the pitch - amazon s3 · lesson number one. bankroll yours. let’s rock. getting others involved...

Think Like an Investor

the PitchHow To

Raising money from investors for your startup is challenging at

any stage and requires a great pitch, even for experienced

founders with significant traction for their company.

The good news is that there’s a formula for pitching your deal

that has helped startup founders raise millions.

Read on to learn how to

THINK LIKE AN INVESTOR

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HOW TO PITCH YOUR IDEA & WIN.You Will Learn

LET’S GO!Welcome

01Thinking Like an Investor

02Calculating Your Valuation

03What Investors Need to Hear

04Closing Like A Pro

GREAT STARTUPS DON’T FUND THEMSELVES.

Lesson Number One

BANKROLL YOURS

LET’S ROCK

Getting others involved in your success is a sure-fire way to

begin building traction and popularity for your product.

Investing in your own dream shows dedication, but to be a real

market competitor, you need to be able to move quickly and

market across multiple, suitable channels. Getting others to “buy

into” your idea also serves as proof that your idea has some

validity which can really jumpstart your marketing creativity.

The first step is making sure you’ve got on the

right thinking cap: the investor’s cap.

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L I K E A N I N V E S T O RTHINK

01Thinking Like an Investor

EMOTIONALLY INTELLECTUALLYLOGISTICALLY ENERGETICALLY

DON’T JUST STAND OUT.MAKE YOUR GOAL CONNECTION.

Go Beyond the Basics…

CONNECT EMOTIONALLY, INSPIRING THEM TO BE PART OF YOUR STORY.

Understand Your Investors’ Interests:

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CONNECT LOGISTICALLY SHOW THE MARKET EXISTS FOR YOUR SOLUTION.

Make Sure Your Idea Is Grounded:

CONNECT INTELLECTUALLY, CONVEY A REALISTIC VISION.

Make Sure Your Idea Is Grounded:

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CONNECT ENERGETICALLY, A MEETING OF THE MINDSTo be a true success, it must be a win-win

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NUMBERS ALWAYS TELL THE TRUE STORY.

Lesson Number Two

EVERY TIME

LEAD WITH THE DIGITS

Valuation is a measurement used to gauge the level of a

company’s potential in regards to a particular investment.

A little research can go a long way…

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It does not show the “true” value of the company. It

identifies the value an investor gets for their

involvement. This number can be based on several

considerations. Following are just a few of them…

N U M B E R S N E V E R L I E . S O M A K E S U R E Y O U R S T E L L T H E T R U T H .

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Y O U R R E A L W O R T HKNOW

02Calculating Your Valuation

THE MARKET FOR YOUR PRODUCTARE THERE ACTUALLY PEOPLE WHO WANT WHAT YOU’VE GOT?

ACTUAL PRESENT VALUESALES TO DATE AND GROSS MARGINS

PRODUCT VIABILITY & PROFIT MARGINHOW MUCH GROWTH POTENTIAL IS THERE?

TOTAL OPERATING COSTSOVERHEAD, INVENTORY, STAFF, MARKETING, ETC.

PERCENTAGE NEEDED TO BE PROFITABLEHOW MUCH MAKES THIS ‘WORTH IT’ FOR THE INVESTOR?

KNOW YOUR VALUE(-ation)AND DON’T INFLATE IT.

IT ALL COMES DOWN TO LIKEABILITY AND TRUST

Lesson Number Three

SURPRISED?

Genuine emotion always shines through

When was the last time you gave some money whom

you did not like? How often do you invite people to

your home who you do not trust? Our lives have never

stopped being a popularity contest and attaining

investors for your idea is no exception to the rule.

Now that business is also personal, don't forget to take care of these “little things”…

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I T ’ S A L L A B O U T

TRUST03What Investors Need to Hear

W H A T M A K E S A G O O D I D E A A G R E A T I N V E S T M E N T

VIABILITYPROPRIETARY PRODUCT FEATURES

SCALABLE BUSINESS MODEL

RATE AND LIKELIHOOD OF RETURN

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THREE FUNDAMENTALS

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YOU UNDERSTAND YOUR BUSINESS, YOUR MARKET, AND YOUR ACTUAL GROWTH POTENTIAL

Show That You Know Your Stuff

M A K E S U R E T H E Y K N O W Y O U A R E I N I T

A N D Y O U ’ R E C O M M I T T E D L O N G T E R M

TO WIN IT

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GIVE THE FULL STORY OF YOUR VISION

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WORD OF MOUTH

Super Power:

I F A T A L L P O S S I B L E , S H A R E R E C O M M E N D A T I O N S A N D

REFERALSF R O M P E O P L E W H O T H E Y A R E

F A M I L I A R W I T H

Their goal is a return on investment

P R O V E Y O U ’ V E T H O U G H T A B O U T H O W T H E Y W I L L G E T T H E I R M O N E Y B A C K

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SHOW YOU HAVE A PLAN FOR THE FUTURE OF YOUR PRODUCT,

BE IT EXIT OR EXPANSION

THEY ACTUALLY WANT TO “YES” TO YOUR PITCH.

Lesson Number Four

HELP THEM

THE CLOSE OF A LIFETIME

Keep in mind that a solid closing is just as important as a strong opening, and you’ll have the tools you need.

These final moments are your opportunity to clear up any confusion, ease any uncertainties, and reiterate why this deal will be the best one they’ve made thus far.

Keep it honest, maintain your focus, use facts and real world data, and let your final words be from a place of confidence and enthusiasm.

Pull out the big guns and help them say, “YES!”

THEY DIDN’T SHOW UP TO SHOOT YOU DOWN...

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T H E A R T O F T H E

CLOSE04Wrapping Up Like A Pro

GIVE THEM A HIGHLIGHTS SUMMARY OF YOUR PRESENTATION

AND AN INITIATION ACTION LIST

MAKE SURE THEY KNOW WHAT’S UP NEXT

WHAT you’re selling, why it’s a great idea, and how it is unique in its market

WHO is looking for what you’ve got to offer and the buying power of that segment

WHERE your financials currently stand and how you plan to prime them in the future

HOW you propose your investors become involved and what they can expect in return

TAKE AWAYS

MAKING A MASTERFUL PITCH

Be sure that your audience gets a clear understanding of

each of these important areas:

BUYERSPRODUCTS

RETURN REVENUE

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CLOSE BY COVERING ALL THE BEST POINTS OF YOUR PITCH AND SHOW THEM, STARTING RIGHT NOW, THAT YOU WILL DELIVER ON YOUR PROMISE.

PAINT THE PICTURE OF THEIR FUTURE

MAKE THEM AN OFFER THEY CAN’T REFUSE.

TELL THEM WHAT THEY NEED TO DO NEXT TO TAKE ADVANTAGE OF THIS

AMAZING OPPORTUNITY!

DON’T WAIT FOR THEM TO RESPOND.

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DON’T IGNORE DESIGNGOOD BRANDING CAN HELP SALES.

Remember, it matters how you look.

Bonus Lesson One

DON’T FORGET THE SAMPLE.TRY IT AAANND LIKE IT.

If at all possible, make sure they try out your idea. Even if it’s just a mockup.

Bonus Lesson Two

GO SHOW ‘EM WHAT YOU’VE GOT!

Ready to get moving?

BRIDGETTEBRYANT

Slides By:

www.Bridgette-Bryant.com