6 steps to crafting a compelling company story for investors Tell investors your company’s story in an interesting and engaging way By Sarah Murphy Once you’ve done your research on potential investors, it’s time to tell them your story. Creating a strong narrative can help make your business and your presentation memorable. It’s important to structure your presentation logically to guide investors through your story. So, here are six steps to creating a compelling narrative in your investor pitch. 1. A Grand Opening Grab attention with an impressive statistic about your market opportunity or a proof of concept demonstrating early traction. Explain the major problem you are solving. 2. The Meat and Potatoes Provide an overview of your product or service. Highlight your proprietary technology or special sauce setting you apart from competitors. Explain the unique value you provide to customers. 3. Don’t Be Afraid to Brag a Little Bit Share concrete evidence of early customer adoption, usage, and revenue. Include logos of major customers secured. Provide client testimonials and case studies proving your solution drives ROI. 4. Your Origin Story Detail your team’s experience and achievements. For early-stage companies, highlight technical founders. For established companies, emphasize management strength and leadership experience. Namedrop respected advisors. 5. Future Vision Share your vision to capitalize on the immense market potential you have sized and segmented. Provide specifics on how you will achieve growth, like product roadmap, geographic expansion, operational scale, and new customer segments. 6. The Ask Specify exactly how much capital you are raising now and how it will accelerate your growth. Discuss future funding needs and exit strategy. For more tips on acing investor presentations, download our How to craft compelling investor presentations guide. Get the latest blogs from Mesh by subscribing to our newsletter Manage Your Payments With Full Control & Visibility Get Started Sarah Murphy Sarah is a Content Manager for Mesh Payments. Before working in marketing, she completed her Master of Journalism degree at Toronto Metropolitan University (f.k.a. Ryerson University) and worked as an arts journalist in Toronto. She was a content writer for tech companies in the retail and workforce management sectors before joining Mesh in 2022.
Streamlining T&E for law firms: Save time and money—and boost compliance Modern T&E for law firms provides streamlined, automated processes to get control over expenses, boost billable hours, and ensure compliance. Read the Article
5 ways to boost restaurant margins with better travel and expense management Learn how modern travel and expense management for restaurants can help teams improve margins with cost savings and increased efficiency. Read the Article
AI risks: What every finance team should know Here are some of the major risks AI risks that finance teams face as they modernize their organizations' accounting processes. Read the Article
The tech-savvy controller Automation can greatly reduce manual finance tasks and free up time for your controller to be a valuable strategic partner. Read the Article
Investing in your team, investing in your future Once you've built a great finance team, it's crucial to invest in developing your employees' skills and specialties. Read the Article
4 must-haves to include in your investor presentation Here are four key elements you’ll want to make sure you incorporate into your pitch to prospective investors. Read the Article
