10 Fundraising Presentation Tips to Persuade Investors

How do you prepare a winning Fundraising Presentation? What makes a successful fundraising PowerPoint?

Meet the Author: Benjamin Ball

Ben is the founder of Benjamin Ball Associates and leads the presentation coaching and pitch deck creation teams. Formerly a corporate financier in the City of London, for 20+ years he’s helped businesses win with better pitches and presentations, particularly investor pitches. He is a regular speaker and a guest lecturer at Columbia Business School and UCL London.  Follow Ben on LinkedIn or visit the contact page. 

Are you looking forward to challenging questions, long days and multiple meetings? When you are seeking financial support, you need to get these fundraising events right.

Of course, you know your organisation inside out.  The real question is: are you certain you can give a compelling and engaging presentation about it?

Preparing a fundraising presentation is a real skill.  And it’s a skill you can learn.  Over the last 15 years we’ve coached hundreds of board members to be brilliant fundraisers. 

Do please call us and we’ll tell you about our fundraising and presentation coaching – it’s fast and good value.

The time you spend with potential investors will be most effective if you write a compelling investor pitch deck.  Follow our survive and thrive guide for best practices when pitching investors and you can transform the impact you make. 

This is pulled from our 15+ years experience preparing management teams for IPOs, fundraising events, investor presentations and company sales.

Study these ten ideas how to make fundraising presentations so that your next investor presentation leaves you – and your investor – smiling and happy.

Fundraising Pitch Presentations Tip #1. Pitch success starts with how you prepare

Too many good fundraising campaigns get lost in boring, run-of-the-mill presentations.  A great fundraising PowerPoint is not enough. In reality potential investors are looking at you and your team.  So, don’t start planning your pitch with PowerPoint – instead start with a lot of thinking and a blank sheet of paper. Ask yourself:

• Who exactly is my potential investor – and what do they want?
• What do I want to achieve – how am I going to sell our investment opportunity?
• How can I hook people – by grabbing their attention early on?
• What is my takeaway message – the one that I want to be remembered for afterwards?

“It’s not supposed to be easy. If it was, then everyone would do it.”
Charles Dunstone, founder of Carphone Warehouse

Fundraising Guide Tip #2. Define and refine your investment story

The way you frame your investment story influences how an investor sees you.  Investors need to understand why your opportunity is special, and what makes it stand out.

• What does your team do differently?
• What is your ‘edge’?
• How will you consistently drive better results?
• What is your specific need for finance?

Successful fundraising pitches craft a compelling story around their strategy, and they tell that story with passion.  So, what makes a compelling investment story? According to Forbes, the perfect selling story involves:

• Being relatable – connect with potential investors by highlighting a scenario relevant to them
• Detailing a conflict – introduce a challenge you’ve overcome to encourage empathy
• Presenting the resolution – to demonstrate your expertise
• Demonstrating results – the human impacts, qualitative results and quantitative outcomes.

Why Pick Benjamin Ball Associates for Your Coaching

At Benjamin Ball Associates, we’ve been coaching business people to improve their business communication skills for over 15 years.  Our coaching is fast and effective.  We work with individuals and with companies, one-to-one and in groups.  Call us today to learn more.

“I honestly thought it was the most valuable 3 hours I’ve spent with anyone in a long time.”

Mick May, CEO, Blue Sky

Our most popular training courses include:

• Presentation Coaching
• Public Speaking Coaching
• Investor Pitch Support and Coaching

Trusted by some of the most successful companies globally

Speak to Louise on +44 20 7018 0922 or email info@benjaminball.com to transform your speeches, pitches and presentations.

Speak to an expert. Get a free consultation

Fundraising Pitch Tip #3. Use a clear presentation structure

Investors tell us that the best fundraising presentations are the ones where they are taken on a journey.  You can achieve this by reviewing your narrative towards the start of your pitch – this should sound like an executive summary, not an agenda.

A simple structure – with a clear beginning, middle and end – demonstrates your command of your own story. This also helps investors quickly grasp what you do and why it works. Successful fundraisers also limit their narrative to a maximum of three key messages. Highlight the big themes that are going to have the greatest impact so that you get everyone on the same page.

Don’t be tempted to rely on a PowerPoint presentation or Google slides. Never drag people through your business plan. The best fundraising campaigns combine powerful messages with strong visual aids and well-rehearsed team members. Get these right with engaging presentations, and you are already giving yourself a competitive advantage.

Fundraising Pitch Tip #4. Have a two-way conversation

“The less people know, the more they yell,” says marketing guru Seth Godin.

Investors find it frustrating when a fundraising pitch is a one-way broadcast and you don’t give them the opportunity to ask questions. It’s much more effective to have a conversation.

Two-way communication allows for instant feedback, clarification and interaction.  Successful fundraisers encourage engagement by asking – and welcoming – questions when talking to audience members.

For example, questions you could ask investors include:

• Have you seen these business models before?
• Does that make sense?
• What are your thoughts on what we’ve shown you so far?

Asking questions will also help you to read the room and understand when you need to move the fundraising presentation along.  It also pays to be flexible with what you deliver.  Every audience is different; use your intuition to spot when you need to spend extra time covering a specific area of your presentation, or when to move along faster.

