Master Your Message for Maximum Impact

Spring is in the air! It’s that time of year again when Annual General Meetings are the order of the day. In lock step with AGMs seem to be investment presentations – presentations developed to attract investment. I’m in the midst of developing a presentation for a private company to raise in the millions of dollars.

These are important presentations! There’s a lot on the line. However, getting a start on one is relatively easy, as the outlines are typically very similar. The hard part is filling in the facts and weighting them appropriately.

So, here’s a “generic” outline, realizing that it will change according to the company, industry and situation:


Key players in room and roles in presentation – slide with company logo

Brief Overview

Investment opportunity – key benefits (keep to one slide)


Tell them what you’re going to tell them (keep to one slide)

Company History

Brief (up to today) Here you want to end with a snapshot of the company as it is today.


Absolutely critical slide (particulary in today’s economic environment) board of directors/key management (keep to one slide)

The Product/Service (the business)

Snapshot as at today (may be several slides)

The Market

Competitive, relative pricing, position, negatives, positives, outlook (may be several slides)

Past Performance

All the numbers – make sure all the graphs are clean – the numbers must be communicated with absolute clarity.

company structure here as well


What are the specific objectives/opportunities going forward

Investment Opportunity

Structure, return, offering (keep to one slide)


Why Invest? (benefits, use of funds, timing) (keep to one slide) Tell them what you told them.

So, there you have it – a relatively simplistic outline of an investment presentation that will hopefully get you started. As part of the current presentation we’re developing at the moment, video will play a important part. But remember, don’t “sell” the company – rather put it in a great light. Investors get “sold” far too much and if you’re obvious, this can destroy your credibility. In most presentations, there are also legal implications involved with projections, so make sure that if that’s a key element of your presentation that you consult a lawyer.

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