Check list for Private Equity firms that we use when training for fund raisings

1. benjaminball.com
First Impressions
Private Equity investor meeting
checklists – a sample
If you want to win investment, you prepare. Your story, your documents and your team all
need work. After all, you only get one chance from a first LP meeting. To be certain that
what you say, how you say it and how you interact in the meeting are all just right , why not
use outside help? Here are some of the checklists we use when preparing our clients.
Front Page Test? Addressing GREED
Judgments made from looking at the front page - Who else has invested?
- What other demonstrations of credibility are there?
– Does this look a credible business?
- What returns have they achieved?
– Is it clear what this is going to be about?
- Why do I believe in their future investment
– Do I understand how it could fit into my portfolio?
performance?
Second Page Test Addressing FEAR
Judgments made from the next significant page. - What are the investment risks?
- Is it easy to categorise? - How are other risks mitigated?
- How do I explain it to my colleagues? - Are the managers properly dedicated to this
- Am I compelled to learn more? business?
- Are managers’ interests aligned with the investors?
Flick Test - Would it easily pass our initial due diligence?
- Can I easily justify my decision to invest?
From a casual flick through the document?
- Is the story easy to understand? Your Investor Pitch Checklist
- Have you answered essential questions?
- Would I be proud to show this to my colleagues?
Focus: Is everything you
Structure: Is your
Takeaway Test say focused on what an
story easy to follow?
investor needs to hear?
How I justify my decision not to reject
- Can I explain easily what this investment is all about? Message: Have you a Delivery: Do you look
- What is special about their approach – what’s their single simple message to and sound excited,
get across? passionate and clear?
edge?
- Who is behind it, and what makes them special?
- How can I demonstrate a good expectation of Connection: Have you Questions: What will
superior returns? grabbed attention in the they ask? What will
- How have they demonstrated trust? first 10 seconds? you ask?
Addressing SLOTH
Story Telling: Do you use
Clarity: It everything
clear examples and
- It is all very easy to understand? stories?
as clear as it could be?
- Will my life be easier if we invest?
Relevance: Have you Practice: Have you
passed the ‘So What?’ really practiced
Call us today and WIIFM tests? enough? Is it perfect?
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