2.1. Avoid mass mailings
- Mass mailings are often untargeted and appear unprofessional and disrespectful. The content of the email should be tailored to the characteristics and interests of each investor.
2.2. Do not send compressed packages
- Considering that many investors check their emails on their mobile phones, it is more convenient to send a readable file format directly to avoid the trouble of unzipping.
2.3. Avoid sending large files
- Large files are time-consuming to download and open, and converting PPT to PDF can effectively reduce the file size while ensuring that the images are properly compressed to improve the user experience.
2.4. Controlling the number of pages
- It is recommended that BPs be no more than 30 pages to ensure that the content is concise and that each page focuses on a core point. The content of the page should be of decreasing importance to highlight the main point.
2.5. Avoid text-only narratives
- The text should be accompanied by data and pictures to present the project information more intuitively. For sensitive information, it can be selectively disclosed or omitted to avoid using words such as "confidential" to affect the reading experience.
2.6. Do not misuse market data
- Market data is only introduced if the industry is new or if the data analysis has unique insights. Avoid simply piling up public data, and instead focus on data analysis and interpretation.
2.7. Avoid over-rendering
- Maintain objectivity and professionalism in language, avoid using strong emotional expressions such as exclamation points, and let investors pay more attention to the actual value of the project.
2.8. Do not overcompare
- Avoid simplistic analogies with other successful businesses, such as Alibaba, and instead highlight the uniqueness and innovation of the project.
2.9. Prefer to use PowerPoint over Word
- PowerPoint can better integrate text and pictures, provide a more user-friendly reading experience, and is more suitable for presenting projects than Word documents.
2.10. Email and attachment headers should be standardized
- The format of "version time_BP_project name_round" is used to facilitate the search and archiving of investors and themselves, and improve work efficiency.
These well-established suggestions are designed to help entrepreneurs more effectively communicate the core values and highlights of their projects to investors, and improve the efficiency of communication with investors.
2.5. Don't write all the narratives, including those that are confidential at this stage
(It's all text, no data, no pictures, it doesn't make any sense, it doesn't explain anything.) In today's market, there is no possibility of relying purely on the single logic of text to get attention, some product demos, some data, and some team resumes. If it's inconvenient to disclose, then don't write, and don't use words like "it's inconvenient to disclose for the time being" and "you must sign a confidentiality agreement", everyone understands these, but it's very disappointing to write them. ）
2.6. Don't carry too much market data
(Unless the industry is new, unless these market overviews are your own insights and analysis, simply carrying Analysys iResearch's data is noise)
2.7. Don't swear
(The exclamation point doesn't need to appear, it's not a military order.) The more tragic things seem to be, the less anyone cares. Investors are all capitalists, and there are many icing on the cake and few charcoal in the snow. What is invested is growth, and what is avoided is tragedy. ）
2.8. Don't hold Jack Ma hostage
("The next Alibaba" and "Alibaba in the XX industry", these statements will only make investors feel that the team is not thinking deeply, is foolish, and has no innovation of its own.) ）
2.9. Don't word
(The meaning of the existence of PPT is to make the display of text and pictures more pleasant.) If you choose to use word, it means that you have chosen an inappropriate way)
2.10. Don't be weird about the title
(The title of the email, the title of the attachment, I suggest "version time_BP_project name_round", such as "20240120_BP_ _A round of the project", so that it is convenient for investors and themselves to search and archive.) ）
When sending a business plan or project proposal to investors, entrepreneurs need to pay special attention to the writing and format of emails and attachments. To ensure that the core values of the project are effectively communicated and demonstrated, a series of practical recommendations should be followed. First of all, it is necessary to avoid mass emails to ensure that the communication with investors is targeted and professional. Secondly, in order to facilitate investors to view on different devices, it is not recommended to send a compressed package or large file, but should choose a small file format that can be read directly, such as converting PPT to PDF. At the same time, it is necessary to control the number of BP pages, highlight the key points, avoid lengthy text descriptions, and combine data and pictures for visual display. In addition, entrepreneurs should be cautious in the use of market data, avoid simple piling up, and pay attention to the unique analysis and interpretation of data. In terms of language expression, objectivity and professionalism should be maintained, and excessive emotions should be avoided. At the same time, instead of making simple analogies with other successful businesses, emphasize the uniqueness and innovation of the project. When it comes to choosing a file format, PPT is usually more suitable for project presentation than Word. Finally, to ensure productivity and ease of searching, the headers of messages and attachments should follow the canonical format, such as "VersionTime_BP_Project_Name_Round". By following these tips, entrepreneurs can communicate project highlights more effectively and improve the efficiency of communication with investors.