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Investment Company Business Plan Template
Written by Dave Lavinsky
Investment Company Business Plan
Over the past 20+ years, we have helped over 1,000 entrepreneurs and business owners create business plans to start and grow their investment companies. On this page, we will first give you some background information with regards to the importance of business planning. We will then go through an investment company business plan template step-by-step so you can create your plan today.
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What Is a Business Plan?
A business plan provides a snapshot of your investment company as it stands today, and lays out your growth plan for the next five years. It explains your business goals and your strategy for reaching them. It also includes market research to support your plans.
Why You Need a Business Plan
If you’re looking to start an investment company, or grow your existing investment company, you need a business plan. A business plan will help you raise funding, if needed, and plan out the growth of your investment company in order to improve your chances of success. Your business plan is a living document that should be updated annually as your company grows and changes.
Sources of Funding for Investment Companies
With regards to funding, the main sources of funding for an investment company are bank loans and angel investors. With regards to bank loans, banks will want to review your business plan and gain confidence that you will be able to repay your loan and interest. To acquire this confidence, the loan officer will not only want to confirm that your financials are reasonable, but they will also want to see a professional plan. Such a plan will give them the confidence that you can successfully and professionally operate a business. Investors, grants, personal investments, and bank loans are the most common funding paths for investment companies.
How to Write a Business Plan for an Investment Company
If you want to start an investment company or expand your current one, you need a business plan. Below we detail what you should include in each section of your own business plan:
Your executive summary provides an introduction to your business plan, but it is normally the last section you write because it provides a summary of each key section of your plan.
The goal of your Executive Summary is to quickly engage the reader. Explain to them the type of investment company you are operating and the status. For example, are you a startup, do you have an investment company that you would like to grow, or are you operating investment companies in multiple markets?
Next, provide an overview of each of the subsequent sections of your business plan. For example, give a brief overview of the investment company industry. Discuss the type of investment company you are operating. Detail your direct competitors. Give an overview of your target customers. Provide a snapshot of your marketing plan. Identify the key members of your team. And offer an overview of your financial plan.
In your company analysis, you will detail the type of investment company you are operating.
For example, you might operate one of the following types of investment companies:
- Closed-End Funds Investment Company : this type of investment company issues a fixed number of shares through a single IPO to raise capital for its initial investments.
- Mutual Funds (Open-End Funds) Investment Company: this type of investment company is a diversified portfolio of pooled investor money that can issue an unlimited number of shares.
- Unit Investment Trusts (UITs) Investment Company: this type of investment company offers a fixed portfolio, generally of stocks and bonds, as redeemable units to investors for a specific period of time.
In addition to explaining the type of investment company you will operate, the Company Analysis section of your business plan needs to provide background on the business.
Include answers to question such as:
- When and why did you start the business?
- What milestones have you achieved to date? Milestones could include the number of investments made, number of client positive reviews, reaching X amount of clients invested for, etc.
- Your legal structure. Are you incorporated as an S-Corp? An LLC? A sole proprietorship? Explain your legal structure here.
In your industry analysis, you need to provide an overview of the investment industry.
While this may seem unnecessary, it serves multiple purposes.
First, researching the investment industry educates you. It helps you understand the market in which you are operating.
Secondly, market research can improve your strategy, particularly if your research identifies market trends.
The third reason for market research is to prove to readers that you are an expert in your industry. By conducting the research and presenting it in your plan, you achieve just that.
The following questions should be answered in the industry analysis section of your business plan:
- How big is the investment industry (in dollars)?
- Is the market declining or increasing?
- Who are the key competitors in the market?
- Who are the key suppliers in the market?
- What trends are affecting the industry?
- What is the industry’s growth forecast over the next 5 – 10 years?
- What is the relevant market size? That is, how big is the potential market for your investment company? You can extrapolate such a figure by assessing the size of the market in the entire country and then applying that figure to your local population.
The customer analysis section of your business plan must detail the customers you serve and/or expect to serve.
The following are examples of customer segments: companies or employees in specific industries, couples with double income, families with kids, small business owners, etc.
As you can imagine, the customer segment(s) you choose will have a great impact on the type of investment company you operate. Clearly, couples with families and double income would respond to different marketing promotions than corporations, for example.
Try to break out your target customers in terms of their demographic and psychographic profiles. With regards to demographics, include a discussion of the ages, genders, locations and income levels of the customers you seek to serve.
Psychographic profiles explain the wants and needs of your target customers. The more you can understand and define these needs, the better you will do in attracting and retaining your customers.
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Your competitive analysis should identify the indirect and direct competitors your business faces and then focus on the latter.
Direct competitors are other investment companies.
Indirect competitors are other options that customers have to purchase from that aren’t direct competitors. This includes robo investors and advisors, company 401Ks, etc. You need to mention such competition as well.
With regards to direct competition, you want to describe the other investment companies with which you compete. Most likely, your direct competitors will be investment companies located very close to your location.
For each such competitor, provide an overview of their businesses and document their strengths and weaknesses. Unless you once worked at your competitors’ businesses, it will be impossible to know everything about them. But you should be able to find out key things about them such as:
- What types of clients do they serve?
- What type of investment company are they and what certifications do they have?
- What is their pricing (premium, low, etc.)?
- What are they good at?
- What are their weaknesses?
With regards to the last two questions, think about your answers from the customers’ perspective. And don’t be afraid to ask your competitors’ customers what they like most and least about them.
The final part of your competitive analysis section is to document your areas of competitive advantage. For example:
- Will you provide better investment strategies?
- Will you provide services that your competitors don’t offer?
- Will you provide better customer service?
- Will you offer better pricing?
Think about ways you will outperform your competition and document them in this section of your plan.
Traditionally, a marketing plan includes the four P’s: Product, Price, Place, and Promotion. For an investment company, your marketing plan should include the following:
Product : In the product section, you should reiterate the type of company that you documented in your Company Analysis. Then, detail the specific products you will be offering. For example, in addition to an investment company, will you provide insurance products, website and app accessibility, quarterly or annual investment reviews, and any other services?
Price : Document the prices you will offer and how they compare to your competitors. Essentially in the product and price sub-sections of your marketing plan, you are presenting the services you offer and their prices.
