Fundraising presentations

Fundraising Presentations: an essential guide for persuading investors

March 21, 2021

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 compelling and engaging story about it?

The time you spend with potential investors will be most effective if you have a  great investor presentation.

Follow our survive and thrive guide for pitching investors and you can transform the impact you make.  This is pulled from our 12+ years experience preparing management teams for IPOs, fund raising, investor presentations and company sales.

What you have below are ten ideas you can apply immediately so that your next investor presentation leaves you – and your investor – smiling and happy.


Fundraising Guide: Ten tips for better fundraising

  1. Pitch success starts with how you prepare

  2. Refine your investment story

  3. Use a clear presentation structure

  4. Have a 2-way conversation

  5. Look like an A-Team

  6. Remember the non-verbal

  7. Embrace questions

  8. Manage your energy

  9. Practise, practise, practise

  10. Check everything

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

Too many good fundraising opportunities get lost in boring, run-of-the-mill presentations.

A great investor PowerPoint is not enough: you and your team are the presentation.

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


Help Me With Better Investor Presentations

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 from other opportunities.

  • What does your team do differently?
  • What is your edge’?
  • How will you consistently drive better results?

Successful fundraisers craft a compelling story –  around their strategy, and they tell it with passion.

So, what makes a compelling investment story? According to Forbes, the perfect selling story involves:

  • Being relatable – connect with 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.

Fundraising Presentations 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.

It 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.

Help Me With Better Investor Presentations

Fundraising Presentations 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 investors.

For example, questions you could ask investors include:

  • Have you seen this 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.

Help Me With Better Investor Presentations

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

A cohesive, 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.

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

Remember that nonverbal communication can be just as important as what is actually being said.

Subtle tips for transforming your body language 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. We’ve fixed many pitch disasters with extensive video coaching.

Help Me With Better Investor Presentations

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.

We recommend that you 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.

Fundraising Pitch Tip #8. Manage your energy levels between investor meetings

Delivering a series of fundraising presentations back-to-back can – unsurprisingly – seriously affect your energy levels.

However, there are strategies you can employ 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 standalone 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.

Fundraising Presentations 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.

Help Me With Better Investor Presentations

A 2014 study by Qvidian revealed that teams often lose deals because they haven’t customised their content to their audience’s needs.

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.

No two presentations will ever be the same; the motivations and personalities of investors will always vary. Let us help you prepare – it’s 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 specifically 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?


1. Download our free E-Book

Private equity venture capital fundraising free guide


Click on image to Download

Learn how to stand out with investors





What else should you do?

2. 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.


Help Me With Better Investor Presentations


What else should you do?

3. Read more good advice


Investor Pitching Advice

How to create a great investor pitch
What makes a powerful private equity pitch book
Pitch book slides – five golden rules

What makes a successful private equity pitch
Benefit of a better investor pitch book

How to pitch at a PE event
Speed networking for investor pitches
Investor pitch tips

How to pitch to Venture Capital
Examples of bad private equity pitches
Investor elevator pitch competition examples



General Good Pitching Advice

Five minute pitch? – try these tips
How to create an impressive sales pitch
Better body language when pitching
How to be more persuasive when pitching


Help Me With Better Investor Presentations


About Benjamin Ball Associates

Benjamin Ball Associates Team

Benjamin Ball Associates helps companies to pitch, present & persuade.

Over the last 12+ years the award-winning BBA team has supported thousands of executives globally to present powerfully to investors. We have developed a robust toolbox of techniques that you can use to become clear, confident and compelling.

We’ll help you create a powerful first impression that hooks and engages your audience immediately and we’ll transform you to deliver clearly, confidently and with impact.

Speak to Louise on +44 20 7018 0922 or email to find out more and discuss your upcoming fundraising.


Contact us to transform your investor pitch

More valuable advice...

Fundraising Presentations: an essential guide for persuading investors

Mar 21, 2021

Your Essential Guide to Fundraising Presentations. Are you looking forward to challenging questions from investors, long days and multiple meetings?...

Read More

The Best Investor Presentation – How to create one – techniques from psychology

Apr 13, 2016

Five ways to create the best investor presentation If you want investment, you need the best investor presentation. But investment...

Read More

Why good public speaking skills make you a better leader

Nov 11, 2016

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

Read More

Five Golden Rules to Create a Great Investor Pitch Book

Mar 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, 2018

Five Top Fundraising Tips At SuperReturn Emerging Markets in Amsterdam, experienced LPs and advisors shared their private equity fundraising tips...

Read More

How to create a powerful investor elevator pitch

Mar 07, 2016

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

Read More

How to prepare for 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

How do you write well for business? Could you be more impressive with better writing? These days, we are writing...

Read More

How well do you answer difficult investor questions?

Nov 16, 2017

How to answer difficult investor questions When an investor questions how you calculated your Private Equity fund's performance, how do...

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

Better 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

Business storytelling for better business

Jul 05, 2020

How do you use storytelling in business ? Leaders use storytelling so that audiences listen, remember and act on what...

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

Effective presentation skills you must learn

Nov 30, 2019

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

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