Raising Money? Better Have an Investment Thesis and Be Able to Pitch It!

by: Tom Porter

Publication Date: December 18, 2013
Length: 10 pages
Product ID#: 1-429-368

Core Disciplines: Communications, Entrepreneurship & Innovation, Marketing/Sales

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Teaching Note

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“Raising Money?” is an exercise for developing an effective investment thesis for raising capital. When raising capital, entrepreneurs or companies at any stage of growth need to tailor their proposal, often known as a “pitch,” to investors to achieve the highest probability of success. To do this effectively, entrepreneurs and companies must anticipate what benefits their customer, in this case investors, are seeking. An investment thesis is the rationale for the investment by an investor: the reason that the investor believes that he/she will achieve a targeted return on capital by making the investment. By stating a clear and compelling investment thesis, the entrepreneur cuts through the competition from other fund-raising entities and makes it faster and easier for investors to determine if the investment opportunity fits with their objectives and whether it then makes sense for them to spend time evaluating the proposal.

Teaching Objectives

After reading and discussing the material, students should:

  • This exercise's main goal is to help students learn how to construct a simple, brief, and compelling investment thesis. At the same time, students will learn to:
  • Define elevator pitch and investment thesis
  • Learn what creates an effective elevator pitch and an effective investment thesis
  • Apply the knowledge they gain with an example investment thesis exercise