Man looking at multiple screens with data on them

Creating an investment presentation pitch for investors undoubtedly involve a degree of pressure. After all, investors can help your business reach new heights, providing the support that you need to grow. Plus, support from investors can ultimately make the difference between becoming a leader in your industry and struggling to gain brand recognition.

But, to acquire investors for your business, you need to make an excellent case for the value of your company. After all, why should your investors place their faith in you over a competitor? You likely have a stellar response to this question, but can you translate it into a professional, engaging, and effective presentation?

This is where we Presentation Geeks come in. Here, we’ve gathered up our best tips for creating an outstanding investment presentation pitch. A compelling, action-inspiring pitch is at your fingertips with the help of these easy-to-implement tricks.

Tips For A Successful Investment Presentation

1) Start Broad And Narrow As You Go.

The framework of creating an investment presentation pitch consists of big ideas. Investors have a lot of information to absorb in a single pitch, so giving them a broad, big-picture understanding of your business is the most realistic way to capture their interest.

As geeks, we get it - diving into your research and the complexities of your ideas is the most exciting aspect of an investment pitch. But, before giving your audience a step-by-step breakdown of how you plan to achieve your goals, focus on giving them context. More than anything, your investment presentation is a first impression: Who are you as a business? What is your business all about? For example, if you are presenting a media pitch, it's critical that your differentiating points stand out. By ironing out these basic questions first, you’ll have a strong framework to support the more detailed aspects of the pitch.

2) In An Investment Presentation, You’re A Storyteller.

Investors are interested in the story behind your business. How did the business’ core idea come about, and how did it start to take flight? This story defines your business and can be made a major selling point in your investment presentation. Plus, it humanizes your brand, helping investors to relate to you, your goals, and your needs.

Your company’s story is a great way to introduce your business towards the beginning of your presentation. Companies often choose to introduce their team at this time as well, either immediately before or immediately after talking about their conception.

Visual aids can also help to add interest and vibrancy to your company’s story. Consider including images from the early days of the business and graphics that depict your growth over time. These visuals can go a long way in boosting your narrative and providing a background for the entire presentation.

3) For Every Problem, There’s A Solution.

A sure-fire way to hook investors on your business is to present them with a relevant, poignant problem, then explain how your business is ready to implement a solution to it. This direct line between an unsolved problem and a solution to fill the void is powerful, so use it!

Here, it’s important to avoid grazing over the problem and jumping straight to the solution. Your solution will have a more powerful effect on your audience if they understand the full scope of the problem first.

So, dedicate a full slide to your problem. Explore what the problem is, but also present evidence to support the fact that this problem is significant and rooted in reality. Explaining the people who are directly impacted by this problem will also give investors a good sense of your target audience.

After analyzing your problem, you can move onto the solution. Here, you’ll need to:

Describe your solution in detail
  • Explain why your solution is superior to your competitors’ solutions
  • Outline what makes your solution entirely unique
  • Explain why your solution is valuable to people experiencing the related problem

When you detail your solution, you have the chance to flex your research muscles, offering as much backup as possible to support your claims. This research will add credibility to your proposition to investors.

4) Make Your Investment Presentation Actionable.

The goal of your investment presentation is to convince potential investors of the value of your business, driving them to take action for your growth. Inspiring action is never easy, but getting investors to act after a single presentation is possible when you use actionable language.

Actionable language is easier to use than you may think. Start by using the second person point of view to draw the investors into the presentation. By using “you”, “your”, and “yours”, you can let investors know that they’re an active part of the conversation. using verbs to emphasize what you want investors to do.

Another important aspect of actionable language is knowing exactly what you need from your investors. This is typically financial support, but it could also be professional expertise, industry connections, and other types of assets. Asking for what you need upfront opens the door for investors to get involved.

Confidence is crucial to inspiring action. If you have, and are able to portray, complete trust in your business, investors are more likely to trust you, too. So, speak directly and make your points firmly. Just be sure to check your tone so that it doesn’t come out as aggressive or coercive.


Investors hear pitches from businesses all the time. So, to hook them into your endeavor, you need to be a cut above your competitors. This involves having a stellar first impression, offering a thought-provoking solution to a problem, and detailing the actions that must be taken for that solution to come to life.

The key points outlined above can guide you in the creation of an investment pitch. While investment pitches are usually quite concise, you can relay plenty of information to investors with an attractive, efficient, and thoughtfully-designed presentation.

COVID-19: How Presentation Geeks is Helping Clients      LEARN MORE