Pitching Proposals to Investors Part 1

Goal
Present financial proposals using percentages and fractions to persuade stakeholders and investors.

Steps

• learn the right language to confidently present financial reports
• apply percentages and fractions to report financial figures
• practice using key phrases in financial dialogues with your coach
• describe trends and defend forecasts in short practice discussions

Key Terms
“Our [X] increased/decreased by ___ percent, which shows…”

“Almost [one-third / three-quarters] of our [costs/revenue] are from…”

“We’re forecasting a ___% improvement in [net income/margins] by Q4, based on…”

“Due to [unexpected changes], we’re [adjusting strategy / shifting resources]…”

Discussion Problems 1 & 2
Situation 1: You are pitching a forecast for EcoCool Wear, an apparel brand. Explain improvements in revenue and net income and persuade your investor…

Situation 2: You represent GreenHabitat, a home goods company facing higher costs. Explain the performance and present a strategy with projections.