Pitching for Capital Raise

[John Bennett]

I am looking for effective presentation templates / examples to provide intro information on what we are doing and the benefits to begin conversations with potential investors. This is my weakest point, which means I have deals, I can underwrite, I know how to structure, and put debt together. I need to be able to bring investors in.

Thank you in advance for your feedback.

[Evan Polaski]

@John Bennett I understand where you are coming from, but if you are using other pitch books for ideas, it will look like every other pitch book.

What you are trying to do is solve a problem. What problem do your potential investors have that you can help them solve? Once you define that and their sticking points, you will be able to create a highly effective pitch book. If you simply put your bio, portfolio, and historic returns in there, you have created something that will get lost in the crowd. 

In general, @Greg Dickerson is correct.  A good relationship or referral will trump a shiny pitch book EVERY DAY.  Not to say you don't need one, but I would focus on relationships over materials.  Probably three quarters of my calls are with people who never opened the pitch book before our scheduled call, and often, depending on their questions and conversation, I may not even mention or refer them to it.