Never walk into an investor meeting unprepared. Cover every base before your pitch.
Know your investor before walking in
Look for synergies, competitors, and companies similar to yours
Ensure your raise amount matches their investment range
Understand their investment thesis and current interests
Find common ground and conversation starters
Understand if they have domain expertise in your market
Have everything ready and polished
Ensure all numbers are current as of this week
Test on the device you'll present from, have offline backup
Summary document with key metrics and contact info
For serious investors who want to dig deeper
Bring backup charger and HDMI adapter
Practice answers to common tough questions
What's changed that makes this the right time?
What unique insight or experience do you have?
How will you defend against copycats?
Specific allocation: hiring, marketing, product, etc.
Show self-awareness and mitigation plans
Unit economics and scaling strategy
Set yourself up for next steps
Ready to customize and send within 24 hours
Customers, advisors, previous investors
Show you're evaluating fit too: "How do you support portfolio companies?"
When do you need to close? What triggers next raise?
Download a printable PDF with extra tips and space for notes