great investor presentation

How to Create a Great Investor Presentation

June 6, 2020

How do you create investor presentations now?

With an investor presentation, the right preparation is critical.

Use a step-by-step approach to get the pitch ready and the team ready.

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


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 customers

Contact 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 them

Contact 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

Contact us to transform your investor presentation

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

About Benjamin Ball Associates

Benjamin Ball Associates Team

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 louise@nullbenjaminball.com to find out more and discuss your upcoming investor presentation.

 

Contact us to transform your investor presentation

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