How to Approach Investor Meetings: A Definitive Guide for Beginners

How to approach investor meetings

Excited to finally start your own business? 

We bet you are! 

As an aspiring entrepreneur, you’re soon going to ask yourself how to approach investor meetings and what to expect from them. 

Investor meetings are of utmost importance for startup founders. A good meeting can be the difference between getting you that check and making your venture launch challenging. The investor should love your business idea enough to fight for it and help you bring it to fruition. If you crush the first meeting and provide all the relevant information to bring the whole investment team on board, there’s no reason you won’t get a second meeting.  

Needless to say, investor meetings can cause a lot of anxiety and excitement. Not to break your hope or anything, but most investor meetings don’t work out in favor of entrepreneurs. To make sure you’re well-prepared, we’ve prepared this guide on how to approach investor meetings. 

Tips for Nailing an Investor Meeting

Here’s what you need to keep in mind before approaching an investor meeting. 

1. Screen the Investors

First and foremost, you need to perform a background check on potential investors before scheduling a meeting. You’d want to work with reputable professionals whom you can trust with your business information. 

This step will save you a lot of time and energy in the long run. Besides, your fundraising process will be much more efficient and productive if you begin with shortlisted investors that are a good fit for your venture. 

Below are a few questions you should ask before setting up a meeting with a potential investor. 

  • Will they be interested in funding your type of business and product? 
  • Will they be okay with the industry and location? 
  • Is this the stage they would want to invest at? 
  • How much will they be willing to invest in your business? 

2. Get to Know Your Investor 

When you’re thinking of how to approach investor meetings, you’d want to take a deeper dive and get to know your chosen investor. Fortunately, the internet has most, if not, all the information you need about the individual. 

This will significantly help you with your pitch deck presentation. You’ll know what kind of words to use throughout the meeting. Moreover, you’ll be in a position of knowledge and power during negotiations. 

When gathering the investor’s details, make sure you find out about their aspirations, pain points, and preferences. See if they struggle with timelines and look for ways to turn their concerns into pleasant experiences. 

3. Polish Your Pitch Deck

At this point, you’d already know how to update your pitch deck to match the investor’s requirements and taste. The idea is to present a tailored pitch deck during the investor meeting and highlight the most important points to win the heart and mind of the investor. Know what’ll grab their attention and hit when the iron is hot!

Your presentation should have no more than 15 to 20 slides. Hence, you must prepare an engaging story that captures the essence of your business to help your raise money. A winning pitch deck will increase your chances of success tenfold! 

4. Go in with an Open Mind 

One of the biggest mistakes aspiring entrepreneurs make is they go into the investor meeting with a know-it-all attitude. When you’re wondering how to approach investor meetings, bear in mind that these interactions can be grueling. Be prepared to get your patience tested.

The best way to go about this is by approaching the meeting with a mindset to learn. Don’t focus too much on getting that all-important check. Even if the investor doesn’t like your business idea, see the meeting as a learning opportunity. 

When you go in with the sole purpose of learning, nothing can beat you or make you feel like a loser. You’ll never waste your time or experience disappointment. The next time, you can lift your game and do better based on the valuable feedback you receive. 

5. Be Prepared to Face Rejection 

Just like in the sales world, the chances of getting a rejection are pretty high when you present your business idea in front of the investor. They may be even higher if you don’t follow this guide. 

If you hear a “no” after an investor meeting, count it as a step closer to success. This is one of the most important things to remember when tackling how to approach investor meetings. 

6. Prepare the Negotiation Points

Before you arrive for the investor meeting, make sure you know what you can and can’t compromise on. Investment deals are a combination of terms and value-adding bonuses like advice, resources, and connections. You must target for the best overall value aligned with your business vision. 

Ask yourself, “What do I need from this partnership apart from the money?” and plan accordingly. 

7. Be Ready to Ask and Answer Questions 

In an investor meeting, you won’t only be answering a lot of questions but also asking many questions during pitches. It’s best to make a list of questions that you want to ask the investor. Meanwhile, you must also prepare answers for the commonly asked questions for founders. 

Throughout the meeting, make sure you ask questions in equal amounts, if not more. Also, be prepared to discuss your thesis on investing in your company. 

Get Ready to Nail Your Investor Meeting!

Now that you know how to approach investor meetings, make sure you pick a trustworthy investor whose interests align with yours and practice your pitch every chance you get. The key is to keep it smooth, natural, and comfortable. 

With our tips for nailing an investor meeting, you’ll be able to establish trust and authenticity in the first meeting. If you impress your investor enough, this first meeting will mark the start of a beautiful partnership between you and the investor. 

For expert assistance and guidance on approaching investor meetings, feel free to send an email to

Best of luck! 

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