Category: Compelling Investor Pitches

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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Five Golden Rules to Create a Great Investor Pitch Book

How to Create Great Investor Pitch Books Every pitch book is different.  Every business is different.  Every investor is different. Despite this, people repeatedly make the same mistakes when creating pitch book slides.   These five essential rules, drawn from our experience of creating great investor pitch books, will help…

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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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How to Create a Great Investor Presentation

How do you create investor presentations now? 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 you get the results you want. In this…

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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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How to present online with impact: eight essential tips

Do you want to make an impact when you present online? In the last few months, our clients have turned investor meetings into video conferences and now practically live on Zoom. If you need to: participate in online meetings, present online via Zoom or Teams, or transform your next investor…

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Six steps to better online presenting

According to a Polycom survey, 96% of business leaders believe online presenting improves productivity. And recent market conditions show how effective it can be. Make sure  your next online presentation by video conference runs smoothly by following our six steps to effective online presentations:   1. Choose the right setting…

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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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What are the most common private equity pitching mistakes?

What are the private equity pitching mistakes most commonly made by fund managers? I asked the fundraising panel at a recent SuperInvestor conference which private equity pitching mistakes are regularly made by fund managers. On the panel were Catherine Lewis La Torre, Anna Dayn, Spencer Miller and Marc der Kinderen.…

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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 to pitch an investor in private equity?

How to pitch an investor: What is the best private equity pitch you've seen? That’s the question I posed to my panel at SuperInvestor, the annual conference for private equity decision makers. I asked four LPs to share with us a great private equity pitch they remember - teams that…

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Five Tips for a Killer Elevator Pitch

“I have only made this letter longer because I have not had the time to make it shorter." Blaise Pascal 1657 If you need to give a short pitch - an elevator pitch - for your business or for your fund you know how tough it is. For example, if…

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How to Pitch a Startup to Venture Capital

If you want learn how to pitch a startup to venture capital - ie put together and deliver a great pitch to venture capital investors, David Rose sums it up beautifully in this short TED video. You will learn some great tricks on how to pitch to VCs. His advice…

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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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How to Write A Great Investor Pitch Deck – 8 Mistakes to Avoid

What Makes A Great Investor Pitch Deck? When you want to win new investment, the you need a great investor pitch deck. You want to be certain you have eliminated mistakes in your pitch deck, so that you know your investors will be impressed from the start . Help Me Create…

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How to answer tough investor questions? 10 tips from the experts

How to answer tough investor questions What’s the most daunting part of speaking to investors? For many, it’s answering tough investor questions. Questions are  tricky to prepare for, as you don’t know exactly what you will be asked. And, different investors approach questioning in different ways. So how do the…

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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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Better Investor Days – Five Things Investors Want From You

Better Investor Day Presentations A great investor day can be transformational. You can turn around doubters, clarify uncertainties and help people understand what makes your business special. It a great opportunity - and some companies have better investor days than others. But, what is the difference between a great investor…

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How to give a killer presentation? Make it simple

If you want to give a killer presentation, then make your presentation simple.   That's because it's too easy to get tied up in the detail. If you can't see the wood for the trees, how will your audience? Your job as a presenter is to make it easy for…

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How to prepare a killer investor elevator pitch

Investors managing over $10bn in Private Equity judged the recent SuperInvestor investor elevator pitches Seven funds competed by pitching their investment ideas in an elevator pitch lasting no more than 90 seconds to a room packed with potential investors.   Elevator Pitches are about quality not quantity Demonstrating that quality…

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Seven Secrets of the Best Investor Pitch Decks

Are you looking for start-up funding, scale-up funding or new financing for your business? If so, you need to invest in creating the best investor pitch deck your prospective investor has seen.   Really effective pitch decks are like great CVs. They won’t get you the job, but they might…

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Five Key Elements Of A Successful Investor Meeting

Successful investor meetings come in all shapes and sizes.  But underpinning all of them are a few basic truths. Check your own investor meeting against our five essential tests. 1. A successful investor meeting gets a clear story across Your business is complicated and your market is ever changing.  You…

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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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Score Your Private Equity Pitch Book

Does your Private Equity Pitch Book make prospective LPs sit up or switch off? LPs tell us they want to see simple, clear and brief pitch books - but many they see are the exact opposite. When we work with clients on their investor communications, there are six questions (amongst…

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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 run better Private Equity investor events

The private equity investor event dilemma: What is the point of delivering great financial performance, having a strong team and finding 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.…

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