Tips to help you convince investors to fund your business

1. PITCHING FOR FUNDING
A publication of
How to convince funders your business is worth their investment

2. Here are tips to
help you
create a
successful pitch

3. PREPARE A STRONG BUSINESS PLAN
You will on the day of the pitch, back up this business plan with your
expertise, confidence and familiarity with the financials.

4. RESEARCH THE INVESTORS
Research thoroughly as some due diligence could depend on the commitment
of one partner, who may have little knowledge of you and your business.

5. REHEARSE, REHEARSE, REHEARSE
Rehearse your pitch in front of an audience and anticipate difficult questions

6. THE PITCH
X
Start with an interesting narrative of how this business is a solution to an existing
problem. You may inject commercial aspects to keep it relevant but avoid the
excessive use of technical jargon. You don’t want them falling asleep or losing interest

7. Structure the
presentation
itself with the
following
PowerPoint
slides
STRUCTURE

8. BIOGRAPHY - YOURS AND THE TEAM
• The funders are actually investing in people. This is key information.
• Emphasise skills, background, achievements and reputation.

9. CORE OFFERING
• Explain your offering
• If possible, show the product or service in pictorial/ diagrammatic form.
Visuals are powerful.

10. THE GAP
• What problem have you identified that you think your offering can
solve?

11. HOW THE SOLUTION WORKS

12. HOW THE SOLUTION WORKS
• How will your service/ product work?
• Why is it different from anything that currently exists?
• Can you do a guided tour or demo?

13. THE MARKET
• Show realistic market size, market share, market value.
• Show possible growth plans.

14. CUSTOMER ACQUISITION
• How do you intend to build your client base?

15. CUSTOMER ACQUISITION
• How do you intend to build your client base?

16. CUSTOMER ACQUISITION
• How do you intend to build your client base?

17. CUSTOMER ACQUISITION
• How do you intend to build your client base?

18. COMPETITORS

19. COMPETITORS
• What is your value proposition?
• What do you know about similar businesses?

20. FINANCIALS
• What are the expected profits, expenses and assumptions?
• The key is that the numbers have to add up and be realistic.

21. USE OF FUNDS
• Be specific about how much money you want
• How much funding has been used in the past if any?
• What is your revenue model?

22. EXIT PLAN
What are your options to exit the business in the future?

23. Good luck!

24. So you have a great presentation and you
want it
to drive more business …
EFM is a leading provider of part-time,
pay-as-you-use financial management
and expertise.
can help with that.
Find out more about our team of
Finance Directors by visiting
www.efm.uk.com
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