Photo of desk with notepad, pen and coffee

Meeting Agenda

  1. Introduction and Welcome
    • a. Introduce team members
    • b. Thank the investor for their time
  2. Overview of the Project
    • a. Provide background information about the project
    • b. Explain the goals and objectives
  3. Presentation of the Idea
    • a. Present the concept and its unique selling points
    • b. Discuss the market potential and target audience
    • c. Share any relevant research or data
  4. Financial Projections
    • a. Present the projected revenue and expenses
    • b. Discuss the profitability and return on investment
  5. Implementation Plan
    • a. Outline the steps and timeline for project execution
    • b. Discuss any potential challenges or risks
  6. Marketing and Sales Strategy
    • a. Present the marketing plan and promotional activities
    • b. Discuss the sales channels and distribution strategy
  7. Investment Opportunities
    • a. Explain the investment options available
    • b. Discuss the expected ROI and exit strategy
  8. Questions and Discussion
    • a. Allow the investor to ask questions and provide feedback
  9. Next Steps
    • a. Discuss the next steps and follow-up actions
    • b. Set a timeline for further discussions or decisions
  10. Closing Remarks
    • a. Summarize key points discussed
    • b. Thank the investor for their time and consideration
Image of stone floor

About Meeting Agenda

This meeting agenda is for the presentation of a project idea to an investor. It includes an introduction, overview of the project, presentation of the idea, financial projections, implementation plan, marketing and sales strategy, investment opportunities, questions and discussion, next steps, and closing remarks.

Introducing Boardshape

Our board management software can be a valuable tool when streamlining your virtual meetings. Our agenda builder allows you to:

  • Collaboratively create an agenda Assign agenda items to participants
  • Collect all the meeting materials in a centralized location.
  • Include live polls for decision making.
  • Easily track follow up communication through comment sections for each item.
  • Our presentation mode keeps everyone in sync during the meeting with the right documents at everyones’ finger tips at the right time.
Sign up to BoardShape