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·Investor presentation

Executive Summary RIP

An executive summary that sits on top of a management consulting document is usually a page that summarises the recommendations, next steps, and decisions. It is meant for an insider, the executive reading it is likely to have a 90% understanding of what is inside the document. There is no need for graphics here, a few dry bullets with decisions will do the trick to remind everyone of what will happen next, and who will do it.

So, this is totally the opposite of the other use of an executive summary that I come across often: a short teaser to someone who has no understanding at all of what you want to achieve. Here, a dense text, or a dry list of bullets will do the opposite of attracting attention.

Feel free to step away from the habit of sending dense text pages to get people excited about your project. Instead, think of the time you want the recipient to spend on your document. Now, fill that time with the most visually pleasing and exciting way to present your case. Lower your expectations, you do not want to close a deal at this stage, you want a phone call, or a next meeting. Sending a short, visual presentation that can stand on its own without verbal explanation is a perfect reply to the request for an executive summary.

·Investor presentation

Advice for investors

I see (and work on) a lot of presentations that investors use to raise their own money from high net worth individuals or institutional money managers.

Pitching an venture capital (VC) fund is harder than pitching a regular company. Companies are different by nature, different market, different product, different type of people. Investment funds on the other hand, or more or less the same when you listen to pitches “from a distance”, i.e., with the same level of attention that VCs would use themselves when opening the email inbox in the morning and page-downing some decks that hopeful startups have sent overnight.

Most VC/PE (private equity) pitches would talk about that there are lots of great companies out there that cannot get financing, that the team has a stellar track record, and that - unlike all other VCs - this fund will work hands on with their portfolio companies to create value (strategic help, contact network, access to more financing).

So when to the untrained ear all of these pitches sound the same, it is really important to bring out the distinctions. Bring hard data that show that your target companies cannot get financing. Discuss example deals and show why other investors would not be interested in them, and why you can turn them around. Beef up your track record with quantified exits (unlike most presentations, here the more detail, the better). And - sometimes - reconsider your investment strategy and make it very focused and specific, because believe me, you are not the only one out there pitching for money.

·Data visualization

Bit by bit

Listing pages and pages of market size numbers that are related to your industry are hard to digest for the novice (for example, a potential investor in your company). This number includes devices, that number is 2011 only, this number excludes Eastern Europe, that one is number of users, that one is in Euro, and this is the percentage growth, but the growth of the average basket size.

An investor who is seriously considering putting money in your company will try to piece this data together to come to some consistent picture. You might as well do the work for her with reasonable assumptions. Size up the 2011 market to 2013, add your estimate for Eastern Europe, convert everything to dollars, etc. etc.

Start with some sort of overall market estimate, compare it to something the investor can relate to, then start adding complexity, break things into pieces.

Obviously your estimate will biased and very optimistic, but your analysis has at least provided the investor with a framework of how to think about your market. Put all the raw data that you used in the appendix so that the investor can do her own homework when she returns back to her office.

·Images

Getty Images - free embed

Getty Images (a huge database of both stock and news photos) is open sourcing non-commercial use of its collection if you publish an image via their embed widget. Web sites only for the moment, presentation design software will have to wait…

·Images

White <> plain

No one likes the plain, white, standard PowerPoint slide. And sometimes when I design a slide with an image on a white background and a lot of white space I get the comment that it looks very similar to a boring, plain PowerPoint slide. I beg to differ.

·Delivery

"I need a conference presentation"

You have a sales presentation that - despite the fact that it is loaded with bullet points - has been very successful in 1-on-1 meetings with customers. Now you have an invitation to speak at a conference for an audience of more than 100 people for a maximum of 20 minutes. What next? Here is a recipe.

  1. Trim down the content. In the conference audience are competitors, analysts, journalists, all kind of people that might not be suitable to receive the ins and outs you would discuss with a prospective customer. Remember, the object of a conference presentation is not to close a deal, it is to tease people into calling/emailing you to set up a first meeting.
  2. Flatten the story. Take out overview/summary slides, and spread them out: one slide covers one bullet. We want a story, not a structured table of contents of a business school text book.
  3. Beef up the “problem” section of your presentation to let the audience connect with the issue you are trying to solve. The problem might be totally obvious to you, and 60% of the audience, the other 39% is not there yet.
  4. Avoid repetition. If you talk early on in the presentation how highly accurate your product is, group that together with the a slide in the back that shows test data confirming accuracy.
  5. Find big bold visuals that support your points (one point per slide). Stretch images to a full page size, and cut text.
  6. Take out any live demos or demonstrations
  7. Use your videos (if you have them), BUT only if you can integrate them seamlessly in your presentation flow. Embed it and test it 300 times to make sure there are no technical glitches. Think where you want to insert the videos. Videos are excellent wake up calls, anticipate where in your story the audience runs the risk of getting bored.
  8. Practice, practice, practice, until you can deliver the whole talk in 15-17 out of the allocated 20 minutes.
Continue reading →
·Images

Historical images - CC

Another source of images that are in the public domain: the publicdomainreview.org You could pick one set of images and use them throughout a presentation to get a consistent look and feel of all your slides. Below a preview of a car polo game in the early 1900s.

Thank you Joann Sondy

·Images

Unsplash: CC image library

Unsplash is a frequently updated blog of creative commons images. Mostly background and nature shots. Via Orli. Image by Dyaa Eldin Moustafa.

·Investor presentation

Should we do a video?

I get this question often from startups who are in the process of fund raising. If you are on a tight budget, you might be able to hold off the big expense of producing a video.

  1. There are videos and videos. Many of the animated videos you see today on the web (“So, you want to [FILL IN UNMET NEED]”) are presentations in disguise: an animated sequence of static slides. For some products, showing moving footage of the product is really useful. Examples are gadgets and other hardware that you often see on sites such as Kickstarter. If your product does not depend on a live demonstration, a sequence of presentation slides can be as effective.
  2. Unlike consumers, investors are usually perfectly happy to click through a sequence of slides instead of playing a video
  3. Videos are permanent and very hard to edit. Startup stories always evolve and change.

So, the best approach might be to start with an animated series of static slides. You perfect the flow over time and if you really feel you nailed the story flow (and you have the budget), you can make the expensive of creating a pitch video.

·Delivery

Who are you?

I am in the process of beefing up my software skills (Logic Pro X, nothing to do with presentations), and am spending a lot of time watching screen shot movies. I am just wondering why in these training sessions, the face of the presenter is not shown? OK, the screen real estate needs to be as big as possible, and a constant “talking head” on your screen distracts, but maybe a small introduction, at the beginning of a lesson?

This could be an idea for presentations that are used in cold email approaches: put a very short, very short, intro video of yourself on page 1 (to keep file size emailable and not take away the attention from the slides that follow).