Preparing an Effective Elevator
Speech
How to Introduce Yourself & Your
Company to Investors
February 2012
www.Group125.com
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Agenda
 Overview
 Sample elevator pitch
 How to…..
 Deconstructing
 Working exercise
 Q&A
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Overview
 Introduction
• Group125
• V. Michael Eitler III
• Marshall J. Morris
 Discussion
• This is an investor pitch
• How to construct an elevator speech
• Do’s and don'ts
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Sample Elevator Speech (for Investors)
 Group125 Introduction (given as an elevator pitch)
“Hello, I am Mike Eitler. I am Managing Partner and CoFounder of Group125, a management consulting firm
that helps business owners Sell, Grow and Operate
their companies more profitably. For companies
experiencing rapid growth or declining profitability, we
can help them create shareholder value by leveraging
our extensive experience and expertise. We work with
family owned, privately held and publicly traded
companies. We are a national firm based in Tampa,
delivering our services to early stage, high growth and
mature businesses across a wide span of industries and
markets.”
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How to – Outline
 Why
 Goals
 Components
 Steps
 Perfecting
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How to – Why?
 What is an “Elevator Speech”
 Who should be interested
 Why you should be interested
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How to - Goals
 Get the listener interested
 Make the listener want more…..
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How To - Components
 Product or service
 Sales market
 Revenue model
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How To - Components
 What is your product or service
• Briefly explain your product of service
• What is your value proposition
• Avoid long explanations
• Do not go into technical detail
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How To - Components
 What is your sales market
• Who are you selling to
• What industry are you in
• How large of a market opportunity is there
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How To - Components
 What is your revenue model
• How do you make money
• Is it one-time or recurring revenue
• Is the industry growing or contracting
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How To - Steps
 Use an outline approach
• Understand your audience, the investor
• How does the investor benefit
• Be efficient in your words (50-100 words)
 Opening sentence – grabs interest and
summarizes
 Simplify, be concise and be memorable
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How To - Perfecting
 Practice, practice, practice
 Be flexible
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Deconstructing the Sample Pitch
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Working Exercise
 Chuck Smith is President of H2O Tech
 H2O Tech’s software monitors ground saturation to
remotely control sprinklers
 Revenue is generated similar to a security monitoring




company, like ADT
Company is 3 years old with 100 successful
installations
They have used $250,000 of angel investments
Seeking $1 million to fund expansion beyond Tampa
Bay area into the Southeast USA
Sales channels may include: big box and specialty
retailers, landscape companies, utilities and e-tailers
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About Us
Group125 is an executive services firm made up of seasoned CFOs
who understand the strategic thinking required for ambitious growth, as
well as the operational need for fiscal efficiency. We don’t just offer
advice. We join in, roll up our sleeves, and help companies from startups to middle market companies meet the demands of growth, success
and performance. We identify the best pathways to solutions that create
new opportunity and long-term value.
Our partners and associates have been on the front-line of strategic
initiatives, financial and operational performance, startup and highgrowth environments, and transactional readiness and support services
for more than 25 years, serving a wide range of industries and markets.
We’re only a handshake away from providing proven results for private
equity firms, intermediary service providers, banks and lenders, family
businesses, lawyers, entrepreneurs, private investors, strategic and
financial acquirers, work-out professionals, businesses seeking capital
and firms in transition reach their goals. How can we help you?
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For all domestic and international inquiries,
find out more by visiting us at www.Group125.com or contacting
us at info@Group125.com or 1(813) 321-7360
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