Place : Place refers to the location of your company. Document your location and mention how the location will impact your success. For example, is your investment company located in a busy retail district, a business district, a standalone office, etc. Discuss how your location might be the ideal location for your customers.
Promotions : The final part of your investment company marketing plan is the promotions section. Here you will document how you will drive customers to your location(s). The following are some promotional methods you might consider:
- Advertising in local papers and magazines
- Commercials and billboards
- Reaching out to websites
- Social media marketing
- Local radio advertising
While the earlier sections of your business plan explained your goals, your operations plan describes how you will meet them. Your operations plan should have two distinct sections as follows.
Everyday short-term processes include all of the tasks involved in running your investment company, including researching the stock market, keeping abreast of all investment industry knowledge, updating clients on any new activity, answering client phone calls and emails, networking to attract potential new clients.
Long-term goals are the milestones you hope to achieve. These could include the dates when you expect to land your Xth client, or when you hope to reach $X in revenue. It could also be when you expect to expand your investment business to a new city.
To demonstrate your investment company’s ability to succeed, a strong management team is essential. Highlight your key players’ backgrounds, emphasizing those skills and experiences that prove their ability to grow a company.
Ideally you and/or your team members have direct experience in managing investment companies. If so, highlight this experience and expertise. But also highlight any experience that you think will help your business succeed.
If your team is lacking, consider assembling an advisory board. An advisory board would include 2 to 8 individuals who would act like mentors to your business. They would help answer questions and provide strategic guidance. If needed, look for advisory board members with experience in managing an investment company or successfully advised clients who have achieved a successful net worth.
Your financial plan should include your 5-year financial statement broken out both monthly or quarterly for the first year and then annually. Your financial statements include your income statement, balance sheet and cash flow statements.
Income Statement : an income statement is more commonly called a Profit and Loss statement or P&L. It shows your revenues and then subtracts your costs to show whether you turned a profit or not.
In developing your income statement, you need to devise assumptions. For example, will you take on one new client at a time or multiple new clients ? And will sales grow by 2% or 10% per year? As you can imagine, your choice of assumptions will greatly impact the financial forecasts for your business. As much as possible, conduct research to try to root your assumptions in reality.
Balance Sheets : Balance sheets show your assets and liabilities. While balance sheets can include much information, try to simplify them to the key items you need to know about. For instance, if you spend $50,000 on building out your investment company, this will not give you immediate profits. Rather it is an asset that will hopefully help you generate profits for years to come. Likewise, if a bank writes you a check for $50,000, you don’t need to pay it back immediately. Rather, that is a liability you will pay back over time.
Cash Flow Statement : Your cash flow statement will help determine how much money you need to start or grow your business, and make sure you never run out of money. What most entrepreneurs and business owners don’t realize is that you can turn a profit but run out of money and go bankrupt.
In developing your Income Statement and Balance Sheets be sure to include several of the key costs needed in starting or growing an investment company:
- Cost of investor licensing..
- Cost of equipment and supplies
- Payroll or salaries paid to staff
- Business insurance
- Taxes and permits
- Legal expenses
Attach your full financial projections in the appendix of your plan along with any supporting documents that make your plan more compelling. For example, you might include your office location lease or list of clients that you have acquired.
Putting together a business plan for your investment company is a worthwhile endeavor. If you follow the template above, by the time you are done, you will truly be an expert. You will really understand the investment industry, your competition, and your customers. You will have developed a marketing plan and will really understand what it takes to launch and grow a successful investment company.
Investment Company Business Plan FAQs
What is the easiest way to complete my investment company business plan.
Growthink's Ultimate Business Plan Template allows you to quickly and easily complete your Investment Company Business Plan.
What is the Goal of a Business Plan's Executive Summary?
The goal of your Executive Summary is to quickly engage the reader. Explain to them the type of investment company you are operating and the status; for example, are you a startup, do you have an investment company that you would like to grow, or are you operating a chain of investment companies?
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How To Get Angel Investors To Fund Your Business Idea
- Advisory , Business Plans , Industry Insights
- 01 Apr, 2021
You are going to change the world with your incredible new business idea. You have drawn all the plans in your head, conducted all the market research, and are sure of an industry takeover. The only thing holding you back is funding. One viable option to secure this is through an angel investor business plan.
An angel investor is a high-net-worth individual who provides capital for a startup, usually in exchange for an equity stake in the company. As a result, they have heard millions of “million-dollar pitches,” and have gone through thousands of business plans claiming to be the ultimate solution to just about every problem imaginable.
A seasoned angel investor knows that ideas on their own are not worth much and that the first major step in determining the viability of any business is the quality of its business plan.
Thankfully, the internet has made information very accessible, and with a quick google search, you can get thousands of templates and information on how to build a “winning” business plan. However, this begs the question: if this information is so easily accessible, why does research show that less than 1% of startups get funded by angel investors?
While a lot of these online articles and templates are quite helpful, most of them come from sources that have no real-life, practical experience with crafting fund-attracting business plans. At Joorney, we have experts with practical startup experience who have produced business plans, pitch decks, and other documents that have helped our clients raise millions in funding and achieve other business goals.
If your business is to stand any chance at getting funding from angel investors, these are some tips you need to incorporate into your business plan today.
The Critical Elements Angel Investors Look For
In every business an angel investor examines, they are looking for crucial qualities that show the company knows what it’s doing, understands the market it’s operating in, and can mitigate potential risks. In particular, investors are looking at a handful of critical elements that show that the business is worth investing in.
When drafting a business plan for angel investors, you must note that the primary objective is to grow their wealth and see a return on investment. If your business plan does not clearly show how your business will make money for the investors, you are setting yourself up for failure.
Your business plan should succinctly indicate your startup’s cash flow and other financials and make clear the return the investor can expect and when. This is an area investors evaluate seriously and spend a lot of time brooding over, so be thorough when planning this.
Purpose & Passion
Obviously, investors want to make money but that’s not the only reason they invest, and they know full well not every investment will succeed. Many angel investors are willing to take chances on projects that have potential but don’t ultimately give a positive rate of return.
According to a report published by Wharton Entrepreneurship , only 40% of angel investors exits in 2017 showed a positive return on investment. What this tells us is that many angel investors look at the passion behind a project before investing in it, not just its profitability potential. If an investor finds a project that resonates with them personally, they’re likely to invest in it and take a risk.
