investor business plan presentation

How to Develop a Killer Business Plan Presentation [with Template]

Written by Dave Lavinsky

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What is a Business Plan Presentation?

How to create a business plan presentation, free business plan presentation templates to download, when should you create a business plan presentation, business plan presentation mistakes to avoid [& how to do it right].

Before they meet you to discuss the possibility of funding you, investors will frequently want to read your business plan or at least your executive summary . If they like what they see, then you’ll have to present your business plan/concept to them.

You will use your written business plan to create a presentation or pitch deck to show your audience, which may include potential business partners, angel investors, venture capitalists, lenders and others. Whether you are starting a new business or growing an existing venture, if you need to raise funding, you need to nail this presentation!

A business plan presentation is a summary of your business idea which highlights the company’s purpose, business model, funding requirements, development status, and other business essentials.

A presentation template typically includes the following:

Product and/or Service Demo
Business Model
Competition
Go-To-Market Strategy and Marketing Plan
Financial Projections
Funds Being Raised

Investors want to know more about your business and how you’ll make them money before they invest their money in your company. Make sure you provide the necessary information in your presentation to meet their needs.

Most business plan presentations are in the form of a pitch deck, or slide deck, however, there are some options in terms of the platform you use to present your business plan presentation. This may include Microsoft Powerpoint, Google Slides, Prezi, Canva, etc. Note- presenting a business plan with a unique format could be a mistake because investors like to keep things simple.

To create a business plan presentation, often referred to as a pitch deck, you will need to go through the business plan itself and highlight the key points that investors need to know.

Start with a title slide with the basic information about you, any business partners you may have, and your company.

Then, follow the steps below for each essential slide in your business plan presentation:

On this slide, describe the major problems that your target customers are experiencing. Try to express the problem in simple language so that investors can grasp it quickly, especially if they aren’t within your target customer segments.

For example, if you have a website development business, you may want to express the problem as:

“Many business owners waste valuable time, energy, and money trying to create a business website on their own. This is because they lack technical knowledge of business website design and business development.”

2. Solution

Once you’ve successfully convinced the audience that there’s a problem, it’s time to present them with your company’s product or service. So on this slide, explain how your firm intends to address the issue you highlighted. Emphasize how scalable your solution is. Scalability refers to a business’s ability to expand as demand for its services grows.

Continuing with the website development company as an example, your solution might be:

“Our business provides website development services to business owners who lack the technical knowledge of business website design and business development.”

3. Product and/or Service Demo

On this slide, you’ll detail your product(s) and/or service(s). If you have a working prototype of your invention, it should be shown here. If a prototype isn’t feasible, attempt to convey your offering to the investors as best as possible. Offer pictures or screenshots of your product/service in use from customers.

For example, in a website development business presentation, you may want to show your business’s working product as follows:

“We provide website development services including business website design, business hosting, and business email setup. Our clients are able to manage their business websites independently without having to rely on external IT support.”

Describe the real or predicted size of your target market in this slide to back up your claims about the scale of the problem and your company’s scalability.

This section of your presentation will pique the interest of potential investors. They want to know if the market is big enough and whether you can grow big enough to pay them a good return on their investment if you achieve a significant share of the industry.

So, describe the size of your market, key trends, and how big your business may develop if it achieves a major market share. This slide will be highly data-driven and is frequently evaluated by investors. Make sure your data is from trustworthy, verifiable sources and that all of your estimates are accurate.

For a website development company, this section may be as follows:

“There are over 25 million business owners in the United States alone. There were an estimated 32.4 million business websites worldwide by 2016 and this is expected to grow exponentially as business computing takes root across the globe. In fact, research from developer Gartner forecasts that business’s digital business models would generate more than $340 billion of business value by 2020, leading them to estimate that more than three out of four business processes will involve digital technology by 2018.”

5. Business Model

On this slide, you need to describe how your business generates revenues. You can include things like your business’s pricing plan, how much it costs to acquire each customer, the business channels you’ll use, etc.

Your target audience must find your business credible and pricing feasible. If you’re targeting large enterprises with big budgets, mention that in this slide.

For example, in a website development company, you might say something like this:

“Our business provides business owners with website development services. We provide business hosting and business email setup, both of which are paid services. Our business also offers business website design as a free service.”

6. Competition

On this slide, you’ll describe your rivals — those firms or solutions that are currently addressing the issues you described above. Clearly show how various options to your company exist in the market.

Competition is generally a good thing. Investors frequently believe a market or issue does not exist if there are no competitors.

Perform a SWOT Analysis for similar organizations and emphasize their distinct qualities. How does your firm distinguish itself from the competition? What makes your product or service stand out? What is it about your company that gives it an edge over the competition? State what gave you a competitive advantage.

Competitors for a website development company might include business website builders, business email providers, and business hosting services.

“Our company provides business owners with website development services. We provide business hosting and business email setup, both of which are paid services. Our business also offers business website design as a free service.”

Your business plan presentation should include the specific benefits that your business brings to customers. Financing demand is not enough; you need to show the compelling reasons why people will buy your product or service rather than someone else’s.

7. Go-To-Market Strategy

The goal of the Go-To-Market approach is for your company to communicate its unique value proposition to specific target consumers.

On this slide, you’ll explain how you intend to attract consumers to your product or service. If some aspects of your marketing plan are already in place, note them and the outcomes. The goal of this presentation deck’s slide is to demonstrate to investors that you have the capacity to expand your business into a global market.

As a website development business, your go-to-market approach may include business networking events, business trade shows, and business partnering opportunities.

“Our business networking events provide us with the opportunity to market our business by meeting potential clients. Businesses that are interested in finding out more about what we do attend these business networking events.”

On this slide, name the individuals on your management team. To demonstrate how and why they are the ideal individuals to manage your project, describe their skills and prior accomplishments.

Investors will be particularly interested to learn who will be in charge of executing the company ideas outlined in the presentation. Due to bad execution, a lot of wonderful business ideas never get off the ground because there are not enough competent individuals in the correct positions.

9. Traction

The term “traction” refers to evidence or proof that consumers desire your firm’s goods or services.

On this slide, you should include the following information: annual growth rates for your business based on relevant measurements such as sales, website traffic, users, sign-ups, downloads, and so on.

If your business is growing at a consistent rate, add a graph to the slide. Include indicators that are most easily measurable in your company’s success and expansion.

For a website development business, the indication of traction may be the business website traffic count.

“Our business has more than 10,000 business websites on our hosting service plan.”

10. Financial Projections

Here you’ll include a three to five-year projected income statement for your company. If you’re a startup, make sure your estimates are reasonable since you won’t have any prior data.

Investors will use your projections to determine the potential future scale of your business and whether it may satisfy their desired ROI.

On this slide, indicate when you anticipate breaking even and begin generating profits. Also note where additional fundraising is required, which advances to the following slide.

11. Funds Being Raised

The final slide of your business plan presentation should detail the amount of money you’ll require to reach your objectives. Rather than providing a fixed figure, you may wish to provide a range and demonstrate what you can accomplish with various amounts of money.

Importantly, emphasize the core benefits of the funding. Is it for staffing, product development, marketing strategy, or something else? To grow your company, where and how will the investor’s money be utilized?

An example of funding requests for a website development company may look like the following:

Business Plan Presentation Template – Google Slides Format Business Plan Presentation Template – Microsoft PowerPoint Format Business Plan Presentation Template – PDF Format

Investors want to know more about your business and how you’ll make them money before they invest their money in your company. Make sure you are providing the necessary information in your presentation to meet their needs.

Also, be sure to make your presentation deck well in advance leaving you enough time to rehearse your pitch, so that you feel confident during the actual presentation.

No matter what platform you choose to design your presentation there are common mistakes business owners make when developing the presentation. If you avoid these pitfalls, you will have a much higher chance of success.

Focusing on Non-Essential Information in the Presentation

One of the most common mistakes when creating presentations is including the entire business plan into the deck instead of just the main points your recipients want to see. Most investors do not have time to read hundreds of pages of non-essential information.

How To Do It Right:

Before you start crafting your presentation deck, create an outline highlighting the main points necessary for presenting to your potential investor. Be sure to answer the following questions when designing your pitch deck:

How is this company different from others?
Why should I invest in your business when there are other funding options available to me?
Who is the target market for this company?
What measurable outcomes do you hope to achieve in the next 3 years?
What will be your biggest obstacles to success in achieving these business goals?

Not Timing Your Presentation

If you have thirty minutes (or ten minutes or five) to present, you simply must time your presentation to use the time available – no more and no less. If you go over the time allotted you might not be cut off, but they will keep in mind that you could not follow directions when they consider starting an investing relationship with you. If you do not use the entire time available, you will lose a valuable opportunity to explain your concepts further and they may, again, consider you somewhat incompetent.

Practice, practice, practice! Building a beautifully designed deck is only part of the presentation. Practicing is the single most critical part of the presentation. Rehearsal is especially important if you are pitching to a new company or people with specific expertise who will be looking for every detail in your presentation. Remember, timing is not just about how long your pitch deck should be but also about getting up and walking around to keep your audience’s attention. As you become more comfortable with your presentation, your confidence will also grow which will initiate a more memorable experience for your investor.

Obsessing Over Graphics and Animation

You should spend time on your presentation deck because it is a reflection of you, not because you want to use cool animations or graphics. If an animation needs explaining, don’t do it – just go with plain pictures that are easy to understand. Animated slides that are not used sparingly can lose their effect and be distracting.

How to Do It Right:

Your slides should be easily understood by individuals who have little background in your industry – just like the investors you are pitching to. If an animation or graphic is necessary to illustrate a concept, keep it simple and to a minimum so as not to distract the intended listeners.

Presenting Poorly Designed Slides

Avoid using too much text on the slides by including all the information from your business plan. The problem with too much text on slides is that the investor will attempt to read rather than listen to what you are saying. And if there is too much text, it will become more and more difficult to read the font size.

Quality slide design takes practice and is a topic in and of itself. To develop presentations with quality slide design, entrepreneurs should either hire a designer or become trained on the proper presentation software – most likely PowerPoint, Prezi, or KeyNote – so they can do it themselves.

Each slide should be focused on graphics or a few bullet points. Paragraphs or lists of text should be narrated by the presenter rather than written on the slides. Double-check all slides for spelling and grammatical errors. Having another set of eyes on the presentation will help to get another perspective.

The investment owners make to improve their presentation delivery will be well worth it as prospective investors are often turned off by owners who do not have professional slide designs and mistakes throughout the presentation.

Giving the Full Financials

Presenting the complete pro forma financial statements on slides is another serious mistake. In a short presentation, an investor does not have the time to take in all of this data and all you will convey is that a) you have a financial plan and b) you don’t know how to present.

Financials should be presented in summary format with just a few key metrics and numbers on each slide. Presenting these numbers in chart or graph format is an even better idea. If the numbers you show interest the investors, they will have time to peruse the complete financial projections and statements within your business plan at a later time.

Lack of Clarity and Confidence

Remember that these presentations may be the first, and only, impression with your prospective investors. If you seem ill-prepared or muddled when presenting the deck, investors will not get an accurate picture of what your business is about.

Rehearse your pitch multiple times until you can deliver it in a way that is clear and confident. You need to know what you want to convey in each slide and how this information compliments your business. Practice your pitch with family members or friends who will provide constructive feedback to help you prepare.

Failing to Deliver the Message

Business plan presentations are not meant to be a reiteration of a business plan. While you may think that you should convey all aspects of your plans, remember you are really marketing yourself and your business idea.

A successful presentation is about your ability to execute your business idea or concept by highlighting the following pieces of important information: who you are, what you want to accomplish, why this will succeed, and how you plan to do it.

This means that while there should be enough content in the slides for investors to conduct more research on your company on their own, your mission is not just to slide through hundreds of pages but convey a specific pitch in just a few slides.

The business plan presentation is your opportunity to show investors what you have planned for the future of your business. If you want to learn how to present a business plan and create a perfect business plan presentation, utilize the information in this article and remember these quick tips:

Keep it simple and focused on one or two key points.
Make sure that your business slides are easily understood by those who don’t know much about business, especially your industry.
Present the numbers in charts and graphs rather than as full financial statements.
Practice! Rehearse until you feel confident and clear before taking on any potential investors.

You’ll be able to make an excellent first impression with them if you do all of this right – now go out there and ace those presentations!

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1. Start with a review of your business plan

Your business plan presentation is a summary of your business plan, so use your plan as a starting point. You already have all the information you need to, so just go back to your plan and highlight the key points that you plan to cover in your presentation. If there are key statistics or facts about your market that you want to highlight, identify those so that you don’t forget to include them in your presentation.

2. Tell a story

The key to engaging your audience is to hook them with a story. Think about the problems your customers face when they’re using a product or service from the competition. Explain what life is like before your business arrives to provide a novel solution. The more that you can get your audience to nod along and understand the point of view of your customer, the more likely they are to support your business.

3. Use visuals

Business plan presentations shouldn’t be slides crammed with text and other information. Instead, focus on using imagery to convey your message. You don’t want your audience to just be reading a slide full of information while you talk – they won’t really give you their full attention when this happens. Instead, use photos, charts and graphs, or diagrams to explain your business and the problems you are solving.

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4. Use large, easy to read font

Always use a relatively large font in your presentation – 30pt or larger. Your audience shouldn’t have to strain to read what’s on your slide. Using a large font will also force you to choose your words carefully because you won’t have that much room on the page for a lot of words.

