Top 3 Tips: Presenting an Investment Opportunity to Management

Top 3 Tips: Presenting an Investment Opportunity to Management

Communication is critical for companies, both internally and externally. When dealing with a new investment opportunity, communication oftentimes becomes more difficult because the material can be complex and difficult to understand. A project team will work for months to understand, refine, and negotiate a project, but when the team goes before the board or management for approval, it can be challenging to prepare an effective communication/financial presentation after being embedded in the project for so long.

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