Pitch Perfect: 6 Steps for a Successful Pitch Presentation

Since our founding in 2002, Brand Iron has been involved in hundreds of successful pitch presentations. Whether we are designing the deck, coaching the team, or involved in the presentation itself, we know what prospective investors want to see from and know about your venture. In this article, we are going to go over the six steps necessary for a successful pitch presentation.

Step 1: Prove Your Business Model & Its Potential

This is the most important aspect of any pitch presentation. Investors need to understand how your business model works, that it is effective, and that their investment or partnership will only make it more effective. Your presentation needs to include charts and graphs that are reflective of this. 

Furthermore, you need to show that there is room to grow and improve. Is your model repeatable? Scalable? Portable to other industries or geographies? Investors want to know, in the simplest possible terms, how your company makes money and what they can do to either cut costs or pour more money in to facilitate growth.

Step 2: Brand Story & Vision

Your brand story and vision are additional items you need to tackle when developing your pitch presentation. You need to communicate where your venture is coming from, what it means, what your vision is for the future, and why that future looks so bright. We frequently advise companies to place their overarching story and all pertinent information into chapters that clearly communicate your venture’s evolution, and why it is a great investment opportunity.

Step 3: Show & Tell What Makes Your Venture Makes Sense and Is Better Than the Competition

So, you have a proven business model and a cool story. Great! So do thousands of other company’s. Make sure that your presentation spells out why it makes sense for investors to consider your business, as well as why it stands out from the bunch. For this step, display your differentiators, value points, and value proposition. You will first need to show and tell investors why you are currently better than any other company in your space. Then, demonstrate how you will continue to grow and refine your business with their partnership and financial backing. 

Step 4: Show & Tell Why Your Venture Is a Good Investment

Now that you have established why it makes sense for the investor to consider your business, as well as why it is better than the competition, it is time to illustrate why it is a good investment. There are many reasons why a business might be considered a good investment. However, it is not always as simple as, “Give us money now and receive more in return at a later date.” 

Will their investment provide them with cash flow from monthly dividend payouts? Will their financial backing put your business on track to get acquired at a higher valuation? Your venture may even provide a legitimate tax shelter for their money. Pinpoint the exact reason or reasons why your venture is a good investment and lay it out during your pitch presentation.  

Step 5: The Dream Team

In addition to selling investors on your business, you also need to sell them on the team behind it. Your presentation needs to emphasize that your team has a strategic plan and that they have the necessary skills, experience, and capabilities to execute it. 

Investors love to know if any team members have built a company before, especially so if it is in your category. It provides them with comfort that your team has experience building and growing a business. Beyond this, they want to know that their money is in good hands. Be sure to demonstrate that your team is responsible and has strong financial management skills. 

Step 6: Anticipate the Questions

Nothing would be worse than having an otherwise great presentation derailed by questions that you are not prepared to answer. Presentation decks can be very informative. However, it is impossible to cover every niche aspect of a company in twenty slides or less. 

To ensure a successful presentation, you too need to do your due diligence. Know who you are presenting to and why they might be interested in your business. By understanding your audience, you will be able to anticipate what types of questions they will have. 

One of the benefits of working with a consultant on your pitch presentation is that they do not view the business the same as an internal team member or partner. They will provide you with valuable insight on how to effectively position and pitch your business, as well as what types of questions investors will ask before they ever lay eyes on your presentation materials. 


Remember to practice, prepare, and practice some more. You want your presentation to be succinct and compelling. Don’t show up with a 50+ page deck and expect to get through it and be heard. Get to the point. Investors simply want to understand whether or not you have a good idea. If you consider these five steps, you will be well on your way to doing so. 

If you need help preparing for an upcoming pitch presentation, Brand Iron has your back. Since 2002, we have developed more than 200 pitch decks and have helped our clients to raise more than $4 Billion in capital. 

Learn more about Brand Iron’s Capital Raise Deck services here!

Brand Iron is an independent and multi-faceted branding and marketing agency with years of experience creating real-world results for businesses in a myriad of industries. We pride ourselves on creating comprehensive marketing solutions that will sustain long-term growth.

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