Presentation Risk>Deal Risks

This section highlights the necessity of clear, visual, and succinct communication when dealing with lenders. Heather warns that “less is more”: avoid academic “MBA speak” and overly complex explanations, as lenders equate confusion and excessive change with high risk. Instead of long-winded bullet points, you should use visual charts to explain complicated data such as stores opening at different times and rely on plain English that is easily understood by everyone from sales to credit approval. If you must send a complex spreadsheet, she suggests including a Loom video walkthrough to guide the banker through your logic, ensuring they don’t get lost or form negative assumptions based on a misunderstanding of your data.