Investor meetings and pitching live
Todd's family office has 60-plus investments that came from about 12 relationships. That is the audience a pitch has to reach, and the video Biggest Mistakes People Make When Pitching Investors shows where pitches miss. Sean reviewed a pilot that had to go live within 36 months, and its numbers did not match an operator exiting 150 other sites. In a $35 million EV deal, simple math showed a 6 to 8 hour battery charge, but the trucks can be down only 1 to 3 hours.
Two short answers cover the live part. On tough questions, write down the 30 or so hardest questions an investor could ask, then draft honest answers from the pitch deck. On Zoom, treat the call as the first meeting and aim to earn a second one. Keep the pitch crisp enough for anyone to follow in 30 seconds. The guide How to Run an Investor Meeting From Intro to Next Steps covers the full meeting.
2 videos, 2 questions and 1 guide on this topic.
Guides
- How to Run an Investor Meeting From Intro to Next StepsMost investor meetings are decided before and after the call, not during it.
Videos with summaries and takeaways
- How to Ethically Persuade Investors and Close More DealsInfluence is simply getting people to say yes, according to Richard C.
- Biggest Mistakes People Make When Pitching InvestorsTodd runs a relationship-based family office and names one mistake above the rest.
Questions answered
- How do I handle tough questions during an investor pitch?Prepare for them before the meeting.
- How do I pitch investors over Zoom effectively?Treat the Zoom call as the first meeting and aim to earn a second one.
- How do I explain my startup idea to investors?Start with the customer problem, then explain in plain language how your startup addresses it.
- How do you pitch an investor for the first time?I would pitch an investor for the first time by keeping the conversation short, relevant, and focused on their interests.
- How should I follow up with an investor after a meeting?I follow up with investors by listening carefully, documenting what matters to them, and contacting them when I have something genuinely valuable to share.
- How can I make my investor pitch more convincing?I make an investor pitch more convincing by showing a clear fit between the opportunity and a specific investor.
Tools for this topic
Common questions
How do I prepare for tough investor questions?
Write down the 30 or so hardest questions an investor could ask about your deal. Then draft honest answers from your pitch deck.
How should I pitch investors over Zoom?
Treat the call as the first meeting and aim to earn a second one. Keep the pitch crisp enough for anyone to follow in 30 seconds and show your face.
What should I do if I do not know the answer to a question?
Say so in the room. Then follow up in writing.
