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Do's and Don’ts when Pitching to Investors

Updated: Apr 19, 2021

Before investors meet founders, they’ll usually meet their PPT Pkills — otherwise known as a pitch deck. Getting the content, format and delivery right isn’t easy, but it’s important.

Although there are fears that the coronavirus pandemic has prompted a funding freeze, many investors say they are still broadly open to good opportunities — especially at seed round. Here are the 5 Do's & Dont's when Pitching to Investors



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DO'S

  • Do include this wording at the bottom left of the pitch deck cover page: “Confidential and Proprietary. Copyright (c) by [Name of Company]. All Rights Reserved.”

  • Do convince the viewer of why the market opportunity is large.

  • Do include visually interesting graphics and images.

  • Do send the pitch deck in a PDF format to prospective investors in advance of a meeting. Don’t force the investor to get it from Google Docs, Dropbox, or some other online service, as you are just putting up a barrier to the investor actually reading it.

  • Do plan to have a demo of your product as part of the in-person presentation.

  • Do tell a compelling, memorable, and interesting story that shows your passion for the business.

  • Do show that you have more than just an idea, and that you have gotten early traction on developing the product, getting customers, or signing up partners.

  • Do have a soundbite for investors to remember you by.

  • Do use a consistent font size, color, and header title style throughout the slides.

  • Do Review other Pitch Deck Examples.




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DONT'S

  • Don’t make the pitch deck more than 15-20 slides long (investors have limited attention spans). If you feel you need to add more information, include it as an appendix.

  • Don’t have too many wordy slides.

  • Don’t provide excessive financial details, as that can be provided in a follow-up.

  • Don’t try to cover everything in the pitch deck. Your in-person presentation will give you an opportunity to add and highlight key information.

  • Don’t use a lot of jargon or acronyms that the investor may not immediately understand.

  • Don’t underestimate or belittle the competition.

  • Don’t have your pitch deck look out of date. You don’t want a date on the cover page that is several months old (that is why I avoid putting a date on the cover page at all). And you don’t want information or metrics in the deck about your business that look stale or outdated.

Don’t have a poor layout, bad graphics, or a low-quality “look and feel.” Think about hiring a graphic designer to give your pitch desk a more professional look. Content Credit: Forbes.com

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