How to Build a One-Pager for Investors

During a pitch-materials workshop, Richard C. Wilson explains one-pagers and shows examples from his businesses.

Richard C. Wilson discusses how a one-pager fits into investor pitch materials. He explains how he approaches the document and uses examples from businesses he has worked on, including real estate and dental investing.

In this video: Richard C. Wilson (Workshop presenter)

What they said

1. Richard on sequencing pitch materials. Richard says to establish the branding and one-liner, then build the pitch deck. He draws on the deck's strongest visuals to make the website and one-pager.
2. Richard on one-page length and design. Richard recommends a one-pager that runs one to two pages, including both sides. He says visual design is affordable and warns against dense text documents.
3. Richard on investor objections. Richard says to anticipate objections from repeated investor meetings and address the top three to five in the written materials. He gives concerns about industry risk and rising interest rates as examples.
4. Richard on the Investor Residences team. For the Investor Residences page, Richard says his team chose several headshots over detailed bios. He says this kept the page less wordy and showed the company was larger than a four-person operation.
5. Richard on earning the next read. Richard says a one-liner can determine whether someone opens the attached PDF. He describes the one-pager as a step toward earning attention for a 22-page pitch deck.

In their words

"Your one liner should almost always be at the very top."

"your one liner, your brand, your visuals address the top three to five objections before they have time to voice them."

Why it matters if you are building or preserving great wealth

On the Investor Residences page, the QR code links a conference handout to a booked phone call, letting the page carry follow-up beyond the event.