6. Research who you’re presenting to

Nailing your presentation requires knowing your audience. For example, if you’ve invented a new medical device and are presenting to a room full of industry experts and medical professionals, you’ll want to present using terminology that they are familiar with. However, if your presentation is to investors who may not be as familiar with your industry, you may need to simplify things and make sure to use language that they will understand.

What to include in your business plan presentation

As a general rule, try to keep your presentation to 10-12 slides. Although you could probably talk about your business all day, your audience is looking for a concise presentation that clearly communicates what your business does and where you are going. Here are the 10 slides you should include your presentation:

1. Introduction

This is sometimes also called the title slide. You should include your company name and logo and a one line summary of your business. This might be your mission statement, or just a short tagline that explains what you’re doing in a nutshell. For example, Spotify might have said, “We’re revolutionizing how people listen to music and how artists get paid”. Instagram might have said, “We make it easy for anyone to produce professional-looking photos”.

2. The problem and your solution

This is where your story-telling skills need to come into play. You want to make your problem real to your audience. You want them to relate to people who have the problem, even if they don’t have the problem themselves. You want your audience nodding along in understanding.

With your problem clearly identified, you now explain your solution. This is a description of what your product or service is and what it does. Explain how it solves your customer’s problem and how it compares to the competition.

3. Target market and opportunity

Your next step is to explain the size of your market and what your business opportunity is. You’ll use the market research data from your business plan in this slide to show how many potential customers are out there and you’ll show the different market segments that your business will target .

4. Business model and pricing strategy

Your business model is an explanation of how you make money. For many businesses, this is very straightforward and doesn’t require much, if any, explanation. For others, more details will be required. For example, a business like Google provides their search engine for free to users, but sells ads in the search results.

5. Traction

Traction is evidence of early success with your business. This might mean a list of initial customers, pre-orders through a Kickstarter campaign, or signed contracts with potential buyers. Any evidence that you can provide that proves that your business will be a success is useful to showcase here.

6. Marketing and sales

Be sure to include a slide that provides an overview of your marketing and sales plan . You’ve identified your target market and now you need to explain how you’re going to reach them and sell to them.

7. Financial projections

You shouldn’t try and fit your entire financial plan into your business plan presentation. Instead, extract the highlights and present them here. A sales forecast chart and profits chart could be useful. If you have a guess as to when you’ll become profitable, include that information. The goal of your presentation is to spark interest and get your audience to ask for additional information, so don’t overload things in your initial presentation.

8. Your team

Who is behind your business is often even more important than your idea. People come up with good ideas all the time. Investors are looking not just for a great idea, but for a team of people who can turn that idea into reality. Use this slide to provide a brief overview of your team and the rationale behind why your team is the right team to make the business a success.

9. Use of funds

Assuming that you are presenting your business plan to raise money for your business, you’ll need to explain how you’re going to use that money. Is it for marketing or perhaps R&D? Maybe you need to raise funds to hire key additions to your team or to expand to a new location. Make it clear why you need the money and how you’re going to use it.

10. Call to action

Finally, don’t forget your “ask.” If you’re seeking investment, ask for it. If you are trying to convince someone to join your team, ask them to join. Your business plan presentation exists for a reason and there’s no harm in being direct about what you are looking for.

11. Appendix

Aside from the core slides of your presentation, it’s always useful to have additional slides ready to answer questions that come up. A great presentation leaves the audience interested and wanting to know more. Try and anticipate those questions and add slides in the appendix that helps answer those questions. When the audience asks a question that you’ve prepared a slide for, skip into the appendix and answer that question with your slide. This method shows your audience that you’re well prepared and have thought through all aspects of your business.

This is where it all comes back to planning. The plan document itself may not be useful, but the process you went through will leave you well-prepared to have an expert and successful business plan presentation.

Download your free pitch deck template

Get a jump start on your business plan presentation by downloading our free pitch deck template . It has everything you need to get started and includes all the key slides you need for a winning presentation.

Create a business plan that maximizes your chances of securing funding

Noah is the COO at Palo Alto Software, makers of the online business plan app LivePlan. He started his career at Yahoo! and then helped start the user review site Epinions.com. From there he started a software distribution business in the UK before coming to Palo Alto Software to run the marketing and product teams.

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The Easy Guide to Making a Business Plan Presentation

Failing to plan is planning to fail.

That’s why a business plan is crucial to your business. If you want to make sure that the promising business idea in your head is feasible, you have to start with a business plan .

Visuals make anything easier to understand. That’s why including them in your business plan presentation is a foolproof way to ensure that it’s readily welcomed by your audience and digested without confusion.

By no means is this business plan template limited to presentations; you can also include these diagrams in your business plan documents to make them more readable.

Following are downloadable Simple Business Plan Templates

Business Plan Template PDF
Business Plan Template Word
Business Plan Template PowerPoint

What is a Business Plan?

Benefits of using a business plan presentation, executive summary, company profile, customer profiles.

Perpetual Map
Porter’s Five Forces

SWOT Analysis

Pest analysis, competitor profile.

Competitive Intelligence

Marketing and Sales Strategies

Organizational structure and management, product canvas, value proposition canvas.

Financial plan

Common Mistakes to Avoid When Creating a Business Plan Presentation

Faqs about business plan presentations, want to extend the guide to creating a business plan presentation.

Let’s start by clarifying the business plan definition.

A business plan is a document that describes your business in terms of what it does, the products and services it offers, your business strategy and business goals, and your action plan outlining how you plan to achieve your goals and earn money.

The main purposes of a business plan are to

Show the future financial performance of the company and its economic situation for the owners and investors.
Help identify risks that may affect the growth of the company and provide strategies to overcome them.
Help make predictions about market trends, competitor behavior, customer requirements and define and prioritize key business objectives .
Serve as a key resource for developing budgets

Clarity and Communication

A business plan presentation helps you communicate your business idea, goals, and strategies with clarity. It allows you to distill complex information into concise and visually appealing slides, making it easier for your audience to understand and grasp the key points. Presenting your business plan in a structured and organized manner enhances clarity and ensures that your message is effectively communicated.

Engaging and Persuasive

A well-designed and well-delivered business plan presentation can be highly engaging and persuasive. By using visual aids, such as graphs, charts, and images, you can capture the attention of your audience and create a memorable impact. Effective storytelling and compelling visuals can help you convey the value proposition of your business, showcase market opportunities, and convince investors, stakeholders, or potential partners to support your venture.

Feedback and Interaction

Presenting your business plan allows you to receive immediate feedback and engage in discussions with your audience. This feedback can be invaluable in refining your business strategy , identifying potential gaps or weaknesses, and addressing questions or concerns. The interactive nature of a presentation enables you to have a dialogue, gather insights, and build relationships with key stakeholders. It also provides an opportunity to demonstrate your expertise, passion, and confidence, which can further strengthen your credibility and increase the likelihood of securing support or funding for your business.

The Key Elements of a Business Plan

A business plan should contain the following key components.

Executive summary
Company profile
Market analysis
Marketing and sales strategies
Organizational structure and management
Services and products

Although this comes first, it’s smarter to write it at the end. The executive summary of your business plan should explain what is great about your business model and its products or services.

It should be concise and appealing to the reader. And it’s easier to write a meaningful summary once you have filled in the rest of your plan.

Your company profile should provide details on,

Company history
Overview of the company
Mission Statement
Key resources
Business contact information
Products or services
Location details
The market you serve
Your key customers
The customer issue you seek to solve

All these details can be presented in a much nicer way with an infographic like the one below. It’s easier to read and understand and more compact and clearer than paragraphs of detail.

Market Analysis

Through a market analysis , you can find enough detail to define your target market, its size, customer segments, and their needs.

Your market analysis should also include a competitor analysis, where you will research your key competitors in terms of their influence in the market, their strengths and weaknesses, the threats they pose to you, their products and services, their pricing plans, their marketing strategies etc.

Some visual techniques you can use in this section to present your data are

These aptly summarize all your findings on your customers such as their demographic details, jobs, responsibilities, needs, challenges etc.

Perceptual Map

This tool helps you depict and analyze how your (potential) target customer perceives the brands or products of your competitors. It helps you make sense of your product or service’s competitive positioning through the survey data at your hand.

Porter’s Five Forces

This tool is used to assess your business competitive strength and position against your competitors. Using it you can understand whether your new product or service is profitable.

SWOT analysis is a great way to determine the strengths and weaknesses of your competitors and the opportunities and threats they bring to you within the industry. You can also use it to assess the capabilities of your own company.

SWOT Analysis Template for Business Plan

More on SWOT Analysis: What, Why and How to Use Them Effectively

PEST stands for Political, Economic, Socio-Cultural and Technological factors. It’s a great way to examine how the external forces in your market can impact your company. It will also help you shape your marketing strategy and develop your risk management plan.

View More More on SWOT Analysis: PEST Analysis Tools

All the details you have gathered on your competitors, such as their sales numbers, strategies, partners, suppliers etc. can be organized here. It’s a great way to prepare your competitor analysis data to be added to your business plan presentation.

View More Competitor Analysis Tools

Competitive Intelligence Mind Map

Or you can convey these data in a mind map. You can use Creately Viewer to add this to your online documents, websites, intranet, Wiki, or business plan presentations. This way you can view any links included in the mind map and navigate through it easily.

Competitor Intelligence Mind Map Template

You can learn how to use these tools along with other useful techniques in more detail in;

View More Market Strategy Planning Tools

This is where you outline how you plan to market and sell your product. It’s easier to do now as you have extensive knowledge about your market, target customer and your competitors.

With your marketing strategy, you have to consider factors like your marketing or communication channels, marketing goals, marketing budgets, resources etc.

With your sales plan , pay attention to your sales targets, sales tools, resources etc.

You can use mind maps to visualize all this data to your audience. You can either use two mind maps to outline your sales and marketing strategies separately or a single mind map to showcase both.

Marketing and Sales Plan Template

If you want separate a marketing plan and sales plan, check out the templates below,

Marketing Plan Template for Business Plan Presentation
Sales Plan Template for Business Plan Presentation

Who are the key personnel involved in your organization? List them down in this section along with their expertise.

Use an organizational chart to represent your team, their roles and skills. It can help you highlight the hierarchy of your organizational structure as well.

Organizational Structure for Business Plan Presentation

Services and Products

This section explains your services or products and how they can benefit the customers. Here are some visualizations you can use to make this section more interesting to your audience.

Product canvas is a tool used to map, design and describe your product strategy. It takes into consideration your target audience, the important features of your product decided by storyboards , epics, design sketches, mockups , and the tasks you need to carry out to build the product.

Learn about this in more detail here .

It’s a tool you can use to ensure that your product or service fits the requirements of your customer. It helps you look into

The value you can deliver to the customer via your product or service
Which customer problems/s that you are trying to solve
Which is the job that your product helps the customer to finish
Which customer needs you are satisfying
What are the different products you are offering to each customer segment

Value Proposition Canvas for Business Plan

Financial Plan

This is the section where you provide all financial information related to your business. This section is required if you are presenting your business plan to investors.

It will include both historical data such as cash flow statements,profit and loss statements, income statements etc. and financial projections based on the impact of your new product.

If you are pitching a new product to your investors, you may also want to include your funding requirements.

For a business plan presentation, you can use a digital database of your financial information with a simple Creately mind map. You can link up all your financial statements on your mind map.

This way anyone who refers to the mind map can easily access the linked resources from one single place.

Overloading with Information

One of the most common mistakes is including too much information on each slide. This overwhelms the audience and makes it difficult for them to follow along. Keep your slides concise and focused on key points. Use bullet points or visuals to convey information effectively.

Lack of Visual Appeal

A presentation that lacks visual appeal can fail to engage the audience. Avoid using too much text and opt for visually appealing elements such as images, graphs, and charts. Use a consistent color scheme and fonts that are easy to read. Make sure your visuals support your message rather than distract from it.

Ignoring the Audience’s Needs

It’s essential to consider the needs and interests of your audience when creating a presentation. Tailor your content to address their concerns and provide relevant information. Avoid using jargon or technical terms that your audience may not understand. Focus on presenting the most compelling aspects of your business plan that align with their interests.

Lack of Practice and Rehearsal

Presenting a business plan without sufficient practice and rehearsal can lead to a lack of confidence and a disjointed delivery. Practice your presentation multiple times to become familiar with the content, timing, and transitions. Rehearse in front of a mirror or a small audience to receive feedback and improve your delivery.

By avoiding these common mistakes, you can create a compelling and effective presentation that effectively communicates your business plan to your audience.

In this post we have explained how to create a business plan presentation step-by-step. Make use of the templates that are provided to make your presentation more eye-catching and easy-to-understand.

Here are some more tips on making your presentation a hit.

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How to Present a Business Plan to Potential Investors

Helping ideas to grow into measurable success. InnMind Expert in Metaverse, Crypto, Marketing Growth.

1 Judge the Level of Interest

You need to adeptly match the information you are presenting with the level of interest of the people you are communicating your business plan to.

People who don’t know much about your project won’t have the interest and patience to read a full 30-page document. At the same time, people who are familiar with your project and business and want to make a serious commitment would expect such details.

Regrettably, this means that one document wouldn’t be enough.

It helps to imagine the process as a sales funnel. From least-interested to most-interested, people should receive the following business plan communication:

2 Elevator pitch

You should be able to summarize the whole business in a few sentences to people you’re just meeting. It pays dividends to polish this presentation, as you would have to give it constantly to all kinds of stakeholders in your business. You can also use writing services like Trust My Paper , where experts will help you create a quality business plan early in your career.

