It is often said that ‘it’s not what you say but how you say it that matters’. When it comes to investor presentation documents, substance will always triumph over style. If, however, your documents are unprofessional or unclear you run a very real risk of not getting funded.
An investor may pass on the opportunity of funding you if your executive summary, deck or business plan aren’t up to scratch because:
· You have missed out key information;
· It is not clear to them how your business will generate revenue;
· They believe that your inability to prepare professional looking documentation will mean you will do the same for a prospective customer or client; or
· You simply couldn’t bothered to create investor focused documents.
So while an investor will always primarily focus on numbers, team, execution, sales strategy etc, remember that the key to a successful pitch is great substance and great form.