What makes an Investor Presentation Stand Out? Wow factors?

[Natalie Allen]

Hi BP,  I’m starting the process of creating an investor info sheet to send to a few people interested in a large commercial project I am working on.  At this point I just want to know what potential investors want to see, what impresses you, what are the key points that need to stand out? What would make you (a potential investor say, “Yes this looks great!” 

[Brian Burke]

Primarily investors want to see your track record.  What deals you've done and what results you've produced.  Plus the background / bios of you and your team members.  The investment sponsor always comes first--no matter how good the deal is folks won't invest in it if they don't believe in the team responsible for executing the plan.  

Second, they want to see the business plan.  What are you going to do and what do you expect the results to be.  This means not only a financial proforma but proof of concept such as rent comps, market data and third-party verification.

Finally, they want to see what their money is going to be used for and when they will get it back.  A sources & uses of funds table and an investor distribution forecast will show that.