3 Pitch Deck

Short pitch deck, lean canvas, or business plan executive summary: the short pitch deck is the industry-standard way to present a startup idea to potentially interested parties. That said, the short pitch deck is great for meetings, but it suffers a bit when you send it by email for people to read, as it is short on text. Because of this, the Lean Canvas and the business plan executive summary could do a better job on such occasions (or even better – you can combine the short pitch deck with one of the other two documents). These documents have the benefit of being succinct but at the same time giving more information than the few-sentence long elevator pitch.

4 Detailed Pitch Deck

An online presentation made especially to send by email. It has the same structure and contains the same information as the short pitch deck, but it is more text-heavy and detailed. It could also be used for 15 to 40 min presentations instead of the standard 5 to 10-minute pitches. Once again, committing 40 minutes to your project suggests your audience is already relatively interested.

5 Business Plan

Finally, the full business plan. It is useful only to people who intend to commit to the project – usually investors, but also partners, co-founders, etc. Keep in mind that even though the business plan is usually used as a tool to attract investors, its main purpose is to give the founding team clarity of the path ahead.

Sell the Core Business Idea Efficiently

Whether you use a business plan or a pitch deck, the central principles of convincing a startup investor of the viability of your project remain the same.

Clarity is paramount . Complexity is usually counter-productive because it risks confusing your audience. Moreover, the more complex the plan, the higher the chance it would go wrong when executed.
Start with the problem you are tackling (make sure it’s a real problem) and the solution you are proposing.
Showcase the (hopefully big) upside of the project by talking about the total addressable market and your possible market penetration.
Give evidence – ideally traction numbers sufficient to convince the audience that the story you are telling is founded in reality.
Showcase the competence of the team – demonstrating deep domain knowledge and ideally, experience is paramount.
Talk about competition and your competitive advantages . Saying there’s no competition is usually a sign of a bad understanding of the space, so do your research diligently.

Finally, finish with the ask. In a business plan, you have more space to explore what you are looking for – investors, partners, etc., and what you need the resources for.

If you cover the points from above to a satisfying degree, then you are off to a great start to convince potential investors and partners.

Structure Your Business Plan Meticulously

Keep in mind that the business plan isn’t necessarily a document that’s meant to be read from A to Z. Usually people would skim-read it, and then they would use it as a reference document every time they need specific information. This means that it needs to be structured logically to allow people to easily find the information they are looking for even before they’ve read the whole document.

The business plan structure is not set in stone, but people expect to find specific pieces of information there, so being too creative with the structure is counter-productive.

A good business plan structure is the following:

Executive Summary : a summary of the whole plan, can be sent as a separate document as discussed above;
Opportunity : talk about the problem, solution, target market, segments, and possibly competition;
Execution : marketing and operations plan; milestones are helpful to illustrate the road ahead; success metrics are also a great idea;
Company Structure : cap table, management team, hiring plan for open/perspective positions;
Finance : financial projections – P&L and ideally net present value projections; needed funding; appendix: anything else, plus pictures and videos supporting the story.

Presenting a business project to investors isn’t as straightforward as one would think, so it pays dividends to invest the needed time to understand what the investor expects to see and to develop the needed documentation that would allow you to build a convincing case.

That said, the pitch deck and the business plan are just a framework – needless to say, the important thing is the content, so make sure you have worthwhile things to say in your business plan.

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How to Make a Killer Business Plan Presentation (+Templates)

Learn how to make a business plan presentation with tips for slide design, structure, and engaging examples, as well as templates to bring your vision to life.

7 minute read

How to make a business plan presentation

helped business professionals at:

Short answer

What slides should a business plan presentation include?

Opening slide
Your Unique Selling Proposition (USP)
Business overview
The challenge you're addressing
Market analysis
Your solution
Marketing and sales strategy
Goals and Key Performance Indicators (KPIs)
Team composition
Funding request and allocation

Your business plan presentation needs to be as strong as your idea

Having a well-crafted business plan is crucial, but if it's not presented effectively, it's like having a treasure map that no one can read.

Even the best ideas can fall flat if they're not communicated clearly, potentially burying your chance of getting your business off the ground.

Remember, presenting a business plan is more than just sharing facts and figures. It's about engaging your audience, whether they're investors or stakeholders, and making them believe in your vision.

But don't worry, you're not alone in this. This guide is here to help you master the art of business plan presentation. You'll learn how to structure your presentation, design slides that captivate, and conclude in a way that leaves a lasting impact and drives action.

Let's dive in!

What to include in a business plan presentation?

A business plan presentation is your chance to delve deep, showcasing not just the what and the how, but also the why of your business. It's your strategic playbook that can persuade investors, guide your team, and set the foundation for your business's success.

11 essential slides of a business plan presentation:

Opening slide: Set the tone with an engaging first impression.

Your Unique Selling Proposition (USP): Define what sets your business apart.

Business overview: Offer a concise snapshot of your company.

The challenge you're addressing: Describe the problem your business solves.

Market analysis: Demonstrate your understanding of the industry and market trends.

Your solution: Detail how your product or service addresses the problem you’ve identified.

Marketing and sales strategy: Outline your approach to winning and keeping customers.

Goals and Key Performance Indicators (KPIs): Specify your objectives and how you’ll measure success.

Team composition: Introduce key team members, their roles, and expertise.

Funding request and allocation: Explain your financial requirements and how the funds will be utilized.

Next steps: Guide the reader on the next steps after reviewing your plan, whether it's a meeting request, further discussion, or a specific action you want them to take.

What does a business plan presentation look like?

In today's fast-paced business world, static business plan presentations are losing their edge. Imagine having to constantly pinch and zoom on a mobile device just to see the details. It's frustrating and distracting.

People also get disengaged when faced with walls of text. They're there to hear a story, not read a novel.

Interactive presentations, on the other hand, bring your business plan to life. They encourage audience participation, adapt to the flow of discussion, and make complex ideas more digestible and memorable.

You can see what an interactive business plan presentation looks like below:

How to turn a business plan into a presentation

Transforming your business plan into a presentation is a crucial step in bringing your vision to life. It's not just about having a plan; it's about presenting it in a way that resonates with investors and partners.

Start by distilling the essence of your plan, focusing on key points like your mission, market analysis, and financial projections. Use engaging visuals and a clear narrative to make complex information accessible.

For detailed insights on how to write a business plan , check out our guide.

How to make a business plan presentation in 6 easy steps

Crafting a business plan is about blending vision and strategy into a narrative that captivates your audience. With Storydoc's AI business presentation maker, creating this narrative becomes intuitive and easy.

In the guide below, we'll show you how to turn your plan into an engaging presentation in 6 simple steps. Stick around to see how seamlessly Storydoc can bring your business story to life.

1) Describe your presentation’s objective

Kick things off by sharing with our AI the type of business plan you're looking to create. This is like setting the GPS for your journey, ensuring every part of your plan is aligned with your end goal.

2) Give an overview of yourself, your organization, and your offering

Introduce the essence of your business - who you are, what your company stands for, and the unique value of what you offer. This sets the stage for a personalized and relevant presentation.

Introduce yourself to Storydoc's AI assistant

3) Select a suitable design template

Dive into our collection of design templates and pick one that resonates with your business's personality.

4) Tailor your business plan presentation to your needs

Now, here’s where you add your personal touch. Fill in your details, tweak the design, and watch the magic happen as the template adapts to your content. This is where your business plan presentation starts to take on a life of its own.

Then, you can either upload your own multimedia elements or sit back as our AI assistant generates some for you.

Customizable Storydoc multimedia presentation

5) Add personalized elements

Next up, sprinkle in some personalization. It works just like personalizing a newsletter - you can insert dynamic variables that automatically fill up with your recipient's data.

This level of customization not only makes your presentation feel tailor-made for each reader but also adds a layer of engagement. As a matter of fact, it can get 68% more people to read your deck in full , and share it internally 2.3x more often!

Personalized Storydoc multimedia presentation

6) Review and refine your business plan presentation

Finally, take a step back and review your plan. Ensure it looks good, flows well, and clearly conveys your message.

The beauty of Storydoc is that it's a living document – if you spot a mistake or need to update information after sharing, you can. You're in control, ensuring your audience always sees the most polished and up-to-date version of your business plan presentation.

Business plan design principles to turn average into impressive

Designing a business plan presentation is about more than just putting words on a page; it's about creating an experience that captures and holds attention. In today's digital age, the way you present your plan can be just as important as the content itself.

Let's explore how to design a business plan presentation that stands out in the modern business landscape.

1) Move from static to interactive

Gone are the days of static, text-heavy business plan presentations. Today's plans are interactive, engaging readers with clickable elements, dynamic charts, and even embedded videos.

This interactivity not only makes your plan more interesting but also allows readers to engage with the content in a more meaningful way.

Here's a great example of an interactive business plan presentation:

2) Use scroll-based design

Forget the hassle of pinching and zooming on a PDF. A scroll-based design, similar to a modern website, offers a fluid reading experience.

It's straightforward and aligns with how we naturally consume content online, making your business plan presentation easier and more enjoyable to read.

Here's an example of scroll-based design:

3) Make sure your business plan presentation is mobile-friendly

With so many people reading on their phones, your business plan presenttion needs to look good on any device.

Responsive design means your plan is easily readable on a phone, tablet, or computer, ensuring that your message is clear no matter how your audience accesses it.

4) Shift from local files to online documents

Step away from traditional Word docs or PDFs and embrace online documents. They're great for sharing, updating in real time, and collaborating with others.

Plus, they're accessible from anywhere, which is perfect for busy investors who are always on the move.

For more information, check out our comparison of the best business plan document types .

5) Embrace visual storytelling

Use visuals like infographics and charts to tell your business's story. They can turn complex data into easy-to-understand, engaging information. A well-placed visual can often do a better job of explaining your points than text alone.

Here's a great example of visual storytelling:

Business plan visual storytelling example

Best business plan software

Selecting the right tool to create your business plan presentation is vital for any startup. To ease your journey, I've compiled a list of the top business plan software, each designed to cater to different needs.

From comprehensive platforms guiding you step-by-step to dynamic tools that add interactive elements to your presentation, there's something for every entrepreneur.

The best business plan software currently available:

LivePlan.com

BizPlan.com

Upmetrics.co

GoSmallBiz.com

Business Sorter

MAUS Master Plan Lean

For a deep dive into each tool and to find the one that best fits your business's needs, explore our detailed guide to the best business plan software .

Interactive business plan presentation templates

The pressure to get your business plan presentation right can be overwhelming. After all, in many cases, you only get one shot to impress.

These business plan presentation templates offer a framework that takes care of the structure and design, allowing you to focus solely on fleshing out your strategy.

Whether you're pitching to investors, partners, or stakeholders, these templates give you the confidence that your plan is presented in the best possible light.

Grab one and see for yourself.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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How to present your business plan to investors

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Introduction

A business plan is a formal document outlining an entrepreneur's goals, strategies, and ideas for achieving those goals. It serves as a roadmap for business success and typically contains details about an organization's market analysis, operational plans, financial forecasts, and marketing strategies. The purpose of presenting a business plan to investors is to obtain financing for the business venture, persuade potential partners to join the business, or secure investments from venture capitalists.

This article will provide an overview of how to present a business plan to prospective investors. It will cover topics such as the importance of presenting a compelling business plan, the information that needs to be included in the business plan, and the steps to take when presenting the plan. By the end of the article, readers will have a better understanding of the process and be better prepared to give an effective pitch to investors.

Organization of Your Business Plan

Organizing your business plan for a presentation is a critical step for you to become successful in your endeavor. Planning for the presentation should start with researching related information and preparing materials. To achieve success when presenting to investors, it is important to structure your business plan properly.

Thoroughly research before the presentation

Before structuring your plan, it is important to thoroughly research the appropriate resources and industry. Research the investment preferences of potential investors that apply to your business model. Also, consider the level of technical understanding that is necessary for your presentation. Utilizing your research, you can prioritize the relevant information and tailor the content for the investors at hand.

Present a well-structured business plan

When creating your business plan, it is important to establish a clear and concise structure. Your plan should be logical and have a consistent flow of information. Consider creating an outline that includes a description of your products and services, an analysis of the market, your target market and your competitive advantage. Additionally, consider discussing your financial goals and resources, such as funding and capital. Lastly, it is important to continuously evaluate your plan and adjust it accordingly if need be.

Summarize key features in an executive summary

An executive summary is the most important document for any business plan. This document should include a summary of the company’s mission, its financial position, strengths, and goals. It should also include a brief explanation of key features and products or services offered, as well as a short description of the management team. Before presenting your plan to potential investors, review the executive summary several times to ensure that it is clear and concise.

Pitch Preparation

Creating a pitch to present your business plan to potential investors is a crucial part of the journey. A pitch is a chance to prove how your business can be successful and why people should invest. There are a few key steps to take when preparing for a pitch to ensure your business gets the best reception.

Customize your presentation to the individual investors

A pitch should be tailored to the individual investor or investors listening. Before you present, research and get to know the investors you are pitching to. You should understand their background, any businesses they have invested in previously, and what type of business or product they tend to invest in. Having the knowledge of their history and interests allow you to customize your pitch to fit with their values, and make it more likely for them to take an interest in what you have to offer.

Focus on key selling points

The pitch should focus on the key selling points of your business. What is unique and innovative about your business? How is your business different from its competitors? What makes it stand out and attractive to potential investors? These are critical points to emphasize in your pitch to convince the potential investor that your business is a worthwhile venture.

