In this episode, Shane discusses how to avoid common mistakes when raising capital. Emphasizing the four key questions surrounding money flow, he also looks at Steve Jobs' ability to create a simple yet effective pitch deck. Shane explains how to simplify investment class explanations, warns against comparing real estate to other investments, and stresses the importance of explaining why a property is a safe investment. He cautions against making assumptions about investor motivations and highlights the need to create a concise, effective pitch deck. Tune in for tips on creating an engaging and informative pitch, in just 12-15 pages!
[00:01 – 06:34] Lessons on Clarity, Simplicity, and Understanding Your Audience
Don't over complicate your pitch deck. Keep it simple and easy to understand
Avoid positioning your investment against other vehicles but focus on explaining the value of your specific investment opportunity
Don't assume you understand the motivations of your investors. Ask questions and make sure you are aligned with their goals
Clearly explain the priority stack for different classes of shares, if applicable, so investors understand the potential returns and risks involved
[06:35 – 09:46] Lessons on Creating a Successful Investor Pitch Deck
Understand investors' motivations and timeframes to ensure alignment and transparency
Keep pitch decks simple and concise, ideally 12-15 pages, to respect investors' time and avoid confusion
Regularly practice and refine investor presentations to improve and raise money with more certainty
Seek out a mentor or coach to provide feedback and help improve presentation skills
You can follow me on Linkedin and Twitter. If you want to go even deeper into the world of commercial real estate, head over to Shane Melanson, a roadmap to investing in commercial real estate! Get my book Club Syndication - How The Wealthy Invest Their Money.
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Tweetable Quote:
"When you're putting your pitch deck together, make sure that it is as simplified as possible." - Shane Melanson
