THINGS TO CONSIDER IN FORMATTING AN INVESTOR PITCH

Capture their attention and then their digits. It’s all in the story telling and vision.

Format it like you would want to invest in it more than the investor.

Before the Meeting:

DO THE RESEARCH. IT IS IN YOUR FAVOUR.

STEP 1: ALWAYS RESEARCH YOUR INVESTOR →This allows you to know the mindset and expectations of the people of that you are focused on presenting the pitch too. Always note that you must know what the investor has invested in, what they specialize in, their successful investments, their failed investments and where they’re based.

Always note this down in list formatà Investor name, Investors title, Investors phone number, what they specialize in, investors previous investments, failed investments, where are they located?

STEP 2: ALWAYS MAKE SURE YOU GATHER ALL YOUR MATERIAL → once you have researched your investor make sure you have gathered all of your material. You do not want to leave anything behind or forget any valuable information. Check off this list to make sure that you have all your information with you.

1. Business plan

2. Financial details

3. pitch deck

4. Notebook + Pen

5. Laptop/Computer

6. Make Sure Your Microphone Works

7. Business Cards

8. Wear your company merch

Always keep in mind that you need to close everything on your computer apart from what you will be showing to your investors.

DURING THE MEETING

PREPARE AND THEN SHIP IT OUT TO YOUR INVESTORS

STEP 1 → INTRODUCE YOURSELF WHEN THE MEETING HAS BEGUN, YOU’RE GOING TO NEED TO INTRODUCE YOURSELF. This step will allow you to personalise yourself with the investors with your co-founder.

- Introduce yourself

- Introduce your co-founder

- Hand out business cards to everyone in the room

STEP 2 →COVER KEY PITCH POINTS

During the meeting you want to cover key points like:

- The problem you’re trying to solve

- Your solution to the problem

- Include your success

- Your competition

- Your revenue model

- Financial projects

- Introduce your team

- Exit strategy

→Always remember that during the meeting you will want to ask your potential investor Critical questions to get to know them better and to see if they will work out for your company and the long term implications for your company.

→Always have a list of questions ready for your investors because they will ask you questions and you want to be receptive to their side of the table which requires you to ask questions as well. Below is a sub-list of questions you could ask your investors.

1. When was the last time you made an investment?

2. What is your typical investment size?

3. What’s your process like? How do you make a decision?

4. Who else do you co-invest with?

5. What’s your process like? How do you make a decision?

6. How does our business fit within your portfolio?

7. How do you interact with founders after investing?

AFTER THE MEETING:

YOU ARE NOT DONE ONCE YOU HAVE PRESENTED. YOU NEED TO FOLLOW UP.

STEP 1 → FOLLOW UP WITH THE INVESTOR. MAKE SURE THE INVESTOR KNOWS THAT YOU WANT TO BUILD ON THE RELATIONSHIP. By re-engaging the investors, you prove the importance of establishing good relationships with investors. You also give a reason for the investor to re-engage after your pitch especially if you discussed anything specific.

SUMMARY

Do this by using the email widget that you may have. If the investor asked for anything to be sent over, you can do so. Always remember to link any valuable leave behind information that could be included in your website or pitch deck.

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| |Writer for technology and finance sectors. Product cycles and new technology trends beat economic cycles. | | Marketing Coordinator/Financial Analyst. | |

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Muhammad S. Shahid

Muhammad S. Shahid

| |Writer for technology and finance sectors. Product cycles and new technology trends beat economic cycles. | | Marketing Coordinator/Financial Analyst. | |

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