2014-06-18 00:00:00 Money & Finance English https://d3hrajprm8dqcv.cloudfront.net/wp-content/uploads/2017/05/08195246/investor.jpg How to Prepare for an Investor Meeting

How to Prepare for an Investor Meeting

2 min read

For certain Small Businesses, Investors provide the finance and the advisory resources to expand their current state of operations and grow their business. After you have explored the areas investors examine before investing and have set up your first meeting, this post will guide you through the: 1. Do Your Research: Any potential Investor will know the ins and outs of your company. It is your task as the organization looking for the investment to know everything you need to know about the investor. It is essential to know their past investments, the amount they have previously invested and also what industries they choose to focus on. This research will enable you to make a better presentation of your company and put you in a better position to elaborate why an investor should invest with you. 2. Practice your Pitch: It is important that while you practice your pitch it does not become too rehearsed. Create a short summary of why your company is in need of investment and highlight the value- additions that an investor will gain out how investing with you. Try out your pitch on a range of people including friends , co-workers and family. Each will have feedback, remember to include the inputs that you truly believe will make your presentation better. 3. State your objectives clearly: At the end of the day, an investor is looking to make money off his or her investment in your company. As the business owner you will need to convince them of your business goals, your business’s capability to reach said goals and most importantly your ability to lead your business to success and profitability. 4. Check ahead before the meeting: Many small businesses view their meetings with investors as a make or break opportunity. Before an important meeting it is always good to check ahead, re-confirm the date and time, discover if other people will be sitting in and if you will have an access to a laptop, projector or anything else you might need for a presentation. It is extremely important that you receive your potential investors’ undivided attention. You do not want them to rush off to another meeting because of a scheduling error. 5. Have a clear expectation of how much you need: Many Business owners in their first time investor meetings tend to low-ball how much they really need. It is important that you have a realistic expectation of how much you need for your company to grow. Be ready to discuss future strategies for growth and how it will impact your investor’s dividends. 6. Bring References: An investor is not the first person to actually put money into your business, your customers are! Remember to carry references from important clients. This will give your investor an idea of your consumer base, how you have built consumer trust and how you have the right backing to expand your business with monetary assistance. Follow these simple guidelines, take a deep breath and get ready to impress at your investor meeting.

Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.

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