How to Successfully Pitch Investors to Engage With Your Business

How to Successfully Pitch Investors

Whether your business is in its infancy or has years of experience under its belt, there will always come a time when you’ll need assistance with innovating, maintaining daily operations, or expanding your current list of offerings. 

This assistance can come through funding, mentorship, connections, or a combination of all three. 

As every business owner will tell you, the secret to sustaining long-term success in a business is learning how to successfully pitch investors.

Play to your strengths and don’t be afraid to delegate tasks, seek help from others, and know when to take a step back to avoid accruing risks.

Investors play a huge part in the success of a business. They come from all walks of life, making it harder for you to pitch your business idea, especially to investors who may not be familiar with your niche. 

This is where a quality sales pitch can sway their decision in your favor. But be warned, this is far easier said than done. 


It’s hard enough to reach investors, let alone have them agree to meet with you due to their hectic schedules. 

When trying to successfully pitch investors, you’ll need to have a ‘go big or go home’ mentality.

Why? You may never get another chance for redemption. 

Always remember that first impressions matter - from the way you dress to how you respond to an investor’s comments, all of these can have a lasting effect that can impact you and your business.   

Now, we’re not trying to add any unnecessary pressure. As a business, you’ll need to set realistic expectations from the get-go.

In reality, only a handful of investors will be willing to take a risk and shell out money to help you grow your enterprise.  

The only question left is, how do you successfully pitch to investors? 

In this article, we’ll share some essential tips to help you get the right investors to engage with your business:

Present your business in the best light possible

woman talking in a meeting with her employees

As a growing business, it can be hard to convince people of your brand, especially when there are more established alternatives. To convince customers and investors of your brand, you’ll need to find ways to separate yourself from the competition and boost brand awareness. 

Have a professional website and social media presence 

An online presence isn’t necessarily a requisite when starting a business, but having one will mightily increase your chances of success to successfully pitch investors- it gives you a chance to connect directly with customers, reach a wider audience, and learn what your competitors are doing. 

However, it’s not enough to only have a website and social media page. You’ll need to optimize your landing pages, run social media marketing campaigns, and produce engaging content.       

If you don’t have formal offices, make use of a virtual mailbox 

It’s normal for a startup business to operate without a formal office. After all, you are trying to find ways to cut costs as much as possible. 

While you focus more of your time on building your enterprise, you’ll always be on the go. Having a virtual mailbox will give you the power to access your mail any time from your mobile devices to ensure you respond quickly to potential investors.

Compile a list of satisfied customers and professional acquaintances prepared to provide glowing testimonials

Nothing will present your business in a better light than having customers rave about your product or service. As investors and customers view your website and social media pages, they’ll want to know more about what you can offer before engaging with your brand. Having a long list of positive customer testimonials will immediately increase trust and credibility for your brand.

Show them the potential of your business

man and woman having a meeting in a coworking space

Most investors nowadays are looking for the next big thing. When you meet with them, show confidence and passion about what your business can accomplish given the right assistance. 

Although potential and passion are good jumping-off points, this alone won’t be enough to successfully pitch investors to send funds for your business. Explain to them your business idea, your plans for the near future if they come on board, and how you stand toe-to-toe with some of your competitors.  

At the end of the day, investors still intend to make an income. You must present all the necessary data, especially the growth and margins your business has achieved to date. 

Beyond the numbers and potential, investors will also want to know how you run your business from top to bottom. After all, a vision and idea can look good on paper, but if everyone in your workforce is not as committed to achieving your goals as you, your business model can grind to a standstill. 

Meet in a formal location

man and woman shaking hands

An opportunity to pitch to an investor can’t be taken lightly. It deserves appropriate preparation, research, and timing. 

While trying to secure a meeting schedule with investors can be an arduous task all on its own, it’s one you can’t afford to take lightly. You’ll want to make sure everything will run smoothly because chances to make pitches to investors are rare. 

However, if you focus on all the elements that are within your control, you ca increase your probability of success. By meeting in a formal location, it gives your potential investors the perception that you’re taking this seriously.

Personal office

Nothing is better than meeting with a prospective investor in a place that you’re well-acquainted with. If you want to impress investors, meeting in your principal place of business should do the trick.

Before meeting with your investors, make sure your office is clean and well organized. This is a sign of professionalism and tells investors that you’re ready to do business. 

Coworking spaces

layout of a coworking space in soho

If your business is in its infancy, chances are you may not have a budget for a formal office space. 

The advantage of meeting investors in a coworking space is that these locations are designed with business in mind. 

The best coworking spaces offer:

  • Flexible payment terms (day pass, hot desks, dedicated desks and conference rooms)
  • A custom buildout for private offices
  • Dedicated event venues where you can organize networking get-togethers, community functions, presentations and seminars. 

Coworking spaces also offer you a better chance to meet and learn from other people beyond your initial prospective investor, making it easier for you to connect and grab the attention of more investors who can help grow your business. And yes, you can book a coworking space for a day or a month, depending on your preference. It all boils down to your needs and budget. 

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