How to Make a Great First Impression When Meeting With Investors

A recent post on the Axial forum, M&A advisers shared their best advice for How to Make a Great First Impression When Meeting With Investors. 

Some of the advice for making a great first impression when meeting with investors:

Christian Schiller and Bryan Jaffe, Cascadia Capital says;

The best way to make a first impression is to talk about all the great things that are happening with your business, but also to speak in a balanced way.

Nancy Hament, Scura Paley and Company says;

Articulating future business plans and the use of proceeds is critical. Equally, if not more, important is to know your numbers cold.Some other tips are fairly simple: be sure to speak clearly and slowly enough for the investor to take notes as well as absorb what you are saying.

Spencer Berg, Scott-Macon, Ltd. says;

It’s extremely important for the historical financial performance numbers to be accurate and projections to be believable. Getting the meeting started by saying ‘those aren’t accurate’ can make the investors question the accuracy of everything from that point forward.

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Investors

microcap investors

private equity

venture Capital

fundraising

capital raising

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