Investors: Looking for Pitch Guidance

searcher profile

October 28, 2024

by a searcher from Harvard University - Harvard Business School in Washington, DC, USA

Hello,

I want to preface my ask with a very clear disclaimer: I am not looking to solicit any investors who are kind enough to respond to my help request. I genuinely want to get advice without the fear of an ask being at the end of it.

As background, I am a self-funded searcher, and am happy being self(spouse)-funded because of the various degrees of freedom that this brings with it. However, I would like to line up potential investors who'd be willing to invest in me if the right opportunity presents itself.

With this in mind, I was hoping to get some guidance/mentorship from investors in this community on making a good pitch. I'd like to learn more about what you like to see in a pitch, what attributes you like, what puts you on guard, what information is important to you, etc. I do not want to use this information to mold myself to a favorable pitch, but rather to know what about myself and my plans to highlight so that I am making the best use of everyone's time. and also not selling myself short.

If anyone is willing to spend some time talking to me, I'd really appreciate it.

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commentor profile
Reply by a searcher
from Yale University in Bethesda, MD, USA
Highly recommend you read through ^redacted‌ blog which specifically covers the details you are looking for: https://mineolasearchpartners.com/2023/12/21/questions-you-should-be-prepared-to-answer-before-buying-or-selling-a-small-business/. The entire site is an extremely valuable resource

This blog is also super helpful for general view on how investors look at deals. https://bigdealsmallbusiness.substack.com/

These videos are super helpful for structure:
https://acquiringminds.co/webinars/search-investor-roundtable
https://www.youtube.com/watch?v=HpWO2BAZx8A&t=3954s
https://www.youtube.com/watch?v=sIVFFninF2k
https://www.youtube.com/watch?v=JtgDaqejoRU

The following podcasts all have many episodes speaking with leading ETA investors to discuss how they view self-funded deals, terms, market dynamics, etc.

-In The Trenches
-Think Like an Owner
-Acquiring Minds
-M&A Talk
-Let's Buy A Business
-Think Big, Buy Small
-Mundane Millionaires
commentor profile
Reply by a professional
in Austin, TX, USA
Check out mainstreetsecurities.net ! They are a licensed broker-dealer that work with searchers all the time to help solidify their investor facing materials and increase likelihood of execution for SMB equity raises.
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