This will make your life easier and will make it more likely that you get the results you want.
In this one page we have summarised a simple, practical approach you can use to prepare a great investor presentation.
This process will also save you time.Contact us to transform your investor presentation
Contact us to transform your investor presentation
1. Do not even think of opening PowerPoint yet
2. Summarise your investment story in one line
A good elevator pitch shows that you understand what is important in your business and that you are good at getting to the heart of the matter
3. Explain the problem you are solving
Every business solves a problem. Starbucks, Amazon, Google, Warren Buffett – all started with a problem in mind
4. Explain why people are buying from you
So many people forget the most important part of a good pitch is a real understanding of your customersContact us to transform your investor presentation
5. Explain how you make money
How does the money flow through the business where does it come in and where does it go out.
What makes sure there is more coming in, and what will slow it down
6. Demonstrate what you have achieved so far
Ideas are all very well, but what counts is how you will make it work.
Success to date is a good way to test the quality of management
7. Describe the competition and how you are different
A healthy respect for the competition, and an understanding of both direct competitors and substitutes shows that you have your feet on the ground
8. Show you understand what is difficult
Describe the risks, and what you are doing to address themContact us to transform your investor presentation
9. Illustrate what your priorities are
Describe what you are doing now
10. Highlight how the money raised will be used
And give us an idea for the sort of return it will give to investors
11. Give a clear realistic vision
Pain a picture of where the business will be in the future
This is one approach you can use. For every business, for every funding situation, the approach will be different.
If these guidelines are not enough for you – or if your situation requires something special, then do not hesitate to get in touch.
We’ve helped countless businesses create great investor stories, great fund raising presentations and great roadshow preparations.Contact us to transform your investor presentation
Benjamin Ball Associates helps clients to pitch better to investors.
Over the last 10+ years the award-winning BBA team has supported hundreds of firms globally to present powerfully. You get access to a transformational toolbox of techniques to help you become a clear, confident communicator.
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 firstname.lastname@example.org to find out more and discuss your upcoming investor presentation.
Contact us to transform your investor presentation
Your Essential Guide to Fundraising Presentations. Are you looking forward to challenging questions from investors, long days and multiple meetings?...
Five ways to create the best investor presentation If you want investment, you need the best investor presentation. But investment...
Do your leadership public speaking skills inspire, motivate and influence others? They should. Many leaders are nervous of public speaking....
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...
Five Top Fundraising Tips At SuperReturn Emerging Markets in Amsterdam, experienced LPs and advisors shared their private equity fundraising tips...
A great elevator pitch is an essential part of your pitch toolkit Last month I chaired the Quickfire Showcase elevator...
You must prepare for media interviews The excruciating Newsnight interview with Treasury Minister Chloe Smith this summer is one example of...
How do you write well for business? Could you be more impressive with better writing? These days, we are writing...
How to answer difficult investor questions When an investor questions how you calculated your Private Equity fund's performance, how do...
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 do you use storytelling in business ? Leaders use storytelling so that audiences listen, remember and act on what...
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 effective As a leader, every talk or presentation you give is an exercise in...
A well-crafted private equity pitch book can make the difference between securing a first meeting with investors and getting a...
Client Services Director
+44 (0)20 7018 0922