DBA Plans

Your Pitching Checklist for Presenting to Angel Investors

Here is your pitching checklist for presenting to Angel Investors. There are 8 key items that should be included in any pitch. At Dorset Business Angels we list these on our website Entrepreneur Resources page for all companies who approach us interested in presenting to us. Here is the list:

  1. Explain what your product or service is and what problem or opportunity it addresses
    and / or solves?
  2. Itemise any IP associated with the product/service and confirm that the Company is the owner?
  3. Who is your target customer?
  4. Who are your competitors and what is it that makes your product, or service, unique, or different to theirs?
  5. What stage is your business at, are you pre-revenue, already trading, or if not, when will you be so?
  6. How many of the current Shareholders / Directors have actually invested their own money into the business and how much is that and what shareholding do they own?
  7. What is your “Pre – money” valuation of the business and how did you arrive at this figure?
  8. Explain exactly what the offer is to the potential Angel Investor, what % of the business do they get for their cash and also, what is the proposed Exit value and therefore the multiple of their investment that they could achieve?

And how does this fit into your overall fundraising process with business angels? Well this is how….

The Fund Raising Process

Prepare and submit a business proposition – send us 3 items

You can send your propositions to us. You can speak to me Peter Eales on 01202 706 975 or email us . What should you send?

  1. Ideally a One Page Summary – see below our Entrepreneur Resources website page for a template.
  2. Your Business Plan – again see the Entrepreneur Resources website page – which normally includes financials ie cashflows, P&L and Balance Sheet.
  3. And include item 3 which is as per above the key points covered in the Pitching Checklist.

These are essential points that investors want to know about any investment they may consider. Your accountant, lawyer, Finance Director or other professional advisers may help you to produce this information. If you have a PowerPoint Presentation or a similar presentation, then so much the better.

All this will enable our screening team to understand immediately if there is or is not potential. Peter Eales one of our founder directors and General Manager forwards this information to Frank Guinn our Vice Chairman to review. Frank will contact you to say if we would like to short-list your pitch for one of our Investor Dinner Events, or if we have more questions.

Present at one of our pitch events

You can then present if selected at our Investors’ Dinner. Prepare a compelling summary to give us, in 10 to 15 minutes, a description of the investment opportunity. You may find this Pitching Checklist useful to help structure your presentation.

Follow-up and due diligence

If one or more investors are interested, you will be asked to provide detailed business plans, including financials and marketing plans.

Conclusion

Investors are very focused. They are often people who have a short attention span. So be clear when you present your case. The 8 key items that should be included in any Pitch by a Company to potential Angel Investors are an essential component of your business plan and your pitch.

Peter Eales BA Hons Chartered Marketer FCIM FIDM
Founder Director Dorset Business Angels
MD o i solutions limited

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