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
Fundraising presentations are hard work. You're bombarded with challenging questions from investors, worn out by long days, and struggling to...
Investment decision-making is not totally rational. Are you using all the tools at your disposal to create and deliver persuasive...
Do your public speaking skills inspire, motivate and influence others? They should. Many leaders are nervous of public speaking. Some...
A great investor pitch book is at the heart of successful fundraising. You use it to capture the essence of...
Better Body Language We all know that body language is important in business. But how important? And does is really...
How can you be seen as a top 1% fund by investors? At SuperReturn Emerging Markets in Amsterdam, experienced LPs...
A great elevator pitch is an essential part of your toolkit Last month I chaired the Quickfire Showcase at Berlin’s...
You must prepare for media interviews The excruciating Newsnight interview with Treasury Minister Chloe Smith this summer is one example of...
These days, we are writing more than ever. That means it’s harder than ever to grab attention. Your readers have...
When an investor questions how you calculated your Private Equity fund's performance, how do you react? If an investor asks...
How do you choose a public speaking coach? When selecting a public speaking coach or presentation trainer, you want to work...
How To Use Powerful Language For Leadership Communications Great leaders use Power Language. It adds interest and colour to...
So What? is probably your most important question. When you put your talk or presentation together, how do you decide what...
What do LPs want from private equity funds at first investor meetings? That's the question I put to the panel...
What do investors really want? Six tips We wrote this piece with our Private Equity clients in mind. But there...
Do you want to give high impact talks and presentations? Do you want to engage your audience? And do you want...
How to tell a great business story Leaders use storytelling so that audiences listen, remember and act on what they...
How do you make your investment pitch more memorable? It's a real challenge these days. Investors have more opportunities than...
Your leadership talks need to be persuasive As a leader, every talk or presentation you give is an exercise in persuasion....
A well-crafted private equity pitch book can make the difference between securing a first meeting with investors and getting a...
Our Most Popular Coaching Programmes
“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
Client Services Director
+44 (0)20 7018 0922