Templates, tips and tutorials about investors. This section lists templates for making investor related reports, as well as tips for making professional documents and presentations for investors.

Also learn calculation methods that might be needed for making investment reports for potential investors and existing clients.

6 Mistakes To Avoid During Your Investor Presentation

Investor presentation mistakes

Investor presentations are tough, especially if you go in before your audience without a plan. People who have been in the market for too long tend to be cocky about their ability to woo an audience. Even if you think you’re as good as Steve Jobs, you won’t get very far just on confidence alone. …

Present Value Calculation Using Excel

In economics, determining the present value of an income stream is always important because it can help tell the future value of loans, funds, bonds, mortgages, and the like. This is because Present Value Calculation is not as complicated as it sounds. With the help of Excel, it can be easily calculated.

Best Currency PowerPoint Templates

Highlight the Value of Money with This Template

If you are in a financial services or consulting business, you would probably know the importance of presenting to clients and prospects certain financial facts and products. In these times, you would need to create a presentation that will both inform and convince them at the same time.

Shareholder Equity Report Template For Excel

Easily Create a Shareholder Equity Report in a Snap

Shareholder equity comes from the amount of money originally invested in the company, any other additional investments made afterwards, and earnings accumulated during business operations over time. It is a common accounting and business procedure to create shareholder’s equity report as part of your company’s regular financial reports. 

Financial Portfolio Template for Excel 2013

If you need to manage your portfolio in Excel then this free portfolio template for Excel 2013 can be very effective. This is a powerful template for Office Excel that you can use to manage your portfolio. The app in Excel connects to internet to gather data from stock websites. You can add and track …

Pitch PowerPoint with only 5 slides

Preparing an elevator pitch and using PowerPoint is something that most entrepreneurs need to face some day. Dr. Jeff Cornwall explained here how to make a PowerPoint pitch with only 5 slides for new business owners who need to make a pitch in front of a group of investors, venture capital firms (VC) or even angel investors. …