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What are the most effective strategies for creating a pitchbook that resonates with millennial investors?

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A pitchbook is a key tool for investment bankers to showcase their expertise, value proposition, and deal opportunities to potential clients or investors. However, creating a pitchbook that resonates with millennial investors can be challenging, as they have different preferences, values, and expectations than older generations. In this article, you will learn some of the most effective strategies for creating a pitchbook that appeals to millennial investors and helps you stand out from the competition.

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首席战略理念/ CEO /技术创始人/投资

1 Know your audience

The first step to creating a pitchbook that resonates with millennial investors is to understand who they are, what they want, and how they think. Millennial investors are typically born between 1981 and 1996, and they make up a large and diverse segment of the market. They are more tech-savvy, socially conscious, and value-driven than previous generations, and they seek personalized, transparent, and authentic interactions with their advisors. Therefore, you should tailor your pitchbook to address their specific needs, goals, and interests, and avoid generic or outdated messages.

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首席战略理念/ CEO /技术创始人/投资
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Most recently, I've seen sharing of pitchbooks done via video sharing platforms like zoom or Google meet or even chatapps like Whatsapp and Telegram to be handy, and straight to the point. Taking you through a personal journey with the founder, from conceptualization phase of their idea to the market prospects and then revenue. It enables you not just experience the data but also the person behind the presentation. At this point, barriers of distance and timelines are broken and you get faced with the potential of possibility while throwing in some intuitive feel to the process.

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Karanjeet Singh, ACA, CFA, MBA

Partner - Investment Banking | Instagram: _karrancy
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Millennials have seen the oncoming of the internet era, arguably & inarguably the biggest change in the last 200 years. This exposure has expanded their minds like never before. Value & technology are the buzzwords and this what your pitch deck should reflect. We need to understand that our deck is going to someone who has all the information at their disposal and thus the deck should give them a sense of comfort, value addition and wealth generation. Thus, use of visuals and storytelling becomes utmost important.

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2 Use storytelling and visuals

The second step to creating a pitchbook that resonates with millennial investors is to use storytelling and visuals to capture their attention and engage their emotions. Millennial investors are more likely to respond to narratives that illustrate the impact, purpose, and vision of your firm and the deal, rather than dry facts and figures. You should also use compelling graphics, charts, and images to convey your key points, and avoid cluttering your slides with too much text or data. Storytelling and visuals can help you differentiate your pitchbook from others and create a memorable impression on your audience.

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3 Highlight your ESG credentials

The third step to creating a pitchbook that resonates with millennial investors is to highlight your environmental, social, and governance (ESG) credentials and how they align with your audience's values. Millennial investors are more concerned about the social and environmental impact of their investments than older generations, and they are willing to pay a premium for companies that demonstrate ESG leadership and performance. Therefore, you should showcase how your firm and the deal support ESG goals and initiatives, such as reducing carbon emissions, promoting diversity and inclusion, or improving stakeholder welfare.

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Jorge Vinuesa

Graduado en Administración y dirección de empresas. MiFID II.
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Si quiero hacer un pitchbook que llame la atención de los inversores millennials, sé que tengo que hablar su idioma. Así que me centraría en algo que les importa: la sostenibilidad y la responsabilidad social. En mi presentación, destacaría cómo nuestras inversiones no solo hacen dinero, sino que también hacen el bien en el mundo. Les mostraría ejemplos reales de cómo nuestras inversiones están haciendo la diferencia en temas como el medio ambiente, la igualdad y la ética empresarial. Además, le daría al pitchbook un aspecto moderno y atractivo, con gráficos y un dise?o que sea fácil de entender y atractivo visualmente. Y por supuesto, pondría énfasis en mi experiencia y conocimiento en ESG para respaldar nuestra propuesta.

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4 Leverage digital tools and platforms

The fourth step to creating a pitchbook that resonates with millennial investors is to leverage digital tools and platforms to deliver your pitchbook in an interactive and convenient way. Millennial investors are more accustomed to consuming information online, on mobile devices, and on social media, and they expect their advisors to use the latest technology and innovation to communicate with them. Therefore, you should consider using online presentation software, video conferencing, or webinars to share your pitchbook with your audience, and enable them to access, download, or share it easily.

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Karanjeet Singh, ACA, CFA, MBA

Partner - Investment Banking | Instagram: _karrancy
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There are a lot of good and not so good AI pitch deck making tools on the internet and these tools integrate seamlessly with video conferencing platforms. Personally, AI tools have been a gamechanger; They have helped me on numerous occasions to develop solid pitch decks that attract investors. So don't shy away from using them.

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5 Solicit feedback and follow up

The final step to creating a pitchbook that resonates with millennial investors is to solicit feedback and follow up with your audience after your presentation. Millennial investors are more likely to trust and engage with advisors who listen to their opinions, address their concerns, and provide them with valuable insights and advice. Therefore, you should encourage your audience to ask questions, share their feedback, and express their interest or concerns during or after your presentation, and respond to them promptly and professionally. You should also follow up with them regularly and keep them updated on the deal progress and any relevant developments.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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What are the most effective strategies for creating a pitchbook that resonates with millennial investors?

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1 Know your audience

2 Use storytelling and visuals

3 Highlight your ESG credentials

4 Leverage digital tools and platforms

5 Solicit feedback and follow up

6 Here’s what else to consider

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