4   Benjamin Ball Associates: Pitch, Present & Persuade                                   Benjamin Ball Associates: Pitch,...
2    Benjamin Ball Associates: Pitch, Present & Persuade                                                    Benjamin Ball ...
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Tips for hedge fund investor pitches


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A series of tips for hedge funds who want to perform better when meeting investors. This is based on a talk given at GAIN 2010 in Monaco.

Benjamin Ball Associates are experts at helping people raise money from investors more effectively/

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Tips for hedge fund investor pitches

  1. 1. 4 Benjamin Ball Associates: Pitch, Present & Persuade Benjamin Ball Associates: Pitch, Present & Persuade 1 How to improve your investor pitch Talk to us. Powerful Pitches to Investors We help organisations look and sound better when presenting to Top tips to stand out from the rest investors and the financial markets. If you want experts to review your messages, restructure your Pitch, present & persuade presentation, improve your materials and get the best performance out of your team then talk to us. Our expertise comes from our work with FTSE 100 firms, Private Equity, Hedge Funds and the top financial PR agencies. See our client list at www.benjaminball.com/clients.html We can help you review your current investor pitch, improve how you prepare for investor presentations and rehearse your team before the next round of investor meetings. Benjamin Ball Associates Ltd Addison House Bledington Oxfordshire OX7 6XG +44 (0)20 7193 0130 ben@benjaminball.com www.benjaminball.com
  2. 2. 2 Benjamin Ball Associates: Pitch, Present & Persuade Benjamin Ball Associates: Pitch, Present & Persuade 3 Top ten mistakes made when pitching The ultimate checklist for investor pitches If an investor sees 50-100 funds every month, how do you stand out Based on 10 years experience of supporting pitch teams, we have from the crowd? Drawn from our experience coaching pitch teams, developed a simple but rigorous approach to putting together a here are the mistakes others make: great investment pitch. MISTAKE SOLUTION 1. Do you really know E.g. fund mandate, current investments, 1. Not researching No more generic pitches. Know what this investor? appetite for risk, investment criteria, the investor matters to that investor. Engage with them. manager history etc. 2. Over-reliance on YOU are the presentation. Don’t let your 2. Have you addressed What really matters to them? E.g. “presentations” document drive the meeting. all their concerns? operation quality, counterparty risk, risk vs. return, reporting requirements, etc. 3. Too much focus on Put the investor at the centre of attention. you Have a dialogue. 3. What is your If you have a powerful 30 second elevator elevator pitch? pitch then you are more likely to get your 4. Not clear enough Simplify to make it persuasive. If your pitch full story right. is complex, how will your reporting be? 4. What are your three Build your story around three main 5. All facts, no Facts get forgotten, stories get repeated. key messages? messages. Edit, edit, edit until you have a interpretation What stories will get told about you? lean mean pitch. 6. Secretive Be honest and open. If you messed up, 5. Do you have a clear Make it easy to understand. Powerful explain why - and what is different now. pitch structure? intro, three key points, interactive from the beginning. Simple clear structure. 7. Head, not heart Investors are human too. 6. What questions Identify all the tough questions. And 8. Half-hearted Train yourself to be as exciting as your could they ask you? performance practice your answers. Learn techniques investment strategy. for handing the unexpected nasties. 9. Lack of practice Get on top form before your first meeting. 7. What questions do Show insight through your questions. Use video & outsiders to perfect the story. you ask them? Show you care. 10. Poor follow-up The first meeting is the just the start. Don’t 8. Have you rehearsed “I always pitch better without play hard-to-get; don’t stalk. properly? rehearsing.” is a lie. Practice with experts and use video feedback. Be the best.