Fundraising Guide Tip #5. You’re an A team: convey it.

A tight, well-prepared team is like a sponge cake straight out of the oven. Ingredients together create something much greater than the sum of the parts. If your team contradicts, interrupts or ignores one another, investors will doubt your credibility.  Instead, your interactions should be positive and seamless.

Everyone who attends the meeting needs to contribute something relevant – otherwise, why are they there? Plan beforehand who will answer which type of question and avoid any conflicts. Who will share the real-life examples? Who will tell a personal story?

Fundraising Tip #6. The non-verbal is important too

Remember that non-verbal communication can be just as important as what is actually being said.  Subtle tips for transforming your body language and creating a personal connection during fundraising presentations:

• Pay attention to what you do when your colleagues are speaking.  Look engaged and interested!
• Show that you are as interested in your investor as you want them to be in you.
• Practice – we do extensive rehearsing on camera with clients so that they are investor-ready.

Impressions are everything – investors’ perception of your team when you are with them is what matters. Use high quality visuals too. We’ve fixed many pitch disasters with extensive presentation skills coaching.

Speak to an expert. Get a free consultation

Fundraising Presentations Tip #7. Embrace challenging questions

Investors get frustrated by presenters who avoid, second-guess or provide scrambled answers to questions.  Remember, it is their job to ask questions and be critical.  It’s best practise to prepare yourself for the Q&A session as much as you do for the fundraising presentation itself.  Before pitching to investors, look at your presentation objectively: what are the areas you are most likely to be challenged on?

Avoid being defensive or taking criticism personally.  Prepare your answers and rehearse delivering them confidently together as a team – the last thing you want is your team being surprised by each other’s answers.  Again, do extensive on-camera practice to prepare your team for Q&A.

Our tips:

• Be flexible – use your intuition to flex the level of detail in your response according to your audience.
• Avoid taking criticism personally – focus on building trust, rather than ‘winning’ with your responses.
• Be honest about past failures – show what you learnt and how you have improved as a result.

To prepare for your next investor Q&A more effectively, head straight to our blog post on How to Answer Tough Investor Questions. or call us to help you prepare.

Tip #8. Manage your energy levels between investor meetings

Delivering a series of back-to-back fundraising presentations can – unsurprisingly – seriously affect your energy levels.  However, you can employ strategies to perform at your best even if it’s your sixth meeting in one day and you want to catch the last flight home:

• View each fundraising presentation as a stand alone event – every meeting is equally important.
• Take a break between meetings – go for a walk outside to get some fresh air.
• Switch team roles – knowing each other’s roles inside out comes in handy here.
• Learn from each presentation – take time to review what went well, what didn’t, and what could be done differently next time.

Tip #9. Practise, edit, practise, refine, practise

Fundraising presentations are the ultimate first impressions test.  And like all first impressions, it’s a one-time deal – there are no second chances. So it makes sense to prepare for what you’re walking into by doing your homework.

A 2014 study by Qvidian revealed that teams often lose deals because they haven’t customised their content to their audience’s needs. Never rely on fundraising templates.

Successful fundraisers thoroughly research each investor to better understand what’s important to them.  This enables you to focus your narrative around what the investor needs, and how you can solve their unique problems.

Once your narrative is in place, it’s time to put in the hours preparing, editing and refining your fundraising presentation and ppt slides.  No two presentations will ever be the same; the motivations and personalities of investors will always vary. Let us help you prepare – our investor pitch coaching could be the best investment you ever make.

Fundraising Presentations Tip #10. Check whether you are investor-ready

The more investor-ready you are, the quicker and easier it will be to raise funds.  But how do you know when you’re ready?

Our new eBook, Standing Out with Investors, sets out eight questions to answer – it’s about Private Equity Fund or VC Firm fundraising – but is equally relevant to other asset classes.  Each question will help you identify whether you need further improvement.  The eBook is also full of practical tips, advice and feedback and will help you make immediate improvements to your investor pitches and meetings. Download it for free here.

What else should you do?

Speak to Us

Investors are more demanding today.  Competition has increased; the barriers to convincing investors are higher. You need to do more to stand out.  How you present is as important as what you present.  If you want the best chance of securing investment from your fundraising presentations, talk to us.  Benjamin Ball Associates will help you impress investors.

Contact us today for professional help and advice with your fundraising presentations.

Call +44 20 7018 0922 and ask for Louise Angus to discuss how we can make your fundraising more successful.

Speak to an expert. Get a free consultation

Why Choose Us:
Transform your pitches and presentations with tailored coaching

We can help you present brilliantly. Thousands of people have benefitted from our tailored in-house coaching and advice – and we can help you too.

“I honestly thought it was the most valuable 3 hours I’ve spent with anyone in a long time.”

Mick May, CEO, Blue Sky

For 15+ years we’ve been the trusted choice for leading businesses and executives throughout the UK, Europe and the Middle East. We’ll help you improve corporate presentations through presentation coaching, public speaking training and expert advice on pitching to investors.

Some recent clients

Unlock your full potential and take your presentations to the next level.

Speak to Louise on +44 20 7018 0922 or email info@benjaminball.com to transform your speeches, pitches and presentations.

Speak to an expert. Get a free consultation