Approaching a private Investor

[Shaun Morgan]

I have someone in mind that could make a great potential private investor. I’m wondering what type of information I should prepare to present to this person as well as general tips for approaching a private investor. Thanks!

[Jim Pellerin]

Shaun Morgan I have done my fair share of investor presentations having raised millions of dollars. The key to the presentation is to build rapport in the first few minutes if you can. Find something in common to talk about straight off. I find the best presentation is the simplest. Too much detail and you get lost in the weeds. You can always send more detail later. What you want to focus on is the ROI for the investor and how you minimize risks. All they care about is how much money they can make and what's the downside if the project goes south. Most of my deals close on the first or second meeting but don't be discouraged if you need more. And never let them see you sweat. Present with confidence. You might want to come up with a list of objections for yourself that you can practice the answer to. If you don't know the answer just say so.