The Main Sections of the Investor Business Plan and Pitch Deck

A Pitch Deck and investor business plan are both needed in order to raise capital for your business. They may not be the same, but they both include and prioritize information that would grab investor’s attention. That is why they have a few sections in common despite having different formats.

Introduction (executive summary)

When writing any document or presentation you need to start with a good introduction. It needs to be interesting and above all engaging, while summarizing the document’s content. In a pitch deck, an introduction is included on the first slide, but in an investor Business Plan it is usually a separate section, the executive summary.

Investors usually have piles of business offers on their desks or in their inbox, so they value when your documents get straight to the point. This means that introductions should not drag on and should include the most relevant information first, in order to make your documents stand out from the rest.

Financial projections

Investors are looking for many things in a business, but one above all others, is an attractive ROI. They avoid taking uncalculated risks, so showing them that your business is on a path to success is necessary to secure fundings for your business. Presenting your financial projections is the best way to prove your potential financial success and pique their curiosity. Financial projections are estimates of future revenue. Proving that your business is able to generate enough revenue to be worth investors' time and money is something to definitely include in your business plan or pitch deck.

Market research and marketing strategy

In order to run a successful business you need to know if there is a market for your product or service. This is something that investors will definitely want to know before deciding to invest in your business.

That is why market research is a necessary component in investor business plans and pitch decks. Market research is a direct way of knowing customers' opinions of the products or services your business is offering. Having direct feedback from the consumers helps provide pivotal information that can be used in determining your business’s future success.

Additionally, knowing how to reach potential consumers is another part of the equation for success. Sales can suffer without a good marketing strategy. So, investors will want to know if your business will be able to reach its target market and increase its brand awareness. Overall, Market Research and marketing strategies prove to investors that your business has potential to achieve its goals and secure them a ROI.

Management team

Showing that you have the best person(s) for the job is a necessity if you are looking to gain investments. Investors will want to know if your team has the right skills and experience to market and sell your products and deliver the results you promised. This information should not be exclusive just to the Investor Business Plan, but include it in your pitch deck too.

When looking to secure findings for your business it is crucial to prepare the right documents, and knowing what to include in them is half the battle. Both your investor business plan and Pitch Deck need to include information that will convince investors your business is a high profit and low risk investment. That is why they share similar components like an attention grabbing opening, finances, your team description, market research and strategy.