Using video to help tell some of the more complex and remote stories
Choosing and training speakers so they come across as engaging and interesting
Fully rehearsing all the hardest parts of the event so that it runs smoothly and without a hitch.
Planning all the pre- and post- event communication to support the event.
Some of the problems we have seen, and helped clients overcome, include:
Overly long …
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Filed under: Hedge Funds / Private Equity, Investor Presentations
Here is a free download – some tips to help you with presentations to analysts and investors. Investor presentation tips and tricks free PDF.
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Filed under: Investor Presentations
A short overview of the essentials for hedge funds to pitch successfully to investors. Prepared for GAIM10 next week. Download free investor pitch booklet
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Filed under: Hedge Funds / Private Equity, Investor Presentations, Pitching Success
Why are some people good at presenting number on a piece of paper, but bad at getting the investment message across to shareholders and investors?
Having coached scores of CFOs over the years, I have come to the conclusion it is because of their rigorous accountancy training. In fact, there is a clear conflict between the principles that make a good accountant, and those that make a good presenter.
When you apply the principles that make a good accountant – complete honesty, caution, conservatism – to the process of putting together a good presentation, the result is often a series of unclear confused messages.
How can this problem be overcome?
It’s a process of re-education. Fortunately, the skills needed to become a good presenter can be easily learned. Typically, when working with a CFO, …
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Filed under: Featured, Investor Presentations
The toughest part about putting a presentation talk together is knowing what you want to say.
Fortunately, there are some tried and trusted techniques we at BBA use to work out the message that your presentation should deliver. For example:
What would we expect a person in the audience to tell a colleague about our talk
What change or decision would you like to get from your audience
How do you want to be perceived after your talk
If you can be clear, before you begin, precisely what you want to achieve from your presentation, you have increased the chances of your presentation working many times over.
…
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Filed under: General Presentations, Investor Presentations, Pitching Success, Uncategorized
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