Template for an Investor Preso

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YOUR COMPANY
NAME AND LOGO
Your One Sentence Summary
Management Team
 Use this slide as a way of lightly introducing yourselves...not to go
through your life history. You want to set the tone that makes us
believe everything you say in the rest of the presentation. Include
the title for each person and just a couple brief points
 Joe Smith, CEO
 20 years in enterprise software sales in our target industry
 Started, sold 2 prior companies
 Award of note? Target industry recognition?
 Bob Davis, CTO
 12 years in mobile platform coding with Fortune 500 company and
2 startups
 Previously worked with current outsource development company
2
Problem Statement
 Use no more than a 12-word sentence here that
summarizes the problem in your targeted market.
 Provide a 6-8 word bullet point to emphasize the problem
 Provide a 6-8 word bullet point to emphasize the problem
 Provide a 6-8 word bullet point to emphasize the problem
Add a point for emphasis about how the problem
quantitatively affects your target customers.
3
Our Target Customer Base
• Provide a few 6-8 word bullets to refine/quantify your
target market to a more narrowly defined segment.
• How do you define your segment(s) and how many
participants are there in the segments
• How much do your targets spend in the segment every
year
• Is the problem in your target market growing? By how
much?
• As a final, single thought, mention related markets that
may be reachable once you gain traction in this market.
4
Our Competition
 Here, you want to help the viewer understand what the
customers in your target customer segments currently do.
 Don’t list competitors here
 Use a few 6-8 word bullet points to describe, GENERICALLY,
how your customers solve the problem.
 Common solutions are things like: “Use a Manual Process”;
“Use Large Complex Systems”; “Use Numerous Stand-Alone
Solutions”; “Build Custom Solutions”, etc.
 Overall, you’re trying to explain WHY current solutions are
inadequate, not WHY competitors are inadequate.
5
Our Competition
(optional extra slide)

Create a Gartner Quadrant Analysis or similar quadrant analysis that depicts where,
along two axes of competitive attributes that your competitors use.

The point with the graphic is to identify spaces where you believe the competitors fall
short and, therefore, where a new business would have an advantage in competing.
6
Our Product Offering
2-4 slides!
 Offer a one-sentence description of your product
offering. ONE SENTENCE HERE MEANS 12 WORDS!
 Show pictures, screen shots
 Talk about customer-relevant benefits…DO NOT TALK
ABOUT EACH FEATURE AS YOU SHOW THE
IMAGES!
 Offer to start with a demo, or finish with a demo. I
would not put it in the middle!
7
Marketing Strategy
1-2 slides
 Remember that Marketing is NOT Sales. They are
different.
 Marketing involves:
 Creating awareness, so things like Internet advertising,
tradeshow attendance/speaking, trade journal advertising,
obtaining public relations, hosting events, email
campaigns, social media engagement all are things that
raise awareness. Describe what you PLAN TO DO for
the best way to raise awareness in your target market
segment.
8
Sales Strategy
1-2 slides
 Remember that Marketing is NOT the same as Sales.
 Sales strategies involves
 Generating a sales transaction to occur. Pricing strategy is
important to discuss. Will you use direct sales force (people
who work for you) or partners (integrators, distributors,
resellers)? Describe the specific steps you expect for the sales
process…eg:
 Email campaign generates inbound inquiry (2 weeks)
 Customer Care person receives email and follows up with demo
offer (1 week)
 Demo is scheduled and a proposal is offered (1 week)
 Prospect evaluates proposal (this step can be HIGHLY variable
with industry and within industry…think about this)
9
Sales Pipeline
(optional)
 If you’ve been in the market and are generating
revenues, this is an important slide to include that
shows a trend in your ability to secure customers.
 This slide can be either a graphical depiction or a highlevel table as shown. Best to show by “stage” in the
pipeline and quantified for revenue. Eg:
Leads
Qualified
Demo
Proposal
Accepted
Total #
100
60
20
18
12
Total $
$3.0 Mil.
$1.8 Mil.
$600k
$550k
$480k
12 month
revenue
potential
$1.2 Mil.
$800k
$480k
$400k
$320k
10
Operational Strategy
1-2 slides
 Think about your organization chart. Discuss the types of
job positions and critical outsource partner types you are
filling or need to fill.
 Describe your IP plans…if you’ve been filing patents,
provide a slide with a table that summarizes dates…on the
slide just a 6-8 word bullet
 Add a slide for Advisory board members if you have one
 If you’re familiar with the Business Model Canvas, your
“Operational Strategy” slides are basically covering “Key
Activities, Key Resources, and Key Partners”
 Identify 3 critical capabilities or production bottlenecks that
you need to organize against…
11
Financial Projection
This is all the more level of detail/numbers you should jam on the
slide!! Explain the biggest assumptions and key milestones only, not
every number.
Last
Year
This Year
Year 1
Year 2
Year 3
Revenue
COGS/COR
Gross Profit
SGA
EBITDA
12
Financial Status and Needs
 How much capital have you already raised…and briefly, from what sources
and what type (grants? Debt? Equity? Friends/Family? Sweat Equity?)
 How much capital are you seeking? Do you think you need multiple stages?
 What will you 1) pay for with the money and 2) achieve with the money in what
time frame. Eg:
 $500,000 equity raise

 $280,000 for 2 years for 3 developers
 $100,000 data licensing fees
 $120,000 for 2 sales people and sales support
In 2 years we will:
 Have a $500,000 annual revenue run rate
 Release 2nd module
 Open 2nd market
13
Summary of Strengths
 Provide 4-6 bullets, with no more than 6-8 words each
of the highlights about some items…choose from below
those that accentuate your best strengths:
 Your vision of success for the company
 Your comprehensive management team experience
 Your market size and/or trends of growth
 Your customer success to date
 The amount of capital raised and sought
14
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