Pitch checklist and preparation

David Lifson, Sr. Director at Poppin, and previous CEO of Postling and Head of Product at Etsy, covers the material you should prepare when ready for investment, and how to pitch to investors.


1. Create a 1-2 minute, and 5-10 minute elevator pitch.

2. Create a concise pitch deck containing an interactive financial forecast and answering:
- What problem are you trying to solve,
- What is your solution,
- What is the market for your product,
- What is the size of that market,
- Who are your competitors,
- What makes your product unique,
- Who is on your team.

3. Practice pitching to investors by having a conversation with them. Sell the dream, lead the conversation, listen to what they ask, know the risks you pose, be direct, know the competition and news in your sector well, and have slides prepared but don’t use them unless requested to do so.

4. Practice your elevator and conversation pitches to friends.


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