Accredited Investors Are Time-Poor: Don’t Make This Mistake


Are you overwhelming potential investors?

Accredited investors are intentionally time-poor.

They will not waste their time sitting through unannounced presentations, reviewing extensive documents and collateral, or accepting unnecessary phone calls.

The most admired attribute of high net-worth individuals (HNWIs) is their ability to say no. In my experience, they say no ten times for each yes, so if you have something important to say, say it quickly and concisely.

Understand that HNWIs are as protective of their time as they are of their portfolio. Don’t start the relationship by sending them a 95-page private placement memorandum or your pitch deck to review.

Build a process with intrigue so they ask you for more information, a meeting, or a phone call.

Overwhelming the accredited investor with information will only result in them giving you a no or I’ll think about it. 

In my experience, accredited investors are most interested in the following aspects of your deal: the story, the market served, the asset segment, the ROI, the tax benefits, the exit strategy, and you/your team.

Start with only the minimum information. Offering a one-page summary or term sheet is a good initial step. Don’t sell the investment on the initial content.

Sell the next step.

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