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Preparing for an investor meeting – The crucial moment for businesses

Any idea is only going to capitalize as a reality, only when there are enough funds for transforming an idea into a business. No matter how enticing your business proposal may be, generating capital for it not an easy task. You have to know all the tactics to influence the investors. Therefore, Investor meeting is one of the most crucial moments for any business. Fundraising is one of the most difficult tasks and yet the most important one, you have to pitch the right investors. To get the capital for the business you need to win the heart of the investors, influence them that investing in your business is the most profitable opportunity available.

Preparedness rewards:


Investor meetings are highly important for businesses. In order to strike a deal with the investor, it is important that you have done your homework well. Research work is of utmost importance. You should have an idea about what prospects may appear alluring to the investor. Try and find a personal contact to the investor, this helps in having an edge over others. Gather as much of information about the investor as you can. Try and associate with him on personal basis, through a contact, belonging to same town or city as the investor. Make a presentation that covers investor’s areas of interest.

Effective Presentation:


Presentation should to interesting and direct, stating the portfolio of the company. A single slide should be able to summarize everything and provide a purview of the plan. The details follow later. Open the house for initial queries and then present the details. Convince them about the viability of project in general first, do not start with the intricacies and complexities at the start; this will set in confusion in the minds of the investors. The presentation should be such that it has an effective impact on the investors.

Culminating the meeting:

convince the investor

Once you are done with the presentation, it is important to take a feedback from the investors. Ask them the areas where they were convinced and where they had a doubt. Sought for their recommendations and suggestions, this provides a positive impact as the investor feels important. Asking for a feedback will help you have a positive image in the eyes of the investor, make them believe that feedback is taken seriously by your organization, this will increase their possibility to invest for your business proposal. Before you bid them goodbye ask them about people you can associate with, this gives you a platform to make contacts and learn from them. Create an impressionable impact on them because they may not invest initially but might as well agree to invest later or for some other business proposals. Your conduct has to be pleasing, poised and calm.

Post meeting moves:

meeting (1)

Plan your post meeting moves very carefully. Keep a record of who was present in the meeting, what were the major points discussed and what were the key areas that worried the investors. Maintain a connection with the investors, keeping in touch with them will help you earn brownie points for the near future. Do not forget to sent them your token of gratitude, send them a thank you note, highlighting that the meeting was enlightening for the business and helped the organization learn from them. No matter how successful you may become, keep your investors close. They may be of help anytime, especially considering the uncertainties of the future.

Right kind of preparation and influential presentation will help you fetch capital faster for your business. Learning these skills will help you pitch investors.

Summary: Investment is very important for the start and survival of business, but fundraising is not a child’s job. It needs a lot of careful preparation and influencing abilities for earning the capital from investors.

Dr Prem Jagyasi and Team (C)

Dr Prem is an award winning strategic leader, renowned author, publisher and highly acclaimed global speaker. Aside from publishing a bevy of life improvement guides, Dr Prem runs a network of 50 niche websites that attracts millions of readers across the globe. Thus far, Dr Prem has traveled to more than 40 countries, addressed numerous international conferences and offered his expert training and consultancy services to more than 150 international organizations. He also owns and leads a web services and technology business, supervised and managed by his eminent team. Dr Prem further takes great delight in travel photography.

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