Category: Fundraising Presentations

Three ways to transform your investor pitch

We get to transform a lot of investor pitches. These vary from start-ups to major company pitches to pitches for private equity fund managers. Sometimes, we review up to ten investor pitches a week, so we have a good nose for what works with investors - and what doesn’t. Right…

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Fundraising Presentations: an essential guide for persuading investors

Your Essential Guide to Fundraising Presentations. Are you looking forward to challenging questions from investors, long days and multiple meetings? When you are fundraising, you need to get these meetings right. Of course, you know your business inside out.  The real question is: are you certain you can give a…

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The psychology of a persuasive investor pitch

How to make your investor pitch more persuasive. Using cognitive biases in investor pitches. First: answer these three questions: Are you a rational, logical decision-maker?  Are the investors you pitch to rational, logical decision-makers? Do investors decide purely through conscious analysis of information? Surprisingly, the answer to all three questions…

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How To Create A Great Equity Story

Your equity story is a clear, simple way of describing your business and the reasons for investing in it. Q: Why is an equity story important? A: It makes it easier for investors to invest in you. It makes it easier for investors, journalists and analysts to understand your business…

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Better investor communications for our new online world

Now that investor communication is conducted online, we are relying increasingly  on Zoom. This means we all need to work even harder to get our messages across to investors. And it also means that we all have to work harder to stand out from the competition. In this new world,…

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Investor meetings. How big is your perception gap?

What are your investor meetings like - for the person on the opposite side of the table? Most days, we only see ourselves when we glance in the mirror as we’re brushing our teeth or combing our hair. There’s rarely anything different each time we look (perhaps a new grey…

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Cast your investor as the star in your investment pitch

When you pitch for investment in your company, what role do you take? And what role does your investor take? Get this right in your investment pitch, and you have a much better chance of success. Shakespeare wrote that “all the world’s a stage”, but perhaps the world is more…

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How to pitch investors – it’s like tennis, not wrestling

How do you pitch to an investor? When tennis champion Roger Federer walks on to Centre Court, he doesn’t know the speed, angle or direction his opponent will serve, volley or return. He can research who he’s playing and watch footage of that person in previous matches. But he cannot…

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How do you make your IPO a success? Transform your IPO presentation

If you are preparing your IPO presentation, then you'll want to do everything to make it a success. We’ve been advising IPOs for 15 years and in that time we have seen the difference between a successful and unsuccessful float. What's the one big lesson we've learned? When you prepare…

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Transform your annual investor days & AGMs

Can you improve your annual investor day? Investor days, AGMs and CMDs - for public companies and private funds - are important for investors and analysts. But these events, when virtual, can also be dull. Ask anyone to describe a poor investor day and they will use words like ‘boring’,…

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Pitching to investors – the most common mistakes made by funds

Many funds could be better at pitching to investors. From our work, helping fund teams pitch and persuade more effectively, we have identified the five most common investment pitching mistakes:     Investor pitch mistake #1 - Not understanding the investor. Too many people go out with a generic presentation…

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Private Equity Fundraising Tips from the Experts: Become a Top 1% Fund

Five Top Fundraising Tips At SuperReturn Emerging Markets in Amsterdam, experienced LPs and advisors shared their private equity fundraising tips and discussed what makes a fund stand out. On the panel were Will Poole of Capria, Guarau Ahuja of ChrysCapital and Alexandre Alfonsi of Axonia Partners.   Here’s their best…

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Five Golden Rules to Create a Great Investor Pitch Book

A great investor pitch book is at the heart of successful fundraising. You use it to capture the essence of your business or fund and make it easy for the reader to understand you. These days, a great pitch book is not a “nice to have”, it’s a “must have”.…

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How well do you answer difficult investor questions?

How to answer difficult investor questions When an investor questions how you calculated your Private Equity fund's performance, how do you react? If an investor asks how many people left your firm in the last 12 months, what do you say? Investors tell us that, too often, people avoid, second-guess…

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How to Make Your Investment Pitch More Memorable – Six Tips

How do you make your investment pitch more memorable? It's a real challenge these days. Investors have more opportunities than ever to invest. So if you are pitching to investors, it's much harder to stand out. One essential strategy you want to deploy when pitching is to be more memorable.…

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Three steps to effective charity presentations

Three steps to effective charity pitches and fundraising presentations UK charities are under pressure. The fallout from the Kids Company collapse continues to put the spotlight on governance and fundraising methods are very much under scrutiny. Effective charity pitches and presentations are more essential than ever, to win support for…

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Better private equity fundraising | Seven tips for first investor meetings

What do LPs want from private equity funds at first investor meetings? That's the question I put to the panel at SuperInvestor, the annual conference for private equity decision makers. On the panel were Catherine Lewis La Torre, Anna Dayn, Spencer Miller and Marc der Kinderen. Between them, they see…

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Private Equity Fundraising Highlights from SuperReturn 2015 in Berlin

Private Equity Fundraising There were 1700 delegates at SuperReturn in Berlin last week. Benjamin Ball chaired an afternoon of private equity fundraising discussions with: Marc St John, CVC Capital Partners; Bob Brown, Riverstone; Mounir Guen, MVision; Martin Dunnett, Warburg Pincus; Catherine Lewis La Torre, Fondinvest; Jo Taylor, Teachers; and Joakim…

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