Investor Marketing Materials Infographic V4€¦ · Whiteboard Explainer Video Video Pitch or Pitch...
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$100,000 Pitch Deck Mistakes Your Investor Marketing Materials & Pitch Deck Should Be: Investor Pitching Materials Checklist Key Visuals Investment Marketing Assets to Attract Investors Level 4 Brand Professional Logo One-Liner Pitch Deck One-Pager Data Room Master DDQ Educational Marketing Folder Top 10 FAQs CRM Recorded Audio/Video Speech Whiteboard Explainer Video Video Pitch or Pitch Supporting Video Shock & Awe Package Articles & Blogs Educational Videos Educational Marketing Folder Special Report or Survey Recorded Speeches Podcast Interviews Public Speaking Handbook Social Media Accounts PitchDecks By Family Office Club Positioning Spectrum Level 1: Your brand & 1 Liner Hurt Your Position Level 2: Your brand & position neither help or hurt your position Level 3: Your brand & one-liner clearly identify what you do Level 4: Your brand & one-liner are compelling and are sweating for you every time they are seen CLEAR VISUAL PROFESSIONALLY DESIGNED Working with a graphic design shop that makes things look pretty but has no experience raising capital and doesn’t know what investors demand Amateur looking materials that hurt credibility Not enough visuals that explain the industry or your secret sauce Missing a one-pager and supporting materials that together help de-risk the transaction or the investor INVESTOR CUSTOMIZED 1 2 3 4 Your team headshots should be professional, standard, and uniform in every respect. Your unique value add process, secret sauce, or unique investment process should be crystal clear and visually displayed prominently Your track record, client examples, assets acquired, or milestones reached should be shown to build credibility and de-risk things for the investor Most visuals do not do their founders decades of experience justice, they have very poorly constructed or few visuals not well thought out yet have decades of experience
Transcript of Investor Marketing Materials Infographic V4€¦ · Whiteboard Explainer Video Video Pitch or Pitch...
$100,000 Pitch Deck Mistakes
Your Investor Marketing Materials & Pitch Deck Should Be:
Investor Pitching Materials Checklist
Key Visuals
Investment Marketing Assets to Attract Investors
Level 4 BrandProfessional LogoOne-LinerPitch DeckOne-PagerData RoomMaster DDQ
Educational Marketing FolderTop 10 FAQsCRMRecorded Audio/Video SpeechWhiteboard Explainer VideoVideo Pitch or Pitch Supporting VideoShock & Awe Package
Articles & BlogsEducational VideosEducational Marketing FolderSpecial Report or SurveyRecorded SpeechesPodcast InterviewsPublic SpeakingHandbookSocial Media Accounts
PitchDecksBy Family Office Club
Positioning Spectrum
Level 1: Your brand & 1 Liner Hurt Your Position
Level 2: Your brand & position neither help or hurt your position
Level 3: Your brand & one-liner clearly identify what you do
Level 4: Your brand & one-liner are compelling and are sweating for you every time they are seen
CLEARVISUAL PROFESSIONALLY DESIGNED
Working with a graphic design shop that makes things look pretty but has no experience raising capital and doesn’t know what investors demand
Amateur looking materials that hurt credibility
Not enough visuals that explain the industry or your secret sauce
Missing a one-pager and supporting materials that together help de-risk the transaction or the investor
INVESTOR CUSTOMIZED
1
2
3
4
Your team headshots should be professional, standard, and uniform
in every respect.
Your unique value add process, secret sauce, or
unique investment process should be crystal clear and
visually displayed prominently
Your track record, client examples, assets acquired,
or milestones reached should be shown to build
credibility and de-risk things for the investor
Most visuals do not do their founders decades of
experience justice, they have very poorly constructed or
few visuals not well thought out yet have decades of
experience
