[page_counter]
Image of a better investor pitch book

Ten Benefits Of A Better Investor Pitch Book

May 10, 2018

A great investor pitch book is at the heart of successful fundraising.  It should capture the essence of your business or fund and make it easy for the reader to understand you.

These days, a great pitch book is not a “nice to have”, it’s a “must have”. A better pitch book will help you raise money faster.  Working with our clients we have seen, again and again, the positive impact a great pitch book makes. And this is equally true in private equity, hedge funds and in publicly-listed companies.

Just to be clear, we are not just talking about having a well-designed investor pitch book (although that can help). A great investor pitch book has the right content, organised in an investor-friendly way.  It’s a document that’s a pleasure to read and that addresses what an investor needs – and wants – to know.  And it’s a document that properly reflects the heart of your business.

It’s the difference between a piece of music by Saint-Saëns and by Stockhausen.  They both contain the same notes, but one is a delight to listen to; the other is hard work.

 

1. A better investor pitch book makes it easier to get first meetings

Just last month I saw this tweet by VC Nic Brisbourne of Forward Partners.  If you make it easy to understand your investment proposition, then the reader is more likely to meet you.  What this means is that you need to clarify your investment case, and then tell your story clearly and simply.

blog post text - create a better pitch book for better investor meetings

 

2. A better investor pitch book helps you stand out from the competition

If an investor gets ten pitch books in a pile, what makes yours stand out?  How can you get yours to the top of that pile?  The good news is that there are tried and tested techniques that you can use.  For example, when we re-write pitch books for our clients, we make them shorter and easier to read.  Look at this collection of great early-stage pitch books for inspiration.

 

3. A better investor pitch book explains what makes you special

Does your investor pitch book really explain what makes you different?  Can you equip your investors with the tools they need to justify their decision to take investment in you to the next stage?  This means finding the elements of your investment proposition that are distinctive and that underpin your success.  For example, it could be your track record, your team, your approach or your investment strategy.  You need to be very clear on this.  Having one strong, distinguishing, memorable feature is more powerful than having ten.

 

4. A better investor pitch book helps the investor talk about you as you want to be talked about

Imagine what happens after an investor reads your documents.  They might discuss you, write about you, and share information with their colleagues.  Have you written your document so that it’s easy for them to do all of these things?  Can they spread the word in a memorable and engaging way?  That’s the sign of a great pitch book.  It means writing it so your words can be easily repeated.

 

5. A better investor pitch book answers an investor’s immediate questions

Every investor will have questions.  The easier you make it for them to get the answers they need, the more likely they will consider you seriously.  But it must not say too much – it can’t answer every question or it becomes unwieldy.  For example, in a teaser document, think of your pitch book as a CV or resumé.  It  should share just enough information for people to want to meet you, and no more.

 

6. A better investor pitch book helps investors ask you the right questions

When you meet investors, you want to have an intelligent conversation.  Well, what about writing your pitch so that it guides the conversation as you want it and stimulates the right questions?  For example, if you are raising money for a better mousetrap, and the key piece of evidence for the success of your business are the sales on Amazon, you want to write your pitch to encourage the investor to ask questions about that.

7. A better investor pitch book weeds out those investors who are not interested

A great way to save time is to identify those investors who are not really interested.  A ‘NO’ is the second best answer you can get.  It’s the ‘Maybe’ answers that are often least illuminating.  So, be clear, be definite and show exactly who you are and who your investment is best suited for.

 

8. A better investor pitch book makes life easier for the investor

Your pitch book could be the start of a wonderful relationship. If you make life easy for the investor from the start, they are more likely to want to work with you.  A great pitch book is a great way to begin that process.

 

 9. A better investor pitch book means more successful investor meetings

I am sure we have all experienced a meeting where you turned up to an investor and it was clear they hadn’t read your documents.  That might have been a sign that your pitch book was less than ideal.  Your pitch book should be as easy to read as a newspaper or magazine.  If it is, the investor can flick through it quickly and understand your investment case.   We like to apply our ‘Flick Test’ to all pitch books to make sure the core messages are easily accessible.

