investment company presentation ppt

Best Practices for Creating a Top-Notch Investment Presentation

Raising venture capital is difficult. On top of having a business or product that a VC finds “fundable,” you need to have a system in place to raise capital. This includes everything from identifying the right investors to pitching investors to nurturing investors.

Related Resource: How To Write the Perfect Investor Update (Tips and Templates)

Inevitably, you will have to present or pitch to investors over the course of a fundraise (typically using a pitch deck ). To learn more about how to best pitch and present to your potential investors, check out our tips below:

What is the purpose of an investment presentation?

An investment presentation or pitch is a tool to help founders share their company story and vision with investors. An investor presentation is a visual representation of your company narrative and includes things like metrics, roadmaps, team members, etc.

Kristian Andersen of High Alpha breaks down how founders should think about crafting their pitch deck and story below:

Related Resource: Tips for Creating an Investor Pitch Deck

How long should an investment presentation be?

There is no exact answer when it comes to determining the length of your pitch deck. Different businesses and pitches will require different pitch decks, but we have found that as a rule of thumb founders should shoot for a pitch deck that is 12 slides or less.

We studied our own data from our pitch deck sharing tool and found that the average number of slides in a pitch deck (where 100% of slides were viewed) was 12.2 slides.

Related Resource: Pitch Deck 101: How Many Slides Should My Pitch Deck Have?

Many investors agree with somewhere between the 10 to 15 slide range as well. Alex Iskold of 2048 recommends a short pitch deck that should be 10 or fewer slides.

What your pitch deck should look like for your investment presentation

As we mentioned previously, every business is different. The needs for different slides and narratives will differ from business to business. However, there are a few slides that are typically used regardless of the business. Check out a few popular pitch deck slides below:

1) Discuss the company overview

First things first, clearly present your company and what you do. This should be easy to digest and understand for the investors you are pitching.

2) Present the problem

Use data, stories, or a compelling way to present the problem you are solving. Ideally, you’d like your audience to feel the problem or have a good grasp of others experiencing the problem.

3) Present your solution

Once investors understand the problem you are tackling, you need to lay out how your solution solves the problem. Make the case why you and your solution are the ones to solve the problem.

4) Highlight the target market

Next, lay out the target market and what your ideal customer looks like. This can help investors answer the “why now?” question.

5) Illustrate the market opportunity

At the end of the day, investors want to invest in companies that can turn into huge companies. Demonstrate the market and how it is (or has the opportunity) to become a large market.

6) Identify the competition

Investors will want to understand the space. Lay out your competitors and explain how you are different and better than them.

7) Showcase your product

Next, showcase the status of your product and future plans. Use data or customer stories to share how awesome your product is.

8) Share why your team is the one to solve the problem

Show your executive team members and share their relevant experience and skills so investors understand why your team is fit to execute the problem and the solution.

9) Explain your business model and marketing strategies

Investors want to know that your business has a clear plan and strategy to generate revenue. Clearly lay out your acquisition strategy and sales & marketing efforts to date so investors can understand how your business will attract and close new customers.

10) Present financial data and metrics

Of course, investors want to see the data and metrics behind your business. Lay out key financial and core metrics so investors know the status of your business.

Qualities investors want to see

An investor’s job is to generate returns for their investors (limited partners, LPs). What investors look for in a potential investment will vary from firm to firm but we laid out a few of the common attributes investors want to see in a founder and their business below:

• Large market
• Clear customer acquisition strategy
• Experienced team
• Strong leadership
• Traction and growth
• Coachability

Of course, those are just a few of the traits investors will look for in a founder or startup. Different investors will place a different level of importance on different attributes. It is important to understand what an investor looks for in an investment and tailor your pitch to them.

Related Resource: Startup Metrics You Need to Monitor

Best practices for a top-notch investor presentation

As we’ve mentioned, different investors will look for different attributes in a presentation. However, most things investors look for can be boiled down to a few key areas. Below we lay out a few best practices for putting together a top-notch investor presentation.

Practice your pitch

This should go without saying but make sure you practice your pitch. You should know the ins and outs of your presentation and business. Of course, practicing in front of a mirror or friend can only go so far.

Some founders and investors recommend “ranking” your investors before approaching investors. E.g. Tier 1 investors are the best fit, Tier 3 are less of a fit for your business. If you rank your investors you’ll be able to spend some of your earliest pitches on “Tier 3” (or lower fit) investors to dial in your pitch and prepare for your pitches with better fit investors later on in your fundraise.

