7 Essentials You Need To Have Ready When Meeting With An Investor

By  Maham Qasim

December 21, 2021 6:20 am EST

Always be prepared when you meet with an investor. Lack of preparation means that they will most likely reject your proposal, and you’re back to square one. Having ready-made presentations makes it easier for the investor to know what your startup has to offer, which in turn increases the chances of getting funding.

Here are 7 essentials you need to have ready when you are about to meet with an investor.

1. The Executive Summary of your business plan

If they rejected your business plan, it is highly unlikely that they will read the whole thing again. But an executive summary is a brief overview of your plans and how you’d like to implement your ideas in the light of your financial and business restrictions. This summarizes your plans for them and saves time for both you and the investor.

2. A Product Demo

Investors don’t just invest in companies, but also the people behind it to know that they can trust their investment, which is why a product demo or presentation increases your chances of getting funding. In a product demo, you can show investors what your business is all about. You should have a professional product demonstration to present, that showcases how it works and the benefits of using your product or service. Not only that, but you will also be able to convince them at an emotional level because they will see (instead of just reading) how your product will work and how it can be beneficial to your audience.

3. The Release Schedule for a Project

Your potential investor would want to know how exactly you plan on going about with the funding that they give you, which is why it’s important that you have a clear release schedule that shows them what their capital will be used for. A good release schedule should have your milestones for the next 6 months to one year, showing them that you are making progress even without their investment.

4. Profit Projections Based on Market Analysis

You will need to be able to convince the investor that your business is profitable enough in order for him/her to put in his/her money. Investors are more concerned with the potential earnings of your business, so they would want to see detailed progress reports based on market analysis. This shows them where your company is heading, and how much you could earn once you have established yourself in the industry. 

5. The Team Behind Your Business

Your team should also be ready to meet with the investor when you are. This can include your co-founders, managers, developers and all other staff members, so it is important that they are polished when meeting with an investor in order for them to trust in your company. Show them that there is a solid team behind your business by giving them the rest of their bios than just their name.

6. Your Risk Assessment Report

Acquiring funding will mean that you are taking on risks. Be sure to show potential investors your risk assessment report, which may include market assessments or surveys in order for them to see how risky your business is, and how you plan on reducing the chances of failing in the industry. This also shows them that you know what you are doing, and how much effort you are putting in to make your company successful.

7. The Financial Forecast of Your Business

You will need a solid financial forecast by which investors can see how your business does financially over the next several years. Having a projected cash flow statement shows how your business will generate and use its cash over a specified period of time. This will help the investor understand whether or not your business is profitable enough for him/her to support, and if you have thought through all possibilities of how it could be financed by the business and any outside resources.


There are lots of things that you need to have ready when meeting with an investor. All these essentials will help your cause, so it is important that you have them all-not just one or two of them. A good presentation and product demo along with a detailed progress report on the goals for the next 6 months to 1 year would give you more than just a good chance of getting funded, but also help your product reach more customers.

Maham Qasim

Maham is a copywriter and content creator who's always been drawn to the idea that there's more than one way of getting things done. Her writing career can be thought of as just another side hustle for her; when she isn't crafting content or reading Oscar Wilde, Maham often strategizes about how best to reach out with an engaging voice in this ever changing marketplace!

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