In hedge funds, the ability to secure investment for an idea depends less on the depth of the analysis and more on the skill of simplifying it. A successful pitch summarizes a complex model into a compelling three-sentence narrative that grabs the decision-maker's attention immediately.

The rigorous training to condense any recommendation into a single page forces a level of critical thinking and clarity that is often lost in lengthy slide decks. This skill becomes more valuable with career progression, creating a competitive advantage.

To ensure clarity and impact, mandate that any explanation of the platform team's work to non-technical stakeholders must be understandable in under three minutes. This forces the team to distill their message to its core value, cutting through technical jargon.

Bupa's Head of Product Teresa Wang requires her team to explain their work and its value to non-technical people within three minutes. This forces clarity, brevity, and a focus on the 'why' and 'so what' rather than the technical 'how,' ensuring stakeholders immediately grasp the concept and its importance.

Long, detailed board decks allow founders to hide problems in complexity. A single-page monthly summary forces radical clarity. By constraining the format to cash/runway, budget variance, and key risks, it demands truth and provides a clear, digestible snapshot for the board, the team, and yourself.

While traditional sales emphasizes being liked, CFOs exclusively buy on trust. They don't need a personal relationship, but they must believe in your competence and the integrity of your numbers. Focus on building data-backed credibility, not just personal rapport.

CFOs respond to numbers, not just pain points. Instead of focusing only on your solution's ROI, first translate the prospect's problem into a clear, granular dollar amount. Show them exactly how much money their current challenge is costing them annually.

Sellers often adopt an overly formal, academic persona when speaking to executives, which creates distance. In reality, executive conversations are simple, direct, and unpretentious. Drop the jargon and complicated words. Your goal is clear communication, not demonstrating your vocabulary.

In today's uncertain economy, the CFO is the 'shadow person' in every deal, even when not physically present. Salespeople must always sell to their conservative, fact-based mindset, addressing unstated financial concerns regardless of who is in the room.