Top 8 Killer Investor Presentation Points
Investors are people just like you and me. They want to know 'what is it in for me'. They
have money to invest because they have successfully earned enough income to put them in the top 5% of the wealthy. They
are motivated to invest because they want to give back with the experience and money.
Your first presentation should be no longer than 8 - 15 minutes. Back up
charts and other visuals can be used to expand on a point. Use our Top 8 Killer Investor Presentation Points as a guide.
1. Opening Remarks
2. Mission Statement
3. Market Opportunity
4. Description of Product or Services
6. Capital Needs
8. Closing Remarks
1. Opening Statements
Opening statements should be concise and to the point. Introduce yourself and any other members of your management team
who are present. If possible, have one of your creditable investors speak for a couple of minutes on their personal
insight as to why they invested. It should not be an investor who is a close relative or is part of the management team.
Get excited and have passion about your opportunity. Create a buzz about your deal, so that investors
will spread the word about your company to other investors.
Comment: Give a concise and professional overview that gives investors attending some insight as
to your organizational skills. The tone you set for the presentation is critical. Be professional, but find some areas
where you can add some humor without being a comedian.
"First impressions are very important."
2. Mission Statement
In one or two sentences, state the mission of your business.
3. Market Opportunity
In a short paragraph, demonstrate to the investors the specific market opportunity or need for your
product or service. Be specific with how many actual products or services can be sold and in what time frame.
Sample of Opening & Mission Statements
Good afternoon, my name is Tom Jones. I am the founder
and President of XYZ Corporation. Assisting me today is our CFO, Richard Smith.
Accelerated use of latex gloves and latex covers for medical devices to protect against infectious diseases over
the past two decades has resulted in as many as 17 percent of healthcare workers affected by latex allergies. A greater risk is with the general population that is not aware of the
allergy until they come in contact with latex during a medical procedure. XYZ has identified the cause for the allergy
and has determined a process for making latex virtually non-allergenic.
have a contract to distribute our process to 72 countries and are raising $500,000 to fulfill the contract.
4. Description of the Product or Service
4. Describe what product or service your company
sells. Keep it simple. Don’t bring up technical or confusing information. Details are usually brought
up in later meetings. It is important to be specific on the product or service’s unique value to customers and
why your company is different from the competition. It is imperative that you show how your company will attract customers
who will purchase what you are selling.
Many companies who have had good
products and services did not become successful. One reason is to clearly identify your company’s marketing strategy.
Talk about the value of your strategic alliances and partnerships. Investors look for aggressive marketing
as a key component to success. Therefore, choosing a marketing method is critical to achieving your success. Will
you be marketing directly or use strategic partnerships and alliances? This is vital, since the cost to market directly
can be very costly. Using strategic partners, alliances, or resellers could be a much more valuable marketing and sales
"Create a buzz about your deal by being articulate, passionate, and with complete understanding of your opportunity."
6. Your Management Team
Describe each key person who
is important to making the company successful. Most investors recognize that having a management team of friends and
relatives is usually not a good idea and could be a critical mistake to the company in many ways.
best talent you can find, with strong managerial skills, and explain to the investors why this management team, under your
guidance, can lead the company to success.
If your management team is not in place, it is vital that you at least identify
key personnel who will join your business at some future event or date, (such as after funding has been obtained).
"Investors are attracted
to people who have been successful
in other businesses."
7. Capital Needs
It is very important to outline the need for funding and why your company should be considered for
Understanding the importance that each investor is very interested in how you are going to spend their
money. Demonstrate exactly how your company will prudently spend the money.
Be sure to have
an easy to understand, detailed month-by-month written use of funds that backs up what you say in your presentation.
In a summary format, reveal the use of funds and projected salaries. Investors look favorably on first year salaries
of $40K - $60K tied in with some performance clause. Investors usually don’t want to pay for high salaries.
Be sure to say 'Thank you' to
the investors for their time and invite them to an demonstration, a visit to your facility, or to an additional meeting with
more in-depth information.
The gold is in the follow-up. Keep investors informed about your progress
in an investor relations campaign. Ask if there are certain areas they would like you to address. When possible,
get their feedback on what they liked and any concerns they may have.
"Practice until you can deliver the presentation by memory."
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