Practice your presentation

It is important that your presentation flows well and that you are comfortable speaking in front of an audience. So it is essential to rehearse your presentation until you can recall it with ease. You should practice in front of friends and colleagues to ensure that it sounds natural and flows easily before you prepare to present to investors. Listening to your own presentation and hearing feedback from friends or family can help you identify any areas or points that could use improvement or further clarification.

Presentation Tips for Presenting Your Business Plan to Investors

Presenting your businesses plans to investors is one of the most important steps in the process of starting a business. As an entrepreneur, you must come across as confident, composed, and knowledgeable of your plan. Here are some tips to ensure you make a great impression.

Be Confident and Show Enthusiasm

Confidence and enthusiasm are two very important factors when it comes to presentations. People want to invest in plans they believe in and that come with an exciting pitch. Make sure you project a positive attitude and emphasize the growth potential of your plan.

Speak Clearly and Slowly

Investors have short attention spans, so it's important to make sure you and concise and concise. Speak slowly and pause to allow investors to process and ask questions. Don't rush to explain every detail; let investors ask specific questions, that way you can be sure you are communicating your ideas correctly.

Use Visuals to Help Explain the Concept

Investors will appreciate the use of visuals and charts to help illustrate how your business plan works. Visuals are a great way to explain complex concepts and help investors better understand the plan. Be sure to have a few helpful slides prepared that you can refer to during the presentation.

Address Any Potential Investor Concerns

Investors will have concerns about the business plan and will want to make sure all of their questions are addressed. Before the presentation, make sure you research any potential issues that may arise. Be prepared to answer any questions about the plan and don't be afraid to ask for feedback.

Be confident and show enthusiasm
Speak clearly and slowly
Use visuals to help explain the concept
Address any potential investor concerns

Presenting your business plan to investors is a critical step in launching your venture and securing the necessary resources to make it a success. A well-explained business plan will not only lead to further discussions and investments but also reinforce the potential of your venture.

Reinforce the Benefits of the Business Plan

When summarizing your business plan, be sure to emphasize the potential tangible and intangible benefits of your endeavor. Not only do you need to explain what kind of return on investment potential exists, but you should also provide evidence from reliable sources to back up your claims.

Focus on the Potential Return on Investment

This is the primary concern for most investors, so be sure to explain in concise terms what would be the potential return. Outline both short-term and long-term financial gains that prospective investors can expect and provide evidence in the form of financial models, market research, and other related documents.

Encourage and Invite Follow-Up Questions

At the culmination of your presentation, it is important to be open to questions and further discussions. Encourage and invite constructive feedback since it will create a clearer picture of your venture and affirm the investment opportunity. Keep in mind that any questions your investors may have will likely be an important part of the discussion, so being prepared and open to questions is key.

Post Presentation Advice

Congratulations! You successfully presented your business plan to investors. Now, it’s time to turn that interest into an investment. There are key steps for finalizing this process and making sure you are successful. Here are some post presentation advice tips that can help.

Follow up with a Thank You Note

Take the time that day or the very next to write a thank you note to each investor for allowing you to present your business plan. Make sure to be specific about something you discussed that you found interesting or helpful. Send out the thank you note via email or if you prefer, through a handwritten card. This simple gesture can show your appreciation and help you stand out.

Show that You are Willing to Incorporate Feedback

It’s likely that the investors you presented to have given you feedback or direction before you left. Use this feedback and incorporate it into your business plan if you think it’s something that can benefit your business. Demonstrating this willingness to take their advice shows your dedication and ability to adapt. This can leave a lasting impression with investors.

Stay in Contact with Investors

Finally, don’t forget to stay in contact with investors. Keep them updated on your progress and any changes that you have made. This allows you to remind them of your capabilities and can give them the confidence to invest. You don’t have to stay in contact every day, but keep them up to date on a regular basis.

Follow up with a thank you note
Show that you are willing to incorporate feedback
Stay in contact with investors

By following these post presentation advice tips, you can strengthen your case and create a better chance to gain investments from your presentation. All it takes is some small steps and you’ll be on your way to a successful business launch.

Presenting a business plan to investors can be a daunting experience. However, armed with the knowledge of how to prepare a successful business plan presentation and what to include, entrepreneurs can confidently enter any situation knowing they are providing potential investors with the information they need to make an informed decision.

By focusing on the key elements of the business plan, including the company overview, target market and financial projections, entrepreneurs can be sure to provide investors with a comprehensive overview of their business. Additionally, the use of visuals, storytelling and industry expertise can be key to convincing a potential investor.

The suggestions outlined in this article provide entrepreneurs with the tools to present their business plan and secure the funding they need to launch and grow their business. With the right outlook and preparation, entrepreneurs can easily and confidently present their business plan to investors.

Summarize the advice discussed

This article discussed the key elements to presenting a successful business plan to potential investors, including the different sections of the plan, visuals and storytelling, and industry expertise and experience. Additionally, entrepreneurs were encouraged to practice their presentation and be prepared with questions from the investors.

Explain the benefits of a well-presented business plan

A well-presented business plan helps investors better understand the entrepreneur's vision, objectives and goals. Presenting a well thought-out business plan to investors also helps increase the chances of securing the required funding and gaining a strong support network. With the right advice and preparation, entrepreneurs can easily and confidently present their business plan to potential investors.

Encourage readers to use the suggestions outlined in the article

Using the suggestions outlined in this article, entrepreneurs can create an effective and impactful presentation for their business plan. The following strategies can help entrepreneurs succeed:

Compose a clearly structured business plan
Include visuals and graphics
Tell a compelling business story
Be knowledgeable and confident in their industry
Practice presenting the business plan
Answer questions with confidence

By integrating these strategies into their presentation, entrepreneurs will be better positioned to gain investors' trust and secure the funding they need to achieve their goals.

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Writing an Engaging Investor Presentation

By henry sheykin, introduction.

An Investor Presentation is used to capture the attention of potential investors and give a clear snapshot of your business plan. It is a short summary of your proposed business, including details such as financial projections, expected returns on investment, and the unique value of your business.

Developing a successful Investor Presentation is essential. It is a great way to get investors interested in your business and to demonstrate why it is worth investing in. It helps to communicate the purpose of your business, its growth potential, and the overall investment opportunity.

Components of an Investor Presentation

An investor presentation is typically part of a business plan, which is a document essential to attracting financing and gaining investor interest. A well-crafted investor presentation should include a comprehensive overview of the business itself and its potential. As such, there are essential components to any successful investor presentation.

Overview of Your Business Plan

An investor presentation should always start with an overview of the entire business plan. This should provide an overview of the company’s mission, vision, strategies, goals, and methods of operation. This provides the investor with a comprehensive understanding of the company, which can help them gain insight into the investment opportunity.

Explanation of the Market Opportunity

The investor presentation should clearly explain the potential of the market opportunity. This entails researching the current industry and its outlook as well as any potential competitors and risks associated with the market. With this information, be sure to highlight the potential for growth in the respective industry and how your company stands to benefit.

Summary of Your Team and Key Members

Be sure to provide a detailed summary of your team. This includes any owners, management, and key staff members that have been instrumental in developing your business plan. This should include their respective qualifications and successes as well as any experience they have within the industry/niche that your business plan resides in. Additionally, be sure to explain the respective roles of each team member and key players and how they will contribute to furthering success for the company if its business plan is accepted.

Overview of your business plan
Explanation of the market opportunity
Summary of your team and key members

Tips for Writing an Investor Presentation

When putting together an investor presentation, it is important to make sure that the presentation is clear, concise, and engaging. Here are some tips for writing an investor presentation.

Keep it concise

A successful investor presentation should not be too long. Ideally, it should only be about 15-20 minutes in length, so it is important to make sure that you are getting your point across without going too in-depth. Make sure to include only the essentials, such as the market opportunity, product, team, and financials. Avoid providing too much detail, as this will bog down the presentation and make it less impactful.

Use visuals to enhance your presentation

Investor presentations should not just be a bunch of text – use visuals such as graphs, charts, and images to help illustrate your points and make them more engaging. Visuals can also help make complex data and concepts easier to understand and can help bring your presentation to life. Always make sure to include visuals that are pertinent to the presentation, and make sure that the visuals are high quality and professional.

Explain the value proposition

Your investor presentation should clearly explain the value proposition of your business. This is the most important element of your presentation, so make sure that it is clear and concise. Explain how your business is valuable to investors, how it is differentiated from competitors, and how it will generate value in the long term. It is also important to provide evidence to back up your value proposition, such as market data and customer testimonials.

Protocol for Meeting with Investors

Meeting with investors is an important step when it comes to getting your business plan funded. It's important to prepare in advance and establish a protocol so you can make the most of your meeting. Here are some tips for ensuring a successful investor presentation.

Explain the Necessary Steps for Pitching Your Idea

When it comes to presenting your business plan to investors, it is essential to understand the necessary steps to ensure a successful pitch. Begin by researching potential investors and trying to understand their portfolio and interests. Gather information regarding the investor’s background and initial investment goals. Doing this groundwork in advance will help you better align your presentation to the investor’s potential interests.

Practice your presentation until it sounds natural and be prepared for potential questions the investor may ask. Maintain eye contact with your audience and stay aware of their responses in order to adjust your pitch as necessary. The goal should be to respond quickly and assertively with answers that will help engage the investor in your ideas.

Demonstrate Confidence in Your Idea

Confidence is key when presenting your business plan to potential investors. Believe in your idea, have confidence in yourself, and own the space with your presence. Don’t get flustered if there are any questions you may not have anticipated – the ability to think on your feet is key in showing your confidence in the plan. Additionally, if the investor expresses any resistance to your idea, don’t get discouraged. Treat all objections as an opportunity to demonstrate your passion, knowledge and confidence in your plans.

Leave Behind a Copy of Your Presentation

In order to ensure a successful investor presentation, it is important to leave behind a copy of the presentation for each attendee. This will allow investors the opportunity to review your pitch in their own time and give them something tangible to refer back to. Make note of any further points or comments made after the presentation and make sure to follow up promptly.

Research potential investors and their interests.
Practice and be prepared for questions.
Maintain eye contact and adjust pitch as necessary.
Stay confident and think on your feet.
Leave behind a copy of the presentation.
Follow up promptly.

Developing a Pitch Deck

Creating an effective investor presentation is a crucial component of any business plan. A pitch deck is a concise overview of the company's vision, mission, and overall potential. The presentation should concisely answer three basic questions: what the business does, how it makes money, and why it matters. Let's break down the essential elements of a well-crafted pitch deck.

Breakdown of the Standard Elements of a Pitch Deck

A pitch typically consists of 10-15 slides and should be succinct, conveying the key points of the idea in a few minutes. Here are the typical elements included in a pitch deck:

Title Slide
Problem Statement
Product or Service Overview
Market Opportunity
Competitive Landscape
Product Differentiators
Business Model
Exit Strategy

Tips for Formatting a Pitch Deck

Formatting a pitch deck is as important as creating content. A well-crafted deck should be visually appealing, drawing the audience's attention to the key points in the presentation. Here are some essential tips to consider when creating a pitch deck:

Utilize clean, crisp fonts and a limited color palette for a professional and consistent style.
Include charts and graphs to support the content and make it easier for the audience to comprehend.
Incorporate photographs, video, and/or music to keep the audience engaged and connect with them emotionally.
Cut unnecessary content to keep the length of the presentation to a minimum.
Proofread for mistakes before the presentation.

Creating a Narrative for Your Pitch Deck

In addition to a concise and visually attractive presentation, creating a narrative is one of the most important aspects of crafting a successful investor presentation. Starting with the title slide, a narrative should be developed to explain the company and connect with potential investors on an emotional level.

The narrative should be tailored to the company's target investors and include an explanation of why the business is more attractive than its competitors. Finally, the ending should clearly articulate the desired outcome — whether that be for the investor to allocate funds or use expertise to help grow the business.

Handling Questions from Potential Investors

Handling questions from potential investors can make or break your investor presentation. Having the knowledge and confidence to respond to difficult questions can show potential investors that your business is worth the investment. Knowing what tips to follow and the importance of the post-meeting follow-up can be essential in putting your business plan into motion.

Tips for Answering Difficult Questions

Questions from potential investors can vary in difficulty, but there are a few tips to remember when facing challenging questions. Be sure to stay confident and prepared. Before the meeting, review your business plan so that you can answer any questions that come your way. Remain polite and open to suggestions and criticism. Listen to the questions without interruption and take your time formulating your response. It is better to take a few moments to think before giving an answer than to give a rushed response.

Respond Promptly with Thought-Out Responses

When the potential investor asks a difficult question that you were not prepared for, it is important to remain calm and respond promptly. Often times investors are trying to gauge how well you handle off-the-cuff questions. This is also an opportunity to elaborate on your business plan, so try to make use of it. Having a few pieces of evidence or argument points to back your response can help you gain their confidence. Additionally, it is important to be aware of any body language that might be obscuring your message.

Follow Up After the Meeting

Once you’re done with the meeting, it is important to continue following up with the potential investor. Email them a thank you for their time, as well as any additional information that you may have discussed in the meeting. This will show them that you are serious about investing in your business and keep them informed. Additionally, staying in contact with potential investors is a good way to form a relationship and guide them along in their decision making process.

