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




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.


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.


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.