Before you make a sales pitch to potential investors what would you have to know about them?

This is an important question to consider because to be effective in sales, marketing, and other situations where you are trying to get someone to take action on something; it helps if you have some prior knowledge of who they are and what they are interested in.

It is only when you have this kind of knowledge that you can make an effective "ask" of them.

This "ask" or request is more likely to be effective if you have tailored your sales pitch or marketing message to things that they are already interested in, and things that they already care about.

The conversations you have with individual investors will change from person to person, and from context to context, but for now it's reasonable to make the following assumptions!

It would be a good idea to know about 1. the investor’s current portfolio and industries they are familiar with or comfortable investing in 2. their investment time horizon 3. their risk and return goals 4. what they want in return for their time and their money.

With this information, you should have a good chunk of what you need to create a "pitch" or investment "deck" that will hit the right spot with them when it comes time to asking them for money for your bright idea.