How good is your investor pack?

Find out your investor pack score in less than 60 seconds.

Click the button below to start the test.

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Question 1 of 10

1. Is it free of property jargon?

Make sure you use simple language.

Expand on acronyms like BRRR, HMO, PLO, BTL, BMV etc so that a non-property person will understand what you are trying to say.

A

Yes

B

No

Question 2 of 10

2. Does it show proof of your experience?

You can't just expect investors to trust everything you say!
Don't just tell them you are great, show them how you are great.

A

Yes

B

No

Question 3 of 10

3. Is it broken down into multiple documents to be digestible?

Nobody gets excited about reading a 30-50 page long document, least of all time-poor private investors. Less is more. Make it easy for them to consume the information by breaking it down for them.

A

Yes

B

No

Question 4 of 10

4. Does it have the relevant risk warnings?

Compliance matters! You need to make sure that you have highlighted the possible negative consequences of the investment opportunity.

A

Yes

B

No

Question 5 of 10

5. Do you have a business continuity plan?

Investors want to know what happens in case you fall sick or you get hit by a bus. Or if your project manager or head builder unexpectedly passes on midway. Investors want to see a clear contingency plan for what happens when things go wrong.

A

Yes

B

No

Question 6 of 10

6. Do all your photos have captions?

We see lots of glossy and stunning photos being used in investor packs all the time but half of the time, we are not really sure what we are being shown. Make it clear to investors what you are trying to tell them with each photo.

A

Yes

B

No

Question 7 of 10

7. Is all the information provided fair, clear and not misleading?

Stick to the facts and choose your words wisely. Don't push savvy investors away by telling them what a safe and secure investment it is, or guarantee any form of return. And never compare the investment opportunity to savings in a bank account!

A

Yes

B

No

Question 8 of 10

8. Does your investment offering have an executive summary?

Busy investors do not have time to read the entire document to figure out what it is you are offering. Make sure you have a great executive summary to capture their attention and make them want to turn the page.

A

Yes

B

No

Question 9 of 10

9. Do you provide some colour behind the numbers in the financials?

Make it easy for the investors to trust the numbers you provide by sharing an explanation for the key numbers.

A

Yes

B

No

Question 10 of 10

10. Do you keep it neutral and not give financial advice?

Unless you are authorised to do so by the FCA, you are simply not allowed to give financial advice.

A

Yes

B

No

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How good is your investor pack?

Click the button below to start the test.

1. Is it free of property jargon? Make sure you use simple language. Expand on acronyms like BRRR, HMO, PLO, BTL, BMV etc so that a non-property person will understand what you are trying to say.

2. Does it show proof of your experience? You can't just expect investors to trust everything you say! Don't just tell them you are great, show them how you are great.

3. Is it broken down into multiple documents to be digestible? Nobody gets excited about reading a 30-50 page long document, least of all time-poor private investors. Less is more. Make it easy for them to consume the information by breaking it down for them.

4. Does it have the relevant risk warnings? Compliance matters! You need to make sure that you have highlighted the possible negative consequences of the investment opportunity.

5. Do you have a business continuity plan? Investors want to know what happens in case you fall sick or you get hit by a bus. Or if your project manager or head builder unexpectedly passes on midway. Investors want to see a clear contingency plan for what happens when things go wrong.

6. Do all your photos have captions? We see lots of glossy and stunning photos being used in investor packs all the time but half of the time, we are not really sure what we are being shown. Make it clear to investors what you are trying to tell them with each photo.

8. Does your investment offering have an executive summary? Busy investors do not have time to read the entire document to figure out what it is you are offering. Make sure you have a great executive summary to capture their attention and make them want to turn the page.

9. Do you provide some colour behind the numbers in the financials? Make it easy for the investors to trust the numbers you provide by sharing an explanation for the key numbers.

10. Do you keep it neutral and not give financial advice? Unless you are authorised to do so by the FCA, you are simply not allowed to give financial advice.