Successful Investor Presentation

Key to Successful Investor Presentation

The investor presentation is an important but often overlooked aspect of entrepreneurial efforts to secure financing for their businesses. Even you are a small entity or big company, it is said one of the important sectors in the Business. Whereas the institutional investors such as banks rely primarily on financial statements, business plans, etc., in making their lending decisions, private investors are more likely to be swayed by other factors, such as the owner's vision of a new product's appeal, knowledge of the marketplace, or ability to present a compelling picture of future profits for both the owner and the investor.

Some business owners make Investor Presentations that is only negligibly different from presentations that they make to internal salespeople or to customers. This choice—which is often a byproduct of laziness more than anything else—can have a negative impact on the owner's chances of landing an investor.

Topics such as product features, new technology, and customer service—the things that matter to customers—are of interest to investors only as part of an overall menu of competitive advantages that will help drive sales.

Invest Presentations that spend excessive amounts of time on relatively unimportant points are unlikely to attract investors. Instead, presentations should remain focused on the basic information that investors are likely to want to hear, such as company background, ownership/management background, key employees, product development, market opportunities, existing competition, present, and future marketing plans, and financial analysis and that’s why Edelweiss Swiss Trading is here to guide businesses on their Investor Presentation.

Presenters also need to make sure that the presentation itself is appropriately focused and understandable. On a book How to Give a Terrific Presentation by Karen Kalish, stated that effective presentations have seven key organizational elements:

  • Audience-grabbing opening
  • Well-organized information (including examples, analogies, and anecdotes where appropriate)
  • Logical transitions
  • Short sentences
  • Understandable language
  • Good closing
  • Appropriate responses to questions

Investor Presentation acts as a portal, a passage through which investors and company executives communicate, creating channels of communication is triage. Investors, analysts, and anyone else with a request or a demand for information from a company are usually funneled to the IR department, which functions as a sort of overall catcher’s mitt. Whatever the IR department itself is capable of handling, passing off, passing down, or assigning elsewhere, it will do without involving the higher-ups. This triaging is important to avoid overloading executives, who have other important tasks to attend to, with every information request that arrives at the company’s doorstep.

Edelweiss Swiss Trading and Management Consulting guide Business through their Investor Presentation. We have guidelines that help companies differentiate their standard business models when it comes to its Presentation.

If you’re looking for advice for your company presentation, please contact our team at
info@ewswiss.com or call +974 44722997