INVESTOR PITCH WORKBOOK

A Structured Guide to Crafting a Scientifically Persuasive Business Pitch

STEP 0: BUILD THE HOOK

Objective: Start with a bold, emotionally powerful opener. Present a clear market tension and the future your company makes possible.

• What is the big idea or shift your business represents?
  Write your answer: _______________________________________________
  
  
• What emotional conflict or unmet aspiration does your solution resolve?
  Write your answer: _______________________________________________
  
  
• What is the size or urgency of the opportunity?
  Write your answer: _______________________________________________
  
  

STEP 1: ESTABLISH THE INSIGHT

Objective: Back your idea with evidence. Prove that this isn’t a fad, but a shift driven by science, psychology, or macro trends.

• What scientific, psychological, health, or economic research supports your idea?
  Write your answer: _______________________________________________
  
  
• What human behavior or cognitive bias does your solution align with?
  Write your answer: _______________________________________________
  
  
• What contradiction or behavioral gap are you solving?
  Write your answer: _______________________________________________
  
  

STEP 2: VALIDATE WITH EXTERNAL PROOF

Objective: Show that this model has succeeded elsewhere. Demonstrate market readiness and proven demand.

• What global or category-specific examples validate this model?
  Write your answer: _______________________________________________
  
  
• What performance metrics did they achieve (revenue, adoption, growth rate)?
  Write your answer: _______________________________________________
  
  
• What does their success indicate about timing or relevance for your market?
  Write your answer: _______________________________________________
  
  

STEP 3: APPLY IT TO YOUR BUSINESS

Objective: Show why your company is best positioned to bring this model to life, and why now.

• What traction have you achieved so far (orders, revenue, users, engagement)?
  Write your answer: _______________________________________________
  
  
• What makes your product or brand distinct?
  Write your answer: _______________________________________________
  
  
• What makes your team credible or uniquely suited to win?
  Write your answer: _______________________________________________
  
  

STEP 4: PRESENT THE PLAN

Objective: Translate belief into confidence. Lay out a clear roadmap with financial and operational discipline.

• What is your three-phase execution strategy?
  Write your answer: _______________________________________________
  
  
• How will the capital be allocated across functions?
  Write your answer: _______________________________________________
  
  
• What key metrics will you monitor to drive and measure success?
  Write your answer: _______________________________________________
  
  

STEP 5: CLOSE WITH VISION

Objective: End with purpose. Inspire belief in your mission and the world you’re building.

• Why does this mission matter to you personally?
  Write your answer: _______________________________________________
  
  
• What future are you inviting people to help create?
  Write your answer: _______________________________________________
  
  
• What is your closing one-liner that captures the essence of your pitch?
  Write your answer: _______________________________________________
  
  

FINAL REVIEW CHECKLIST

• Have you articulated a bold, future-focused hook?
  
  
• Have you anchored your idea in credible research or behavioral insight?
  
  
• Have you shown that similar models have succeeded elsewhere?
  
  
• Have you demonstrated your traction and edge clearly?
  
  
• Have you provided a precise execution plan with measurable outcomes?
  
  
• Have you ended with a vision that is personal, purposeful, and compelling?