How to Craft an Investment Pitch with an Information Memorandum

How to Craft an Investment Pitch with an Information Memorandum

Sep 12, 2023 | Business coaching, Joakim, Presentation Agency

Assuming the role of an advisory panelist for a corporation with global expansion objectives carries significant responsibility, particularly in anticipation of an imminent funding round. My expertise and experience serve as valuable assets as I navigate the organization through the intricate processes required to secure investment capital.

In my most recent engagement, I distilled the following critical actions into a strategic “Action List” that the corporation should consider prior to initiating conversations regarding the funding round:

Investment Pitch: A Three-Tiered Approach.
My initial counsel was to architect the investment pitch in three discrete segments: informational content, value-creation opportunities, and the go-to-market strategy. This ensures a cohesively structured presentation designed to engage prospective investors.

Investor Presentation: Mastering Narrative Technique.
Subsequently, I advised on the enhancement of the investor presentation by underscoring the necessity for compelling storytelling, clear valuation metrics, judicious capital allocation plans, and delineated future milestones tied to the business roadmap.

Information Memorandum: The Quintessential Document.
As the culminating step, I advocated for the development of an information memorandum. This document is not only instrumental in satisfying the formal prerequisites of the investment round but is also pivotal in fortifying investor trust. It serves as a comprehensive repository of essential data for both potential investors and the organization’s leadership.

Specialized PowerPoint Presentation Services for Optimal Alignment with Corporate Goals and Messaging

Specialized PowerPoint Presentation Services for Optimal Alignment with Corporate Goals and Messaging

Aug 30, 2023 | Joakim, Presentation Agency

During an assignment to develop a pitch for a new corporate presentation, I discovered Nunito, the font face used by the company. It’s a true beauty, with lines and curves that come together in a magical composition.

When I’m not in board meetings, supporting management teams in corporate development, or handling communications for publicly listed companies, I run a presentation agency through my management consulting and communications firm.

I specialize in updating existing PowerPoint presentations or creating new ones to ensure they align with the company’s brand, communication goals, and key messages.

With my design skills and extensive experience in top-level management across various industries—including both publicly traded and privately held growth companies—I offer a unique business perspective. My deep understanding of business models, along with my business acumen, enables me to adapt each presentation to the needs of the target audience. This ensures that each presentation is not only effective but also appropriate for a business setting.

Reagan’s Rhetoric: Mastering Political Communication in the Media Age

Reagan’s Rhetoric: Mastering Political Communication in the Media Age

Aug 15, 2023 | Inspiration, Joakim, Presentation Agency

For several years, Swedish public service has closely followed American politics through a well-produced podcast series. This format has now expanded to cover American history, and today it touches upon my favorite president, Ronald Reagan.

Reagan was a masterful communicator who adeptly tailored his message to suit the times and the media, while effectively implementing his vision. Effective political communication is anchored in a clear, localized vision that is personally delivered to potential voters in their daily lives. Success comes from being able to convey presence, relate to realism, provide immediacy, and offer perceptual density — all of which Reagan achieved. He also excelled at conceptualizing and packaging main topics using almost Hollywood-style introductions, such as his references to the “evil empire” and initiating a “Star Wars” defense strategy through effective communication, which led a major eastern empire to nearly bankrupt itself in an arms race.

As a communicator in the business world, I’m inspired by his method of crafting impactful messages that grow in value.

https://podcasts.apple.com/se/podcast/usapodden/id1080924446?l=en&i=1000623928818

Everything starts with a presentation

Sep 27, 2022 | Joakim & Dahl AB, Presentation Agency

It’s 11 AM, and I am ready to make an impression and build a reputation at my first meeting with a company.

I will tell them, dressed in pink with the day’s hat, “everything starts with a presentation”. They will receive the most stunning company presentation they have ever seen of their business if they choose my presentation and management agency.