The Smarter, Faster, Easier Way to Business SuccessTM

The Deal Pitch Process

For the pitch process you will be expected to have your ducks in order. Always remember that not every investor is the same and each investor might want to be approached differently.

Finding Investors
As you are probably aware, you have to start with finding which investors meet your investment criteria before you can ever figure out who to use your pitch on. That means you must decide which form of communication will provide you with the best chance of success.

Email Introductions
First, you will have to find a targeted list of investors to target. Now it’s time to utilize your compelling Elevator Pitch to differentiate your business idea/venture. Remember to have this ready to use in an email format so you can send it off since many investors like the convenience of email to look at funding opportunities.

MAIN POINT: Your main goal, and only goal at this stage is to get an investor interested enough to want to learn more about you, and your venture.

Lead Investors to Online Information
In an instant, any investor that has access to the Internet can be linked to a website so make sure that you use this to your advantage.

This doesn’t have to be a complex website, you are only interested in just getting the pertinent information in front of the investor by whatever means that will make an impact. That means a standalone web page will do. Remember to make it more impactful by using diagrams and pictures if it will enhance the investor experience in understanding your product/service.

The Executive Summary (aka the Pitch Deck)
If an investor is interested in your idea, the next step will be to provide a detailed Executive Summary, with a concise outline of your business. An investor will be looking for an overview of each key area of the business in a very short synopsis. The most important thing is that you should be able to convey your highlights and provide the most compelling factors of why your business is the “best thing since sliced bread”.

It should consist of no more than 2 – 3 pages and be very succinct on conveying your main points. Using bullet points will make it easier for the investor to read so make sure to format the document with eye-grabBizDeLiteg text.

The sections that make up an Executive Summary is as follows:

The Problem, The Solution, The Product, The Market Size, The Competition, Your Team, The Marketing Strategy, and The Financials.

Investor Meeting
If you get to an investor meeting you can surmise that you did a pretty good job in gaining some attention but your job is hardly close to the finish. Now you have the investor’s interest so the focus is getting them comfortable with the overall business strategy and, of course, you.

This is the big moment will the rubber has to hit the road. This will be the moment where the investor deems you and your plan as a bona fide opportunity or an impractical option that is wasting his/her time. This time should be spent answering questions and delving deeper into areas that could be seen as confusing. The key is to know your plan and be composed as you go through the major points of your plan.

Moving Forward After the Investor Meeting
O.K. the investor wants to move forward. Now you have to produce more detailed documents that adhere to your overall plan. This usually means a thorough due diligence on the part of the investor and that means you better have a full Business Plan at the ready.

Full disclosure of your overall plan is the key at this juncture to make sure that each party is on the same page. Also remember that not being prepared could result in you not getting funded.

Buying & Selling a Business