Investor Presentaiton
Best Practices
The Presentation is your opportunity to present yourself in your best possible light and as you
want to be seen. Just as first impressions are made when you first meet someone, your
presentation materials make a first impression and investors will draw conclusions from them.
An investor's impressions are an important part of their decision-making process.
The Presentation is also your opportunity to leave behind the specific information that you want
the investor to remember. If you rely on the investor taking notes during your presentation, then
its impossible to know what information they have retained.
It is usually best to actually use the Presentation during your meetings. You have spent time and
effort organizing your thoughts around the investment opportunity while preparing the
Presentation and it should represent all of your important investment considerations. In
addition, by using the presentation during your meeting, you will be reinforcing to the investor
which information you think is important and where the investor can find it later should they
want to use it in for an internal write-up or conversation.
Some best practice considerations for a Presentation (see Appendix for more detailed
descriptions) include:
Design and Formatting
Vision
Path to Executable Returns
Concrete and Supportable Information
Delivery and Meeting Dynamics
Regulatory and Legal Standards
Grou
Note: Shorter is best but there is no "right" number of pages - be as short as possible (1 to 2 pages per
Topic) but as long as is required to convey important (ie: concrete supporting) information.
Covered Topics
There is a basic format for most Presentations which covers the breadth and depth of an
investor's initial inquiry. Within this relatively standard framework, each Presentation will have
varying degrees of emphasis and detail depending upon circumstances. Therefore, different
structures and different stage companies will use different specific information to create the
investor bridge. These areas include:
See: Presentation Templates - Company / Fund for Examples of Specific Information
Vision
• Vision Statement / Summary
Sales Points
Problem / Market Opportunity
•Solution / Growth Opportunity
•Macro Analysis / Market Size
• Competitive Analysis /
Advantage
Value Proposition
• Investment Opp / Process /
Attractive Characteristics / Why
Now?
• Pipeline / Case Studies
/Traction / Sourcing
• Concrete Plan / Operations /
Risk Management
Who & What
• Financials / Important
Assumptions/Track
Record
Team Biographies
Summary Terms &
Conditions/Current
Capital Info Use of
Funds
•Appendix: Footnotes
Financials, Returns, Data,
etc
DEER ISLE GROUP, LLC
2 West 46th Street, Suite 402
New York, New York 10036
Tel: (212) 488-0555 Email: [email protected]
Copyright 2018 Deer Isle Group, LLC
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