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:
1. Start with an introduction and a swap of cards – learn the other person’s name
2. Ask some questions first – for example, to an investor, ‘What type of investments are you looking for now’
3. Listen to the answer for clues that tie their needs with what you offer
4. If there is clearly no fit, say so – but ask if they would be interested in hearing more – in case they know someone who might be interested
5. Have a strong one-line introduction to your elevator pitch which sums up your offer in a different way. Make this one-liner memorable. E.g. at Benjamin Ball Associates we say “We help senior management be more effective in how they Pitch, Present & Persuade
6. If they are interested, go on and say more. Unfold what you offer bit by bit. Keep checking you have interest and understanding at each stage
7. You should be in a dialogue by now. Keep asking questions
8. Finish with a summary of what you have discussed
9. Agree next steps
10. Keep your promises and follow up
Good luck.
Fundraising presentations are hard work. You're bombarded with challenging questions from investors, worn out by long days, and struggling to...
Read More
Investment decision-making is not totally rational. Are you using all the tools at your disposal to create and deliver persuasive...
Read More
Do your public speaking skills inspire, motivate and influence others? They should. Many leaders are nervous of public speaking. Some...
Read More
A great investor pitch book is at the heart of successful fundraising. You use it to capture the essence of...
Read More
Better Body Language We all know that body language is important in business. But how important? And does is really...
Read More
How can you be seen as a top 1% fund by investors? At SuperReturn Emerging Markets in Amsterdam, experienced LPs...
Read More
A great elevator pitch is an essential part of your toolkit Last month I chaired the Quickfire Showcase at Berlin’s...
Read More
You must prepare for media interviews The excruciating Newsnight interview with Treasury Minister Chloe Smith this summer is one example of...
Read More
These days, we are writing more than ever. That means it’s harder than ever to grab attention. Your readers have...
Read More
When an investor questions how you calculated your Private Equity fund's performance, how do you react? If an investor asks...
Read More
How do you choose a public speaking coach? When selecting a public speaking coach or presentation trainer, you want to work...
Read More
How To Use Powerful Language For Leadership Communications Great leaders use Power Language. It adds interest and colour to...
Read More
So What? is probably your most important question. When you put your talk or presentation together, how do you decide what...
Read More
What do LPs want from private equity funds at first investor meetings? That's the question I put to the panel...
Read More
What do investors really want? Six tips We wrote this piece with our Private Equity clients in mind. But there...
Read More
Do you want to give high impact talks and presentations? Do you want to engage your audience? And do you want...
Read More
How to tell a great business story Leaders use storytelling so that audiences listen, remember and act on what they...
Read More
How do you make your investment pitch more memorable? It's a real challenge these days. Investors have more opportunities than...
Read More
Your leadership talks need to be persuasive As a leader, every talk or presentation you give is an exercise in persuasion....
Read More
A well-crafted private equity pitch book can make the difference between securing a first meeting with investors and getting a...
Read More
“BBA transformed our pitch into a compelling investment narrative. They undoubtedly helped us secure Sky TV as an investor.”
Gerry Bastable Director, Blast Films
“The new presentation properly represents the institutional quality of our fund. It has been a step change for us.”
Erwin de Kleijn Head of IR, Saemor Capital
“We were very pleased…[BBA] helped us define and explain our unique value proposition. As a result we have attracted new and different investors.”
Florian Kemmerich Managing Partner, Bamboo Capital Partners
Contact our
Client Services Director
Louise Angus
+44 (0)20 7018 0922