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What information should you send your prospective investor before the first appointment?

July 1, 2020

For many entrepreneurs, it is the most difficult to know what information they should pass on to their potential investor.

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What information should you send your prospective investor before the first appointment?What information should you send your prospective investor before the first appointment?

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You finally did it pitch an investor who is interested in your startup and decides to go one step further, for whom he is planning a meeting, the purpose of which is to look at your project to learn more about it and to know if You are a good candidate for investment for him (or her). One of the hardest things for many business owners is what information they should share with their potential investor, and that means there are still some who fear sharing their company’s information, with questions about when, how, and to what extent they will keep their information confidential, for which we offer you the following tips:

1. With everything and the great controversy about what kind of information you should send or not, Remember that you have to send one deck This allows the investor to scan your company’s information and solve the key questions: who are you, what are you doing, why are they unique and disruptive, why are the market opportunities really big, why will you be the leader in the market you want compete.

2. Your information should be very visual and convince with the content you provide, go into the essentials and provide the information that is not relevant to the investor. Remember that with the information you provide extensively and formally, you can ensure a next meeting.

3. If you have privacy or confidentiality concerns, Think of one thing: It is no longer “fashionable” to keep your project information secret. First, keep in mind that those in the Deck, It’s the information that you need to filter because they should know exactly what they know about your business, so they know how incredible it is and what it has potential for. Think, of course, if you have a patent, a trade secret or a copyright, all you have to do is point out that you are in the process or that it is patentable or that they have a unique formula etc. that guarantees your uniqueness or innovation, if any .

It is no longer “fashionable” to keep your project information secret from the grave / Image: Depositphotos.com

4. You don’t have to decrypt your secret recipe that can be copied and completed with you. And if, despite this advice, you feel unsure, ask the investor to sign a confidentiality agreement to ensure that certain information is kept secret. As a tip, however, we recommend that you do not do this as you will delay the capital raising process. Second, because you should be looking for them to trust you, you should trust your potential investor (do you have any idea how many projects are reaching him (her)?) That are part of a relationship of trust between the two parties. And third, don’t invent the thread. What makes the difference between the idea is who does it, how it is carried out and who is the first. For this reason, you’d better try to speed up the process and focus on what’s really important.

5. Rely on a specialist and plan a capital raising strategyThey will help you prepare for a perfect round and will likely bring you closer to the investor you are with Beginning does fitRemember that you are going against time to ensure greater chances of success.

6. Remember that this information enables your investor Be better prepared to analyze and discuss your project with you (or when talking about your team). Definitely try to get the most out of this two-party meeting, whether you invest or not.