Crafting a winning pitch book for investors takes more than compiling all the data you have on your investment opportunity into one place. Winning pitch books tell a strong and compelling financial story that not only gets you to the table, but gets to you the next level of negotiations. Here are the seven core elements of pitch books for investors that capture attention.
You’ve developed your financial model, you’re confident in your investment opportunity, and you’re ready to present the opportunity to investors. But what should you include in your pitch book? Another way to think about this is, what do investors look for in your pitch book?
After twenty-plus years of working with investors and boards in the oil and energy industry, we’ve fine-tuned what to include in pitch books to get you to the next level of interest.
In the energy industry, pitch books, also known as investment presentations, focus on communicating the most critical information to aid in the sale of a company, asset portfolio or project. They help sellers, brokers, and investment bankers translate complex engineering and financial data into a sales pitch used to facilitate an investment decision from a buyer. So, what does it take to build a winning pitch book design? Darby Finance’s investment presentation design services can help.
When is the last time you evaluated the effectiveness of your investment presentations? After more than twenty years of presenting investment opportunities to key decision makers, Darby Finance has studied the elements that the most effective investment presentations have in common.
When you get ready to raise capital for your investment, or your project, most people understand the importance of having a good valuation or a customized financial model that supports your valuation. However, often people overlook the importance of a great financial story. Here are a few recommendations for creating investment presentations that stand out among the competition.
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.
Recently, an oil and gas company approached Darby Finance about a customized financial model while already in negotiations with a partner company. These negotiations would expand the company’s footprint into in a new geographic region, which would bring about a significant change in tax considerations and profitability. However, the oil and gas company’s decision-making had been hindered by a complex financial model that was not easy for the partner company to use or understand.