Knowing your market is essential in securing funding for your burgeoning business. You should clearly show your angel investors the full potential of the market which your startup plans to engage. This will require you to conduct extensive research and present meaningful insight into your market.
This includes things like the size of the market, the market segments, your product’s niche in that market or industry, the growth prospects that are available in that market, new trends and technologies, and any barriers to entry. Make it clear in your business plan that you fully understand the opportunities as well as the barriers and risks and that you have plans to address them.
Concrete Management Principles
Management can make or break a small business or a startup. This relationship between leadership and success means that investors are always concerned that their funded enterprises have the right management team. Since investors are pouring money into a business, they expect regular reports on the enterprise’s health and growth.
To this end, a well-rounded management team that combines research, sales, accounting, manufacturing, and human resources is what these investors seek out to know all main areas of the business will be tended to correctly.
Traction & Early Success Indicators
One great way to ensure investor attraction is to prove your product can be successful by showing evidence of past achievements. This demonstrates the ability of your business to follow through on its ideas and show them where your business is headed.
While angels often take chances at earlier stages, the majority of investors consider a business with some traction because it minimizes the risk involved. Be sure to give details of all revenue streams as well as any potential deals that have been secured so that they can see the bigger potential of your business.
Opportunity to Interact with the Business
Some investors are hands-off, allowing the company to get on with their business without interference. Others, however, prefer to have a more active hand in how the company operates. This intervention could be a blessing in disguise, especially if the investor is passionate about the project and has experience in similar types of business in the past. Their advice could be crucial to help the company grow and prosper.
Entrepreneurs may want to include how much involvement they expect from their investors within the business plan. This clear statement allows everyone to understand the expectations and roles of the investor.
A Valid Exit Strategy
Before angel investors sign off on an investment, they prefer knowing that they have a viable way to exit the investment when the time comes. If you’re looking for angel investors to fund your enterprise, you have to give them a chronological expectation for when they can reap their rewards. Not giving them a time-frame or criteria under which to exit the investment is a red flag that would drive off many angel investors.
How to Craft a Complete Business Plan
If you cover all of the elements above in your angel investor business plan, you will be well on your way to securing funding. However, you still need to make sure that the business plan is organized structurally and follows a predictable, logical order. While there are variations depending on the business model and other factors, this is the standard format we follow at Joorney:
- Products or Services Offered
- Market Analysis
- Sales and Marketing Plan
- Operations Plan
- Structure of the Business
- Management Team Background
- Financial Overview
- SWOT Analysis
- Capital Requirements
Developing a Business Plan Angel Investors Will Be Interested In
Joorney has delved into the requirements of business plans and has experience in covering all the critical aspects of business plans for angel investors. As startups and small businesses compete for funding, proper consideration of the crucial elements needed to convince them to invest becomes more prominent.
Hopefully, with the right advice and guides, more companies can tap into the investor funding they need by focusing on the vital factors investors look for before funding a business. Contact us today to help you craft an investor business plan that will attract the attention of angels, or a pitch deck to get your foot in the door.
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How to Write a Convincing Business Plan for Investors
9 min. read
Updated May 25, 2023
Raising money for your business is a major effort. You need lists of investors to reach out to and you need to be prepared for your investor meetings to increase your chances of getting funded . You need to practice your pitch and be ready to intelligently answer any number of questions about your business. A key to making this entire process much easier is to invest a little time and write a business plan . It’s true — not all investors will ask to see your business plan. But the process of putting together a business plan will ensure that you’ve thought through every aspect of your business and you’re ready to answer any questions that come up during the fundraising process.
On this page
Why do investors want to see a business plan?
What do investors want to see in a business plan, what documents do investors want to see, what to include in your investor business plan.
The business plan document itself isn’t what’s important to investors. It’s the knowledge that you’ve generated by going through the process that’s important. Having a business plan shows that you’ve done the homework of thinking through how your business will work and what goals you’re trying to achieve.
When you put together a business plan, you have to spend time thinking about things like your target market , your sales, and marketing strategy , the problem you solve for your customers, and who your key competitors are . A business plan provides the structure for thinking through these things and documents your answers so you’re prepared for the inevitable questions investors will ask about your business.
Even if investors never ask to see your business plan, the work you’ve done to prepare it will ensure that you can intelligently answer the questions you’ll get. And, if an investor does ask for your business plan, then you’re prepared and ready to hand it over. After all, nothing could be worse than arriving at an investor meeting and then getting a request for a business plan and not having one ready.
Beyond understanding your business strategy, investors will also want to understand your financial forecasts. They want to know how your business will function from a financial standpoint — what is typically called your “ business model .” They’ll also want to know what it will take for your business to be profitable and where you anticipate spending money to grow the business. A complete financial plan is part of any business plan, so investing a little time here will serve you well.
There’s no such thing as a perfect business plan and investors know this. After all, they’ve spent years, and often decades, hearing business pitches, reading business plans, investing in companies, and watching them both succeed and fail. As entrepreneur and investor Steve Blank likes to say, “No business plan survives first contact with a customer.”
If this is true, then why bother writing a business plan at all? What’s the value of planning and why do investors want them if they know the plan will shortly be outdated?
The secret is that it’s the planning process, not the final plan, that’s valuable. Investors want to know that you’ve thought about your idea, documented your assumptions, and are on track to validate those assumptions so that you can remove risk from your business.
So what do investors want to see in your business plan? Beyond the typical sections , here are the most important things that investors want to see in your plan.
A vision for the future
Investors, particularly those investing in early-stage startups, want to understand your vision . Where do you see your company going in the future? Who will your customers be and what problems will you solve for them? Your vision may take years to execute — and it’s likely that the vision will change and evolve over time — but investors want to know that you’re thinking beyond tomorrow and into the future.
Product/market fit and traction
Investors want more than just an idea. They want evidence that you are solving a problem for customers. Your customers have to want what you are selling for you to build a successful business and your business plan needs to describe the evidence that you’ve found that proves that you’ll be able to sell your products and services to customers. If you have “traction” in the form of early sales and customers, that’s even better.
Funding needed and use of funds
When you’re pitching investors, you need to know how much you’re asking for. Your financial forecast should help you figure this out. You’ll want to raise enough money to cover planned expenses and cash flow requirements plus some additional funding as a safety net. In addition, you’ll want to specify exactly how you plan on using your investment . In a business plan, this section is often called “sources and uses of investment.”
