Tips and Best Practices for Pitching to LPs

Over the years, we’ve seen a lot of pitches. And although many of these tips may seem like common sense – it is easy to get caught up in the passion for what you are presenting and lose track of the purpose of the meeting. So, here are some pointers to try to remember:

  1. Do Your Homework. Be relevant. If you know that they are focused on women and minority-owned GPs, for example, and you are fortunate enough to be one, that’s probably something to mention early on. 
  2. Pick Three. Pick three main points to focus on that you want them to leave the pitch and remember. These should stem from doing your homework and knowing what’s important to them.
  3. Listen. Don’t interrupt. Don’t talk over people. Listen so that you can make the most relevant points to your audience – not what is most interesting to you.
  4. Be Concise.
  5. Tell a story. Case studies are great – but make sure they are both concise and illustrate your points well. A carefully crafted story is memorable. But likewise for a longwinded, irrelevant story.
  6. Be Respectful. Be on time (a few minutes early is even better) for both the start and the conclusion. Allow plenty of time for their questions and to dig deeper into any aspect of the presentation.
  7. Follow Meeting Etiquette. With pandemic video conference calls being a regular occurrence, ensure that you have a solid internet connection and can turn on your camera. Mute your microphone when you are not speaking to eliminate background noise/ feedback.
  8. Ask questions. Understanding what their process is, what they would like the next steps to be, and if they want access to the data room are all logical questions to ask if all has gone well up to this point.

Remember, many of these tips are not groundbreaking but genuinely make a difference when applied.

Happy pitching!