Company Name
“One Line Mission Statement”
Before you start presentation, introduce yourself and
the general concept
The Problem
• Clearly define the problem
– Who is this a problem for?
– The problem(s) should be unserved by competition
Solution
• How are you solving the problem – tie the solution to the
specific pain point you identified in the previous slide. This
creates continuity in the story
• How does this solution
The Product
• One or two slides on the product – preferably screen shots or
a pre-recorded video that show how the product meets the
specifications you described earlier
• Add additional slides in the appendix with key detailed
product features. Keep these out of the presentation to allow
time to discuss the business opportunity.
Leadership Team
(add a few comments about relevant experience)
• CEO – relevant experience should include company name and
job title. Highlight any specific experience in this space
• CFO
Advisory board
(add a few comments about relevant experience)
• Who is on the advisory board, and what do you rely on them
for (i.e. advisor for CEO coaching)
• CFO
Market
• How “big” is the market – investors want to see this in $ at a
minimum. Add other measures sparingly if appropriate.
Convince me this is a big opportunity for my investment
• What market dynamics are making this the right move now?
• What are the key market segments (if appropriate)?
• What is the TAM and SAM – for SAM generate a bottoms up
analysis
• Have a slide in the appendix that goes into detail on the TAM
and SAM analysis
Competition
• Both direct and indirect
• Highlight how your solution fills gaps in the competitions
service
• Recommend using a graphic on this slide. A common chart
puts competition on the X axis title and key features on the Y
axis. Highlight how your solution provides the right key
features. Alternative is to have two primary considerations on
X & Y and develop scatter plot of competitive landscape
• Have back-up slide in appendices that goes into the detail on
the competition
Business Model
• How do you make money
Go-To Market Strategy
• How will you launch this?
– Who is your target customer now, in 12 months, 36 months?
– What are existing channels you can leverage
• Direct vs. Indirect sales
• This is where the rubber hits the road in many investors
minds. Having an advisor for this topic is a plus. This should
be relatively detailed (“SEO” is not a go-to market strategy)
• How will you acquire customers in a cost-effective manner?
Financial Projections
• Five year pro-forma
– This should be simple
• Revenue, COGS, Gross Margin, Key Opex (three or four line items) EBITDA, Cash
• Have a slide in appendix with detailed five year for discussion
if needed
Capital Raise
• How much money has gone into the company
– What form, if priced round what was post-$
• How much are you raising this round?
– (Convertible note or equity?)
– Valuation
– How much soft-circled?
– Specific milestones (i.e. use of funds) – these milestones
should be specifically tied to value creation for the
company. What will this $ help you accomplish?
Future raises
• Sample chart below – show what $ you will need in the
future. Highlight CFP point (not on graph).
• Be ready to talk to exit points and drivers for exit
Exit
• Who are potential acquirers?
• What are comparable transactions?
– Seller, buyer, valuation, multiples (revenue and EBITDA), key driver
• What is most likely exit as you see it now? Which do you
prefer?