How to Present to Investors: 5 Proven Ways to Nail Your Pitch

how to present to investors

Presenting a business pitch can be nerve-wracking, especially if it’s your first time doing so. Before you can get your investor’s nod of approval, you must first succeed in getting them to listen to your business plan. After all, your goal is to persuade your investors into funding your startup. With enough funding, you’ll be able to take your small business to the next level.

If you want to learn how to present to investors, here are some tried and true tips for creating a successful pitch for your business.

Table of Contents

Getting a suitable investor to invest in your business isn’t a walk in the park. You must succeed in proving that your business has the potential to grow. For this to happen, you’ll need to come up with a convincing business pitch presentation.

How to Present to Investors?
Tips to Improve Your Business Presentation

You might ask yourself how to present to investors in a way that will pique their interest. While showcasing your enthusiasm can be a good thing, it won’t be enough to incite your investors to give you some funding. Below are some tips on how to successfully present your pitch to potential investors:

1.) Skip the small talk.

Cut to the chase. Don’t try to appeal to your investors using small talk. Investors want to know more about how you plan to take your business to the next level. Avoid overloading them with information. Instead of overfilling your slides with charts and graphics, focus on coming up with a good business narrative. 

Being straightforward also helps create a positive first impression. You’re demonstrating professionalism by understanding the value of time.

2.) Know your investor.

Before you meet up with your investor, do some background research first. Take time to learn about your investor’s level of commitment and expected returns. Knowing who your investor is will make it easier for you to communicate your needs upfront. It’ll also help you determine whether your potential investor is the right fit for your business.

3.) Be transparent with your financial needs.

When presenting your pitch, be authentic and clearly state the amount you need to fund your business or project. Be transparent about your financial statements and expected returns. Don’t even attempt to bluff your way into getting the funds. Investors are keen on observing whether you’re telling the truth or not.

4.) Practice some effective relaxation techniques.

Anxiety can ruin your presentation. No matter how confident you are with your pitch, your nervousness could ruin your chance at presenting a perfect business proposal. It’ll help a lot if you practice some relaxation techniques. If you’re relaxed, you can focus on the presentation instead of worrying about what could go wrong.

5.) End on a good note.

When presenting to investors, never forget to end your presentation on a good note. The last slide of your pitch deck should consist of something that will leave a positive and lasting impression. Remember that the purpose of your pitch is to get your investor engaged and interested. Concluding your presentation with a bang helps cultivate your investor’s eagerness to get on board. 

Free Template: Investment Proposal

Getting your next investment for your business can be challenging. Simplify the process by using a template that’s proven and tested.

Download the Investment Proposal template below for FREE:

investment proposal

What Is a Business Pitch Presentation?

An investor presentation, also known as pitch deck, is a type of presentation you present to an investor or group of investors. The primary objective of a pitch deck is to give your investors an overview of your business in such a way that they’ll be able to grasp its growth potential. Your business presentation could be in the form of an email or letter, but one of the most effective ways to do it is via a 10-20 slide presentation.

How to Create a Good Pitch for an Investor?

An effective pitch should have the essential elements that can get investors to understand the potential worth of your business or company. Before you schedule that meeting with your potential investor, you better iron out the details that you need to include in your pitch deck first.

In designing a successful pitch, you need to provide concise answers to the following questions:

  • What is your business all about?
  • Who is your target market?
  • What makes your business stand out from your competitors?
  • What is your marketing and sales strategy?
  • How much money is needed to fund your project?

Keep in mind that your business pitch plays a crucial role in getting investors on board. If you succeed in attracting the interest of your potential investors, then you are certainly off to a good start.

Click here to learn more about the essential elements of a good pitch.

What Is the Best Software for Presenting a Business Pitch?

Apart from knowing how to present to investors, you’ll need a reliable presentation tool to help deliver your pitch without a hitch. While MS PowerPoint has always been the go-to tool for creating slides, there are plenty of good alternatives like Prezi, Visme, and Canva.

Having a secure document-sharing tool like Fill will also help you gain a strategic advantage. It enables you to share important files with investors without risking your security and privacy. You can also keep track of your documents in real-time using audit logs and analytics. 

With Fill, you can:

  • Streamline your document signature workflow
  • Enable multi-party signing, making it possible for multiple people to sign your documents simultaneously regardless of location
  • Simplify your deal management by providing an intuitive digital signing experience

Key Takeaway

No matter how carefully crafted your pitch deck is, it won’t be as effective unless you succeed in delivering its objective. Thus, it is crucial to prepare ahead. If you manage to present your pitch successfully, then you’re already one step closer to reaching your funding goal.

Are you in need of a reliable tool for document signing and deal agreements? Fill offers an innovative approach that aims to simplify the way you sign, fill and share documents. It also uses state-of-the-art security to protect your data while you sign documents on the go.

Start using Fill today.

Kent Cañas

Related Stories

Get great articles direct to your inbox

    We’ll never share your details with third parties.
    View our Privacy Policy for more info.