 

10. A better investor pitch book saves you time

As well as all the benefits for the investor, a better pitch book also saves you time.  You get to speak with the right investors and you spend less time answering obvious questions.  A great pitch book should also accelerate the fundraising process.  That means you can get back to managing your business – where you really add value.

What can you do today?

If you would like to polish your pitch book, we would be delighted to help.  We’ve been helping firms and funds with their investor pitches for over 10 years.

In every case, clients benefit from expert advice, clear thinking and great value support.

Call Louise Angus, our Client Services Director today on 07768 882 984 to discuss how we can make your conversations with investors even easier. Or email her here.

You may also be interested in our article, Seven secrets of the best investor pitch decks.

You may also be interested in...

Fundraising Presentations: a survive and thrive guide for talking to investors

Apr 21, 2017

Fundraising presentations are hard work. You're bombarded with challenging questions from investors, worn out by long days, and struggling to...

Read More

Persuasive Investor Presentations – five techniques from psychology

Apr 13, 2016

Investment decision-making is not totally rational. Are you using all the tools at your disposal to create and deliver persuasive...

Read More

Five reasons that good public speaking skills make you a better leader

Nov 11, 2016

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

Read More

Ten Benefits Of A Better Investor Pitch Book

May 10, 2018

A great investor pitch book is at the heart of successful fundraising.  It should capture the essence of your business...

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, 2017

How can you be seen as a top 1% fund by investors? At SuperReturn Emerging Markets in Amsterdam, experienced LPs...

Read More

How you can create a powerful elevator pitch

Mar 07, 2016

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

Read More

How to Take Charge of Your Media Interviews

Jan 16, 2013

Better Media Interviews The excruciating Newsnight interview with Treasury Minister Chloe Smith this summer is just one example of how poor preparation...

Read More

How To Write So People Will Read – 6 Great Tips

Mar 11, 2018

These days, we are writing more than ever.  That means it’s harder than ever to grab attention.  Your readers have...

Read More

How well do you answer difficult investor questions?

Nov 16, 2017

When an investor questions how you calculated your Private Equity fund's performance, how do you react? If an investor asks...

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 Harness Powerful Language For Leadership Communications Great leaders use Power Language to add interest and colour to what...

Read More

The “So What?” Test

Dec 30, 2009

When you put your talk or presentation together, how do you decide what to include and what to leave out?  Use...

Read More

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

What do investors want? Six pitch tips for 2017

Sep 21, 2016

While we wrote this piece with our Private Equity clients in mind, there are good lessons here for anyone pitching...

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

Storytelling: your secret weapon for effective business communication

Jul 05, 2017

Leaders use storytelling so that audiences listen, remember and act on what they say. In fact, stories are “the single...

Read More

Make Your Investment Pitch More Memorable – Six Simple 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

Three persuasive appeals you must use in your talks and presentations

Nov 30, 2016

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

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

ESSENTIAL PROGRAMMES

Review our top coaching, advice and training programmes.

1. Improve Your Investor Pitch

2. Public Speaking Coaching

3. Presentation Coaching

4. Media Training
All these are in-house programmes. (Not ‘open’ courses.) and can be run as 1:1 or small group training in-house.
Contact Us Now

.

Top Blog Posts

What Our Clients Say


“The new presentation properly represents the institutional quality of our fund. It has been a step change of us.”

Erwin de Kleijn Head of IR, Saemor Capital


“This training has contributed directly to new business – including a new FTSE100 client.”

Michelle Elstein Head of Business Development, Olswang LLP


“BBA transformed our pitch into a compelling investment narrative. They undoubtedly helped us secure Sky TV as an investor.”

Gerry Bastable  Director, Blast Films