Stay confident and prepared
Remain polite and open to suggestions and criticism
Listen and take your time responding
Have evidence and argument points to back your response
Follow-up after the meeting with a thank you
Continue keeping in contact with potential investors

An Investor Presentation is a great way to communicate the potential of your small business to prospective investors. Not only does it showcase the features, regulations, and potential profit of your business model, it also allows potential investors to gain a better understanding of you and your team's capabilities. The presentation should be designed to come to a successful conclusion, which will enable you to obtain the necessary funding for your business.

Summary of the importance of writing an Investor Presentation

Writing an Investor Presentation is an essential step for acquiring the funds you need to start your own business. Not only does it engage potential investors with compelling visuals and easy-to-understand language, it also helps them to fully understand your business plan, the day-to-day operations of your business, the roles of your team members, the profits you plan to make, and the regulations your business will need to abide by. An Investor Presentation is your opportunity to present your business in its best light, and it should be treated as a crucial tool to gaining funding and winning over investors.

Summary of the components and tips for a successful presentation

When crafting your Investor Presentation, it is important to keep in mind the key components needed to make it successful. First, include a cover page and executive summary that clearly lays out your business plan and the goals you seek to obtain from potential investors. Second, emphasize the data and facts that support the claims you make about your business, such as the regulations, demographics, and potential risks associated with potential investments in your business. Third, create an easy-to-follow outline that clearly states the goals of your presentation. Finally, provide a clear conclusion of the potential for success that investors can expect to see from your business if they decide to invest.

Final note of encouragement on the process of pitching

Writing an Investor Presentation can be an intimidating process, but it doesn't have to be. With the right amount of preparation and confidence in yourself and your team, you can create a successful document which will help to secure the funding your business needs. Take the time to do your research, think through the various elements of your business plan, and practice your presentation before delivering it to potential investors. With the right approach, you can make a lasting impression on investors and set your business up for success.

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How to Make a Business Plan Presentation? Guide & Examples

This guide helps you make a strong business plan presentation easily. You will learn about important parts, how to organize them well, and use visuals effectively to explain your business idea clearly. You will get better at telling your business story to feel more confident in a competitive environment.

An innovative way to display your ideas and convince your team or clients is to present an idea with a business plan presentation. An effective presentation can showcase your mind and create an engaging meeting covering all necessary plan elements.

Every venture requires funding to start or grow and expand its business. A clear and detailed business plan will make it easy for the investor to understand your vision and goals. Hence, making it easier for them to fund you.

Whether you are a team, investor, or client, you must understand the importance of a business plan PowerPoint presentation. With the right strategy, you can influence anyone about your objectives and pitch your idea with an effective presentation. In this article, you will learn how to make a business plan presentation to grow your business.

What is a business plan presentation?

The purpose of a business plan presentation is to summarize a company’s strategic goals, operational details, and financial forecasts concisely and visually engagingly. It typically includes key information such as the business model, target market, competitive analysis, marketing strategy , and financial projections. The business plan aims to communicate the business concept, demonstrate viability to stakeholders, and secure support or funding.

How to Make a Business Plan Presentation Tutorial & Examples blue infographic with four people

Key elements Of A Business Plan Presentation

A business plan presentation must include certain content that accurately represents your ideas. Usually, about 10 to 12 slides are required for an effective presentation. The key elements of the business plan must include the following:

Customer Profiles

Marketing and sales strategies.

Organizational Structure And Management

Services And Products

Financial plan.

Your plan must have details about the company profile and should be explained using infographics in your slides. With the right graphics, one can better understand your company and its objectives. The company profile usually includes the history of the company, an overview of products and services, its customers, and its targeted market.

The market analysis in your business plan presentation explains the size of your target audience, the problem it solves, and the consumer’s needs. It should include the strengths and weaknesses of your products and services. It must also include competitors’ market research and how your product will handle the competition. This way, you can show your investors how your product will stand out from the competition and your Unique Selling proposition.

Comparative Market Analysis Template for How to Make a Business Plan Presentation?

It is a sub-part of your market analysis. Your market research not only focuses on the competition but also the consumers. The customer profile includes most customers’ age, career, or location. It also includes their goals, problems, and behavior patterns. It can also provide how to attract that particular audience section and how they will trust your products. With customer profiles, you can determine the right price point, after-sales services, and market reach for consumers (both online and offline).

Target Audience Behaviour PowerPoint Template for How to Make a Business Plan Presentation?

Once you explain your products’ needs, the next step is to market them. It is best to have a better market analysis to understand the ins and outs of your targeted market. The strategies usually include budgets, communication channels, marketing goals, and the resources needed to sell the products. Any investor investing in your product will be more easily convinced if they see a foolproof plan that guarantees a solid return on investment. Nothing is better than showcasing your marketing and sales strategies and impressing investors with effective plans.

Digital Marketing Strategy PowerPoint Template for How to Make a Business Plan Presentation?

Organizational Structure and Management

The next order of business after your marketing strategy is the team. It is better to introduce your team and management people to make your investors acquainted with the ones in charge. Investors bet on the foundations, and your team is your foundation to grow your business It is easier for them to trust when they know who your team members are.

An organizational chart representing your team and explaining their work and roles in the project is a good start. It will also highlight the effective hierarchy of work and establish a formal order of command that is followed. This structure will ensure your team follows a professional work culture.

Org Chart PowerPoint Template How to Make a Business Plan Presentation?

The services and products include tools that can benefit the targeted consumers. These tools include product canvas, value proposition canvas, and many others. Such tools ensure that the product fits the said customer. It also helps define your customer profiles and explains the market needs.

Service Catalogue PowerPoint Template for How to Make a Business Plan Presentation?

The last but most important section of this business plan is the project’s financials. It is what the investors most care about. You can include the history data to establish your successful operations and how it will give you an edge in handling your new product.

Along with history, a future plan about how much funding you need and how you will execute your plan to use the said funding. You can use templates to save your time. They are available online. For example, try SlideUpLift templates to create a financial map for your investors. This plan must include all financial data and a plan B. This shows the investors that you are well prepared for all the situations.

Budget Finance Table PowerPoint Template How to Make a Business Plan Presentation?

It is best to conclude your presentation with an executive summary . It is a great way to explain how and why your plan is the right step for them. You can also add features and services you will offer. A precise yet appealing conclusion can offer you an edge. You can take it as the perfect ending as it concludes your plan.

What is the difference between a business presentation & a business plan presentation?

A business presentation is a method of presenting information about your business. It can include marketing strategy or any other aspect related to the business.

On the other hand, a business plan presentation is a way to interact with your investors, shareholders, and the audience. It includes your objectives, market research, customer profile, financial stakes, and the core of your idea. The business plan PowerPoint presentation is a foolproof roadmap of how you will execute your idea into a business model.

How to make a business plan presentation?

A business plan presentation helps you explain your plan and execution strategies in an organized way through visuals. You can influence your audience with a good presentation that includes step-by-step interaction with all the sections. Each part and content of the presentation displays the need for your product and ensures trust and confidence for the investors. It is best to include useful information through a well-prepared visual aid and verbal explanation.

Here are the steps on how to create a business plan presentation:

Review essential business information

The first step is to review each element of your business plan closely. It acts as the base while collecting information for your presentation. It creates a firm foundation and effectively starts your business plan.

Research business competitors

You must also include your competitors’ information and statistics in your business plan presentation. With sufficient information and facts, you can help your product stand out. This information can help you build your reputation as a unique brand. This will create a professional and reliable image of your business for the consumers.

Network with prospective investors

Once you have collected the necessary information and prepared your strategies, the next step is approaching the right investors and stakeholders to showcase your business plan. You have higher chances of maximizing your investments by reaching the right audience. It also helps you understand and question your product in detail before you enter the market at your full capacity. Investors can also provide their valuable feedback, and all of this requires networking.

Recommended: Explore our Strategy Roadmap PowerPoint Template here!

Create a slide presentation of your business plan

The next step is to display your plan uniformly and convince them to put their money into your product. One can attract investors and stakeholders better with effective strategy and influential products. Slides presentation is a visual approach and is better at convincing investors than just sharing statistics tables.

Practice your business plan presentation

The final step is to practice your presentation before presenting. You can do a demo run of the presentation for your team members and understand the common doubts they have. A demo run can help you identify your faults and prioritize which section is more vital than others. Your team must also brainstorm questions your investors are likely to ask so that you are well-prepared beforehand.

Slide 1: The Title Slide

A title slide is an introduction to your presentation. Just add your business name, logo, slogan, and motto you believe in. You can begin your presentation with the next slide with just a few introductory lines.

Slide 2: The Problem Statement

As we discussed, it is better to come directly to your product and explain the problem it solves. Rather than beating around the bush, please focus on the facts and explain them with a story. You can also include effective infographics, fun facts, and engaging questions to increase audience attentiveness. You must ensure that your problem statement is short, clear, and easy to understand. This slide will shape your whole presentation. You will attract your audience’s attention by clearly conveying the problem your business solves.

Slide 3: Your Business Solution

Now, as soon as you discuss the problem, you must focus on the solution to how your products solve the problem and conclude the slide by connecting it with the story. You can add a step-by-step solution or use graphs to help your audience understand the process.

Slide 4: Your Pricing Plan

The following slide should discuss your price strategy. A more effective payment plan will only retain prospective customers. It is better to attract customers with appealing prices and impress them so they keep on purchasing your product or service. It is easier said than done. But once you convince investors of your problem/solutions, you must impress them with your revenue stream strategy. You may also add your competitors’ pricing to this slide to justify how reasonable your pricing plan is.

Slide 5: Business Operations Information

Briefly explain your business objectives and operations in your Business Plan Presentation. Add how you have planned to streamline your business operations to save time and resources. You can help them understand your work better by explaining it step-by-step.

Slide 6: Your Marketing Plan

Now you have a Problem statement and your solution. But how will you enter the market? How will you let your target audience know about your services and products? A product is as good as nothing if it doesn’t reach your customers’ hands. For this, you need a marketing strategy. Add your go-to market strategy to this slide. It helps investors understand how you will reach your targeted audience. The more you impress investors with a marketing strategy, the more chances you have of investment.

Slide 7: Industry Overview

This slide shows current industry conditions. It includes your competitors and how they are operating the market. Just keep the data fact-based to make it more credible.

Slide 8: Financial Projections

This slide displays how fast you will grow and what your investors can expect in returns. It will include money management and growth strategy as well. Add all the details about how much you will spend on various stages. Include your revenue and profit expectations for the following years as well. Financial projections for 3-5 years can help you reach your goals faster.

Slide 9: Your Team

This slide is an introduction to your team. Add all the crucial team members responsible for executing the plan. This will give investors a sense of your company’s hierarchy. And help them understand who is responsible for what. A well-established team with dedicated and motivated people always boosts investors’ and stakeholders’ confidence in the business.

Project Team Leadership PowerPoint Template for How to Make a Business Plan Presentation?

Slide 10: Concluding Slide

The last slide must be an executive summary or a conclusion. This slide will discuss all the essential topics you discussed in a precise form and help you conclude better. Adding this slide is best; it helps your audience remember the vital topics and keeps them engaged throughout.

Business plan powerpoint presentation examples

There are thousands of business plan powerpoint presentation examples and templates you can select from. Besides basic free presentations, you can download executive summary templates , project management presentation templates , and other templates from many online resources. It is easier to select among these templates once you have a concept in mind. Even if you have no budget to buy premium PowerPoint templates , you can download a free template to cater to your needs from SlideUpLift’s website.

How to present a business plan presentation?

The best way to present your business plan is with PowerPoint presentations. You can use ready-made templates and edit them as per your requirements to ease the job. Usually, up to 15 slides must be displayed to display your overall execution strategy. But you can add or remove slides as per your content. Using simple vocabulary and easy-to-understand terminology for such business presentations is vital.

Most interesting presentations have a variety of graphs, tables, and infographics to engage the audience. You can also add a risk assessment to ensure you are prepared for every situation. With effective market and consumer research, you can convince investors better. Even if you have the best presentation, you might lose the opportunity if you don’t practice it well. Always practice presentations multiple times and be prepared for questions from investors.

Collection of Business Plan PowerPoint Template to understand How to Make a Business Plan Presentation

Tips and Tricks to make your Business Plan powerPoint more Memorable

Here are some tips that can help you present your business plan presentation effectively and influence investors easily:

Focus on the Main Points

The presentation usually covers a vast range of topics and information. However, it is necessary to focus on the prioritized data. Most investors are more interested in financial data than understanding each other’s aspects. Provide precise yet critical points about each slide and ask questions after each topic to ensure they know everything. It is not ideal to explain each topic in detail as It will make your presentation boring.

Use Common Language

Use simple yet professional language for your presentation. Try to use easier words over technical language or over-the-top vocabulary, as it will make the presentation challenging to understand. Most financial data is already too entangled, and using confusing language can make it worse. Using simple, layman-like, and understandable language to express your viewpoint is better. Also, use infographics and graphs to make it more engaging and easy to grasp.

Genuinely Deliver Information

A presentation is a serious matter for your business. It is essential to maintain professionalism so that your investors can rely upon you with your money. Always stay excited and try to deliver information genuinely. Try to avoid using filler content. Write to the point and short content. Ensure your overall presentation is easy to read and skimmable.

Prepare for the Questions Beforehand

Always prepare an expected questionnaire for the investors. These must include all questions you and your team think your investor will be curious to ask. Put yourself in the investors’ shoes and think. If prepared beforehand, you can give accurate answers and include the necessary information.

Practice Again and Again

The best thing you can do is practice repeatedly. The more presentations you give, the better you will be at presenting them. It’s better to present twice in front of your team so you are prepared overall.

