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4 Ways to Design a Better Investor Presentation


Putting together a pitch is an important component of any fundraising round, and slapping a bunch of wordy content into a slide deck will not suffice. The team responsible for crafting and delivering the pitch must ensure that the presentation will convey the right mix of facts, figures, and high level vision. It is pretty common knowledge that people do not have much of an attention span these days, so capturing investors’ attention from the outset is of the utmost importance. Here are 4 ways to design a better investor presentation:

Keep The Text Short

Given that people have fairly short attention spans, having a ton of written text on any presentation is essentially suicide. The presentation should primarily augment what the pitch presenters are saying with graphs and charts that summarize key financial information. The investors should be looking at and listening to the presenters intently, with occasional glances at each slide to help solidify the information being presented. If there is too much text on each slide, the listeners will either tune out the speakers as they are reading, or worse, get completely bored with the whole thing and tune out everything.

Include Images That Pop

So, if the presentation is not going to have a bunch of stuff written on each slide, then in addition to including graphs and charts summarizing the financial aspects, it is also a good idea to incorporate images that will really grab their attention. For example, if the company pitching has a unique product, showcase this on the slide. There could also be tables comparing the company’s product to the competitors, maps of the company’s existing and expected reach, or even pictures of the leaders and employees in action to evoke a personal connection. Although it is tricky to nail down a precise text to image ratio, it is generally best to go a little heavier on the graphics and a little lighter on the wording.

Use Appropriate Transitions

One of the important things to consider for any presentation is how the whole thing will flow so that it delivers a coherent message. Depending on how things are put together, the presentation may come across as too rigid and rehearsed or confusing and disorganized. As a result, it is important to ensure that the topic from each slide transitions seamlessly to the next one, even if the slides address fairly different issues. Of course, using some of the fancy features for the literal transition from one slide to the next certainly looks nice, but the presenters should plan ahead of time how they will switch from one theme to the next.

Make Your Case by Connecting Logically and Emotionally

The goal is to make the case for your company, and to do this, there has to be a compelling story. Every piece of the puzzle has to come together to intrigue the investors, from the founding of the company to the very end, such as the eventual IPO, if that is indeed the goal. At the end of the day, investors are people, and even the most numerically-driven individuals will respond to a presentation in both a cerebral and emotional manner. For this reason, the pitch deck, the presentation, and the presenters themselves must deliver in a way that the entire experience is well-balanced and appeals to the prospective investors on various levels.

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