Preparing to pitch investors is all about getting your pitch materials in order. Most investor introductions follow a common sequence of events that will require you to provide different versions of your business plan throughout the process.

Investors want to find the right fit. They want to see the right location, market size and traction, among other things.

In many cases, it’s the same information simply repackaged to fit the right method of communication. For example, providing a couple sentences makes sense to explain your business in an email, but won’t cut it in a presentation. Conversely, sending a 50-page business plan attached to your introduction email is surely the wrong approach toward making a good first impression with invest...