Category Archives: Presentations

Telling your story to investors or donors

present
Whether you’re a business or nonprofit, at some point you’ll need to tell your organization’s story to potential investors or donors. How do you most effectively do that?

Here are 3 communication tips that can help you tell your story:

  • Create a presentation that provides an overview of your business or nonprofit. Make sure your presentation is clearly organized into logical sections so that investors can easily follow. Begin with an overview, or roadmap, of your presentation. Your audience should always know where they are during your presentation. Your presentation should tell a story — such as what your organization does, who it serves, how it got started and how it has grown or evolved. Explain your vision for the future.
  • Develop a one-page backgrounder that describes what your company does, who purchases its products, etc. Include brief bios of your key management team and any advisors. Print up copies of your backgrounder, preferably in color. There’s something to be said for having an actual handout to give to potential investors or donors. But be sure to have a PDF available for download on your website.
  • Meet and greet. Face-to-face is still the best form of communication (in our humble opinion). There’s no better opportunity to connect with a potential investor or donor than by telling your story in person. Go into your meeting or networking event with a clear set of talking points that explains the advantage of investing in, or donating to, your organization.

Remember that through all of these materials you are telling a story about where you’ve been and where you’re going. If you’re trying to raise funds for a nonprofit, stress the advantages of donating. Will the donor get anything in return, such as recognition or awareness?

If you’re seeking capital for your business, make sure you include an overview of important financial information such as historical sales revenue, income, etc. as well as future sales/revenue projections.

Good luck with your pitch!

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Filed under DIY PR, Investor Relations, Presentations, Public Relations