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Dec 12

The Playbook Series with PitchNinjas: Crafting Compelling Investor Pitches

Join the New America Alliance webinar series, "The Playbook Series," for an exclusive session featuring Lucero Tagle, Co-Founder of PitchNinjas, and Lisa Lee, seasoned investor relations expert. Together, they’re on a mission to equip fund managers and entrepreneurs with the skills to craft compelling, persuasive investor pitches that resonate with institutional investors and secure buy-in.

Virtual location

You will receive a confirmation email with a URL.

Dec 12, 2024 12:30pm ET - Dec 12, 2024 01:30pm ET

Free

Join the New America Alliance webinar series, "The Playbook Series," for an exclusive session featuring Lucero Tagle, Co-Founder of PitchNinjas, and Lisa Lee, seasoned investor relations expert. Together, they’re on a mission to equip fund managers and entrepreneurs with the skills to craft compelling, persuasive investor pitches that resonate with institutional investors and secure buy-in.



In this practical, strategy-focused webinar, Lucero and Lisa will guide participants through the essentials of delivering a clear, credible, and impactful investment thesis. From structuring your story to fine-tuning your delivery, this session will help you elevate your pitch and increase your chances of success.


Key Focus Areas:

  • Structuring a Pitch: Discover the core components of a winning investor pitch, from creating a powerful story arc to highlighting key financial points that align with institutional interests.
  • Enhancing Delivery: Master techniques for delivering your pitch with clarity, confidence, and conviction, even in high-pressure settings.
  • Overcoming Challenges: Learn strategies for addressing tough questions, responding to feedback, and adapting to different investor preferences and personalities.



By the end of the webinar, participants will walk away with actionable techniques to enhance their pitches, connect with investors, and effectively convey their investment thesis. Our goal is to empower attendees to pitch with confidence, knowing they have the tools to make a lasting impression on potential investors.

MEET THE SPEAKERS

Lucero Tagle, Co-Founder, PitchNinjas


Lucero has over twenty years of corporate experience working in People Development. With a background as a trained Organizational Psychologist, she has dedicated the majority of her career to leading learning and development teams globally at Google. She holds advisory positions at Google for Startups and HERmesa, a female founded angel syndicate, which has enabled her to support a spectrum of startups—from burgeoning companies to established unicorns—in refining their leadership and people strategies. She is a trained executive coach and founder of PitchNinjas, a unique approach that combines technology with personalized coaching and AI-powered tools to analyze communication content and delivery, providing data-driven insights that have an impact. Lucero is passionate about helping her clients nail their communication in the moments that matter the most. Here's what her clients have to say about working with Lucero: "Working with Lucero has been life-changing (literally). I am impressed by her energy. I can project my business and myself with (more!) clarity and confidence. This led me to prepare a stellar deck and secure my latest round of funding. I'm going to be raising again soon and will continue using PitchNinjas."

Lisa Lee


Lisa Lee has been an investor relations / fundraising professional for over twenty years and has worked with investors and consultants in North America, Europe, Asia and Latin America focused on alternative investments. Her investor relationships include Sovereign Wealth Funds, Pension Funds, Insurance Companies, Funds of Funds, Endowments & Foundations and Institutional Family Offices. Lisa has been a Managing Director with PSG for over nine years, where she works with North American, Latin American and Asian investors. She was previously a Managing Director at Providence Equity. Leading their North American Investor Relations effort, she spent over five years at CVC. She started her fundraising career with Merrill Lynch’s Private Equity Funds Group based in London, where she held responsibilities in both origination and distribution for private equity, infrastructure, real estate and hedge funds. Prior to working in London, Lisa was an investment banker in Merrill Lynch’s Mergers & Acquisitions Group in NY and a management consultant at A.T. Kearney in North America and Asia. Lisa holds a Bachelor of Arts in International Relations from Stanford University and a Master's in Business Administration from Harvard Business School.