Investment Presentations

While we have grouped these two services, these sources are often very different. Private Placements are usually presented to individuals while Investments are usually presented to institutions. In both cases, the presentation is the key to success in raising capital and to establishing a roadmap to achieving your desired results. Whether the goal is for first stage, second stage or growth capital and the vehicle is mezzanine, convertible debentures or convertible preferred stock, the quality of the presentation will determine both the interest rate, the pricing, and the valuation placed on the company at “take out” points in the contract. The written offering document may get you in the door, but the preparation for the presentation is much more important. If you are seeking “equity” you should be prepared to ask for twice as much financing as you think you need because when you ask for a second round, it is going to be very expensive. By understanding this process, you will see why angel investors are so important in the early financing and development of your company.