Investor Pitching Skills

Redcliffe’s business pitching skills training is delivered by an independent consultant who provides online finance Higher Education and Executive Education (Corporate Finance, Accounting, Private Equity). He has been a Financial Services Executive and has over 25 years of experience in investment banking, wholesale & retail banking specialising in capital markets, risk oversight, compliance and regulation.

A former Deputy Chief Financial Officer in an international financial institution with a value of more than $200bn, he is also a former Executive in the UK’s sixth-largest retail bank, and a former Equity Research Analyst at Citigroup, covering for 7 years institutional investors globally in a top-rated team. He is also a former Senior representative with financial regulators (ECB, PRA, FCA, FED) and the IMF. This includes being a senior representative at the World Bank/IIF annual meetings.

This investor pitching course trainer is an experienced advisor in M&A and capital markets programmes. He has led deals with top private equity firms and real estate investors including IPOs, buyouts, P2Ps, spin-offs and carve-outs.

Throughout his career, he has presented over 7,500 hours of financial and capital markets content to a broad range of financial stakeholders worldwide. Since 2014, he has been a contributor to world-leading universities and business schools including IE Business School, LSE, The University of Chicago, UNAV (IESE) and ESADE in both undergraduate, MBA and professional education programmes.

An experienced face-to-face and online instructor (experienced in multiple LMS), this trainer is currently under contract with US and Singapore-based OPMs.

This business pitching skills training expert makes financially complex concepts simple and accessible by adapting the jargon to the audience’s background. An experienced international professional ( he speaks 5 languages and has dual nationality) he is accustomed to rich cultural and diverse environments.

On an ongoing basis, he has students and professionals from more than 15 countries including EMEA, APAC and the Americas. Due to this, courses are delivered in English and Spanish.

This business pitching skills training provides you with the following:

• Understand the investor pitching process and what it takes to have a successful outcome.
• Develop a fundamental technique for designing and delivering successful investor pitches.
• Understand the psychological aspects of dealing with investors so as to position oneself appropriately in front of the different types of stakeholders and investors.
• Develop a solid foundation about the background and work required to support our investment pitch.

• Delivered by a professional with more than 25 years of international experience in capital markets both on the sell side and corporates.
• AI-driven video and audio simulations which replicate life-like situations allow participants to realistically immerse themselves in the subject matter.
• Using real-world scenarios fosters experiential learning.
• Analysis of real-life investor pitching and equity stories, identifying best and worst practices in investor pitching across different sectors and jurisdictions.
• Analysis of AAA institutional investors’ approach to investing as a tool to pitch design.
• Review and understanding of non-technical aspects of pitching (emotional intelligence).
• Experiential learning sandbox: Exercises which allow testing the learned concepts.

This investor pitching course covers the end-to-end investor pitching process from design to implementation and delivery. It makes extensive use of the most current advanced commercial persuasion and negotiation techniques which represent the core foundation for pitching to smart investors successfully.

While the course focuses on institutional investor pitching, it can be also applied to the broader investor spectrum including family offices, corporates and private equities.