7 Core Elements of a Winning Pitch Book for Investors

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 their attention.

Clearly Present the Investment Opportunity

A Winning Darby Pitch Book begins with a customized look and feel that supports your company brand and the investment opportunity. The objective of this section is to build a positive perception among potential investors of your company and provide an overall understanding of the investment portfolio, production profile and return on investment.

Economics Tell a Story

The economics section summarizes the outputs of the financial model in a way that is easy to understand the most important financial information including base case and upside case profiles and sensitives to changing conditions. Throughout the economics, your financial story must become clear. What are the stakes? What changes or improvements will this asset prove to the investors’ portfolio?

Compelling Visuals and Design

Visuals are much more likely to attract attention and they are more likely to be remembered. Done well, they can concisely and clearly communicate your financial story and your project’s value proposition. Additionally, good design helps the information presented to be more appealing. Book covers sell books, and good design garners attention.

Tailor Content in Your Pitch Book for Investors

You would never enter a meeting without knowing something about the other party. Likewise, when presenting your pitch book to investors, you should do your research to understand how your investment opportunity best fits in their portfolio and tailor your content to fit. Tailored content takes a bit more time, but the long-term investment is well worth the effort of customization.

Summarize Assets

Asset summaries provide a deep-dive into the tangible assets, leases or equipment related to the investment opportunity. By providing an asset summary in your pitch book for investors, you provide an executive summary that clearly and quickly outlines the most important and compelling details about your project.

What’s the Execution Plan?

The project execution plan section includes the key tasks, timelines, management team, risk management and HSE information that inform how the project team intends to deliver on-time, on-schedule and within regulatory compliance standards.

A Strong Call to Action

The call-to-action section addresses the main risks or objections that may arise from potential investors and provides information about next steps in how to invest. Just like in basic advertising principals, you need to give your audience a direction – what should they do next? Providing a strong call to action at the end of carefully crafted, winning pitch books for investors increases your chance of a call back for more detailed discussions.

If you’d like to know more about how Darby Finance can turn your investment presentations into winning pitch books for investors, 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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