Template

Investor pitch meeting template

A first meeting with an investor: ten minutes of pitch, plenty of time for their questions, and a clear ask at the end.

30 minutesFor Founders raising moneyAgenda room
Change the agenda first

The agenda, with a time for each part

  1. Who we are and why we are here2 min
    • How did you come across us?
  2. The problem, and who has it3 min
    • Have you seen this problem in companies you know?
  3. What we built, shown not described5 min
    • What would you want to see it do?
  4. Proof it is working4 min
    • Which of these numbers would you look at first?
  5. Their questions10 min
    • What worries you most about this?
  6. What we are raising, and what it pays for4 min
    • Does this fit what you invest in?
  7. Next step2 min
    • What would you need to see to decide, and by when?

How the notes read afterwards

A made-up example, so you can see the shape. In a real call each line carries the words that were said and who said them.

Shown. A patient booking a clinic appointment in three taps, on a phone.

Proof. 140 clinics pay each month; two have left in a year.

Their worry. Each sale takes four months.

Raising. $1.5 million for eighteen months: three engineers and the first salesperson.

Next. They want the customer list and two calls with clinics. Sent by Wednesday.

Running it well

Ways to change it

A second meetingSkip the pitch. Start with the questions they sent, then the numbers behind each answer.
Fifteen minutes at an eventProblem, product and proof in five; the rest is theirs.

When to skip it. When the investor does not put money into companies of your stage or kind. Ask by email first and save both of you the half hour.

Questions

How long should an investor pitch be?

About ten minutes of talking in a thirty-minute meeting, leaving the rest for questions.

What do investors want to hear in a first meeting?

The problem and who has it, what you built, proof it is working, how much you are raising and what it pays for.

How do you end a pitch meeting?

Ask what they would need to see to decide, agree who sends what, and put a date on it.

What happens in the room

Everybody joins from the link, with no account. The agenda sits beside the call and each item fills in with what was said about it, under the name of the person who said it.

More templates

Board meetingHighlights, the numbers, the asks, and the votes — in that order.Investor update callFor the people who put money in: the numbers, what went wrong, and what you need from them.Nonprofit board meetingFor a charity or association board: approve the minutes, the money, the reports and the votes — in order, and on the record.Annual general meeting (AGM)The yearly meeting of members: the year's report, the accounts, the elections and the votes the rules require.1:1 meetingA weekly hour between a manager and one person — theirs first, yours second.Daily standupFifteen minutes, three questions, everybody once.Weekly team meetingThe numbers, everybody's one priority, and the decisions that cannot wait.Sales discovery callLearn how they work today, what they have tried, and what a good outcome is — before pitching anything.

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