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By LegalEdge News

Mastering presentation skills for raising investment

Preparing for a fundraise is a pivotal moment that demands effective communication to ensure a smooth transition. As entrepreneurs and founders gear up for the intricate process of a business exit and upcoming investment, the role of presentation skills takes centre stage. Beyond the spreadsheets and financial figures lies the art of articulating your journey—the triumphs, challenges, and exciting possibilities that lie ahead.

Here, Jane Houghton (experienced private equity and executive coach), provides some practical and succinct tips on honing presentation skills tailored explicitly to raising a funding round and subsequent exit. From understanding your audience to crafting a compelling narrative and clarity in communication, these insights will guide you through the maze of presenting with finesse during this critical juncture.Simply put, presentation skills are crucial in conveying your vision, reassuring stakeholders, and securing a successful investment. It’s not merely a presentation; it’s your next step, and the success that follows depends on the clarity, confidence, and connection you establish with your investors. Here are Jane’s top 8 suggestions for a successful investment presentation:

1. Breathe

2. Know Your Audience

3. Crating A Compelling Narrative

4. Practice Active Listening

5. Clarity In Communication

6. Utilise Visual Aids Effectively

7. Rehearse. Rehearse. Rehearse.

8. Embrace Flexibility

Refining your pitch abilities for an investment round represents a strategic investment with a profound impact on the success of the transition. It’s imperative to emphasise that mastering these skills isn’t a one-size-fits-all pursuit, as your business dynamics, industry nuances, and involved stakeholders uniquely shape each investment. Achieving a smooth exit demands not only financial acumen but also the ability to narrate your business journey compellingly.


View your pitch not merely as a formality but as an opportunity to etch a lasting impression in the minds of your future investors. It is important to recognise that pitching goes beyond just conveying information; it’s about creating an immersive experience that resonates, ensuring your narrative lingers long after the pitch concludes. For an introduction to Jane or to chat about your next investment and/or exit plans get in touch on

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