Business Plan Investor Presentation

After a business plan has been written, the next stage often involves pitching the plan to prospective investors. This very fact means that the plan authors and management team should be one and the same and that ‘outsourcing’ the business plan writing process should not be considered. Therefore, using templates to do the written plan document and powerpoint presentation deck yourself, should be your primary consideration. It is not just the content of the business plan that is being scrutinized. The capabilities of the management team are also on show and hence their ability to deliver a business plan investor presentation in a clear, concise and convincing manner are vital to the overall objective – that of convincing an investor to invest in the business. These prospective investors are not investing in a physical document but in an idea and in those proposing to deliver the idea.

One of the most effective ways to pitch is to place the investment opportunity in the context of a story. Ideally, the story will focus on a problem encountered and the fact that the new idea being pitched solves this particular problem. If the investors can relate to the problem, they are more likely to invest in your business. After that they will be assessing how many people are affected by ‘the problem’ and whether the proposed idea satisfactorily resolves the problem. Finally, if they believe that the idea can solve the problem profitably and it is defensible (via patents, trade marks, etc.) it is likely they will be interested in investing.

The number of slides in the business plan investor presentation should be kept to the bare minimum, usually 10 to 20. the content must be rigorously analysed to ensure relevance and clarity and time must be managed carefully. It is recommended each investor receives a slide deck, which contains more detail than the presentation itself because of extensive use of the Appendix section of the pitch as a leave behind with more details. Additionally, it is important to manage the subsequent Q&A process carefully as this is the stage where the investor gets to request information about details that they require to convince them that the proposal is indeed worthy of their investment.

 

Download Investor Presentation Templates                 

 

Business Plan Templates
The collection of business plan templates can also be accessed below:

 
Business Plan Investor PresentationFinancial ProjectionsStartup Agreements
Offering MemorandumMarket ResearchSWOT Analysis