What info to share with investors
Don't show up to an investor pitch empty-handed. Andy Whitman of 2x Consumer Products Growth Partners says these four items offer the info CPG investors want most.
![What info to share with investors What info to share with investors](https://eu-images.contentstack.com/v3/assets/blt09e5e63517a16184/blt342639b0fd15bd16/64e8821b8a7616fe1b4ecb51/investor-meeting-ipad-data.jpg?width=1280&auto=webp&quality=95&format=jpg&disable=upscale)
We’re regularly asked, "What should we show investors?" While there’s no single right answer, we’d suggest having:
1. One page executive summary. Download an example summary here.
2. Short Power Point that tells the story. Guy Kawasaki does a great job talking to his 10/20/30 rule: ten slides, no more than twenty minutes, and no font smaller than thirty-point. Well said Guy!
3. Detailed bottoms-up (vs. a “there’s a billion people in the addressable market and we can get 0.5%, so...”) financial model in excel. Please don’t ever send anyone a PDF of a model—it defeats the purpose of being able to see the assumptions, etc.
4. OPTIONAL (and more for your use than investors in our opinion): Detailed business plan in word format. Keep it under 30 pages, including the summary of financials. Make it the place to play out all your details and assumptions. Often, it’s a way a founder can see the gaps in their own plan that might not be obvious in a shorter Power Point.
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