Preparing for an equity financing pitch to investors involves thorough groundwork and strategic planning. Firstly, it's crucial to meticulously analyze the company's financial health, growth projections, and market positioning. Understanding investors' preferences and tailoring pitch accordingly is paramount. Crafting a compelling narrative that effectively communicates unique value proposition and potential ROI is key. Additionally, anticipating and addressing potential concerns or objections demonstrates foresight and builds investor confidence. Lastly, rehearsing the pitch rigorously, incorporating feedback, and staying adaptable to dynamic market conditions ensures readiness to seize opportunities and navigate challenges effectively.

If you are a broker or a retail marketplace there will be different slides that Treasury should own, to highlight financial performance and risk management. Focus on volumes and risk mitigation to support user volume and growth while demonstrating that financial risks are managed effectively. This shows how user volume and growth are backed by Treasury's efforts in managing financial risks. I.e Assets Under Management (AUM) and Asset Liability Management (ALM), to display growth and risk strategies, payment volumes to highlight transaction trends and scalability, and bad debt performance over time to show effective credit risk management. These metrics illustrate a capable and successful business.

I would 100% agree, part of any ask is properly preparing and getting to know the audience you seek to do business with. Know their expectations and what their motivation is. How can I help your organization?

Preparing for an equity financing pitch to investors involves thorough research, strategic planning, and compelling storytelling. 1. Thoroughly research your business model, market position, and financial projections. 2. Tailor your pitch to resonate with potential investors' interests and priorities. 3. Highlight your unique value proposition, growth potential, and competitive advantage. 4. Craft a clear and concise narrative that communicates your vision and business strategy. 5. Anticipate questions and objections, and prepare persuasive responses backed by data. 6. Practice delivering your pitch with confidence and enthusiasm. 7. Focus on building rapport and inspiring trust with your audience.

Make sure your model you have prepared is eye catching and valid. Give a true return on the investors' monies. What is their $$$ benefit? How long is the return?

The key elements to make it easy to get good terms are: 1. Ensure that your company has a good track record - whether that's a proven sales model and good pipeline, demonstrable product market fit 2. Raise money when you don't need to. Being able to walk away helps to ensure both sides have to consider the other's perspective 3. Ensure that investors have similar objectives - ensure that you work with investors who have a similar time horizon in mind 4. Have plenty of investors interested Then be aware of what is important to you. How much you want to raise, a target valuation (considering the scope to allow growth for the investor as well) and consider any clauses to repay investors early.

What is the expected ownership? Can that be negotiated? Is the %age of ownership flexible? Can a larger share requirement allow for a bigger ask? Is the valuation accurate? Do the numbers back up the request?