Time Management

Any presentation that goes on for long will eventually become boring. With just facts and data, your audience will lose interest. Hence, it is better to share necessary information quickly. Always time your presentation and try to keep it on point. This will maintain audience enthusiasm about your product and help you answer their questions correctly.

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Mistakes to Avoid When Making A Business Plan Presentation

Sometimes, no matter how much you try, mistakes are unavoidable. But there is no harm in minimizing these to present your product efficiently. Hence, here are the most common mistakes one can avoid in a business plan presentation:

Not Timing Your Presentation

The most obvious mistake is not timing your presentation. If one fails to time the presentation, it can become extended and boring. It must catch up on the targeted goals and shouldn’t become repetitive. It is better to keep the presentation precise and short. With just 10 to 12 slides, one can present effectively and share the overall project without wasting time on unnecessary topics.

Focusing on Non-Essential Information in the Presentation

The presentation usually involves a variety of topics. You must focus on the priority topics more than the rest of the information. If each topic is explained thoroughly, it will consume a lot of time. Deciding what is necessary and what must be explained well is better. This also guides investors to understand what your primary goal is and what comes next.

Overloading Data

Refrain from overloading your presentation with information. Keep your slides’ data content precise and short. Also, explain it in keynotes, as explaining each topic will elongate the presentation. The audience can better understand your presentation with simple bullet points and visuals.

Lack of Graphs and Tables

A presentation is more engaging than raw data because of the infographics. It can be just a data dump if your presentation lacks graphs, tables, and other visuals. Creating a business plan presentation filled with visuals, color schemes, and easy-to-read fonts is better to keep the audience interested in your idea.

Ignoring Audiences and Their Needs

One of the blunders you can make while creating a presentation is to ignore your audience. You must prioritize your audience’s needs and keep pushing how your products solve those needs. You should buy your product and assess it like your consumers. This can decide whether your investor thinks your product is worth it.

Why you should choose SlideUpLift’s pre-made business plan presentation templates

A premade presentation template from SlideUpLift can offer you an edge and make the business plan presentation process much faster. Our ready-made, fully editable presentation template can be easily altered to your needs and likes in just a few clicks. You can add more or reduce the amount of data you want. With thousands of templates, SlideUpLift covers all bases to create your desired perfect presentation. Not only do we offer free PowerPoint templates, but we also have an exclusive variety of templates for Google Slides as well at affordable prices.

How To download SlideUpLift’s business planning templates?

The most essential step before downloading SlideUpift Templates is registering on our website. You can then login and select from a range of templates. Depending on your need, you can either pay for a template or select a free template for your presentation. In addition, we also offer membership plans if you are interested in getting various other services apart from professionally designed business plan presentations. The process of getting the membership and downling these templates is simple and easy to follow.

Here is a list of some of the best and most used templates from SlideUpLift:

Executive Summary Templates For PowerPoint & Google Slides
Project Management Presentations Collection PowerPoint Template
Roadmap Templates For PowerPoint & Google Slides
30 60 90 Day Plan Collection For PowerPoint
List Templates Collection For PowerPoint
Business Planning Isometric PowerPoint Template
One Page Strategic Plan PowerPoint Template

Business Plan Presentation — Conclusion

The best answer for how to make a business plan presentation is to use research data appealingly. A simple download template can be converted into an effective way to engage an audience and convince them to understand your business model.

With effective sales, marketing, and business strategies, a business plan presentation can showcase your objectives clearly and ensure your idea influences the investors. Your presentation can become a vision for your business, so it should inspire your investor as it motivates you.

With SlideUpLift, download, edit, and create your own version of a presentation that helps you to see the bigger picture. With attractive templates, fonts, and color schemes, find your own way to deliver your vision and display it in a structured manner.

A business plan presentation is a way to interact with your audience to display your business plan. It is a detailed presentation that targets investors and shareholders to get inspired by the product and acquire funding for the business.

How do you create a business plan presentation?

The simplest way to create a business plan presentation is to download a premade template online. You can then edit it according to your needs. You must research the market, targeted audience, and your competition in-depth.

This will include information, and your business plan must include such data. Also, include a financial strategy to ensure your business is a wise choice for investment. One can also include sales marketing and awareness strategies to attract more customers. Finally, a risk assessment makes your plan more foolproof. Hence, including one will make your presentation more engaging

One can present a business plan presentation with at least ten slides. Each slide should include a topic and explain why the product stands out to the investors. Data must be kept short and precise, and graphs and infographics must be presented enough to engage the audience. With easy-to-understand language, more straightforward vocabulary, and effective planning, a presentation can inspire your audience and encourage them to invest more and more in your project.

What should be included in a business plan presentation?

The business plan presentation must include every detail of your overall business plan. It must include your team, operations, marketing, and sales strategies, and financial goals. Along with these, it must also include your mission, vision, objectives, and how you solve the issues. It should be a gateway to your product’s vision, so you must be precise and explain why and how it is essential.

Where do you find the best templates related to business plan PowerPoint?

There are hundreds of websites that offer business plan PowerPoint templates. Among others, SlideUpLift stands as the best there is to offer. With over 4000 templates, we cater to every professional’s needs. You can select free-of-cost, affordable, or exclusive templates depending on your needs. Professionally designed templates allow you to edit and create unique presentations as per your requirements. With SlideUpLift’s easily customizable templates, you can inspire the audience better.

Table Of Content

Business Plan Executive Summary PowerPoint Template

Business Plan PowerPoint Template Collection

30 60 90 Day Plan Collection For PowerPoint Templates

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How to Create an Effective Investor Presentation

Investor presentations are a crucial tool for entrepreneurs and business owners seeking funding or investment opportunities. A well-crafted presentation can captivate potential investors, showcase your business's potential, and ultimately secure the financial support you need. To help you create an effective investor presentation that stands out from the crowd, we've compiled some essential tips and strategies.

Understanding Your Audience

Before diving into the details of your presentation, it's crucial to understand your audience. Investors have specific expectations and interests, so tailoring your pitch to their needs is essential. Research the individuals or firms you will be presenting to, and consider their investment preferences, industry focus, and track record. By understanding your audience, you can customize your presentation to resonate with their specific interests and increase your chances of success.

Crafting a Compelling Story

Every great investor presentation tells a compelling story. Start by clearly articulating your business's mission, vision, and unique value proposition. Describe the problem your product or service solves and how it addresses a market need. Use storytelling techniques to engage your audience emotionally and make your presentation memorable. By connecting with investors on a deeper level, you increase the likelihood of their investment in your business.

Presenting a Solid Business Plan

A well-structured and comprehensive business plan is the backbone of any investor presentation. Start with an executive summary that provides a concise overview of your business, highlighting key aspects such as market opportunity, competitive advantage, and financial projections. Then, dive into the details of your business model, target market, marketing strategy, and sales projections. Be prepared to answer questions and provide supporting data to back up your claims.

Creating Visually Engaging Slides

Investor presentations often rely heavily on visual aids, such as slides, to convey information effectively. When creating your slides, keep them clean, concise, and visually appealing. Use high-quality images, charts, and graphs to support your key points and make complex information more digestible. Avoid overcrowding your slides with text and opt for bullet points or short phrases instead. Remember, your slides should complement your presentation, not overshadow it.

Demonstrating Market Potential

Investors are often interested in the market potential of your business. Clearly articulate the size of your target market, its growth rate, and any emerging trends that support your business's viability. Use market research and industry data to back up your claims and demonstrate a thorough understanding of your industry's dynamics. Present a compelling case for why your business is well-positioned to capture a significant share of the market.

Highlighting Your Team's Expertise

Investors not only invest in ideas or products but also in the people behind them. Showcase your team's expertise, experience, and track record to instill confidence in potential investors. Highlight key team members and their accomplishments, emphasizing how their skills align with the business's goals. Demonstrating a strong and capable team can significantly enhance your presentation and increase investors' trust in your ability to execute your business plan successfully.

Addressing Potential Risks

No business is without risks, and investors understand that. Acknowledge and address any potential risks or challenges your business may face. Be transparent about your mitigation strategies and contingency plans, showing investors that you have considered potential obstacles and have a plan in place to overcome them. This demonstrates your preparedness and commitment to ensuring the long-term success of your venture.

Crafting an effective investor presentation requires careful planning, research, and attention to detail. By understanding your audience, telling a compelling story, presenting a solid business plan, creating visually engaging slides, demonstrating market potential, highlighting your team's expertise, and addressing potential risks, you can create a presentation that stands out and captures the attention of potential investors. Remember, practice makes perfect, so rehearse your presentation thoroughly to deliver a confident and impactful pitch. Good luck!

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Home Blog Business Business Plan Presentations: A Guide

Business Plan Presentations: A Guide

Cover for Business Plan Presentation guide

A vital element in today’s highly competitive business landscape is the ability to craft and deliver a business plan presentation. This applies to both entrepreneurs and corporate leaders.

This guide describes essential aspects required to build a business plan presentation and deliver it to stakeholders.

Table of Contents

What is a Business Plan Presentation?

Is a business plan presentation the same as a business presentation, executive summary, justification of the business proposal, swot analysis, the niche of the proposal & actors in the industry, competitors, competitive intensity, trend analysis and critical variables, value chain, market analysis, jobs-to-be-done, value proposition, revenue streams, cost structure, distribution channels, key partnerships for the business model, organizational structure & management, go to market and marketing plan, development plan, qa, and continuous improvement model, distribution plan, inventory management, initial funding and financing structure, projection of income and costs.

Evaluation of Projected Return vs. Required

Risk Evaluation

Sensitivity to critical variables, how to present bibliographical information in a business plan presentation, how to deliver a business plan presentation.

A business plan presentation is the medium we use to communicate a business plan to an audience.

Presenters commonly ask what is the target length of a business plan presentation in terms of slides. Our expertise in this field tells us it’s advisable to work between 13-20 slides, remaining as concise as possible and using the help of visual aids. Let the graphics speak rather than fill your slides with text blocks.

No. A business plan presentation is used to communicate an identified business opportunity and how it is planned to be served in a way that generates profit. A business presentation is a more generic term, explained in our article about business presentation examples .

How to Create a Business Plan Presentation

This section will list our recommended content for a successful business plan presentation. We broke it down into four stages which help the presenter build the story backing the business: a-. The opportunity and the competitive landscape analyzed, b- the business model designed and tested to serve the opportunity, c- the implementation plan of the business model, and finally, d- the financial and economic projections estimated that show the profitability of the opportunity.

For the purpose of this guide, the slides will refer to a case study of photo editing software. To replicate this slide deck creation process, you can speed up design decisions by working with the SlideModel AI Presentation Maker and tailoring it to your project.

Stage 1 – Identifying the Opportunity

After the title slide that defines how to start a presentation , any business plan should proceed by introducing the executive summary in a concise but impactful format.

The purpose of the executive summary is to inform the audience what to expect from the presentation and its conclusion.

Executive Summary slide in a Business Plan Presentation

Work with a maximum of two slides for this section, highlighting the key elements through visual cues. Check our guide on how to present an executive summary .

The next slide should disclose all the reasoning behind the business plan proposal, why this plan is being presented at this present moment, and projections of how the plan aligns with the current market trends.

Presenters can share the analysis done by the Market research team as long as it’s made clear which problem is relevant to the current market trends that this business plan aims to solve.

Mention all the references used to arrive at the conclusions expressed so data is backed with meaningful sources.

Justification of the Business Proposal slide

Any corporate PPT template can help you craft this slide, but presenters can also boost their performance through the use of infographics . If your solution for the selected problem involves a complex process, consider using a process flow template to expose the step-by-step justification of this proposal.

Use a SWOT template to showcase the Strengths, Weaknesses, Opportunities, and Threats of this business opportunity.

SWOT Analysis slide in a Business Plan Presentation

Make sure the SWOT diagram is legible. Work your way to meet the same aesthetic style despite speeding up the process with templates. Mention the tools used for gathering the information for this SWOT Analysis in the footnote and ensure the audience understands which information elements help you reach conclusions in each quadrant. Check our guide on how to create a SWOT analysis and see if your business plan requires a SWOT or SOAR analysis .

Every business plan is scoped under a niche or industry sector. With this slide, describe the sector in which the proposal is immersed. Communicate its value, list the actors involved, and describe their high-level relationships.

Actors in the Industry slide in the Business Plan Presentation

List the analyzed competitors. Communicate their attributes. The competitors’ comparison in business plan presentation can be visually explained using tools from the Blue Ocean Strategy framework, like the Strategy Canvas .

Blue Ocean Strategy Canvas in Business Plan Presentation

The competitive intensity of an industry sector is studied through the Porter’s 5 Forces model. This intensity expresses how attractive the industry is. Explain the conclusion in each force showcasing the model.

Porter's Five Forces Analysis in Business Plan Presentation

First, introduce the variables identified as important for the industry sector, citing the insight’s source. Secondly, drill down each variable and break down the different trend dimensions ( PESTEL )

Use a highly visual slide, like a dashboard template , to introduce factual data regarding the trends over a specific time period. Growth rates must be represented in time frames of over 180 days to evaluate the trend accurately.
List the critical variables (consumers, product, production capability, and financing) briefly.
Disclose how each variable can affect pricing and your position within the niche for that trend. Presenters can refer to case studies from successful competitor stories on how they responded to trend changes in the niche.

