Instead of stating that customer retention improved from 80% to 95%, tell the story behind it. Explain the problem, the specific actions taken by a cross-functional team, and the resulting outcome. This narrative makes the numbers credible and memorable.
Teams focus heavily on slide content, leaving only a single, late-stage rehearsal. This is insufficient because it doesn't allow time to practice and internalize feedback on delivery, tone, and confidence, which are key value drivers for investors.
A rehearsal is like a friendly match—a final check. Training is the practice that builds core skills: developing the storyline in managers' own words, coordinating team interaction, and mastering Q&A. Training allows for pausing, analyzing, and iterating on delivery.
Private equity and investment banking teams know a company inside out, creating blind spots. An external coach with the same limited information as a potential investor can identify confusing messages or unintended negative impressions, preventing costly misinterpretations.
An exit presentation isn't a typical business update. The immense pressure of the sale, combined with uncertainty about their future roles, can undermine even confident speakers. Training builds confidence specifically for this high-stakes, unfamiliar scenario.