Investor pitch guide and outline

What the investor pitch guide and outline gives you

A good pitch is clear, short and honest. This guide gives you a twelve-slide outline for pitching to investors, lenders or competition judges, explains what to say on each slide, lists the questions you will be asked and how to answer them, and includes a rehearsal checklist and a one-page summary you can leave behind.

Who it is for

Founders preparing to raise money or enter a pitch competition, and mentors who coach them.

How to use it

1. Use the outline to write one short slide for each topic.
2. Practise the pitch aloud, with a timer.
3. Prepare answers to the likely questions.
4. Leave the one-page summary after the meeting.
5. Keep a signed or dated copy with your records, so you can show what was agreed or done.

What is inside

• Twelve-slide outline with guidance
• Common investor questions
• Rehearsal checklist
• One-page leave-behind summary
• A numbers sheet to keep ready

The document is a ready-to-print PDF with these parts: The twelve slides, Questions to expect, Rehearsal checklist, One-page summary. It is laid out for A4, with the headings, tables and tick boxes already in place, so you can print it and fill it in by hand, or type into it with a PDF editor.

Tips for getting it right

• Lead with the problem, not the product.
• Know your numbers cold.
• Admit what you do not know.
• Ask for a clear amount and say what it will achieve.

Why it helps

Running a business on memory works until it grows. Writing the numbers down turns opinions into facts you can compare month to month, and shows early which products, customers or costs deserve attention. Even a simple workbook, used every week, usually beats a sophisticated one that is opened once a year.

Questions people ask

Can I edit it? It is a PDF, so it is meant to be printed and completed, or filled with a PDF editor. If you want to change the wording, copy the text into Word or Google Docs and adapt it to your business.

Is it legal advice? No. It is a practical starting point written for Kenya. Rules change, so check the current position and ask a professional where the stakes are high.

Will it work on my phone? Yes for reading. For filling in and printing, a computer or a PDF app works best.

Keeping it safe and up to date

A plan is only as good as the numbers you put in. Start with honest estimates, update the workbook as real figures arrive, and compare the two so your next estimate is better. Save a dated copy each month so you can see how your thinking changed.

Read how to build a cash flow forecast for the wider picture. See more business templates or ask us for a custom one.

This document is general information, not tax, legal or accounting advice, and it is not affiliated with the Kenya Revenue Authority. If something does not work as described, contact us and we will put it right.

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