How to Write a Great Investment Pitch

So you’ve got an incredible business (or business idea) that you know has potential, but there’s just one problem standing in your way - you need funding. This is where investors come in. 

But investors won’t just throw money at random ideas. They’re looking for special opportunities that they believe are worth the risk, with a strong team, a clear market opportunity, and a plan for growth. This is why a great investment pitch is so important, as it’s your chance to prove why your business is the one they should believe in and plough money into. 

In this blog, we’ll break down exactly how to write a pitch that grabs attention, builds confidence, and (most importantly) gets you funded.

But first things, first…

What Exactly Is an Investment Pitch​?

To put it simply, an investment pitch is basically your shot at convincing investors to trust your idea, startup or long term business. It’s ideally a short (but powerful) presentation where you clearly explain what you’re building, why it matters, and how it can make money (which is, ultimately, what they’re most interested in). 

Think of it like storytelling with a purpose. You’re showing investors the problem, your (hopefully) brilliant solution, the size of the opportunity, and why you believe you are the right person (or team) to pull it off. And of course, you tell them exactly how much money you need and what they’ll get in return.

Crafting a great investment pitch is just one step in your entrepreneurial journey. At Tramshed Tech, we offer a range of business growth programmes designed to help startups and businesses like yours refine your business model, accelerate growth, and attract the right investors. 

How to Write a Great Investment Pitch

Here are 9 steps to writing a great investment pitch that will without a doubt grab investors’ attention and increase your chances of securing funding.

1. Introduce Yourself

It’s only right that you open the pitch with a nice introduction about yourself, because before investors care about your business, they’ll want to know about you. 

This opening introduction is your chance to really establish credibility, build trust, and show why you’re the right person (or team) to bring this idea to life. Remember, making a strong first impression is absolutely essential to get the pitch off to a good start.

Include information like what makes you uniquely qualified to run this specific business, and mention any relevant experience, skills, or past successes.

Here you can also briefly summarise how much money you need, and what you need it for.

2. Introduce your Whole Team

As well as your business idea, investors will be investing in your people.

The strength of your team can make or break your pitch, as investors want to know if the right people are in place to carry out the vision.

This is why it’s super important that you spend a portion of your pitch introducing your team, and demonstrating that you have the right skills and experience to pull off your business idea as a collective.

3. Start With a Captivating Hook

Once you’ve introduced yourself and your team, it’s time to really get into it. 

Investors will hear hundreds of pitches, so you want a strong hook that will grab their attention, spark curiosity, and set the tone for the rest of your pitch.

A good example could be starting with interesting stats about the problem you’re solving or the size of the opportunity.

People also naturally connect with stories, so if your business was inspired by a personal experience or a real-world problem, use that as your hook.

You could also even start with a question, as this will get investors thinking and makes your pitch feel like a conversation rather than a speech, which instantly takes the pressure off. 

4. Clearly Define the Problem

Before investors care about your product or service, they need to understand the problem you’re solving. If you can make them see how big, urgent, and costly the issue is, they’ll be much more eager to hear how you intend to fix it.

When explaining the problem, avoid any jargon and be clear and concise. Explain how the problem impacts businesses or consumers, and always use data to back it up. Tip: investors LOVE numbers!

If there are already competitors out there offering a solution to the problem, explain why they fall short, and how your idea is different.

Show investors that the market is ready for change.

5. Offer Your Product/Service Solution

Now that the investors understand your problem, it’s time to introduce your solution i.e. your product or service. 

This is your chance to really excite the investors by showing them how your business solves the problem better than anything else out there.

You don’t need to show a full demonstration at this stage, but a quick explanation of how your product or service functions makes it more tangible. By this we mean, if it’s software, describe the core feature that makes it stand out, and if it’s a physical product, explain the key innovation.

As touched on briefly above, one key thing investors will want to know is why you believe your product is different (or ideally better) than existing solutions out there. So, make sure you have a full explanation prepared. 

6. Explain your Business Model

Investors aren’t just interested in a great idea, they want to know how it will make them their money and whether it’s scalable and profitable. 

For an early stage, or pre-revenue company, you will need to explain how you have arrived at your chosen business model. Some common business models include subscriptions, one time sales, marketplaces or licensing.

And if you’re already in revenue, you should be focusing your pitch on how you plan to make more money and scale the business. 

Here you also need to go over your pricing strategy - i.e. How much will or do customers pay? Why did you choose this price point? Investors will also be interested in knowing if there is room to increase margins over time. 

7. Look at the Market & Competitor Analysis

Next you’ll want to focus on the market. Touch on points like the size of the target market, and how much that market is growing by (if any). Here it’s important to quote credible sources when citing trends. 

This is a great place to also go into the competitor analysis. Competition is always going to be expected, and saying you have no competition raises a red fag to potential investors. So, if your technology is truly disruptive with no clear competitors, you should instead explain how you will get your customers to change from their current solution.

8. Provide Financials

Now time for the nitty gritty numbers. 

Here is your chance to explain your current financial position in terms of turnover and profit/loss. Investors want to see hard data that shows your business isn’t just a cool idea - it’s actually a profitable opportunity.

A profit & loss statement is one of the most common financial tools investors look at, as it can show the health of your business in terms of profitability or loss.

If your business is still in the early stages, investors understand that you might be operating at a loss. However, if this is indeed the case, you should explain why (i.e., investing in product development, marketing, etc.). 

If you’re already profitable, highlight the growth trajectory - what are your profits looking like now compared to a few months ago?

Investors want to know where you’re headed, so here you should also provide a financial forecast for the next 1-3 years. 

9. State your Investment Proposal

And last but certainly not least, it’s time to wrap up your pitch and state your investment proposal. This is where you make the all important ask.

After presenting your idea, problem, solution, team, and financials, now it’s time to directly state what you want from the investor. 

Start off by stating how much money you need and what percentage equity this represents. When calculating the percentage equity, relate it to a realistic valuation of the company rather than the percentage you would like to give away. 

Once you state the amount, explain exactly how the funds will be spent, as this will show that you have a well-thought-out plan and that the money they invest will be used to scale the business effectively. Here is also a good opportunity to provide a sense of the potential return on investment (ROI), either in the form of revenue growth, profitability, or a potential exit strategy.

Finish your presentation by thanking the investors for their time. If you have been allocated time for questions, now is the time to invite them.

And there we have it! For more helpful tips from our experts, check out our news page, including blogs such as ‘why funding is important for startups’ and ‘how to write a successful funding application’. 

You can also get in touch via our enquiry form or 029 2010 3090 to find out about our spaces and memberships.