PESTEL Analysis slide for a Business Plan Presentation

When presenting the value chain, we ought to articulate the sequence of activities the company handles to create value within the business plan. Start by breaking down the value chain into its key components, briefly explaining the stages from inbound logistics all the way through customer service. It is important to highlight the linking point between each stage and express the value of coordinating team activities to enhance overall efficiency.

Value Chain Layout slide in a Business Plan Presentation

We can use flowchart diagram templates as visual aids for the audience so they can understand the process sequence. Check our guide on how to make a flowchart .

Present the identified Market and its Segments. Continue explaining how conclusions were driven through the analysis and sizing of the market.

TAM SAM SOM for Business Plan Presentations

Presenters can use target market analysis templates , market segmentation templates , or TAM SAM SOM templates to compare their target market with the total available market.

We recommend you check our guide on market segmentation for this process.

Then drill down with a Persona definition.

This study can be made by creating ideal customers, describing their demographics and psychological factors that make them prospective candidates to purchase the product or service this business plan presentation refers to.

Here is our guide on creating buyer personas .

The Jobs-to-be-Done theory explains why certain customers are attracted to products and services and how those elements solve core problems in the consumers’ lives.

A Perceptual Map is a tool we can use to measure the consumer perception of different products/services in the same market. This can be particularly useful if our value proposal is to brand ourselves as cheaper alternatives to already existing solutions. Check our guide on perceptual maps for further information.

Check our guide on the Jobs-to-be-Done framework and add suggestions to the business plan presentation.

Stage 2 – Business Model

To describe the Business Model in your Business Plan Presentation, use the business model canvas analysis tool. Display your design in one slide.

Business Model Canvas for a Business Plan Presentation

For specific sections of the BMC, you can add slides if you need to drill down for further details. In our experience, the following sections require a deeper level of explanation.

List the Segments targeted in your Business Model. You can include a slide with additional information and segment size. Reference the Market analysis explained earlier to justify the selection or which were the pivots applied.

Customer Segmentation slide in a Business Plan Presentation

In order to explain the reasoning behind the Value Proposition and how it serves the segments selected, you can use the Value Proposition Canvas tool to explain the logic behind this selection.

Value Proposition Canvas slide for Business Plan Presentation

The Value Proposition outlines the unique benefit our product or service offers the market and why customers should choose our offer over potential alternatives. Since we have already analyzed the potential buyers and presented the market, it’s time to deliver that value proposition using our best assets: customer testimonials, report data, surveys, etc.

As testimonials often weigh the most in established brands, be sure to present this information through a narrative that showcases why your product or service had a positive impact on the life of that customer. You can use customer testimonial templates to give an extra boost through visual aids.

Customer testimonial slide in a Business Plan Presentation

Explaining how much the customers will pay for the product/services is critical to understanding the viability and profitability of the business. Showcase for each segment the pricing model and the engagement terms.

The Income Model expresses the sources of revenue for our business plan. This has to be in relationship with the pricing strategy for established businesses. Lean startups can work concerning their minimum viable product (MVP) and then elaborate with projections for future releases or changes in their income stream structure.

At this point, companies need to present the sources of revenue depending on their origin:

Product Sales
Subscription Model
Freemium Model
Partnerships with other brands in different niches
Advertising and Sponsorships
Monetization

Check our guide on pricing strategy models for more information about how to present this point. You can use revenue stream templates to represent this data in style.

Pricing table slide in a Business Plan Presentation

Drill down the cost structure categories and relate them to the Value Chain explained earlier. Show a cost breakdown chart to make it easier for the audience to understand their weight in the total costs.

As this step can be a bit complex to articulate, we recommend you check our guide on Cost Structure to see how you can resume all that information in one slide.

At the business model stage, distribution channels should be briefly introduced since they will be mentioned again in the Distribution Plan . In some industries, it is important to highlight which channels are chosen over others for the sake of revenue and faster operation.

Our Distribution Channels PowerPoint Template is a perfect resource for this.

Distribution Channels slide in Business Plan Presentation

Presenting the strategic partnerships for the business plan is a way to prove the plan’s potential reach and success factor. On this behalf, companies must list which resources they are sharing with their business partners regarding expertise, technology, distribution channels, or capital, as these elements will impact the cost structure.

You can use the Business Partnership PowerPoint Template to present this information in a professional-looking format.

Stage 3 – Implementation

The business plan is designed to offer a product, deliver a service, or combine both. At this stage, the business plan presentation drills down on how the organization will build/deliver the product/service implementing the business model outlined earlier.

Describe how the company operates regarding human capital and its roles. Presenters must describe to the audience the hierarchical structure, responsibilities, and how they play a role within the value chain.

Org Chart in a Business Plan Presentation

You can use Org Charts to represent the roles and responsibilities in the organization visually. It is also advisable to highlight the expertise and experience of the management team, as it helps to build trust.

The Human Resource Plan must refer to your planned recruitment, training, and employee onboarding. Which talent will be required, and how is it planned to build the different teams of the structure.

HR Plan slide in Business Plan Presentation

Check the Go To Market Strategy guide and describe how the Business Plan will enter the market and overcome the initial barriers. Continue with the Marketing Plan limited to 1-2 slides resuming the plan’s tactics to increase brand awareness and the selected channels for this strategy.

You can use the Marketing Plan Templates help to speed up the process by focusing on the content to fill rather than the design or creating complex charts from scratch.

Go-To Market Framework in Business Plan Presentation

Present the sales plan describing the full sales process, lead generation, nurturing customers, and conversion strategies.

Use Sales PowerPoint Templates to visually illustrate your sales process, like the Sales Pipeline Slide Template for PowerPoint , which depicts the process from lead acquisition to a closed deal.

Check our guide on Sales Plan for further information on this topic.

This step refers to presenting the product/service development plan, the Quality Assurance processes behind its validation, and your company’s commitment to a continuous improvement process based on surveyed data or customer feedback.

We can refer to testimonials, user case experiences our team successfully troubleshot, or experiences we learned from competitors in the same niche.

Presenting the distribution plan involves addressing logistics topics, supply chain , and sharing fulfillment strategies. Although we already presented the potential distribution channels, this is the step in which you detail how each will interact and their impact on the estimated revenue.

Present one slide mentioning your company’s approach to these channels, if applicable:

Direct Sales (either physical store or e-commerce)
Retail Partnerships
Wholesalers or Distributors
E-Commerce marketplaces

This step involves two different approaches depending on the kind of industry we’re in. For traditional business, inventory management in a business plan presentation must highlight how the inventory will be handled to minimize transportation costs or overproduction. Projections must be shown per quarterly period and take into account seasonality if it has a significant impact on the required storage capacity.

On the other hand, e-commerce companies have to present their online infrastructure to secure the product’s availability 24/7, how customer tickets are handled when the customer cannot access the product, server costs, and how we prevent online leaks.

Stage 4 – ROI and Risk Evaluation

This section will outline the Financial Plan of your Business.

Showcase the financial structure, including equity, debt, and potential investors, at the moment of kick-starting this business. It is a good practice to consider the initial funding slide to be a brief summary of those points, with particular emphasis on the funding needs.

Cash Flow Diagrams , Comparison Chart templates , and Timeline templates to showcase when funds help to meet each of the plan’s milestones are good ideas to represent the elements on this slide.

Income and expense projections must be presented over a defined time period by using graphs or charts to clearly visualize the trends supporting each change.

Revenue and Expenses breakdown slide for Business Plan Presentation

Break down the revenue sources with clear, identifiable icons to showcase: product sales, subscription fees, advertisement, affiliates, etc. Sales estimations have to be realistic and conservative, as they will be contrasted with the production, marketing, administrative, and personnel costs to leave a gross profit margin calculation.

Evaluation of Projected Return vs. Required

Demonstrate the feasibility of your business plan. Start by presenting the profit margins in relation to the projection of income and expenses, then introduce the break-even analysis .

Presenters can make their message more relevant by presenting an ROI calculation and contrasting it with industry benchmarks in the same niche. By following this approach, presenters prove how the ROI offered by this business plan aligns with the investment’s risk projection.

Presenting a risk evaluation analysis in a business plan presentation involves introducing both risks and their mitigation strategies.

Risk Management templates , like the ROAM framework, can help organize potential risk sources by their severity and impact on the organization. A pyramid diagram can be used to demonstrate how risk management can be delegated across the organization to completely eradicate the risk factor depending on its severity.

The elements you should consider presenting are mainly regulatory changes, market changes, competitors (new or existing), and financial crises.

The final point in our business plan presentation involves summarizing how key variables can influence the projected returns in our plan. Examples of these variables can be sudden increases in raw materials (affecting production costs and sales prices), a new pandemic (affecting workforce capacity and shortage of raw materials), geopolitical situations like war, etc.

We highly recommend presenting these critical variables using scenario analysis techniques according to measured data. Introduce best-case, worst-case, and most likely-case to give a full panorama of how your organization is prepared against any contingency.

An often overlooked point in a business plan presentation comes when listing the bibliographical information used to craft the business plan. Follow these steps to ensure a professional outcome for this slide or document.

Use a title like: “Bibliography,” “Source Credits,” or “References.” If your business plan presentation cites examples from other companies, use a “Works Cited” section.
References are usually shown in the APA style, but the MLE or Chicago style can be requested depending on your location or situation.
Maintain a consistent style in terms of reference style used, font, text size, and formatting options across the entire slide deck. Footnotes or in-text citations can be used for important data.
Verbally acknowledge your sources when required throughout the course of your presentation. This helps to establish credibility and respect for other people’s work rather than just dropping a slide with chunks of text.

This section will cover the most commonly asked questions on delivering a business plan presentation.

How many slides should my business plan presentation list?

This will depend entirely on your niche and the complexity of the business plan. Generally, work with at least 15 slides and no more than 30. It is best to use an extra slide rather than overcrowd an existing slide with tons of information.

What is the best format to present a business plan?

There are different options to present any business plan, so the selected option will mostly consist of the presenter’s preferred style and the audience’s age and interests.

PowerPoint Presentation : You can start from a blank slide and go all the way through a professionally designed PPT template . PowerPoint documents allow you to present images, text, audio, videos, and any kind of graphic to help you convey the core ideas behind the business plan. They can work with any PC or Mac device, as well as mobile devices.
PDF Documents: This can be a choice made in a hurry or by preference. Sharing a PDF document can work, but you must include the fonts used in the original document, as some compatibility issues can be present.
Pitch Deck : Rather than doing a lengthy business plan presentation, a pitch deck consists of a maximum of 15 slides to deliver your proposal concisely. This is the typical approach we can see in TV shows like Shark Tank.
Video Presentation : In some cases, using a video in a business plan presentation is relevant, especially if we are to introduce an innovative product in the market. You can use videos to showcase features, present services in a live format, introduce your team, and plenty of other options.

Are printables required in business plan presentations?

Although they are not required, using supplementary material in business plan presentations can be useful. You can prepare reference material for investors, especially involving complex data like graphs in an amplified format (and reference the slide in which they appear and vice versa).

Providing a printable to accompany your business plan presentation helps to give an image of professionalism and respect to your proposal.

What are the don’ts of writing a business plan?

The main purpose of this article is to craft and deliver a business plan presentation. Still, we would like to clarify some common errors seen in business plans that typically affect the performance of the presentation.

Using overcomplicated language : Jargon or unnecessary acronyms may confuse spectators who are not in touch with all the details relevant to a particular industry.
Ignoring the audience : Not considering the variety of interests among investors, partners, and team members can hinder your presentation.
Neglecting/underestimating competitors : Any realistic business plan considers the existing competitors in their niche and perhaps potential newcomers. Not doing so will leave you unprepared to present a doable business plan.
Ignoring Risk Assessment : Omitting the Risk Assessment analysis and mitigation strategies does not respect the value investors and your team have.

How long should the business plan presentation be?

As a general guideline, try to fit your business plan presentation between 20-30 minutes. Some complex plans may require additional time to be presented.

Does the presentation need to be tailored to different audiences?

Using this tactic can be a winning factor for both investors and your team, as you prioritize effective communication for the roles they are relevant. Take these items into consideration for tailoring the presentation for specific needs.

In-Company Presentation

The focus should be on goal accomplishment and the strategies targeted to the team’s roles. Emphasize how teamwork is the pathway to success and how each individual contributes to the bigger picture.

If new technologies or knowledge are required as part of the business plan implementation, then this is the moment to disclose that information and inform the process to coach the team into it.

Board Meeting

Whenever delivering the business plan presentation to a board of directors, focus on the strategic goals, financial projections, and KPIs.

Showcase how this business plan aligns with the company’s core values, mission, vision, and long-term strategy.

Potential Investors

Presenting your unique value proposition, potential ROI, and highlighting the market opportunity is extremely important. Focus on selling your business model and vision with accurate financial projections and growth strategy.

Dedicate some minutes to present your industry’s competitive landscape and answer why your product or service is a better offering than what competitors produce.

As we can see, creating a business plan presentation is a process that can be time-consuming if we lack the required business plan presentation tools to turn data into visually appealing formats.

Remember to work concisely without losing the big picture of what you intend to explain. Your presentation is the entry point into the heart of your business; therefore, by adopting a structured approach, you can deliver an experience that engages, inspires, and builds confidence.

1. Coffee Shop Illustration Business Plan Slides

Create your new business plan presentation with quality vector illustrations for Coffee Shops. Ideal for cafeterias, coffee bars, barista giftshop stores, bookshops and more.

