What to Include in Your Presentations to Win Over Investors

Last Updated: 

February 21, 2024

Convincing investors to back your business venture is no easy feat. They want to ensure that they are investing their money in a business that is likely to be successful and by extension, profitable. The best way to get investors’ attention is to sit them down and present your ideas to them directly. However, to do this well, you must show them an investment-winning presentation. If you do not feel that you have the necessary skills to create a compelling presentation, consider hiring a presentation design agency to create one.

Top Tips on What to Include in Investor Presentations:

  • Investor Presentation Overview: An investor presentation provides a concise overview of your business vision, products, services, market opportunity, financial information, and funding requirements.
  • Capture Attention Immediately: Engage investors from the start by explaining an industry problem and how your venture addresses it. Use compelling storytelling to convey your passion and vision.
  • Introduce Your Team: Highlight the individuals running the company. Showcase their relevant skills and experience, ensuring investors have confidence in the team behind the venture.
  • Prioritise Good Design: Ensure the presentation slides are visually appealing and free from distractions. Consider outsourcing to professional presentation designers if needed.
  • Highlight Your USP: Clearly convey your venture's unique selling point (USP) and differentiate your business from competitors. Use real-life terms to explain the quantifiable value of your venture.
  • Marketing and Sales Strategy: Dedicate a slide to your marketing and sales approach. Answer key questions like the chosen marketing strategy, its appropriateness, target audience awareness, and the sales cycle.
  • High-Level Financial Overview: Present high-level financial information using pie charts or graphs for clarity. Detailed financial records can be shared post-presentation upon investor interest.
  • Practice and Preparation: Before presenting to investors, practice the presentation to refine it and prepare for potential questions.

In essence, a well-structured and engaging investor presentation can significantly increase the chances of securing investment. It's crucial to be clear, concise, and compelling, showcasing the value and potential of the venture.

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What is an Investor Presentation?

An investor presentation allows you to talk to investors about your venture. During the presentation, you will give a clear but concise overview of your business vision, the products and services you plan to provide, market opportunity, a summary of high-level financial information and funding requirements.

How to Create an Investment-winning Presentation

You do not have much time to win over investors. As a result, your presentation should be short but compelling. There are a few steps you can take to create an investment-winning presentation:

Capture attention immediately

Investors will sit through many investor presentations. You must quickly capture their attention to ensure they do not lose interest within the first few minutes of your presentation. Compelling storytelling will keep investors hooked. Explain to them how you came up with the idea for your venture and show them why you are passionate about your vision. For example, some of the best investor presentations start by explaining an industry problem, and the remainder of the presentation describes how the speaker’s venture fixes said problem using compelling business PowerPoint templates.

Introduce yourself and your team

If investors are to put their hard-earned money into your venture, they will want to know more about the individuals running the company. Without a good team, there is no good investment. If your team is present at the presentation, they should briefly introduce themselves and explain their relevant skills and experience. If they are not present, make sure to include a slide that introduces them with a high-quality, professional photo and a short description of their relevant skills and experience.

Prioritise good design

Have you ever attended a presentation and found that you felt distracted by the atrocious design of the slides? Blurry images, inappropriate graphics, and huge blocks of text are incredibly off putting and will cause people to lose interest in a presentation. If you want to be creative and you're looking for engaging, simple-to-use PowerPoint business templates, check out SlidesCarnival, they have a wide selection of design themes available.If you or other members of your team do not have the necessary skills to create an investment-winning presentation, consider outsourcing the task to presentation designers.

Explain your venture’s unique selling point

One of the most important aspects of your investor presentation is explaining your unique selling point (USP). Your USP differentiates your business, allowing it to stand out from the crowd. You should make your venture’s USP crystal clear to the investors. A great way to convey your product or service’s value proposition is to explain how your venture will influence consumers in real-life terms. For example, does it allow consumers to save money? If so, how much money? Investors love to see the quantifiable value of a venture. If the figures are promising, they are more likely to invest in your idea.

Summarise your marketing and sales strategy

You should dedicate a slide to your marketing and sales strategy. Investors will want to know how you plan to reach your product or service’s target market. Investors can then use this information to determine how your venture differentiates from others in the same market. Explain the marketing strategies you plan to use and your financial expectations for these activities. It may be tempting to go into heavy detail on this slide, but try to keep it simple and concise. Your slide should answer the following questions:

  • What marketing strategy will you use?
  • Why is this strategy appropriate for your chosen business model?
  • How will you make your target audience aware of your product or service?
  • What will your sales cycle look like?

Give a high-level overview of financials

Interested investors want to assess the financial health of your venture before investing. However, you do not have much time to communicate this information during the presentation. You should include high-level financial information in your presentation. The best way to share financial information quickly and clearly is to present it in pie charts or graphs. Then, if investors like the look of your venture’s high-level financials, they will ask to see more detailed records after the presentation.

How to Win Over Investors

Winning over investors is a challenge. However, being equipped with a concise but informative presentation will increase the likelihood of success. Make sure to practice your presentation before you present it to investors to iron out any issues and prepare for the questions investors may ask.

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