*MANCOMM: T28-1*

Curator: Prof Kishore Sharma

Date of Presentation: 16/09/2023
Time Limit: Min 8 Minutes, Max 12 Minutes
Evaluation Pattern: 0 or 100

*Topic: Sell Yourself to a Banker for Project Loan*:

Creating a compelling presentation to secure a project loan from a banker involves showcasing your
project, its potential for success, and how it aligns with the bank's lending criteria and risk
assessment. Here are some guidelines for crafting a persuasive pitch:

1. *Cover Page*:

Include your project's name, your company's name, and the date of the presentation.
Use a professional design that represents your business.

2. *Executive Summary*:
Provide a concise overview of your project, its purpose, and the loan amount you're seeking.
Highlight the key benefits and potential ROI for the bank.

3. *Company Background*:
Introduce your company, including its history, mission, and achievements.
Emphasize your track record and experience in executing successful projects.

4. *Market Analysis*:
Present market research and data to demonstrate the demand for your project.
Identify your target audience and competition.
Explain how your project addresses a gap or fulfills a need in the market.

5. *Project Description*:
Detail your project's specifics, including its scope, objectives, and timeline.
Highlight any unique features or innovations.
Explain how the loan will be used to support the project's success.

6. *Financial Projections*:
Provide comprehensive financial forecasts, including income statements, balance sheets, and cash
flow projections.
Show a clear repayment plan for the loan, including interest rates and terms.
Address potential risks and how you plan to mitigate them.

7. *Collateral and Guarantees*:

Describe any assets or collateral you can offer as security for the loan.
Highlight any personal guarantees or insurance coverage to reduce the bank's risk.

8. *Loan Request*:
Specify the exact loan amount you need and the purpose of each portion.
Explain how this loan aligns with your project's financial needs.

9. *Repayment Strategy*:
Clearly outline your plan for repaying the loan, including sources of repayment.
Show how the project's cash flows will support loan payments.

10. *Team and Expertise*:

Introduce your management team, highlighting their qualifications and experience.
Emphasize how the team's expertise will contribute to the project's success.
11. *Risk Assessment*:

Acknowledge potential risks and challenges associated with the project.

Explain your risk mitigation strategies and contingency plans.

12. *Appendix*:
Include any supporting documents, such as market research, contracts, or letters of intent.
Add any additional financial or technical details that reinforce your case.

13. *Visuals and Presentation*:

Use visuals like charts and graphs to make data more understandable.
Create a professional, engaging PowerPoint or visual presentation to accompany your pitch.

14. *Practice and Confidence*:

Practice your presentation multiple times to ensure you are confident and can answer questions
effectively.
Anticipate questions or concerns the banker may have and prepare well-thought-out responses.

15. *Personalize the Pitch*:

Tailor your presentation to the specific banker or bank's lending criteria.
Show how your project aligns with their goals and values.

16. *Closing Statement*:

Conclude with a strong and memorable statement that reinforces your project's potential and your
commitment to its success.

*Remember that building a strong relationship with the banker and demonstrating your project's
viability and profitability are essential elements of a successful pitch for a project loan. Be prepared
to address questions and concerns, and be open to negotiation*.

Good luck with your presentation!