Useful Tips to Successfully Conduct an Investors’ Meeting

1. 2018 Useful Tips to Successfully Conduct an Investors’ Meeting Here are some tips to conduct investors’ meetings efficiently. Proceedings can be transcribed with the help of a general transcription service. MOS Legal Transcription Company 8596 E. 101st Street, Suite H Tulsa, OK 74133 www.legaltranscriptionservice.com 918-221-7809

2. Investors are a major means of securing the cash you need to start and expand your business. This makes investors’ meetings very significant. The first meeting to a large extent determines whether you will get the funding you need or not. Therefore, you must take special care to plan and conduct the meeting so that you can make a good impression and convince the investors regarding the potential of your project. To have a clear record of the meeting proceedings, you can record the entire session and get it transcribed by a reliable provider of business transcription services. Investors play a critical role in the growth of the company. As the business starts growing, it requires more capital and when your personal resources are exhausted you have to resort to investors. Investorsallocate capital with the expectation of financial returns in the future. The investment can be debt securities, currency, commodity derivatives etc.The objective of business owners is to win over the investors and persuade them to invest and the investors’aim is to evaluate the entrepreneur’s product. It is easy to get rejected, and that is why you must follow some tactics that will help you get a “Yes” from the investor. What are the major things to consider? ✓Have a clear understanding of your business: Any investor would want to know about your company and your future plans for expansion. If you come across as a person with inadequate knowledge of your own business, it is sure to turn off even interested investors. Have a clear picture of your business, its growth, past sales, profits gained, target, future plans etc. so that you can share the same with interested investors. Knowing your competitors is also crucial to stay ahead of them. ✓Have a pitch deck: A pitch deck is a short presentation thata business owner presents to investors to provide an overview of the business plan. Providing a pitch deck gives the investors the opportunity to familiarize themselves with the business plan. This will reduce the time involved in explaining each and everything about the business. ✓Be ready to face questions:Prepare yourself to face any questions from the investor. It is important for an investor to know your company, so expect any type of questions about your business. Find out the possible questions that can be asked about the business’ technical side, financial assumptions and projections, marketing, IP etc. ✓Give everyone a chance: Make sure that everyone in the meeting gets a chance to talk. Whether you are doing a product demo or talking about traction, make sure that everyone is engaged. This helps to get different ideas and opinions that will be favourable. You should be persuasive enough and present your value proposition clearly. www.legaltranscriptionservice.com 918-221-7809

3. ✓Never argue with investors: All investors may not agree with what you say. So they can challenge you insome way or other, but do not be aggressive and do not argue with them. Stay positive and answer all questions with confidence. ✓Avoid exaggeration: Small businesses sometimes have the potential to be a billion dollar company to grab investors’ attention. There are chances that start- up businessesmay end up failing within the first five years. So, do not exaggerate about your business, be realistic about what you have and this helps to be practical and grow your business slowly and steadily. ✓Express your passion for your business: Investors can sense easily whether you are passionate about growing your business. Convey your business vision with real enthusiasm so that investors can easily connect with your plans and goals.Your business vision should be big enough to capture the attention of investors and make them want to be a part of it. Investor meetings can be rather intimidating, but you can create a good impression if you are sufficiently prepared. Be prepared to answer the most important questions and have forceful, data-backed evidence ready to prove your competitive advantage. As a provider of digital transcription service for various businesses, we know how important having a realistic growth strategy is, when attending an investors’ meeting. Business owners who have excellent understanding of business growth, a clear plan for scaling, and comprehensive knowledge regarding all details related to the business are sure to impress investors and obtain that much required funding. www.legaltranscriptionservice.com 918-221-7809