Checklist of things for presenting for Angel Investment

What things should an entrepreneur have noted, ready to present an investment opportunity to an Angel Investor?

In no particular order - this is a braindump!

• Know your business model
  • You need a valuation of your business; intimately know your numbers
  • Project how the business will perform going forwards (sales assumptions)
  • Understand what you need to do in order to get the business to the next milestone
  • Business defensibility (what stops others just copying you)
• Know your competition
  • How big are they
  • What is their turnover
  • How mature are they (still growing?)
• Know your product
  • Product margin
  • Product defensibility
• Know your market/customers
  • Why will they buy your product
  • Evidence that potential customers like your product
  • How big is the market (in terms of $$$'s) and how much do you intend to take and how?
• What are you going to do with the angel money?
  • Compelling reasons why you need extra investment


• How is the investment going to generate a return for the investor?
  • At the end of the day the Angel is looking for a return on their investment. A chunky return. Be clear in your own mind how this will happen.


• Why should they invest in me???
  • Investors, especially Angels, will invest in the person as much as the business. Make yourself as investable as possible. Knowing your stuff inside-out and having buckets of passion and a walk-thru-walls attitude is a great start.

And if there is not definite answer (i.e. projected sales) err on the optimistic side.