The Investment Proposal
A great teaser document explains the investment opportunity in a structure reflecting investors’ needs. It is concise and covers all relevant aspects of your business.
teaser header, copyright key2investors
Attractive investors get on average 250+ investment proposals per month. More than 95% of these proposals are rejected. Don’t let this number scare you off, instead learn from it how important it is to prepare well before you start approaching investors.
Our template guide is based on a proven structure which ensures that you’ll cover all the relevant topics and include all the essential information for investors.
Each section is briefly explained and includes template texts to help you to get started quickly for your own investment proposal teaser deck!
Use a structure investors like
A classic pitch-deck is for presentation-mode. An investment proposal in the form of a teaser deck is for reading-mode.
When making your first impression via email, it is recommended to use this format because it follows a data-centered and proof-oriented style along the main chapters investors are looking into.
Our teaser deck template covers all essential topics that are relevant for investors: Markets & challenges, product and track record, company and team, vision for growth and financials and the investment opportunity.
Based on the information you provide to the investors they can decide whether they would like to invite you for a first meeting and discuss the investment opportunity further.
Who uses this
Petra helped us in structuring the key message and all relating documents for finding venture capital for a newly founded start-up in the field of green chemicals. Petra also provided us contacts and venture opportunities for our mission. We totally appreciated Petras very experienced, well skilled but still hands-on way of working with us. Petra is perfectly capable of sensing what her customers really need. We really learnt a lot! Thank you Petra.
Petra Wolkenstein has supported and consulted us in several phases in a very professional way. Working together has been excellent when looking for new investors. She matched us with qualitatively valuable and very suitable investors. Her cross-border investor network is truly extensive. Many thanks for your excellent and proactive support!
Selling a company is a complex process. When I was looking for a buyer to exit my company, the experience of the consulting team helped a lot. In the end, the professional teaser documentation and the invaluable negotiation support were decisive for the sale.