Pitching to investors can be a crucial part of a business's life cycle. Especially if you're a new company starting out referred to as 'startups'. Investment from investors can help you develop your product/service further, hire new team members and more. Investors can also give you valuable advice alongside the cash. 

If you're a startup founder or CEO, having an investor can be beneficial to your business, that's why over at Process Street we created this Investor Pitch Checklist, to ensure you raise funds.

Before The Meeting:

Research your investor

First things first, you should research your investor. This will allow you to get to know them better and learn what the investor has invested in, what they specialise in, their successful investments, their failed investments and where they're based.

Use the form fields below to record this data.

Gather all your material

Once you've researched your investor you're going to want to gather all of your material. You do not want to leave anything behind or forget any valuable information. Check off the sub-checklist below to ensure you have everything you need.

  • 1
    Business Plan
  • 2
    Financial Details
  • 3
  • 4
    Notebook + Pen
  • 5
  • 6
    Make Sure Your Microphone Works
  • 7
    Business Cards
  • 8
    Wear Your Company T-shirt

Remember to close everything on your computer apart from what you will be showing investors. 

During The Meeting:

Introduce yourself

First things first when the meeting has begun, you're going to need to introduce yourself. This will let the investors know a bit about you personally and your co-founder

  • Introduce yourself
  • Introduce your co-founder
  • Hand out business cards to everyone in the room

Cover key pitch points

During the meeting, you're going to want to cover key points, some of them include:

  • The problem you're trying to solve
  • Your solution to that problem
  • Include your success 
  • Your competition
  • Your revenue model
  • Financial projects 
  • Introduce your team
  • Exit strategy

If you use any other points in your pitch, use the form field below to record that. If you need tips on what your pitchdeck should include; check out Forbes article on what a pitchdeck should include.

Ask critical questions

During the meeting, you will want to ask your potential investor critical questions to get to know them better and to see if they're a right fit for your company. The questions below are questions that you could ask, but you can always also ask your own questions. Check off what questions you asked using the sub-checklist

  • 1
    When was the last time you made an investment?
  • 2
    What is your typical investment size?
  • 3
    What’s your process like? How do you make a decision?
  • 4
    Who else do you co-invest with?
  • 5
    How does our business fit within your portfolio?
  • 6
    How do you interact with founders after investing?

After The Meeting:

Follow up with investor

Once you have had your meeting, it is time to follow up with the investor. By following up you prove the importance of establishing good relationships with people. You also give a reason for an investor to re-engage after your pitch especially if you discussed anything specific

Do this by using the email widget below. If the investor asked for anything to be sent over, you can do so. Also, remember to link to any valuable leave behind information that could include your website or pitchdeck. 


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