Investor Presentation Checklist

This checklist for investor presentations is concise and practical, highlighting the essential slides to include and the ideal number to present. Its purpose is to help individuals who may feel unsure or overwhelmed with what to present, ensuring that nothing is missed on the big day.

So, let’s get started and check the list below.

Cover Slide

Recommended: 1 slide

This is the first slide of your presentation and should include the title of your presentation, your company name, and any relevant imagery or branding. It’s important to make a strong first impression with this slide.

Introduction

Recommended: 1-2 slides

This is where you introduce yourself and your company to the audience. You can include information about your background, your team, and the mission of your company. You should aim to establish credibility and trust with your audience from the start.

Problem Statement

Recommended: 1-2 slides

This slide should describe the problem or challenge that your product or service aims to solve. You should provide data and evidence to support your claims and explain why this is an important issue to address.

Solution

Recommended: 2-3 slides

This slide should explain how your product or service addresses the problem outlined in the previous slide. You should provide a clear and concise overview of what your product or service does and how it works.

Market Opportunity

Recommended: 1-2 slides

This slide should provide an overview of the market opportunity for your product or service. You should provide data and insights on the market size, growth potential, and target audience.

Business Model

Recommended: 1-2 slides

This slide should explain how your company plans to make money. You should provide an overview of your revenue streams, pricing strategy, and any other key financial information.

Competitive Landscape

Recommended: 1-2 slides

This slide should provide an overview of your competitors and their offerings. You should explain how your product or service is different and better than what is currently available in the market.

Marketing and Sales Strategy

Recommended: 1-2 slides

This slide should explain how you plan to market and sell your product or service. You should provide an overview of your go-to-market strategy, sales channels, and any other key information.

Financial Projections

Recommended: 2-3 slides

This slide should provide an overview of your financial projections for the next few years. You should provide data and evidence to support your projections, including revenue, expenses, and profit margins.

Investment Proposition

Recommended: 1-2 slides

This slide should explain why your company is a good investment opportunity. You should provide a summary of your key strengths and competitive advantages, as well as any other relevant information that might be of interest to potential investors.

Total Recommended Slide Count

Recommended: 12-20 slides

Again, these are just guidelines, and you may want to adjust the number of slides based on your specific needs and preferences.