[page_counter]
Image of a great investor pitch book

Five Golden Rules for A Great Pitch Book

March 20, 2014

Create Great 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 you impress.

 

 1.     Start with the big picture

To build on the Eurythmics song:  Behind every great pitch is a great message. Make sure you have one big clear message underpinning your pitch.

And one clear message for each slide. Creating these is the hardest part of putting an investment pitch together, but it is also where the most valuable work is done.

 

 2.     Decide how you will use your pitch book

Are you creating:

  •  A handout to be read afterwards?
  • Something to be projected on a screen?
  • Or a document that you go page by page?

These three uses require different documents. SO, design your document for the use intended.  One size does not fit all.

 

 

   3.     Tell your story in the headings

Think like a journalist. Make your headlines count.  Your headlines need to grab attention and inform.  They need to be interesting and push your story forward.

The headline writer at a newspaper is one of the best-paid jobs.  Work with someone who can write great headlines for you.

 

 

 4.     Make your pitch book interesting

That may sound obvious. But, we usually find extensive padding in investor pitches.  Take out everything non-essential and keep only what the investor needs to know.  Say less, and say it better is a good rule of thumb.  Move pages to the appendix if you are not sure.

 

 

 5.     Check that you have made it easy for your audience

Imagine you are your audience sitting reading your document.  You are short of time, under pressure and lazy. So, does your document pass these tests:

  • Is the document easy to read?
  • Does the important information leap out?
  • Does it answer all the top questions that investor will have?

Keep improving your document until it is as easy to read as a newspaper.  And make sure you don’t make any of these common pitch document mistakes.

 

These five golden rules will help you create great pitch books.

And, if you want help with your pitch books, we would be delighted to discuss what we can do.  Call Lousie Angus, our Client Services Director today on 020 7018 0922 or email her below.

 

 

I Want a Better Pitch Book

 

 

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

Persuasive Investor Presentations – five techniques from psychology

Apr 13, 2016

Investment decision-making is not totally rational. Are you using all the tools at your disposal to create and deliver persuasive...

Read More

Why good public speaking skills make you a better leader

Nov 11, 2016

Do your public speaking skills inspire, motivate and influence others? They should. Many leaders are nervous of public speaking. Some...

Read More

Ten Benefits Of A Better Investor Pitch Book

May 10, 2018

A great investor pitch book is at the heart of successful fundraising. You use it to capture the essence of...

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

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

Sep 06, 2017

How can you be seen as a top 1% fund by investors? At SuperReturn Emerging Markets in Amsterdam, experienced LPs...

Read More

How you can create a powerful investor elevator pitch

Mar 07, 2016

A great elevator pitch is an essential part of your toolkit Last month I chaired the Quickfire Showcase at Berlin’s...

Read More

How to prepare for your media interviews

Jan 16, 2013

You must prepare for media interviews The excruciating Newsnight interview with Treasury Minister Chloe Smith this summer is one example of...

Read More

How To Write So People Will Read – 6 Great Tips

Mar 11, 2018

These days, we are writing more than ever.  That means it’s harder than ever to grab attention.  Your readers have...

Read More

How well do you answer difficult investor questions?

Nov 16, 2017

When an investor questions how you calculated your Private Equity fund's performance, how do you react? If an investor asks...

Read More

How to Choose a Public Speaking Coach

Aug 21, 2017

How do you choose a public speaking coach? When selecting a public speaking coach or presentation trainer, you want to work...

Read More

10 Power Language techniques to use in your next talk or presentation

Sep 06, 2017

How To Use Powerful Language For Leadership Communications   Great leaders use Power Language. It adds interest and colour to...

Read More

What is The “So What?” Test? – And how to use it.

Dec 30, 2019

So What? is probably your most important question. When you put your talk or presentation together, how do you decide what...

Read More

Private equity fundraising | Seven tips for first investor meetings

Dec 10, 2015

What do LPs want from private equity funds at first investor meetings? That's the question I put to the panel...

Read More

How do you pitch investors?

Sep 21, 2016

What do investors really want? Six tips We wrote this piece with our Private Equity clients in mind. But there...

Read More

Give high impact talks and presentations – 5 simple tips

Mar 01, 2017

Do you want to give high impact talks and presentations? Do you want to engage your audience? And do you want...

Read More

Use a great business story for better business

Jul 05, 2017

How to tell a great business story Leaders use storytelling so that audiences listen, remember and act on what they...

Read More

How to Make Your Investment Pitch More Memorable – Six Tips

Mar 29, 2017

How do you make your investment pitch more memorable? It's a real challenge these days. Investors have more opportunities than...

Read More

Three persuasive appeals you must use in your talks and presentations

Nov 30, 2016

Your leadership talks need to be persuasive As a leader, every talk or presentation you give is an exercise in persuasion....

Read More

What do LPs want from your private equity pitch book?

Oct 14, 2015

A well-crafted private equity pitch book can make the difference between securing a first meeting with investors and getting a...

Read More

ESSENTIAL PROGRAMMES

Top Blog Post Categories

What Our Clients Say

“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

 


To Learn More…

Contact our
Client Services Director
Louise Angus
+44 (0)20 7018 0922