A strong management team
A good idea is really only a small part of the equation for a successful business. In fact, lots of people have good business ideas — it’s the people that can execute well that generally succeed. Investors will pay a lot of attention to the section of your plan where you talk about your management team because they want to know that you can transform your idea into a successful business. If you have gaps and still need to hire key employees, that’s OK. Communicating that you understand what your needs are is the most important thing.
An exit strategy
When investors give you money to start and grow your business, they are looking to eventually make a return on their investment. This could happen by eventually selling your business to a larger company or even by going public. One way or another, investors will want to know your thoughts about an eventual exit strategy for your business.
Even if investors never ask for a detailed business plan, your business planning process should produce a few key documents that investors will want to see. Here’s what you need to be prepared to pitch investors:
These days, a lot of fundraising outreach is done over email and you’ll need a concise cover letter that sparks investor interest. Your cover letter needs to be very brief, but describe the problem you’re solving for your target market. Great cover letters are sometimes in a “story” format that hooks readers with a real-world, relatable example of the problems your customers face and how our product or service The goal of the cover letter isn’t to explain every aspect of your business. It’s just to spark interest and get a meeting with an investor where you’ll have more time to actually pitch your business. Keep your cover letter brief, engaging, and to the point.
If you get an investor meeting, you’ll almost certainly need a pitch deck to present your idea in more detail and showcase your business idea. Your pitch deck will cover the problem you’re solving, your solution, your target market, and key market trends. Read our detailed guide on what to include in your pitch deck here and for inspiration check out our gallery of more than 50 Industry Pitch Deck Examples .
Executive summary and/or one-page plan
You might not get a meeting right away. Your cover letter may generate a request for additional information and this is where a solid executive summary or one-page business plan comes in handy. This document, while still short, is more detailed than your cover letter and explains a bit more about your business in a page or two. Read more about what goes into a great executive summary and how to build a lean business plan.
Investors will inevitably want to see your financial forecasts. You’ll need a sales forecast, expense budget , cash flow forecast , profit and loss, and balance sheet . If you have historical results, you should plan on sharing those too as well as any other key metrics about your business. Investors will always look deep under the hood of your business, so be prepared to share all the details of how your business will work from a financial perspective.
When you put together a detailed business plan for investors, you’ll follow a fairly standard format. Of course, feel free to customize your plan to fit your business needs. Remember: your business plan isn’t about the plan document that you create — it’s about the planning process that helps you think through and develop your business strategy. Here’s what most investor business plans will include:
Usually written last, your executive summary is an overview of your business. As I mentioned earlier, you might use the executive summary as a stand-alone document to provide investors more detail about your business in a concise form. Read our guide on executive summaries here .
The opportunity section of your plan covers the problem you are solving, what your solution is, and highlights any data you have to prove that people will spend money on what you’re offering. If you have customer validation in any form, this is where you highlight that information.
Describe what your target market is and key trends that are occurring in this market . Is the market growing? Are buying patterns changing? How is your business positioned to take advantage of these changes? Be sure to spend some time discussing your competition and how your target market solves their problems today and how your solution is superior.
Marketing & Sales Plan
Most businesses need to figure out how to get the word out and attract customers. Your business plan should include a marketing plan that describes how you’re going to reach your target market and any key marketing initiatives that you’re going to undertake. You should also spend time describing your sales plan, especially if your sales process takes time to close customers.
Milestones / Roadmap
Outline key milestones you hope to achieve and when you plan on achieving them. This section should cover key dates for product development, key partnerships you need to create, and any other important goals you plan on achieving.
Company & Management
Here’s where you describe the nuts and bolts of your business. How is your organization structured? Who is on your team and what are their backgrounds? Are there any important positions that you still need to recruit for?
As I mentioned, you’ll need to create a profit and loss, cash flow, and balance sheet forecast. Your financial plan should be optimistic, yet realistic. This is a tough balance and your forecast is certain to be wrong, but you need to document your assumptions and plans for the business.
Finally, you can include an appendix for any key additional information you want to share. Product diagrams, additional details on how you deliver your service, or additional research can all be included.
What comes next?
Writing a business plan for investors is really about preparing you to pitch your business . It’s quite likely that you’ll never get asked for the actual business plan document. But, the process will prepare you better than anything else to answer any questions investors may have.
Noah is currently the COO at Palo Alto Software, makers of the online business plan app LivePlan.
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One Page Pitch
The Ultimate Killer Pitch Decks To Get Funding From Angel Investors!
Lucifer (the outcast angel) and angel investors have some things in common — their perfect timing in showing up for help and offering you an irresistible deal. We know who Lucifer is (thanks to Tom Kapinos and Netflix) but do you understand who angel investors are? If you watch Shark Tank or have been to seed funding events to raise money for your business idea, you might.
Angel investors, also known as private investors, seed funders, angel funders, business angels, or informal investors, are wealthy (private) individuals who support an idea/project/business from its initial stages of development. In return, they take a small chunk of the business as equity. Unlike venture capitalists, angel investors put their own fortune or resources into potential businesses.
Role of Angel Investors in Startup Growth
An entrepreneur’s family and friends are the first to support converting an idea into a business. The next person to help this business baby get on his/her feet is an angel investor. These private investors will help a startup with a range of funds, between $25,000 and $2,50,000, in exchange for 10-20% equity. As these are high-risk investments, angel investors put 10% of their total portfolio in a single startup and expect high, long-term returns.
Other than monetary benefits, beginners can receive guidance, valuable business advice, decision-making skills, and high-value contacts from an angel investor, as these are experts in their field. In some cases, angel investors also provide support for required capital and resources like stores and intermediate goods for startups.
Funding From Angel Investors
Silicon Valley in the US has a significant number of angel investors. As a private business, you can meet them in seed funding rounds, referrals, symposia, and meeting with angel investor groups. These one-to-one meetings are held for businesses to pitch their ideas to these private funders.
A Harvard report by William R. Kerr, Josh Lerner, and Antoinette Schoar shows that startups supported by angel investors are more likely to succeed than others. The paper by Kerr et al. reveals that “Angel funding is positively correlated with higher survival.” It means if seed funders are investing in your idea, they have noticed the spark and analyzed your potential as an entrepreneur.
