Presenting your plan to investors: Tested and proven tips

January 19, 2022

Presenting your plan to investors

Unlike before, entrepreneurs have more options to raise capital now. There are more mechanisms now to spread the word of a prospective business, product, and service to capture the interests of the investors.

Though the investment decision solely lies with the investor, there is only one thing that an entrepreneur can do their best — presenting their ideas and plans to the investors.

Believe it or not, presentation skills make or break a deal. In this post, we are going to share how to prepare and present your best pitch to the investors to launch a successful business.

15 Tips for presenting your plan to investors

Before you start, presentation skills are not restricted to glossy imagery, embedded videos, and colorful appealing layouts. Presentation skills are also about presenting the right type of information, with the right amount of detail, and at the right time.

A perfectly drafted business pitch can win investors’ interest easily. Moreover, the following tips will help create a positive impression in the investors’ minds when presenting a pitch.

The ultimate objective of a presenter’s pitch would be to convince the investors how they can get the best returns on their capital by investing in your business and also if your product shares a similar vision as theirs.

Be compelling

A compelling presentation has several aspects to it. It should be bold and have a better vision of your future.

It should be able to capture the imagination of the investors in a way that they are compelled to believe in the story you sell to them.

It should not be too long. Just about 10-15 slides should be more than enough to present your pitch. However, make sure to have a Q&A session to allow the investors enough opportunity to ask you questions about the pitch and your vision.

Convince the investor of your pitch

In your first pitch, you should create that sense of excitement in your investor. Your pitch should be backed by relevant real examples that can prove that your product is not something created out of rapid hype but is sustainable.

The pitch should present salient facts and features that represent the true core of the product and service.

It should excite the investor in all possibilities and prospects in terms of revenue, income, market potential, advancements, and expansion.

Most entrepreneurs make the mistake of bombarding investors with too much information. If too many specifics are given, the investors might just get critical of the product rather than be excited about the prospects.

Use the storytelling technique

A great prelude to the pitch sets the context. The prelude can elaborate on the concept or idea — how, where, and why it happened.

The idea can be related to real-world events, happenings, history, culture, technology, industry, and so on. In addition, the product, service, or business idea becomes more life-like by doing this. The feelings that the presentation evokes make it a piece of emotion.

Use a presentation maker to design your presentation

Many ambitious pitches fall flat due to an ill-designed presentation. You can use a presentation maker like Pitch to easily design stunning presentations.

The best part about using a professional presentation maker is that you get to choose from a stunning range of customizable templates. It also enables you to tell rich and immersive stories.

Getting started is easy with a presentation maker. You need to import a Powerpoint presentation and choose a specific style from the template gallery that best matches your product and audience.

Offer substance

Being compelling and creative with your presentation is undoubtedly important, but if you do not have enough substance in your presentation, your investors will lose interest really soon.

What can you do here?

  • You can choose to delve into the details of what the need is all about.
  • Then define the target market and size.
  • Do a thorough analysis of your competition and highlight your Unique Selling Point (USP)
  • Describe your strategy to reach the target market.

Share your business model

Investors are in fact mostly interested in this slide. The real question here is how will you make money?

A business model provides the investors with detailed insight into the different revenue-generating options, opportunities to optimize costs and enhance operational efficiency, and so on.

Talk in specifics

Talk in specifics and not abstractions. Make your presentation tangible so that even a random person on the street can understand what you are talking about.

Avoid all the technical jargon in your pitch. That mostly makes the investors lose interest as they are hardly aware of the technical terms.

Share your success stories

You would always want to build some credibility around your presentation and pitch.

And how exactly would you do that? By sharing your past successes.

This is probably the only opportunity you will get to blow your own trumpet without sounding too obvious.

You must also make sure you don’t leave this point too abruptly. Show them where you intend to go with your ideas and plans. Moreover, share with them what’s in store for them — the next steps — if they sign up to partner with you and invest in your business.

Talk about your funding needs

You need to be open about your funding needs. Share with the investors how much money has already been invested in your business and how much more you need to scale your business to the next level.

  • Do you need to raise multiple rounds of financing?
  • Or are you seeking an equity round or something else?

Also share with the investors, how much you need, how you plan to use that amount, and what will be the intended outcome.

Show your financial projections

It is very important for the investors to know what the revenue will look like in the next three or five years. You need to back up your financial projections with valid assumptions.

If investors express further interest to know about your financial plans then make sure to take the time to walk them through it in the same presentation or schedule another meeting after you have delivered the presentation.

Talk about what the investment lifecycle looks like

Some investors love to stay invested; others are more thrifty and explorative.

It helps to give them a timeline for when they can exit the company as investors.

It only means that the company has a critical mass of several other investors in their respective investment lifecycles. The ones nearing their investment lifecycles can stay on and rake in the profits or sell or divest their shares.

Define your success criteria

No two business ideas are the same. No two visions are the same.

What success means to you may or may not resonate with your investor. It is important for both you and the investor to be on the same page regarding the success criteria.

If you are both aligned on your vision and your definition of success, both your idea and your pitch are sure to be a hit.

Share your exit strategy

If you are seeking a huge sum of investment, then you need to share your exit strategy as well.

In fact, most investors will be interested to hear about an exit strategy — do you plan to get acquired, go public, or do something else?

Make sure to show the investors that you have done your diligence by researching target companies and have an exit strategy in mind which you may want to execute three, five or ten years down the line.

Display your passion

As much as a good presentation can do wonders for your audience, your passion must come across to the investors — the passion to do something that has never been done before.

If you fail to get the audience to sit straight and listen to what you are saying or presenting, the battle is half lost. Additionally, you have to carry the impression throughout that you are enjoying what you are doing. Even subtle expressions like acknowledging your investor thoughts or suggestions can work wonders.

Follow-up and feedback

Whatever be the outcome of the presentation – whether you receive the funding, another call, or complete rejection, make sure you ask for detailed and specific feedback about your presentation and speech.

You might want to have another member take down detailed notes for you. Look for specific areas where you stumbled or your speech left a not-so-favorable impression on your investors.

Always remember, every pitch is a new learning opportunity. Treat every pitch as your first pitch and give your best shot.

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