The best advice you will ever get for preparing an investor meeting.

I don't believe in making bold promises I can't back up with content. Make your judgement about whether this claim is true - based on the video below!

I've spoken to many investors about this advice - and they all want startups to do this. Instead of pitching and broadcasting for most of the meeting, they want to get into a conversation. This chapter will show you how.

In this chapter;

  1. Video: how to plan and structure the first meeting with an investor
  2. The framework for structuring the meeting (after the video)

Three Takeaways from this video

  1. It's not unusual to want to broadcast - tell all about your business - for two thirds of the meeting. But if time runs out, you won't be able to answer their questions.
  2. The goal is to have a conversation. Set the scene with a short pitch, and then ask the magic question; 'What would you like to know more about?'
  3. Each investor comes to a new startup with a s different starting point. Some are interested in product; others in the size of the problem; another wants to focus on competition; and one more will want to know all about the team. Give them a chance to tell you what they want to know, and focus down on the topics they want to hear - not just what you want to tell.

Structuring the meeting

  • Tech Set-Up
  • Short Pitch
  • Q&A
  • Next Steps


A reference pdf is downloadable below.

"Got any questions? Anything unclear? Or anything you liked or want to share? Put it all in the comments section on any chapter at the end of the page - I'll always follow up personally!"

Regards, David

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