Related Resource: How to Pitch a Perfect Series B Round (With Deck Template)

Keep your message simple and clear

Investors see hundreds or thousands of pitches over a given year. Being able to clearly articulate your message and pitch is a surefire way to remove any confusion. By keeping your message simple and clear, you’ll remove any back-and-forth wasted on small details and be able to spend time on what matters most — having a conversation about your business.

Find ways to connect with the investors

At the end of the day, a founder is selling their company to potential investors. Like a good sales process, a good investor pitch starts by building a relationship and trust. When pitching potential investors, find ways to connect with them in advance of the pitch. This could be everything from following and interacting with them on Twitter to going to in-person events where they are present.

Highlight early successes and wins

Get potential investors excited about your business by sharing early successes and wins. This will get the presentation off on the right foot and allow everyone to build excitement around your business. Of course, try to back up your early successes and wins with data when possible.

Know your metrics

Inevitably, investors will want to dig into the metrics and data behind your business. For most investors, this is used to evaluate your business and could be considered the best predictor of success for your business.

However, metrics can also be a barometer for how well you know your business. You don’t need to remember every data point behind your business but need to know how different metrics are calculated and what causes any major fluctuations.

Include engaging visuals and graphics

An investor presentation is a tool used to pitch your business. In order to best engage with your audience, you should aim to have engaging visuals and graphics throughout your presentation. Of course, the underlying data is what is most important but having engaging and easy-to-understand visuals and graphics is a great way to support and improve your pitch.

Leave time for questions

The best pitches and presentations tend to be more conversational. You’ll want to balance feeding your investors with the material they need and also be able to have a constructive conversation about your business. By coming prepared, having a clear and simple presentation, and engaging with your investors beforehand is a surefire way to have a conversation about your business.

Communicate before your presentation

Investors need months of data and interactions to make a decision about a potential investment. In order to best help investors build conviction and have more meaningful conversations, make sure you are engaging with potential investors on a regular basis. This can be in the form of your monthly investor updates or sharing your pitch deck in advance before a meeting.

Sharing your pitch deck in advance of a meeting is a hot topic. Some investors will say you should and some will say the opposite. At the end of the day, it is important for you to feel out the investor and do what you believe is best for you and your business.

Related Resource: 18 Pitch Deck Examples for Any Startup

In-person vs remote investment presentations

Before 2020, investment presentations were generally in-person. However, since the way we work has shifted so have investment presentations. Investors are largely open to receiving pitches and making investment decisions via a remote presentation. Learn more about the pros and cons of both in-person and remote presentations below:

In-person presentation

Before 2020, in-person presentations were the go-to for investment presentations. In-person presentations come with both pros and cons. On the positive side, in-person presentations are typically a better way to build relationships and will make sure an investor’s time is undivided.

On the other hand, in-person presentations can be expensive (both financially and time-wise) for an early-stage startup founder that might not have the resources to travel across the country. This will likely limit the number of potential investors that a founder can meet with over the course of a fundraise.

Remote presentation

Remote presentations and investor pitches have risen in popularity since COVID. Many investors are becoming comfortable with investing in companies remotely and is largely accepted by most investors. Like in-person presentations, remote presentations come with their own unique set of pros and cons.

On the positive side, remote presentations allow founders to meet with more investors as it is more viable financially (and time-wise) to meet with investors remotely. On the flip side, some individuals might find that developing a relationship remotely is more difficult and can take more meetings and a different style of communication to build trust.

Share your pitch deck with Visible

With our suite of fundraising tools, you can easily find investors , share your pitch deck, and track your fundraising funnel. Learn more about our pitch deck sharing tool and give it a free try here .

Home / Business / Best Free Investment PowerPoint Template for Making Financial Decisions

Best Free Investment PowerPoint Template for Making Financial Decisions

What if your income unexpectedly stops? Or you incur heavy losses in your business. You will surely be going to be amidst a financial crash. So, how to be financially secured. If you want to build your fortune and grow your wealth, then investment is the key.

Why is the investment necessary? The world we living in today is really uncertain; recently, the Corona Virus outbreak has led the world to a severe global economic crisis. At the same time, some nations experienced a recession and, in others, a depression. It’sIt’s the worst economic recession since the Great Depression that took place during the 1930s.