The question is how to convince these angel investors to invest in your startup.
Besides a unique and high-return business idea, you need an impressive presentation that makes you and your idea stand out from the crowd. For this, deploy our pre-designed angel investor pitch decks, especially devised for delivering an outstanding business pitch and securing funds from these angel funders. Our designers curated these PowerPoint decks with extensive research on seed funding and, therefore, use them to best present your idea and make an impact on your clients.
Let’s explore these ingenious angel investors’ pitch decks now!
1. Angel Investor Pitch Deck PowerPoint Presentation
Bagging funds from angel investors depend upon the business potential of your idea and your enthusiasm for it. Use this angel investor pitch deck to move your audience and fill their heart with your passion. With the help of this visual tool, show the investors how successful and profitable your startup will be. Grab this design and give your business a successful launch!
Download this presentation
2. Pitch Deck to Raise Early-Stage Funding from Angel Investors Presentation
In early-stage funding, investors do not invest their capital into your business but entrust you to do it on your own. Use this template to evaluate the growth of your business with the help of market analysis and financial reports. Exhibiting these projections will assure your investors about return on investment. With this presentation deck, you will be able to offer exit strategies to angel investors and make putting their money into your business an exciting option.
3. Pitch Deck to Raise Start-up Capital from Angel Investors
The hardest part of establishing a startup is to arrange sufficient funds. The angel investor pitch deck can be your go-to strategy to raise capital from private funders. It includes slides for analyzing the company’s operations, resources, and funding requirements. Use this Presentation Template to present revenue forecasts, estimated income statements & balance sheets, capitalization tables and growth strategies, etc. This PPT deck also allows you to showcase your strategies for market expansion.
4. Angel Investors Pitch Deck to Raise Seed Capital
Want to exhibit your business idea to your investors? Suit up, prepare your speech and present your business idea with this content-ready PowerPoint Template. This PPT Slide is perfect for demonstrating the problem statement and concerns of the customers. Use this PowerPoint diagram to provide your business angels with solutions that add value to the customers’ lives. Incorporate this PPT diagram and demonstrate your mission, vision, strategies, and more to get your clients on board with you.
5. Pitch Deck to Raise Seed Money from Angel Investors
While businesses don’t have much statistics and customer experience to show in the initial seed funding rounds, however, you can still present your business’s vision, strategic planning, and execution skills. Templates in this deck will help entrepreneurs like you present your best business skills and hunger for success. This presentation set includes illustrative designs for the company vision, mission, statistics for operations, problem-solution, product’s USPs, roadmap, business model, revenue streams, market segmentation, analysis, estimated growth, assessment charts, and competitive analysis. Grab this deck now!
6. Pitch Deck to Raise Seed Funding from Angel Investors
Utilize this pre-designed angel investor pitch deck to raise a sufficient amount of seed funding by presenting a promising business idea. Showcase how valuable your product is and impacts customers’ lives using the interesting infographics of this presentation deck. Download it now from the link below!
7. Pitch Deck to Raise Seed Financing from Angel Investors
Closing a deal with investors to bag funds for your startup depends on your idea and its presentation. This state-of-the-art angel investor presentation deck is a complete package to steal a deal in an effortless manner. It will help you present your idea and its future value to investors in an eye-catching way. Get hold of this elegant PPT deck today!
8. Pitch Deck to Raise Start-up Funding from Angel Investors
You will meet different types of investors while raising money for your startup. Most are predatory and ready for an opportunity to grab your business, but the angel investors are the kindest ones. They do not want control of your business or see you as a competitor or opportunity, and because of this reason, nobody wants to lose an angel funder. This template will help you win the heart of your angel investors by showing your compassion for business. Present your hard work and zeal in the form of business strategies, graphs, and figures with this pitch deck and raise funding for your startup!
Tips For Presentation
At the end of this blog, we would like to share a few tips to prepare for the investment pitch presentation for angel investors.
1. Be concise and straightforward: Prepare your presentation in simple language to give the investors an easy understanding of your idea. Avoid using complicated vocabulary and complex sentences.
2. Practice before presenting: It is of utmost importance to bag funding from angel investors for the initial launch of your startup. For this reason, avoid messing up your presentation by practicing it to perfection. Work on your timing, body language, and speech to deliver a stupendous demonstration of your idea.
3. Be ready with answers: Business angels will only invest in your idea if they get satisfactory answers to their questions. Look for each and every angle that investors can explore and prepare your answers accordingly!
Apart from these tips, visual aids like PowerPoint presentations and pitch decks will be a game-changer and impression builder for you. A well-crafted presentation can do wonders and help you stand out from the competition.
The above share pitch decks are some of the best angel investor-grabbing tools. Our dedicated presentation service team can also help you draft a customized pitch deck per your requirements!
Without ado, download them from the respective links or visit our website to explore more options!
FAQs on Angel Investors Pitch Deck
1. how do you pitch angel investors.
Approaching and impressing angel investors are not easy as you think. They can be retired entrepreneurs, accredited investors, doctors, engineers, or wealthy individuals. Thus, it is essential that you create an effective pitch deck and give a panoramic view of the revenue and operating model of your business idea. Therefore, follow the below tips to engage an angel investor:
1. Be clear and comprehensive about your idea.
2. Prepare a well-structured pitch presentation.
3. Be confident about your presentation.
4. Answer questions in detail and satisfactory manner.
5. At the end of the presentation, cordially ask for help in the form of advice or resources.
Try to persuade your investors with confidence in case they seem to lose interest.
2. What should be in a pitch deck for angel investors?
To convince your investor to fund your startup, your pitch deck should be more than a solid business case. It should generate an emotional response and persuade the investor to give you a follow-up meeting. Thus, add these slides to your pitch deck to get under the spotlight:
1. Company operational overview and business information.
2. Problem-solution slide.
3. Unique selling propositions (USPs) of your product or service.
4. A development timeline.
5. Product categorization and development roadmap slides.
6. Business models.
7. Revenue streams.
8. Competitive analysis.
9. Market analysis — global and active markets.
10. Sales and marketing strategies.
11. Company traction.
12. Revenue projections.
13. Seed funding pre and post-capitalization comparison.
14. Exit strategy for investors.
You will be able to get these all and other essential and valuable slides in our pre-designed angel investors pitch deck. Download these today from our website.
