Mastering the short pitch..
Monkeys,
Need some guidance on how to succinctly sell deals to capital pools during the initial screening stage.
Currently working for a large LP with mostly discretionary capital pools across the risk spectrum. We have an internal process, like most other firms, where we get all the capital pools on a call and run through the deals that the Acquisitions teams have sourced.
For context, at this point we’ve breezed through the OM and ran some quick back of the envelope calcs. Based on the risk involved, we have a rough idea as to which pool might be interested.
During these screening calls, I often find myself over-explaining deals and am seeking a punchy structure to follow when making short intros. So I put this question to y’all, what elevator pitch structure do you find generally successful? How deep into the returns and deal metrics do you get? Strategy, economic drivers, macro considerations? What visuals do you prepare, if any?
Hi drypowderSteve, the silence is deafening, sorry about that.... Any of the threads below helpful?
More suggestions...
If those topics were completely useless, don't blame me, blame my programmers...
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These presentations need to be high level. You can't have more than 25-50 words per slide.
Font size has to be 40+
Visual and graph heavy, with highlighted key figures like historical returns as a % in size 90 font, etc.
Spruce it up with some nice visuals, as well as intentional but respectable icons, boom, you have a killer presentation.
My firm raises LP equity on behalf of sponsors for acquisitions/developments. Our process flows like this: evaluate deal to see if we want to move forward > accept > prepare and send executive summary to raise equity > prepare and send PPM with more detail.
It was really tough for me to build executive summaries at first because ours are typically 1-2 pages with just the most high level/pertinent info from the deal that we derive from the sellers OM, CoStar, sponsor research, google, etc.
The summary basically contains a high level overview (location, units, class, year built), and key features of the deal (strong submarket demographics, rents at discount to comps, purchase price at discount to market, room for organic rent growth with lease tradeouts 10%+, etc.)
While I’m getting better at that, I still find myself rambling when actually talking with investors about the deal. I guess I’m saying I could also use some advice lol.
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