Businesses collapsed, and stock markets crashed, which resulted in a rapid and high increase in unemployment in many countries. If in today’s unpredictable world, if you are not investing, then you are missing a lot. A ton of opportunities to increase your financial worth.

“Investment is the technique about how you take charge of your financial status. “ It doesn’t just allow you to grow your wealth, but it also adds an extra income source.

Are you puzzled about how to generate income?  Then let me tell you in today’s modern world. Generally, there are prominent two ways to make money. Otherwise, you strive hard working for yourself or someone else or grow your fortune by investing in assets whose values increase gradually over time.

List of 2021’s Best Free Investment PowerPoint Presentation Templates

According to financial gurus and investment experts, every individual should be well-versed with the knowledge of investments.

“If you don’t find a way to make money while you sleep, then you will work until you die.” – Warren Buffett .

“How to make money?”  is the most searched query over the internet, with more than 201K searches monthly. Seeing the constantly growing trend and abetting you to elucidate the points about building a financially secure future precisely. Here we have compiled list of Best Investment PowerPoint Templates.

Business Investment Pitch Deck PowerPoint Templates

While seeing the best presentations, you might have dreamt of crafting one such presanction. Give your dreams an action with these business pitch deck PowerPoint templates. Have a business idea? Is client’s meeting approaching soon? Need to raise investments for your ideas? Then you are in the right place. We will assist you to impress your audience. These business pitch templates boost your business ideas among your audience and showcase why its worth for investing.

Business Investment Presentation Template  

Investment is the key to success, whether you are an individual or a corporate. Investment plans or strategies allow you to put your money on vehicles with a larger potential to grow and earn huge interest. For businesses, investments act as fuel. Without adequate funding, your business can vanquish if you want to attract potential clients, investors, or other people to trust your business. Then it can be done magnificently using these business investment presentation templates.

Free Investment PowerPoint Presentation Template

Business investment-related meetings are incomplete without fundraising-related discussions. Using these free investment PowerPoint presentation templates, you can review your business performance and even illustrate problems and proposed solutions. The template comes with an inbuilt bar chart using which you can scale your team’s yearly performance.

Investor PowerPoint Presentation Template  

An effective investment strategy guides the investor in making financial decisions. Some strategies show instant growth, whereas others have a low growth rate with less risk associated. With these investor PowerPoint presentation templates, you can showcase subjects like business goals, investment strategies, allocate resources, and much more.

Business Investment Template for PowerPoint

A business investment presentation needs to be concise and highlight each strategy in a catchy way. Investment is the heart and soul of money-making. If you seek investments from your clients, partners, banks, and other financial institutes, you need to exhibit your information strikingly. With our business investment ppt slides, you can do it in the best way possible.

Free Money Saving PowerPoint Template

It’sIt’s recommended that some portion of your income be invested or saved. With these free money-saving PowerPoint templates, you can encourage and even highlight the importance of saving money in the long run. The template features a vault, money bag, and coins, making the template ideal for a presentation related to savings and budget allocations.

Investors Presentations Template

Funding is the backbone of the business. Some businesses start with a bang but gradually declines. This is because of the mismanagement of resources. For efficient business management, there should be a balance between funds allocated vs. expenditures. These investors presentations template contains a balance scale and money bags, which can be a great metaphor for presentations related to funding management, finance, resource allocations, and much more.

Free Bundle of Dollars PowerPoint Template

Fundraising or investment-related presentations can determine the future of the business. So, if you want to impress your audience or just want to convince your clients by delivering an awe-inspiring presentation, these free bundles of Dollars PowerPoint template prove to be the ultimate tool.

Best Investor Presentations Template

Through annual budgeting, you can scale the business’s performance and evaluate whether the performance graph is going upward or declining. Using these Annual review PowerPoint templates, you can elucidate annual budgeting in tabular form, moreover by using charts, graphs, timeline designs, and much more.

Free Financial Matrix PowerPoint Templates

  Based on the finance or resource allotted, business professionals, and even individuals need to prioritize expenditures and financial objectives based on their importance and their likelihood to occur in the future. By downloading these free financial matrix PowerPoint templates, you can depict each goal, prioritize them, and much more.

Financial Advisor Marketing Plan PowerPoint Template

If you are a financial analyst, advisor, marketing guru, then you should definitely download these financial advisor marketing plan PowerPoint template to talk about investment, market analysis, growth strategies, and much more. Illustrate the concept of return of investment to your audience in an easy-to-understand manner by employing these investment profitabilities PPT templates.

