best investor presentation

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

April 13, 2016

Five ways to create the best investor presentation

If you want investment, you need the best investor presentation.

But investment decision-making is not totally rational.

Are you using all the tricks to be more persuasive in your investor presentations?

Psychology techniques can nudge even the most experienced investor.

Here’s how you can create the best investor presentation

1. Set high expectations

Our expectations shape our actions. This leads to those expectations being met: a self-fulfilling prophecy.

That’s why placebos are so effective in treating illnesses. Because we expect to feel better after taking medicine, we do feel better.

 

How can you use this for more persuasive investor presentations?

From your first contact with the investor, start setting high expectations.

  • If you send an email make it concise, focused and well-written.
  • If you are using a placement advisor, influence the words they use to describe you.
  • If you have media coverage send it in advance.

Like this, you will set high expectations.

 

2. Prime your investors for the best investor presentations

Connected associations can influence actions, thoughts and behaviours.  For example:

People were subliminally exposed to a logo for just thirteen milliseconds.

They were then asked to list unusual uses for a brick. Those who were shown a logo associated with creativity (Apple) generated a higher number of uses for the brick.

They also had more creative ideas than those exposed to a logo without creative associations (IBM).

Contact us to transform your investor presentations

How can you use Priming for your investor presentations?

Trigger positive associations for your business by well-chosen small talk. For example, use www.onthisday.com. See if the date of your pitch coincides with the anniversary of a legendary explorer or historical event.

Mention this fact while building rapport at the beginning of your pitch. You’ll activate the investors’  mental associations of successful risk-taking, adventure and legacy.

Contact us to transform your investor presentations

3. Invest in design

This Research shows that using an extra colour in an annual report improves an experienced investor’s ranking of that company.

The effect was as just strong as when the researchers added a 20% increase to the company’s previous year’s revenue.

How do you use this for your great investor presentations?

Get professional help with the look and feel of documents you present, including your Private Equity Pitch Book.

A strong first impression will set high expectations and increase the perceived value of your offer.

And you’ll raise investors’ attention levels.

Contact us to transform your investor presentations

4. Seek out your similarities

Repeatedly, researchers have found that we are more likely to agree to do things if those people asking are similar to ourselves.

It doesn’t matter how incidental the similarity (such as a shared date of birth or similar fingerprint), but the less common it is, the more powerful the effect.

 

How do you use this for your great investor presentations?

Find areas of common ground, either in your pre-pitch research or in the opening small talk.

The persuasive power of similarity also extends to body language (Jacob et al, 2011).

If you (subtly) lean forward when the investor does, position your hands in the same way and match their tone of voice, you are more likely to build rapport with them.

Contact us to transform your investor presentations

5. Leverage the start and end of your pitch

The order in which you present your information can influence investors’ perceptions.

These researchers found that the first piece of information provided was most important  when investors’ assess both the past performance and future potential of a company.

In another study researchers showed investors different presentations of the past performance of two funds and asked them to choose one. One fund had better short-term results while the other had better long-term results.

When short-term results were presented last, the investors chose the fund with better short-term results and vice versa.

Why?  Because people tend to over-emphasise the last piece of performance data presented to them.

 

Contact us to transform your investor presentations

How do you use this to create the best investor presentations?

Make sure  your start and finish are particularly strong.

Position any weak arguments in the middle of your pitch.

  • If your company has better short-term results, place this information last.
  • If your company has better long-term results, finish with these.
  • If you know that your investors will be seeing a lot of pitches in a short period of time, try to secure either the first or last slots.

___

These techniques may seem minor by themselves.

However, their cumulative impact can make all the difference when you want to secure that crucial second meeting with an investor.

 

Contact us to transform your investor presentations

We can support you to create and deliver persuasive investor presentations

Benjamin Ball Associates are the experts in advising and coaching for better investor pitches.

We help you create and deliver more persuasive investor presentations.

We advise and coach private equity firms and polish portfolio companies.

Our clients include Permira, ECI, Sovereign Capital, Deutsches PE and Frog Capital.

If you want to polish your performance in investor meetings or re-work your pitch documents, get in touch. We can transform the impact you make with investors. We deliver fast, effective results.

 

Call Louise on +44 (0)20 7018 0922 or email louise@nullbenjaminball.com to find out more.

Contact us to transform your investor presentations

Video: How Private Equity Funds can pitch, present and persuade more effectively

Paul Farrow is a Partner at Benjamin Ball Associates. In this video from SuperReturn US East, Paul discusses the common mistakes made by Private Equity funds when communicating with potential investors.

He reveals the unexpected personality trait that investors look for in fund managers, and why LPs don’t want to ‘be taken through your pitch presentation’.

He shares essential advice that will improve your fund’s messaging, help you stand out and impress prospective investors. Click the play button below to watch:

About Benjamin Ball Associates

Benjamin Ball Associates Team

Benjamin Ball Associates helps clients to communicate better with investors.

Over the years the BBA team has coached thousands of senior executives 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 presentations

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