3. How does an angel investor get paid?
Angel investors are high-net-worth individuals who invest their money or wealth to support startups in the early stages, like initial seed funding rounds. As these fundings are high in risk, these are only 10% of their total portfolio and can be in the range of $15,000 to $1,15,000. In return, they take a small amount of equity or ownership stakes from your company. When a startup gets succeeds, they receive its benefit or return.
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AIN Sample Pitch
This is the detailed view of your pitch....
Angel Investment Network
London, United Kingdom
- Pitch Details
- Questions & Answers
Angel Investment Network is an online platform connecting startups with angel investors. In 10 years since launch, we have grown to a global network spanning 80+ countries.
- Over 295,000 registered angel investors
- Over 1.45 million registered entrepreneurs
- Global network spanning 90+ countries
- Over £300 million raised for our startups
- Profitable every year since launch
Problem: Every day entrepreneurs need financing to fulfil and grow their great ideas. Often their own networks are not enough and so potentially great businesses never get the funding they need and deserve. Business/Solution: AIN’s platform solves this problem and connects entrepreneurs and their ideas to 115,000+ investors locally around the world. The platform gives entrepreneurs a short proposal template to help them best showcase their business to the network of angel investors and VC funds. The investors bring funding, knowledge and contacts to the startups they like. We've already generated over £300 million in startup funding for hundreds of companies around the world.
Our platform was launched at the perfect time to capitalise on the enormous growth the startup scene has experienced and continues to experience in recent years. With more startup companies being registered globally than ever before, AIN is providing the solution both for entrepreneurs looking for funding and advice; and investors looking for great companies to work with. Competitive Advantages: • We're online, which makes it much easier for entrepreneurs and investors to connect and streamlines the whole investment process. • We're international. Most angel networks operate locally or nationally. We give entrepreneurs international exposure and allow investors to access deals worldwide. • More investors than any other angel network
AIN has expanded to over 90 countries; and now has now 1.75 million registered users (and counting...). We're currently adding over 9,000 new entrepreneurs and over 3,000 new investors each month. This success combined with our team's ever-increasing expertise and industry knowledge has allowed us to open our first accelerator programme in London in 2015.
As the startup scene continues to flourish, we're well-placed to continue to capture significant market share and to provide an excellent service for both its entrepreneurs and investors. With plans to expand into even more countries, build a crowdfunding platform and launch further accelerator programmes around the world, we expect our strong growth to continue.
What do you think of this project?
The founders met when they were 6 months old and have been best friends ever since. After a conversation in a bar in Buenos Aires 23 years later, AIN was born. Want to know more about our story? Get in touch!
Looking for us$121,820 - min per investor us$12,182.
AIN is looking to raise £100,000 for a 10% equity share in the business.
Got a question about this project?
If you need any more info, you can contact the entrepreneur directly.
Ask a question
This is how your pitch looks in the lists...
This is how your pitch looks in the right column....
Angel Investment ...
US$140,000 Req US$14,000 Min
Building an Angel Investor Network: A Guide
Angel investors are high-net-worth individuals who provide financial backing to startups. They provide funds at an early stage in the company’s life cycle, often when there’s no access to institutional capital. Building a strong angel investor network has significant advantages for entrepreneurs.
Advantages of Building an Angel Investor Network
- It allows entrepreneurs to quickly and effectively raise capital
- The investor network offers guidance and mentorship to entrepreneurs
- Angel networks allow entrepreneurs to access a larger pool of investors
- The growth of the angel network increases the reputability of the investor
Identify the Purpose
Creating an angel investor network requires diligence and preparation. Before you start recruiting investors, it is necessary to understand your company’s needs, define your target audience and set a goal for the network. Identifying the purpose of the network will enable you to make better decisions when it comes to building it.
Figure Out Your Company’s Needs
The first step towards building an angel investor network is to identify the needs of your company. What kind of capital do you need? What type of investors are you looking for? Answering these questions will give you a better idea of what kind of investors you should target. You should also consider the terms of any potential investments and the type of partnerships or collaboration you want to establish.
Set a Goal for the Network
Once you have identified your company’s needs, you can set a goal for the network. Are you looking to acquire capital or establish strategic partnerships? Do you want to use the network as a way to increase your reach or grow your customer base? Establishing a clear goal will help you to identify the right investors and make the most out of your network.
- Decide the scope of the network
- Identify your ideal investors
Choose the Right Venue for Networking
Network building is a critical piece of the entrepreneurial puzzle and connecting with angel investors is necessary to boost business success. When developing an angel investor network, choosing the right venues can make a huge difference. Understanding the different types of venues can help small business owners make the right decisions when looking to network and connect with angel investors.
Look Online for Angel Investor Groups
The internet can be an amazing resource, allowing small business owners to connect with angel investors without leaving home. Angel investor groups can be found with a few keystrokes and a little time. Those who are serious should take the time to conduct thorough research, checking out the websites of various groups to see if they are a good fit.
In the early stages, it’s important to ensure the group is reliable and legitimate. There is a plethora of information available online that describes the group, their values, and the members. But, the best learning will come from actually engaging with the online group, either through emails or forums.
Local Networking Events
Networking events can be an incredible way to meet with angel investors and build relationships. Local events sponsored by local business organizations or chambers of commerce are great opportunities to connect with experienced business professionals, industry leaders, and angel investors. They provide an ideal steppingstone for small business owners to get their name out there and start conversations that can lead to long-term business relationships.
Another great way to get involved with angel investors is by attending industry-specific conferences. These events are designed to bring together the best minds in the industry and provide an opportunity to network and connect with those who can drive business growth.
Professional conferences are generally expensive, but many small business owners find that the investment in money and time more than pays off. Those attending these events typically have access to exclusive events, insider information, and the opportunity to connect and network with top investors. In many cases, simply making the effort to attend a conference can lead to invaluable knowledge, contacts, and relationships with angel investors.
Research Angel Investors
Researching the background of an angel investor is important before you make your pitch. They may have a different risk appetite than other investors, so it is important to understand the specifics of the deals they may have previously taken part in. This research can also provide you with an understanding of their estimated net worth.
Look at Their Portfolio
You can get an idea of the types of investments a particular angel investor makes by looking at their portfolio. Open calls, or pitch events, are a great way to meet with potential angel investors. When you attend open calls, you can easily review the investor's background and the investments in their past portfolio. You can also look at the qualifications and experience of the investor, to get a better understanding of their risk appetite.