When done rightly with accurate financial moves, money has a lot of potentials to grow. In today’s world, striving hard to earn money isn’t enough. It may fulfil your daily expense but can be inadequate to live a comfortable lifestyle or accomplish your goals.

“Money is always eager and ready to work for anyone who is ready to employ it.”

That’s why you need to invest wisely. Money sitting idle in your locker or bank account is losing the opportunity.

With the help of these best free investment PowerPoint templates , you can illustrate your financial goals, investment strategies, and the risk associated in a comprehensive without leaving any room for confusion.

Investment is the key to financial freedom. Are you going to start investing or discuss financial strategies with the management? If so, then which investment template are you going to employ? Leave a comment down below. 

About The Author

Priyanshu Bharat

Priyanshu is a copywriter who loves to tune into what makes people tick. He believes in presenting his ideas with flair and wit, which has made him an expert at standing on stage and charming the pants off of any audience he's faced with. Priyanshu lives for learning as much as he can, so if you ever need help understanding something - just ask!

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Home PowerPoint Templates PowerPoint Templates Finance & Investment PowerPoint Template

Finance & Investment PowerPoint Template

The Finance & Investment PowerPoint Template is a business slide deck for financial sector. This is a 25-slide template with professional PowerPoint background images and diagrams. The PowerPoint diagrams are financial analysis tools to display growth of money with the help of finance templates. These slides will help discuss processes, statistical analysis, investments, and business growth concepts effectively.

You can copy and open the finance & investment template as Google Slides Themes to present data online. For example, embed a presentation of banking, currency, or insurance on website. It is an editable business introduction presentation that gives insights into company’s services and experience. Users can easily make changes in design, text, and values in the back-end. Therefore, it is ideal for a comprehensive sales pitch and progress report presentations. The engaging graphics and simple slide layouts will help highlight important elements of finances. It aims to provide necessary information about business in an infographic format.

The PowerPoint templates of Finance & Investment provides an organized set of slides. It will help introduce services, experts, and experience of organization in a simplified slide sequence. These include:

• Finance & Investment Cover – Image cutout in background and financial clipart icons
• Meet our CEO – Infographic presentation of expertise.
• About the Company – Portfolio style introduction slide with text and image placeholders
• Our Great Financial Services – Two contents bullet list slide with clipart icons
• Company Facts – 6 bullet points with financial analysis icons
• Company History – Horizontal timeline roadmap for past 4-year review
• Finance and Management Team – Team introduction slide with social media and contact information
• Flexible Pricing Plan – Three columns of pricing and plans with feature details
• Organizational Chart – Flat hierarchical workflow
• Risk and ROI Formula – Data-driven line chart to display financial growth of company
• Potential Market Size – 4 segments of target market analysis
• Market Opportunity – 4 circular sections for product and service ideas
• Business Model – 3 data-drive donut chart templates
• Our Investors – 4 sections of an investor’s portfolio
• Monthly Finance Table – data chart for financial calculations
• Yearly data chart – Bar chart data-driven graph presenting monthly financial growth
• Profit calculation – 3D Pyramid style bar chart design
• Loss Statement – Financial statement template
• Growth data – 5 segments for investment opportunities
• Investment report – financial data chart
• Process to sale a product – Creative cutout image design on two contents bullet point slide

Finance & Investment PowerPoint Template is designed for financial institutes such as banks, accounting, and investment firms. All types of organizations can take advantage of financial PowerPoint templates to discuss business performance. The professionals can use a complete slide deck or pick selective slides finance and investment ideas.

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Powerpoint Templates and Google slides for Investing In The Company

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Asian Investment Company Profile

Asian investment company profile presentation, free google slides theme and powerpoint template.

After a lot of effort, your company is ready to invest in the Asian market, and to enter strongly and in the best way you must present your company profile with this striking template that we have designed in red, gold and black, and with beautiful decorative details that will help you to talk about your company, the services it offers, the most outstanding clients and its projections for the future. Resources such as graphs, infographics, icons and tables will be at your disposal for you to customize and build the presentation that will ensure your success.

Features of this template

• 100% editable and easy to modify
• 26 different slides to impress your audience
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• Includes 500+ icons and Flaticon’s extension for customizing your slides
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• 16:9 widescreen format suitable for all types of screens
• Includes information about fonts, colors, and credits of the free resources used

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