Investor video
This is the one corporate format where a single unchecked number can create legal work instead of interest.
What this is about
An investor video supports a funding process: a round being raised, a roadshow, the film that opens an annual results presentation. Its audience is professional and sceptical by trade, so it is built on evidence — market position, traction, the team's track record — rather than atmosphere. That marks the distance to the crowdfunding video, which addresses consumers who want a product, and to the company portrait, which describes operations without making claims about the future. Production stays lean and interview-driven, often a day with the founders plus office and product footage, but every stated figure passes through finance and legal before it is spoken on camera.
The format determines scope, crew and timeline — before the first location has been scouted.
What runs differently here
In planning terms, that means:
- Every figure on screen needs a source and a sign-off, and forward-looking statements need wording that the legal side has already seen
- The deadline belongs to the financing process, not to marketing, so the schedule is written backwards from the first investor meeting
- Founders speak better than presenters here, because investors are also assessing the people they would be backing
- Figures date the film within a quarter, which argues for supers that can be swapped rather than numbers inside the voice-over
What the plan has to deliver
A production plan is useful to this role when it provides the following:
- A fact sheet with every claim, its source and the person who approved it, finished before the script is locked
- A schedule tied to the financing calendar, including the version needed for the data room
- A shooting day with the founders that leaves room for repeated takes of the numbers section
Common pitfalls
What most often goes wrong in practice:
- Quoting a market size from a slide nobody can source, which turns a credibility film into a credibility problem
- Recording a growth claim that the next quarter contradicts, with no easy way to replace it
- Building the film around the product when the investor question is about the team and the market
With TillyGen
TillyGen keeps claims, sources and approvals attached to the scenes that use them, and schedules the shoot backwards from the financing date — including the swappable figures.
Change one constraint and the consequences travel through the whole plan: affected shots are flagged, the call sheet is regenerated, and nobody keeps working from yesterday's version.
Frequently asked
How long should an investor video run?
Short enough to be watched before a meeting rather than during it. The film opens the conversation; the deck and the data room carry the detail.
Founders or a professional presenter?
Founders. Part of what is being evaluated is whether these people can explain their own business clearly, and a hired voice removes exactly that signal.
How long does it take to get started with TillyGen?
A first project takes under an hour to set up. There is no configuration phase in which templates and fields have to be defined before the tool produces anything.
Can the results be exported?
Yes — as PDF for the crew, CSV for downstream systems and through the API for anything automated. The plan stays the source; the exports are views of it.