Read About Angel Investor Deals
Read about how an angel investor conducted deals in the past. You can look for press coverage, SEC filings, and other media reports. Understanding how a potential investor has conducted deals in the past can give you a better idea of what types of investments they may be open to. It is also helpful to research the strategic goals they made with past investments.
Estimated Net Worth of an Investor
Finally, consider the estimated net worth of an angel investor. Many angel investors have their personal money invested into their investments. Knowing the estimated net worth of a potential investor will help you understand their risk appetite and their ability to fund your venture. You can estimate their net worth by looking at their investments, along with the earnings and revenue potential of their investments.
Reach Out to Angel Investors
Once you have identified the angel investors that might be interested in your business, the next step is to reach out and introduce yourself. The primary goal is to foster a relationship that can create a foundation for a future relationship. It is important when engaging with angel investors to remember to use an appropriate level of professionalism and a friendly tone that will help you establish rapport and credibility.
Introduce Yourself and Your Business
Before you reach out to potential angel investors, be sure to prepare a short pitch to introduce yourself and your business. Explain the purpose and vision of your business and its current status. Be sure to include any wins, awards, or work you have completed to make your business stand out among the competition. If you have any relevant professional experience, include it in the pitch too.
Use the Right Tone to Establish Rapport
When reaching out to angel investors, the tone you use is just as important as the content you are sharing. Angel investors are likely to be busy, so be brief and don’t forget to be friendly and professional. It is also important to show them that you understand their position and the risks associated with investing in start-ups. A good way to do this is to talk about the ways that you have worked to minimize risk, such as gearing up a reliable and experienced management team, obtaining intellectual property protection, or generating initial proof-of-concept.
Highlight Your Business's Track Record
Angel investors want to know that you have a proven track record. If you already have customers, showcase the successes you have enjoyed so far. Include stories of happy customers that attest to the success of your business. Include data to back up your claims, such as customer numbers or revenue generated. Be sure to emphasize potential growth potential and opportunities that your investors can look forward to.
Negotiate a Deal and Raise Funds
Once you have identified potential angel investors and presented your business plan, the next step is to negotiate a deal and raise the funds for your business. Negotiations with investors can be a long and arduous process that require significant research, understanding of the market and sharp negotiation skills.
Pitch Your Business Presentation
Building a strong investor pitch can make or break the success of a new venture. Writing a compelling and attractive business presentation requires you to thoughtfully consider every aspect of your business plan. The presentation should provide clear and concise information on the market potential, your competitive advantage, and how the investor’s capital would help to grow the business. Additionally, be sure to include any potential risks and how to manage them.
Placing the Right Valuation on Your Company
When pitching to investors, one of the most important things to consider is the right valuation of your company. Valuing your company is a complex process that requires market research and understanding of equity investors’ needs and goals. Angel investors have many offers on the table, and they are expecting the right return on their investments. To craft the right valuation, look into comparable companies and their current valuations, identify your exit strategy, and analyze the projected ROI. This can all be overwhelming at first, but it is important to get your valuation right so that investors will take your offer seriously.
Creating an angel investor network is a great way to grow your business and gain additional capital with the help of experienced investors. When negotiating an angel investment, it's important to understand the risks and rewards associated with taking on an angel investor and reviewing the potential downsides of working with angel investors.
Understanding the Risks and Rewards of Seeking Angel Investment
The risks associated with taking on an angel investor should always be taken into account before beginning the negotiation process. Launching a business is already a difficult and uncertain process, so understanding the additional risks associated with angel investing can help ensure that you make a well-informed decision.
The rewards associated with angel investments may include access to a professional investor network, additional capital to grow your business, and the possibility of developing a stronger business model with the help of experienced investors.
Review Potential Downsides of Working With Angel Investors
Potential downsides of working with angel investors include the possibility that the valuation model used by the investors may not accurately reflect the true worth of the business, and that angel investment may mean giving up a certain degree of control over the business. Additionally, taking on angel investment can mean that the founders must give up a share of the company, or even a complete change in control.
Negotiating with angel investors is a great way to gain additional capital and grow your business, but it's important to understand the risks and rewards associated with such investments before taking the plunge.
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Maven Business Plans
Boost up your business with an ace business plan for Angel Investors
A Business plan is an essential tool for entrepreneurs . It helps them to focus on specific steps that will help them to make their idea succeed. It also helps the entrepreneur to achieve long-term and short-term objectives.
A business plan is not a simple document that you will create once and store it in your cabinet or bottom drawer and then forget about it. Rather, it is a living guide and roadmap that describes the details and goals of your business. You may need to regularly review it and update it when circumstances change, to get successful reviews for your business.
Having the services of a professional business plan writer is a great way to boost your business. The typical business plan consultant fees differ between service providers, degree of length, and difficulty. If you have a strenuous team in your enterprise, holding brainstorming sessions with your team is a persuasive way to benefit from their knowledge – it ensures you’re all on the same page and you can easily get their support.
Importance of the business plan
Assigning your thoughts on paper is hopefully a great way to achieve clarity of your purpose. For the small-business owners who bit fuzzy on some of the details of launching a business, a business plan is an important milestone to crystallize their thoughts and ideas.
A well-developed business plan is a compass that supplies direction, and help entrepreneurs to give shape to their business vision.
Discipline, time and focus are important factors to write a business plan. This is not only a challenging job but a huge time commitment process. That’s why it really very difficult for entrepreneurs to write business ideas. Hook up with professional business plan writer is a key to your success.
At Maven Business Plan s, our compassionate business plan team will create a thorough and well-researched business plan that fits your goal, lifestyle, and evaluate your idea. Our investor ready business plan will help lenders and investors to understand your business idea and also help you to attract funds.
Benefits of business planning for startup business growth
It’s all wet that business plans are just for startup businesses, or to back up loan applications from financial institutions, or for getting investors. Rather, in reality, business planning offers myriad benefits to everyone in the business. We generate a comprehensive and concise business plan for Angel Investors without blowing your budget. Our business plan will provide a lot of benefits to your business.
Our well-developed business plan will help you to focus on your special identity, target market, and products or services tailored to match.
