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Stop Stressing Over Your Pitch Deck – Here’s What Investors *Really* Want to See

13 February 2025
Fundraising

You've been told a million times: “Get your pitch deck perfect!” Sure, it's important, but here’s the reality – your pitch deck won’t close the deal. It might get you in the room, but what really grabs investors is what’s under the hood of your business.

Forget the flashy slides for a second. If you can’t deliver on the fundamentals, no amount of beautifully animated graphs will help you. Let’s talk about what actually matters when investors size up your business.


1. Financial Clarity – And Yes, You Need a Data Room

Investors want the full financial picture: profit and loss statements, balance sheets, cash flow projections – you name it. But it’s not enough to just throw together a spreadsheet and hope for the best. Enter the data room, your new best friend.

This is where you store everything investors need to make an informed decision:

  • Your cap table (aka who owns what – keep it tidy)
  • Financial projections (be ambitious but stay realistic; nobody’s buying a "billion-pound revenue by year two" fantasy)
  • Legal docs (shareholders' agreements, contracts, SEIS/EIS assurance... all the boring but necessary stuff)

Think of your data room as an X-ray of your business – investors want to see everything. And if your data room is a disorganised mess? That X-ray is going to look like a broken skeleton, which does not inspire confidence.

Oh, and one more thing: make sure it’s secure. Investors aren’t going to trust you if sensitive data is flying around unprotected. With Vestd’s data rooms, you won’t have to worry.


2. Show Them You Know How to Actually Run a Business

Investors aren’t just funding your ideas; they’re investing in how well you can execute them. So if your operations are hanging by a thread, good luck getting that term sheet.

You need to prove that your business can deliver consistently, whether you're serving ten customers or ten thousand.
This means having streamlined workflows, rock-solid KPIs, and operational systems that don’t implode when the pressure’s on. Investors want scalability, not chaos.

Gathr helps startups by connecting them with trusted service and software providers to build that operational resilience.

Bottom line: be ready to show them that you’re in control. Because if you’re not, someone else will be, and they’ll get the money.


3. The Leadership Dream Team (or Nightmare Fuel?)

People back people.
Investors want leaders who know what they’re doing; visionaries with enough grit to push through setbacks and enough humility to learn from them. Think less “lone wolf genius” and more “capable, adaptable leadership team”.

They’ll be looking at your CVs, your track records, and yes, how well you keep your top talent.
Offering them skin-in-the-game can give you a serious edge here. It says, “Hey, we reward loyalty and ambition,” which translates into long-term stability – exactly what investors love to see.

Don't make them wonder, "Who's steering this ship?"


4. Scalability: Can You Go from Kitchen Table to Global Domination?

Having a great product is nice. Having a scalable business model? That’s what’s going to get the cheque signed. Investors want to know if you can expand without everything falling apart.

So, how can you prove scalability? Simple:

  • Market expansion plans – new locations, industries, or customer segments
  • Infrastructure that can handle rapid growth
  • Customer acquisition strategies – show them how you’re going to rake in more clients

They’re not going to invest if your growth plan looks like it was scribbled on the back of a beer mat. Give them confidence that their money will fuel rapid (and sustainable) progress.


5. Market Fit: Do People Actually Want What You’re Selling?

Let’s cut to the chase: does your product solve a real problem? They want to see evidence – early sales, customer testimonials, waitlists, whatever proves that people love (or at least want) your product.

Even better, show them that you’re ahead of the competition. Why should they back you instead of the other dozen startups in your sector?
Own your USP and make it impossible to ignore.


6. SEIS/EIS Advance Assurance (Sweet, Sweet Tax Relief)

Investors adore businesses that qualify for SEIS (Seed Enterprise Investment Scheme) or EIS (Enterprise Investment Scheme). Why? Because these schemes offer fantastic tax perks, like:

  • Income tax relief
  • Capital gains tax exemption
  • Reinvestment relief
  • Loss relief (just in case things don’t pan out)

Advance assurance from HMRC is a giant green flag for investors; it’s reassurance that their investment will most likely qualify for the schemes’ tax reliefs.
So get that sorted early to make your proposition as attractive as possible.

Vestd’s InVestd Raise package has tools to help startups close their funding rounds faster, including a seamless workflow to apply for advance assurance.


The Wrap-Up

So, there you have it. Your pitch deck might get you through the door, but investors really want to see a strong business in every area: financial clarity, operational excellence, leadership, scalability, market fit, and SEIS/EIS readiness.

If you nail these, you’re not just investment-ready, you’re an investor magnet. And if your cap table or share scheme setup needs a polish, platforms like Vestd have got your back. Now go forth and close that funding round!

Please note the content is for informational purposes only and not to be relied on