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Presentation Tips & Guidelines: Create a Visible Path to Investor Returns

by Deer Isle Group Jan 18, 2023

PRESENTATION  TIPS AND GUIDELINES:

CREATE A VISIBLE PATH TO INVESTOR RETURNS

Purpose

The goal of a presentation is to provide a written introduction of your investment opportunity in order to hold a meaningful investor meeting – leading to a due diligence process. Read our tips and guidelines here!

The presentation should provide the investor reasonably concrete information in order for them to understand how the investment opportunity might help them meet their investment objectives and provide them with an attractive risk adjusted return.

NOTE:

The previous sentence does not say the presentation goal is for the Investor to: “Learn about your Company”!

Your investment opportunity or company is the vehicle through which an investor meets their investment goals/risk adjusted return expectations. Your investment opportunity or company is not the direct purpose of the investment!

The specifics about your investment opportunity or company are clearly important. Investors have specific areas of interest, expertise, investment guidelines/preferences and therefore want to know the details of your investment opportunity/company. However, an investors desire to know about your investment opportunity/company is to help them determine whether they think your particular opportunity meets their investment goals and risk adjusted return objectives. 

Investors are comparing your opportunity to others to which they have access. Gaining access to capital is a competitive endeavor – your investment proposition will be compared with many others (some that will seem similar to yours and some that will seem different) and your ability to meet the investor’s goals/return requirements needs to be strong enough to stand out from the pack.

Result

The result of a well-constructed presentation is that it provides the investor supportable, value-add introductory information about your investment opportunity, a meeting outline that is easy to present and the basis for continued engagement / due diligence.

The intended outcome is for the investor to enter formal due diligence and request more information from its Due Diligence Check List – Company / Fund.

Contact Us:

Deer Isle Group

info@deerislegroup.com

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Founded in 2007, Deer Isle is an innovative investment bank that equips capital market participants with the tools they need for transparent, seamless, and efficient capital markets transaction success.

Since our inception, we have facilitated over $5 billion in capital transactions through Deer Isle Capital, LLC—our FINRA-registered broker-dealer—for companies and funds across various security types, sectors, and geographies.

At the core of our approach are effective, unbundled capital solutions, offering expertise and guidance that can be customized to meet each client’s unique needs. Our services, available on an "as-needed" basis, include:

  • Strategic Capital ConsultingTM (“Outsourced Strategic CFO services, Deer Isle Executive Management/Board Bootcamp or Sprint”) to prepare for a capital or M&A transaction leveraging the Deer Isle proprietary AI enhanced 4 pillar capital framework and real-world experience.
  • Beacon (“Proprietary Technology”) offers White-label and Turnkey Capital Provider engagementwith customized content and data analyticsfrom a relevant subset from a universe of 17,000+ institutional (fiduciary) capital markets organizations/50,000+ institutional capital market people.
  • Closing Advisory/Guidance (including “Shepherding”) expertise, through Deer Isle Capital, for structuring, negotiating, and completing a successful capital/M&A transaction.