Tips for Your Investor Presentations and Due Diligence Visits

When you create your power points or walk over to the nearby diner or coffee shop for a quick informal chat with an investor, remember the following:

1. Focus and niches are still very much in. Broad brush and shot gun approaches are out.

2. Your strategy needs to relate to your competition. If you differ dramatically you must have a defensible reason for doing things differently and it must be supported by customer validation.

3. Depth in all areas – technology, domain, implementation, business development and recruitment – is required. Miss one and you will have some tough questions to answer.

4. Your sales pipeline needs to be well defined and well presented. Other than strategy and focus, investors need to understand how your cash flow projections tie back to actual proposals sitting in front of customers.

5. You need to maintain a balance in presenting the soul of the firm and your cash generation function.

For us a typical investor visit takes two full days from the entire team. The follow up, if and when it occurs takes another week of serious bandwidth. Will it be worth it? I don’t know.

Conclusion: If you run a business that makes money and has the promise of keeping on making money, finding investors is not difficult. Finding the right color of money with the right term sheet is.

How do you invest in ELSS Tax Saving Mutual Funds to Save Tax

Though Tax planning can be challenging, it can also be rewarding if you choose the right mode of investment. If you are looking to save tax and long term risk-adjusted returns from your investments both, then maybe you may consider adding an ELSS tax saving mutual fund to your portfolio. The simplest thing to do would be to invest in an ELSS tax saving fund, which helps you build wealth and reduce your tax liability. How much tax is saved in the ELSS tax saving mutual fund?

If you are looking for a tax benefit of upto Rs 1.5 lakh under Section 80C of the Income Tax Act, 1961, Equity Linked Savings Scheme (ELSS) is the answer offering you tax savings of upto Rs.46,800 for the highest tax bracket.

How to invest in ELSS tax saving mutual fund?

You can easily invest in an ELSS scheme with a few clicks. If you have already selected a fund of your choice then you may visit the company’s website, select the fund and make an investment. If you are confused about which one to choose among the available funds, then you may choose to approach a distributor who can guide you on which fund to invest in.

Let’s take a quick run on how you can save your hard-earned money by investing in an ELSS Tax Saving scheme.

Is an ELSS tax saver alone?

An ELSS (Equity Linked Saving Scheme) could become your best choice if you are looking for:

Deductions under section 80C of the Income Tax Act, 1961

Opportunity to invest in the equity markets

Long term capital appreciation

The shortest lock-in period of all the tax saving instruments under Section 80C

As per SEBI’s mutual fund categorization norms, ELSS tax saving mutual fund is an open-ended equity-oriented mutual fund scheme that needs to invest a minimum of 80% of its assets in equity & equity related instruments (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).

Generally investment objective of an ELSS tax saving mutual fund is to achieve long-term capital appreciation by investing in equity instruments.

A unique feature about ELSS tax saving mutual fund is that when compared to the other open-ended diversified equity mutual funds, investment in ELSS is subject to a mandatory lock-in period of three years. During this lock-in holding period, you cannot redeem your investments before the completion of three years from the date of the purchase of an investment. After the lock-in, if you decide to redeem the investment on the realized gain, as per the current tax rules, LTCG tax applies.

There are various types of ELSS tax saving mutual funds in the financial markets each following a particular investment objective. Remember, though tax saving could be one of the key objectives behind investment in tax saving fund; it’s a general expectation that any investment should also deliver some return.

Hence, while evaluating your options for investment in ELSS scheme, you need to look at the return column as well as the qualitative aspects too. You need to remember that as an investor, you should know the risk and reward attached to investment before taking the plunge with your hard earning money.

Planning A Presentation At Your Trade Show Stand? 3 Tips For Success

The actual trade show exhibits that you take to an event are essential, but they’re not the only important things to consider. Before you pack everything up to ship your entire display to the venue, you should fully plan out your presentation. Knowing what message you want to convey and practicing that pitch until it’s perfect are ways to help ensure success. Lastly, make sure that you let attendees know when you’re doing your sales presentation by announcing it via social medial channels like Twitter or Facebook.

Know What Message Your Trade Show Stand Should Convey

If you’re planning on attending an event, it’s important to know what message your trade show stand conveys and tailor your presentations accordingly. Does your exhibit portray your company as a high-energy industry leader? If so, then you’ll need to adjust the energy level of your presentation. A dull, boring presentation won’t further your image of being an exciting industry leader and could harm your reputation.

Practice Your Pitch

You know the joke, “How do you get to Carnegie Hall?” The answer is simple and you can use it to perfect the pitch of your trade show displays — practice! While some coworkers might feel a little silly doing role playing exercises, these exercises are some of the best ways to know how to deal with customers in a variety of situations.

Many companies make the mistake of not practicing until the night before the event. They think a quick run down will be sufficient enough, however this is a recipe for disaster. Instead, gather everyone around your trade show exhibits when you’re still at the office and have an ongoing training session in the few weeks leading up to the event. Doing this will help ensure that you won’t be at a loss for words when you’re standing in front of your trade show stand with a real life customer.

Promote Your Presentations Using Social Media

Lastly, your presentations won’t be effective if no one knows about them! If you’re planning a presentation at a specific time, use Twitter to let your customers know about it. Consider having a contest or sponsoring a giveaway to encourage customers to follow your company on Twitter or Facebook, however, that’s not enough! Nothing gives a worse impression than an unattended social media account so make sure someone in your office is designated as your ‘social media guru’ and that this person tends to the account at least once a day. If your page is full of customer questions and comments that go unanswered for days at a time, your customers might just wonder what else you’re neglecting.

Simply showing up at an event with your trade show displays isn’t enough if you want to make a big impact at the event. Instead, use these tips to prepare for your presentation. A killer pitch can mean the difference between making a sale and leaving empty handed.