You can’t do everything, our expert writers will help you to keep track of the right and most important thing. They will also help you to allocate your time, efforts and resources strategically.
Our good and research base planning will help you to set expectations and tracks results. Our business plan will prove to be a tool for regular review of what’s expected and what happened. Good work and disappointments show up.
We know cash flow also require planning and management, especially when sales on account, physical products, purchasing assets, or repaying debts are involved. With our good business plan for Angel Investor, you can easily manage your cash. It also helps you to analyze that our day-to-day work will fit your main business tactics.
Regular reminder to keep on track
All business owners want to keep their customers happy. That’s why all the entrepreneur focuses to maintain quality and strategy. But, sometimes it becomes really very difficult to remember these priorities. We assure you that our business plan will prove to be a regular reminder for you.
If you’re seeking for an affordable business plan in Angle, then touch base with us, our Professional Business Planning Writers will create a business plan that will fit your requirements and needs.
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How to Find Angel Investors [Especially the Ones No One Knows About]
Finding angel investors is a common need for entrepreneurs. with an angel investor, your company can be poised for great growth., without one, unfortunately, your great idea might remain in your head, for it doesn’t have the funding to flourish., the 2 types of angel investors.
In discussing how to find angel investors, we need to start by identifying the two types of angel investors.
One type of angel investor I call public angel investors. The second is what I refer to as private angel investors. Each has their advantages and disadvantages, as you’ll learn below.
Public Angel Investors
Public angel investors are angel investment groups or individual angel investors that you can find online and/or specify themselves as angel investors. For instance, you can do an online search on angel investor groups in your area and will most likely find local angel groups. Such groups work together on finding companies to fund and vetting them. They also pool their money together to enable them to invest in multiple businesses in order to have a portfolio of angel investments, which is generally the best investment strategy. Because you can find these angel groups online, I refer to them “public” angels.
The second type of “public” angel is someone who publicly identifies himself or herself as an angel investor. By going to a site like LinkedIn and searching the keyword “angel investor,” you will find such individuals and then contact them.
The advantage of “public” angel investors is that they are easy to find. The disadvantage is that because they are easy to find, everyone finds them. That is, they are constantly being approached with investment opportunities and can only fund a tiny portion of those that they see.
How To Raise Funding from Angel Investors
If you want to raise your first $100,000 (or more), click below to learn my battle-tested, 6-step funding formula for raising funding from angel investors
Click here to raise angel funding for your business today.
Private Angel Investors
Understanding “private” angel investors is really exciting because there are many, many more private angels than public ones. Private angel investors are people who have either made just one or a small amount of angel investments or who have the financial ability to make an angel investment but have not.
Most “private” angel investors are what I call “latent” angel investors. They are “latent” because they have the means and interest in making an angel investment but they just don’t have any angel investments that they know about. They’re just not getting approached with businesses to fund.
These angels are my favorite because they are not receiving tons of business plans . Conversely, a public angel or a venture capital receives tons of investment opportunities, and as a result, they must be much more stringent in their funding criteria. And ultimately, the chance of them funding your business is much less because they have so much else to choose from. But with “private” angels, who have much less to choose from, there is a high likelihood that they’re going to choose you.
Finding Private or “Latent” Angel Investors
So how do you find these private or latent angel investors?
The way to do so is via networking. You network by asking who do you know and who do others know.
Ask your lawyer, “Who do you know that might be interested in funding my business?” Ask your uncle. Ask your accountant. Ask your current friends. Ask your friends from high school or college. Ask other members of your religious congregation. Ask everyone, “Who do you know that could fund this business?”
And importantly, ask other business owners. We all go into retail establishments often and many times you’re speaking with the owner of the business. Ask the owner, “Hey, is this something that you’d fund?” Or ask, “which other business owners do you know that you can introduce me to?” Most business owners know other business owners since often their members of local Chambers of Commerce together.
The name of the game here is networking. Networking allows you to find other business owners, executives and/or other people with money.
How to Get Started
The easiest way to get started with raising funding from angel investors is to target “public” angels. As discussed above, you can go on any search engine or LinkedIn to quickly and easily find these investors.
Reach out to them via emails and try to attain a meeting. Remember that the odds of any of these investors funding you are low since they review so many other investment opportunities. But, if you speak with enough, one may fund you. And many may refer you to others and/or provide valuable feedback.
While you’re reaching out to the “public” angels, start your networking process to find “private” angels. While these angels are much harder to find, remember that when you do find them, they have a much higher likelihood of funding you.
How to Find Angel Investors Infographic
Below is an infographic of this article for quick reference.
To further help you learn about and find angel investors, we put together the slide presentation below to show you the key differences between angel investors and venture capitalists.
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Angel Investor Pitch Deck Templates that Get Buy-In
Go beyond Powerpoint the best free angel investor pitch deck templates. Use themes and slides that take your presentation from boring to captivating pitch.
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How these angel investor pitch deck templates go beyond any PowerPoint
An exceptional angel investor PowerPoint pitch deck presentation template is hard to come by, but even if you find a good pitch deck example that you like, it will most likely underperform. The reason is that everyone is doing the same thing so you drown in a sea of sameness.
To stand out you’ll have to use a template that goes beyond what any of your competitors’ PPTs can do. See, PPTs deliver a static, boring, text-heavy experience o your investors, and reading them is a task.
Investors are burdened with these tasks, so to stand out you’ll need to move from offering yet another task to offering an experience. The templates on this page take you from static, boring, and burdensome, to interactive, memorable, and engaging.
Storydoc templates apply dynamic content like videos, animation, and narration scroll-based components that break down your angel pitch deck content into simple chapters that lead down a captivating storyline.
What makes a good angel investor pitch deck template?
A well-crafted investor pitch deck template can be the difference between receiving funding and being left empty-handed. An investor pitch deck presentation must contain information about your business and its potential for growth if you wish to persuade investors to invest in your company.
A good pitch deck template for angel investors includes the following segments:
- Your business overview
- The problem you are solving
- Your solution
- Market size and opportunity
- Financial projections
If you can effectively communicate the strengths of your business using these points, then you stand a good chance of securing funding from investors.
Learn more info about what to include in your pitch deck .
It is also important to remember that when creating a pitch deck you need to be clear and concise. You only have a few minutes to capture the attention of your audience, so make sure each slide packs a punch.
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