You’ve committed to a crowdfunding campaign and you’re getting ready to talk with investors. Remember: investors have choices (public markets, real estate, crypto) and most aim to diversify. Your job is to make a clear, credible case for why your opportunity belongs in that mix. Different people care about different things, so present several angles—return, achievements, impact, team, and product—so each investor can latch onto what matters to them.

Money (Return)

First and foremost, investors want a fair return for the risk they take. Explain how you intend to generate cash to pay investors back—price, margins, volume, and cost control—and connect that story to a simple, believable plan. If you have relevant history, share it, while noting that past performance isn’t a guarantee of future results.

Examples you can use

• [Number] customers are on simple monthly plans (approximately $____ each), providing steady income for repayments.

• Adding [a register/line/truck/tech] lets us serve approximately ____ more customers per day, increasing daily revenue.

• Each product/service sale leaves about $____ after direct costs, which helps fund repayments.

Achievements

Show investors you deliver. Spotlight concrete milestones—product launches, efficiency gains, customer wins—and quantify them. Specifics make accomplishments relatable and credible.

Examples you can use

• Launched v1.2, reducing onboarding time by __%.

• Opened our first/next location in [city] last month.

• Served our [1,000th] customer; average rating [4.8/5].

• Cut order prep time from [X mins] to [Y mins] after a process change.

Altruism (Community & Impact)

Many investors want their capital to do good as well as do well. Describe the practical ways your business benefits customers and the community—jobs, access, time saved, local sourcing, sustainability—without over-claiming.

Examples you can use

• “Created __ local jobs within 12 months; __% of money spent at local suppliers.”

• “Reduces waste/energy use by __% through [initiative].”

• “Scholarships/second-chance hiring program with __ participants to date.”

Team

Teams execute plans. Share concise biographies that prove you can do this—industry tenure, prior startups, relevant leadership—and make the link between that experience and the current plan.

Examples you can use

• “Founder previously scaled [company] from __ to __ locations; exited in [year].”

• “Chief technology officer led [project] at [well-known company].”

• “Advisors include [name/role]; they help with monthly check-ins and key performance indicator reviews.”

Product

Sometimes the product itself is the hook—because it fills a gap, delights customers, or serves a location with few alternatives. Make the appeal obvious in one or two sentences, then add a proof point.

Examples you can use

• “[#] five-star reviews; repeat purchase rate __%.”

• “Only [category] within __ miles; average daily foot traffic __.”

• Next up: [feature/location] expected by [month].

Closing thought

Different investors care about different things. Know your audience, lead with the angle that fits (return, achievements, impact, team, or product), and back each claim with one or two clear point. That balance of story and evidence is what turns interest into investment.