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Bill Schantz’s Guide to Writing a Winning Investment Pitch

Writing a Winning Investment Pitch

A major portion of success in the business world involves attracting and securing investors. It is their funding and financial resources that help businesses grow, expand and stay afloat during difficult times. Indeed without the right investors, many businesses would not exist. Therefore, Bill Schantz of Mid Atlantic Financial, LLC, believes that it is critical for business owners and entrepreneurs to know how to put together a winning investment pitch.


Investment Pitch – Explained By Bill Schantz


According to Bill Schantz, an investment pitch is a concise presentation that outlines the reasons why an investor should put money into your business. The goal is to persuade potential investors that your company is a good investment opportunity and convince them to provide funding.


To be successful, an investment pitch must be well-crafted, clear, and convincing. It should highlight the key selling points of your business and explain why investing in your company is a smart decision. Additionally, the pitch should be delivered in a confident and engaging manner.


Tips To Write an Investment Pitch

  1. Keep it Short and Sweet
    When it comes to pitching investors, less is definitely more. You only have a limited amount of time to make your case, so you need to be clear, concise, and to the point. Cut out any unnecessary information or fluff and focus on the key points that will interest investors.
  2. Highlight the Problem You’re Solving
    One of the first things investors want to know is what problem your business is solving. They want to see that you have identified a real problem and that your product or service is an effective solution.
  3. Explain Your Target Market
    Investors will also want to know who your target market is and why they will buy your product or service. Be sure to provide specific details about your target market, including their demographics, needs, and pain points.
  4. Describe Your Business Model
    Your business model is how you plan to make money, and it’s something investors will want to know about. Be sure to explain your revenue streams and how you plan to scale your business.
  5. Share Your Competitors
    Investors will want to know who your main competitors are and how you stack up against them. This information will help them to understand your place in the market and see the potential for growth.
  6. Set Out Your Milestones
    Investors like to see businesses with a clear plan for growth, and milestones are a great way to show this. Be sure to include both short-term and long-term milestones in your pitch so investors can see your vision for the future.
  7. Detail Your Funding Needs
    When pitching for investment, you will need to detail how much funding you are seeking and what you plan to use it for. Be sure to be realistic in your request and have a clear idea of how the funds will be used to grow your business.
  8. Offer a Return on Investment
    Investors want to see that their money is going to be used in a way that will generate a return. Be sure to explain how you plan to make money and what kind of ROI investors can expect.
  9. Present a Strong Team
    Investors not only want to see that you have a great business idea, but they also want to know that you have the team in place to make it happen. Be sure to introduce your team and highlight their experience, skills, and accomplishments.
  10. Have a Solid Plan
    Finally, investors will want to see that you have a solid plan for how you are going to grow your business. Your pitch should include information on your marketing strategy, sales plans, and overall growth strategy.

Bottom Line

Bill Schantz believes that by following these tips, you can craft an effective investment pitch that will interest investors and help you raise the funding you need to grow your business.

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