• Presenting to Investors

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Course Content – Presenting to Investors

This specialised presentation training program is designed to enhance your ability to effectively communicate your story to a financial audience, be it investors, fund managers, or analysts, and persuasively convey your investment opportunity. While fundamental theory will be addressed, the primary emphasis is on refining your presentation, honing delivery skills and adeptly managing inquiries from potential investors.

The Theory

  • Your Content: The research and preparation you need to do / Understanding what investors want from your presentation / Your messages and using positive language / The structure to guide an audience / Presenting with authority and personal impact
  • Your Soft Skills: Confident body language and posture / Voice control / Keeping eye contact / Managing nerves and adrenalin / Presenting face to face and via video conference
  • Q&As and Visual Aids: How to deal with questions from investors / PowerPoint slides that support your presentation / Writing effective scripts and speaker notes / Handouts

The Practice Scenarios

Enhancing your investor presentation hinges on consistent rehearsal and constructive feedback, both of which are integrated throughout the training sessions to facilitate your development and refinement over time.

We encourage ample individual and team practice of the presentation, supplemented by tailored scenarios that simulate real-world investor Q&A sessions and challenging audience interactions. These custom practice scenarios are typically recorded for subsequent playback and review, offering valuable insights for improvement.

The Presentation Trainers

We have a range of expert presentation trainers on our team and we would select those most appropriate for your session. However, as an example, our team includes a former fund manager and actor, a presenter and anchor for Sky News, a specialist soft skills coach, a former investment banker and IPO coach, others have backgrounds in charities, government, sales and marketing.

What is included in your presentation training session?

  • A training course tailored to your requirements
  • Expert presentation trainer
  • Our Bluewood Guide to Presenting booklet
  • Camera to film the practice and provide recordings of your performance
  • Written and oral feedback to both delegate and client

To book your presenting to investors training course please click here. We can have your tailored session outline over within the next 24 hours and the course will be delivered as soon as you’re ready.

Presentation Skills

Whatever type of audience you are facing, this presentation training course will help you to understand what makes a great presentation and give you the opportunity to refine and practice your own style.

Presenting to Investors

This tailored presentation training course focuses on how you present your story to a financial audience, whether that’s investors, fund managers or analysts, and how you convince them of your investment opportunity.

Pitch Training

Our pitch training session is focused on helping you to win business. Being able to promote yourself and your organisation to gain more business is an essential skill. The course is led by expert trainers.

Messaging Workshops

Good messaging is vital for any communication; whether you are making a presentation to shareholders, explaining plans to your staff, facing the media during a crisis or launching a new product.