|About||Portfolio||Programs||News||Learning Center||Member Center|
The Investor Presentation
After submitting a business plan to an investor, you should schedule time to give a formal presentation. This initial meeting typically takes place in the investor's offices, usually lasts one to two hours, and can include a varying number of individuals. It is important for you to prepare appropriately for this presentation, which can be a pivotal step in your future with a given investor. You can find information about the elements of a venture presentation in Creating Your Pitch. Also, you should be sure to review the essential guidelines for giving a private investor presentation.
- Know in advance for how long the investor plans to meet with you.
- Know in advance who will participate in the meeting and bring the appropriate number of presentations, business plans, business cards, etc.
- Coordinate in advance any audiovisual needs that you have for your presentation. It is best to plan to have your presentation loaded on a laptop that can be connected easily to an LCD projector.
- Be flexible. While the potential investor will expect you to come prepared with a formal presentation (usually in Powerpoint), you should be ready to speak about any element of your business including the sales and marketing, financial information, technology, operations, etc. It is best to set aside at least half of the meeting for questions and discussion and be prepared to field questions during the course of your presentation.
- Do your homework. Research thoroughly both the firm and the individuals with whom you are meeting and keep up-to-date on financial happenings, relevant industry news, and current events affecting the firm. It is usually not too difficult to obtain general information about the fund, its investment focus and history, and the professional backgrounds of the investment professionals. (Read more about this in Targeting The Right Investor.)
- Discuss process and timing. The timing and nature of each investment process differs so you should understand how the investor expects to proceed and plan appropriately.
- Follow up. Immediately following the meeting, thank the investor for his/her time and respond to any questions or requests for materials that the s/he had.
- Get feedback. Be sure to inquire about the investor's interest in moving forward in the investment process with your company. If s/he is interested, you can expect a quick clear expression of interest (e.g., a company visit). If s/he is not interested, however, you should be sure to get feedback on your presentation and your company. When the investor is giving you feedback, be open-minded and receptive so that you are able to maintain him/her as a solid contact and so that you receive frank, constructive advice that can aid you in your next presentation.