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  • Chris J.

Creating the Perfect Private Equity Investor Pitch Deck

Nothing can be more daunting than looking to raise capital. If you're a small business owner or have run a family-owned business for decades and you're looking for institutional capital it can be intimidating to pitch to highly sophisticated financial experts, especially know they have heard hundreds of pitches.

Creating the perfect pitch deck and best positioning your business is extremely important in order to generate a successful outcome. One of the of the first questions you need to ask yourself is what stage is your company in?

The diagram below lays out the stages of companies depending on the business' operating history and maturity. Early stage and later stage venture capital companies are typically not profitable, but have a path to profitability in the future and attract capital from venture capital firms and potential early stage growth equity firms. These companies are usually less than a handful of years old and have a concept that may not be proven out, but has significant potential and upside. Growth equity shifts into businesses that have moved beyond the venture rounds and are now growing at 20-40%+ per year with a strong foundational customer base and in the early innings of value creation. Growth equity companies may be valued on a revenue or EBITDA multiple depending on the exact stage and financial profile of the business. Growth equity companies are at an inflection point of moving into profitability and have built out a team to continue to scale the current model, which can attract venture capital firms, growth equity firms, and private equity firms. Buyout transactions are comprised of lower middle market, middle market, and large buyouts (mega funds). Private equity funds less than $500 million in size typically acquire lower middle market companies via boutique investment banks, intermediaries (accountants, legal firms, tax companies), or proprietarily through their own network. As the companies become larger and more scaled, middle market and bulge bracket investment banks typically sell the larger companies at higher EBITDA valuations due to the size and scale of the company.

Valuation methodologies can vary by industry. Companies that are software, tech-enabled, artificial intelligence (AI), and high-flying consumer brands are often high-growth companies that are valued on a revenue multiple basis. These companies may not be profitable, but have a path to profitability and generate significant revenue in their respective industry. Other sectors that are more mature in nature such as industrial manufacturing, contract manufacturing, food & beverage producers, healthcare services, and niche business service segments likely trade on an EBITDA valuation.

Depending on the stage of your business our RiverStone team can build you an investor deck that can be utilized to pitch to venture capital, growth equity, and private equity firms. We understand how to best build an investor deck including a company overview, industry tailwinds, growth opportunities, financial summary, and long-term valuation creation that will resonate with institutional investors of all sizes. We also know many of the financial sponsors in the industry and can help you create a buyers list of investors to reach out to.

Our RiverStone Reporting team thrives in helping small multi-site healthcare businesses grow and scale to a position where the founder and management team will see material multiple expansion and shareholder value developed by selling the company at an opportune time. We can help you achieve a top-notch valuation by evaluating pro forma EBITDA adjustments that will enhance your company's valuation, assist you with negotiating for an industry-clearing EBITDA multiple, and help with structuring earnouts, seller rollover, and employment agreements that are beneficial to your firm.

Reach out to our RiverStone Reporting team today at to learn more about how we can help you create an investor deck, maximize your company's valuation, and set you up the perfect capital partner to generate long-term success.

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