Use This Template

2. Real Estate Business Plan PowerPoint Template

Realtors looking to start their own agencies should take a look at this attractive selection of slides with tailored real estate vector illustrations. These presentation plan slides show the different stages that a prospective buyer may incur, from hiring the services of a Real Estate agent, checking different properties, to finally buying a home. Graphs and charts are included in vivid colors that are fully editable to meet the required branding.

3. Restaurant Business Model PowerPoint Template

As we’ve seen with the previous cases, these vector images depicting typical restaurant activities can help us build a business plan presentation sample to discuss with our team prior to an important meeting. Save time and money by introducing these professional designs into your presentation.

4. One Pager Business Plan PowerPoint

To briefly summarize the objectives of your business plan, work in-team with this one-pager business plan slide. Ideal to take notes, give a general picture of the current status of the business plan and key growth opportunities.

5. Business Plan PowerPoint Templates

If you want to create the best business plan presentation, this slide deck can make that task 100% easier. Containing all the elements described in this guide, introduce your data and prepare to deliver a powerful speech.

6. Flat Bold Business Plan PowerPoint Template

Another slide deck intended for those looking at how to make a business plan presentation that delivers a memorable experience. With a minimalistic design approach, it perfectly balances formal elements and impactful visual cues to help increase your audience’s retention rate.

7. Car Sharing Business Plan PowerPoint Template

Create the next Uber-like car-sharing service with the help of these carpooling vector illustrations perfectly arranged in a cohesive business plan slide deck. Presenters can explain the ins and outs of their business model with highly detailed graphics that grab the attention of potential investors. Check it out now!

8. Beauty Salon Business Plan PowerPoint Template

Business plan presentations don’t have to look formal or boring. This slide deck is geared towards beauty salon businesses, especially for those targeted to women. Chic design, bold color scheme, and extremely useful tools like a pricing list to present an idea like a subscription-based model where consumers see the total value of their investment.

9. CrossFit Business Plan PowerPoint Template

Finally, we list an option filled with tools and gym vector illustrations for those looking to start a gym business or CrossFit academy. These illustrations were crafted with care to express the core idea on every single slide, such as human-shaped graphs to present relevant KPIs.

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Template 1: Investor Presentation to Raise Capital from Series C Funding PowerPoint Presentation Slides

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Investor Presentation to Raise Capital from Series A Round

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Template 5: Sustainable Farming Investor Presentation PPT Template

Do you belong to the agriculture segment and require a presentation to attract capital? This deck simplifies your company's value proposition, enticing investors. It highlights your farm goods, services, plant health monitoring, and preventive measures that can attract investors.

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Template 7: Supply Chain Logistics Investor Presentation Template

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Software development funding requires a good investor presentation. And this template emphasizes application pitch essentials.

Start with your company's history and product value propositions. Lists your app's main concerns. The deck analyzes your software and monetization strategies. This presentation identifies your ideal customer, analyzes the industry landscape, and shows major competitors' market share and application information. It shows your organization's overall fundraising and assets . Use this template to shine as software development success awaits!

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Template 9: B2B SaaS Investor Presentation PowerPoint Complete Deck

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You can also try out the beverages presentation template if you own a beverage business. Find out more by reading the blog.

FAQs on Investor Presentations

What is in an investor presentation.

Attracting investors and securing cash may be accomplished with the help of a well-crafted investor presentation. The company's history, goals, and values are all staples of any such document. The presentation emphasizes the issue addressed, the company's USP, and its intended audience. Details on the market, its potential, the company's management, its finances, and its future forecasts are all included. The product or service, expansion plans, and early successes may all be highlighted in a presentation to potential investors.

How do you structure an investor presentation?

To convince investors to back your company, you must give them a well-organized presentation. Get them interested immediately by opening with a strong statement of your value offer. Then, please explain the issue your company is trying to tackle and how it differs from any other. The market study should be included, highlighting the current size, projected growth, and intended audience. Then, present your company plan, income sources, and financial forecasts. Draw attention to your team's expertise and distinguishing features.

How do you conclude an investor presentation?

It's important to make a strong impression on investors when you wrap up your presentation. Summarize your main arguments, stressing the possible ROI and reiterating your value offer. Focus on the market's potential and highlight any progress or accomplishments you've made to bolster your argument. Reaffirming your team's knowledge and competence is important to carry out the company strategy. Give investors a glimpse into your plans and explain what you want to do next, whether that's more conversation or asking for their financial backing. In closing, thank investors for their time and attention and give them a clear call to action.

What are the key highlights of a good investment pitch?

Following are the highlights of the investment pitch:

A concise description of the company's offering, including its value proposition and distinguishing features.
development potential and market opportunity are already apparent
Knowledgeable about and empathic with the intended audience
Good financial estimates and a well-defined revenue strategy.
Team with a proven track record of achievement, backed by years of expertise
in market distinctiveness and competitive advantage, were emphasized
Proven success with a combination of measurable objectives and user feedback
Excellent preparation, interesting delivery, and stimulating imagery.
Direct appeal to the interest of possible backers.

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Investment Company Business Plan

Investment company business plan presentation, premium google slides theme and powerpoint template.

A business plan sets the strategy, resources, goals and plans for your company. If you focus on using money to fund new projects, get huge returns, make ideas possible and getting new forms of income, this template for investment companies is the one that best will reflect your ideals! With a corporate, minimal look but a creative contrast in grey and yellow, this design and its many different resources will illustrate your ideas and your content in an innovative, modern way. Discover it and present your company to the world!

Features of this template

100% editable and easy to modify
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Includes 500+ icons and Flaticon’s extension for customizing your slides
Designed to be used in Google Slides and Microsoft PowerPoint
16:9 widescreen format suitable for all types of screens
Includes information about fonts, colors, and credits of the resources used

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How to Create a Business Plan Presentation [Plus Templates]
Pick and choose any and all of the slides you need to use in your business plan presentation. You can also bring in slides that you've previously saved to your slide library to help customize your presentation even further. 3. Customize the Template. Lastly, customize your template's font and color.
Investment Business Plan Google Slides and PPT Template
Free Google Slides theme, PowerPoint template, and Canva presentation template. Rewards come after a great investment, and this applies especially to companies. You'll need to attract potential investors and other people to put their trust in your project. With this free presentation template, you can explain your business plan, your market ...
How to Make a Business Plan Presentation with Templates
It's time to create your new business presentation, and it's easier than you may think with Renderforest. Follow the below quick steps to create the actual presentation of a business plan to your potential investors to secure funding. Step 1. Choose a Business Plan Presentation Template.
How to Write a Convincing Business Plan for Investors
Investors will inevitably want to see your financial forecasts. You'll need a sales forecast, expense budget, cash flow forecast, profit and loss, and balance sheet. If you have historical results, you should plan on sharing those too as well as any other key metrics about your business.
How to Develop a Killer Business Plan Presentation and Template
5. Business Model. On this slide, you need to describe how your business generates revenues. You can include things like your business's pricing plan, how much it costs to acquire each customer, the business channels you'll use, etc. Your target audience must find your business credible and pricing feasible.
How to Write a Business Plan For Investors
Identify the three to four key factors that make your company a great opportunity and make sure they're included in this section. 3. Team Overview. This is where you introduce your team and how you'll work together to bring the business to life. An ideal Team Overview section makes the case not only that your team is the right team for the ...
How to Make a Compelling Business Plan Presentation: Tips and Free
Selected slides from WealthSimple business plan presentation. A business plan presentation forms part of your investment pitch. It's a summary of all the information included in your (probably very lengthy) business plan document. Whilst the document dives deep into business details, your business plan presentation provides an overview (with ...
11 Steps to Create a Business Plan Presentation
4. Use large, easy to read font. Always use a relatively large font in your presentation - 30pt or larger. Your audience shouldn't have to strain to read what's on your slide. Using a large font will also force you to choose your words carefully because you won't have that much room on the page for a lot of words. 6.
The Easy Guide to Making a Business Plan Presentation
Clarity and Communication. A business plan presentation helps you communicate your business idea, goals, and strategies with clarity. It allows you to distill complex information into concise and visually appealing slides, making it easier for your audience to understand and grasp the key points. Presenting your business plan in a structured ...
How to Present Your Business Plan Effectively to Investors
5 Business Plan. Finally, the full business plan. It is useful only to people who intend to commit to the project - usually investors, but also partners, co-founders, etc. Keep in mind that even though the business plan is usually used as a tool to attract investors, its main purpose is to give the founding team clarity of the path ahead.
How to Make a Killer Business Plan Presentation (+Templates)
11 essential slides of a business plan presentation: Opening slide: Set the tone with an engaging first impression. Your Unique Selling Proposition (USP): Define what sets your business apart. Business overview: Offer a concise snapshot of your company.
How to Create and Present a Winning Business Plan to Investors
Organizing your business plan for a presentation is a critical step for you to become successful in your endeavor. Planning for the presentation should start with researching related information and preparing materials. ... Presenting your business plan to investors is a critical step in launching your venture and securing the necessary ...
Business Plan Presentation Template
The average small business spends between $1,000-$5,000 or more per month on outsourced SEO initiatives with no real understanding of whether or not the investment is driving the best results. Describe the problems you solve for your clients. Be brief and try to include data showing the size of the problem.
How to Create an Engaging Investor Presentation
An investor presentation is typically part of a business plan, which is a document essential to attracting financing and gaining investor interest. A well-crafted investor presentation should include a comprehensive overview of the business itself and its potential. As such, there are essential components to any successful investor presentation.
How to Make a Business Plan Presentation? Guide
The simplest way to create a business plan presentation is to download a premade template online. You can then edit it according to your needs. You must research the market, targeted audience, and your competition in-depth. This will include information, and your business plan must include such data.
Investment Business Plan. Free Presentation Template
Simple Illustrated Investment Business Plan. Elevate your finance presentations with our vibrant, minimal illustrated slideshow template, designed specifically for finance professionals. This template is ideal for crafting compelling investment business plans, financial reports, and strategy pitches. Its colorful design not only captures ...
How to Create an Effective Investor Presentation
Use storytelling techniques to engage your audience emotionally and make your presentation memorable. By connecting with investors on a deeper level, you increase the likelihood of their investment in your business. Presenting a Solid Business Plan. A well-structured and comprehensive business plan is the backbone of any investor presentation.
Business Plan Presentations: A Guide
Business • February 2nd, 2024. A vital element in today's highly competitive business landscape is the ability to craft and deliver a business plan presentation. This applies to both entrepreneurs and corporate leaders. This guide describes essential aspects required to build a business plan presentation and deliver it to stakeholders.
Top 10 Investor Presentation Templates with Samples and Examples
Template 7: Supply Chain Logistics Investor Presentation Template. Chris Caplice, author and logistics expert, said, "Supply chains compete, not companies." Logistics efficiency can make or break a firm. And this is the presentation template you need to make it.
Free Investor Presentation Templates & Google Slides Themes
Make sure your investor presentation stands out with this investor presentation template. Perfect for business professionals and entrepreneurs, these templates will help you deliver your message with clarity and style. ... presenting your business plan, or pitching your ideas to potential investors. Don't settle for a dull presentation - make ...
Investment Company Business Plan
Premium Google Slides theme and PowerPoint template. A business plan sets the strategy, resources, goals and plans for your company. If you focus on using money to fund new projects, get huge returns, make ideas possible and getting new forms of income, this template for investment companies is the one that best will reflect your ideals!

How to Develop a Killer Business Plan Presentation [with Template]

What is a Business Plan Presentation?

2. Solution

3. Product and/or Service Demo

5. Business Model

6. Competition

7. Go-To-Market Strategy

9. Traction

10. Financial Projections

11. Funds Being Raised

Focusing on Non-Essential Information in the Presentation

How To Do It Right:

Not Timing Your Presentation

Obsessing Over Graphics and Animation

How to Do It Right:

Presenting Poorly Designed Slides

Giving the Full Financials

Lack of Clarity and Confidence

Failing to Deliver the Message

How to Finish Your Business Plan in 1 Day!

OR, Let Us Develop Your Plan For You

Other Helpful Business Plan Articles & Templates

1. Start with a review of your business plan

2. Tell a story

3. Use visuals

Create a professional business plan

4. Use large, easy to read font

6. Research who you’re presenting to

1. Introduction

2. The problem and your solution

3. Target market and opportunity

4. Business model and pricing strategy

5. Traction

6. Marketing and sales

7. Financial projections

8. Your team

9. Use of funds

10. Call to action

11. Appendix

Create a business plan that maximizes your chances of securing funding

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The Easy Guide to Making a Business Plan Presentation

What is a Business Plan?

SWOT Analysis

Marketing and Sales Strategies

Common Mistakes to Avoid When Creating a Business Plan Presentation

Clarity and Communication

Engaging and Persuasive

Feedback and Interaction

The Key Elements of a Business Plan

Market Analysis

Perceptual Map

Porter’s Five Forces

Competitive Intelligence Mind Map

Marketing and Sales Plan Template

Services and Products

Financial Plan

Overloading with Information

Lack of Visual Appeal

Ignoring the Audience’s Needs

Lack of Practice and Rehearsal

More Related Articles

How to Present a Business Plan to Potential Investors

1 Judge the Level of Interest

2 Elevator pitch

3 Pitch Deck

4 Detailed Pitch Deck

5 Business Plan

Sell the Core Business Idea Efficiently

Structure Your Business Plan Meticulously

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How to Make a Killer Business Plan Presentation (+Templates)

helped business professionals at:

What slides should a business plan presentation include?

Your business plan presentation needs to be as strong as your idea

What to include in a business plan presentation?

What does a business plan presentation look like?