Defining the Opportunity in Your Investment Presentation

Posted by on May 24, 2018 in General, Investment Presentations | No Comments

Your investment presentation is integral to presenting your new project or investment opportunity to potential investors. However, how you present the opportunity matters. In your pitch deck, or investment presentation, you should start by introducing the opportunity in a way that is geared toward your potential investors. This post will cover tips on what to include and the angle that should be taken when presenting to different key stakeholders.

The Opportunity Impact Statement

Your investment presentation should start with a brief impact statement that describes what the opportunity is in a way that is easy to understand and sparks interest from investors. Some everyday examples of successful opportunity impact statements are:

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Generic Oil and Gas Project

ACMECO has acquired a group of leases representing what management believes are long-term, low-cost, stable reserves that are de-risked of Gulf of Mexico (GOM) shallow development drilling opportunities. Over the past two years, ACMECO has secured 11 shallow GOM blocks for minimum bid.

Visual Elements

All successful investment presentations include visual elements to clearly tell their financial story “in a snapshot.” For our clients’ investment presentations, we include a visually appealing table that succinctly answers key investor questions.

Key Investor Questions

Certain key questions should be included in the initial introduction to your investment opportunity.

  • Why [Region X] …. For example: “Why Gulf of Mexico” – then provide the top 2-3 compelling reasons why investors want exposure to this region
  • Why Invest? – this is your opportunity to explain why investing in this region and your project is more compelling than other opportunities
  • Why now? – provide the insightful reasons why now is the right time. For example, there could be a new tax policy in effect, taking advantage of available distressed assets, etc.
  • Why [Your company] – List the reasons why investment in your company/project is better than investing with competing projects and companies. For example: Your company has a proven track record of successful projects, you’re a low-cost operator, experienced management team, etc.

High-Level Overview

Your investment presentation should also include a high-level overview of each asset, basin, or region. This overview should provide just enough information to spark the interest of potential investors.

Talking the Talk

Keep in mind that it is important that the information is geared toward the intended audience. If you are presenting to financial investors, then keep the detailed information – such as engineering and seismic data – in an appendix, or create a separate presentation for technical reviewers. Knowing your audience is as key to success as is the data and the way it is presented.

Providing a polished and professional investment presentation is often your first impression with an investor…and should not be your last!

If you’d like to learn more about how Darby Finance can help your investment presentations stand out among your competition, contact us today.


About Darby Finance – A Leading Financial Consulting Firm

Darby Finance helps our clients make better financial decisions by transforming complex data into a compelling and easy-to-understand financial story. We work alongside our clients to develop customized financial models, valuations, and sophisticated investor presentations while utilizing more than 40 years of experience in energy, finance and investor relations.

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