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    How To Create A Pitch Deck For Investors

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    Roselyn Matienzo
    The document summarizes the 8 main steps of the private equity capital raise process in 3 stages: 1) Pre-offering stage which involves defining funding strategy and terms, preparing business details, and finding investors. 2) Offering stage which involves creating a pitch presentation. 3) Closing stage which involves securing a partnership with investors. It then provides more details on how to create an effective pitch deck, including sections to cover the business model, marketing and sales, competition, management team, financial projections, current status and use of funds.

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    How To Create A Pitch Deck For Investors

    Uploaded by

    Roselyn Matienzo
    30 views2 pages
    The document summarizes the 8 main steps of the private equity capital raise process in 3 stages: 1) Pre-offering stage which involves defining funding strategy and terms, preparing business details, and finding investors. 2) Offering stage which involves creating a pitch presentation. 3) Closing stage which involves securing a partnership with investors. It then provides more details on how to create an effective pitch deck, including sections to cover the business model, marketing and sales, competition, management team, financial projections, current status and use of funds.

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    Creating Competitive Advantage

    Original Title

    Techno report

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    The document summarizes the 8 main steps of the private equity capital raise process in 3 stages: 1) Pre-offering stage which involves defining funding strategy and terms, preparing business details, and finding investors. 2) Offering stage which involves creating a pitch presentation. 3) Closing stage which involves securing a partnership with investors. It then provides more details on how to create an effective pitch deck, including sections to cover the business model, marketing and sales, competition, management team, financial projections, current status and use of funds.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    30 views2 pages

    How To Create A Pitch Deck For Investors

    Uploaded by

    Roselyn Matienzo
    The document summarizes the 8 main steps of the private equity capital raise process in 3 stages: 1) Pre-offering stage which involves defining funding strategy and terms, preparing business details, and finding investors. 2) Offering stage which involves creating a pitch presentation. 3) Closing stage which involves securing a partnership with investors. It then provides more details on how to create an effective pitch deck, including sections to cover the business model, marketing and sales, competition, management team, financial projections, current status and use of funds.

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    Private equity capital raise process in 8 steps

    Generally speaking, the private equity capital raise process can be split into 3 stages:

    1. Pre-offering (before approaching investors)


    2. Offering (liaising with investors)
    3. Closing (securing partnership with investors)
    Step 1: Define funding strategy & Ts and Cs (Terms and Conditions)

    Pre-offering

    So, what deal are you looking for? What are you hoping to walk away with? What
    percentage of your business are you willing to part with in return for capital? Are you lookin
    g for mentorship or purely funds?

    If you have a clear plan in mind for the funds you want to secure, you’re more likely to
    secure investment, plus execution then becomes as easy as simply following your plan.

    Step 2: Prepare business detail

    Your business cannot exist in your head when you present to investors. Investors will want
    to know about the market potential, your business model, your marketing strategy, budgets
    and so much more. Make sure you have this information at your fingertips.

    Step 3: Find investors

    Do your research. What investors are active in your space? Believe it or not, finding
    investors is not the hardest part about securing funding. However, if you’re struggling, you
    might consider appointing a financial advisor.

    Step 4: Create pitch presentation

    Not only will the practice “make perfect” but it’ll also give you a chance to get other people’s
    insights and incorporate them as you see fit.

    How to create a pitch deck for investors

    Title

    Include your business’s name, your name and title, and contact information.
    Open simply with, “This is my company and this is what we do.” You want to get
    investors thinking about the potential for your company and the size of the market.
    Business model

    Explain how you make money—who pays you, your channels of distribution and
    your gross margins.( the amount of total sales revenue that the company retains after
    incurring the direct costs)

    Marketing and sales

    Explain how you will reach your customer and your marketing leverage points
    (unique product feature).

    Competition

    Provide a complete view of the competitive landscape (business analysis method


    that identifies direct or indirect competitors to help comprehend their mission, vision,
    core values, niche market, strengths, and weaknesses.) Never dismiss your
    competition. Everyone—customers, investors and employees—wants to hear why
    you’re good, not why the competition is bad.

    Management team

    Describe the key players on your management team, board of directors and
    board of advisors, as well as your major investors.

    Financial projections and key metrics

    Provide a three- to five-year forecast such as number of customers and


    conversion rate. (Businesses utilize forecasting to determine how to allocate their
    budgets or plan for anticipated expenses for an upcoming period of time.) Financial
    projections help you assess what additional assets are needed to support increased
    revenue and the potential impact on your balance sheet

    Current status, accomplishments to date, timeline and use of funds

    Explain the current status of your product or service, what the near future looks
    like and how you’ll use the money you’re trying to raise

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