An investment thesis presentation aims to communicate the key details and supporting evidence for why an asset or security may be a good investment. It typically includes an overview of the company or project, analysis of financial data, competitive landscape, growth projections, and valuation estimates. The goal is to succinctly convey the investment rationale and return prospects to convince stakeholders that it merits further investigation or capital allocation.
Outline the investment opportunity
The opening slides should orient the audience on the specific investment being proposed, including the entity, sector, product/service, and market opportunity it is pursuing. Reference financial performance to date, future projections, and compelling secular trends that support pursuing this opportunity.
Present financial analysis
Include historical financial statements, ratios, growth rates, profitability metrics, and other quantitative analyses that depict the financial health, performance trends, and outlook for the investment target. Provide comparisons to competitors and industry benchmarks.
Detail market landscape
Analyze the competitive environment, target customers, distribution channels, pricing strategies, barriers to entry, regulatory considerations, and other qualitative factors that contextualize the viability and risks of the investment thesis.
Model return scenarios
Build detailed financial models projecting future cash flows, income statement, balance sheet based on reasonable base case and downside assumptions. Calculate IRR, multiples, expected returns under various scenarios to assess investment merit.
An effective investment thesis presentation distills volumes of research into a convincing vision for generating appealing risk-adjusted returns. It strikes an appropriate balance between depth and brevity across key areas like financials, market dynamics, projections, and valuation.