PRESENTATION TEMPLATE
March 2010
CONNECT Springboard Proprietary & Confidential
The Goal is…
 To communicate the company’s story as clearly as
possible
 To create excitement for the company to attract further
resources
 To get a second meeting!
Every presentation is unique and will have its own flow,
but a template is a good start
CONNECT Springboard Proprietary & Confidential
Presentation Musts:
 Less Is More
– 13-15 Minutes only
– Graphics; Keep It Simple, Standard Logo
 12-14 slides with key sound-bites (3-4 per slide…the rest
is your story!)
 Utilize back-up slides to pull out during the Q&A session
(anticipate questions and prepare)
CONNECT Springboard Proprietary & Confidential
Best Practices for Slide Layouts
 Appearance matters: The visual impact of your slides is
often perceived by the viewer as just as important as the
content
 Try to use larger fonts: 32pt – 36pt for titles, 24pt –
28pt for text (smaller will be hard to read in the back of the
room).
 Use only one style of font if possible in the entire
presentation
 Be consistent with font size and color from slide to slide –
use this presentation as a guide. After you finish making
your slides, carefully review them for consistency
 Don’t use slide animation effects unless they really add
value (especially the “Fly In” effect)
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Slide 1 – Introduction
 Presenter and company introduction must cover:
–
–
–
–
Who you are? What is your title?
What business you are in?
What markets do you compete in?
Significant company milestones to date
 Two to three Questions for the panel to focus on
– Business Model, Go-to-Market Plan, Funding, etc.
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30 sec
Elevator
Pitch
Slide 2 – Pain
 What is the pain? Who has it? Will they pay for the
solution?
– Who is your ideal customer
– Is your solution “the pain killer/must have” or “the
vitamin/nice to have”?
 Quantify the problem concisely! ($) How much does the
problem cost to its owner?
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Slide 3 – Your Solution
 Compelling presentation of your solution
– Graphics, illustrations or pictures are highly recommended (Remember:
Keep It Simple)
– Relate to the problem slide
 List the key points that will help the audience understand
– Don’t explain the technology in detail
– What is it? What it does? NOT how it does.
– What will happen if it is implemented? How much will it save? What will
it allow your customer to do that couldn’t be done before?
 Why are they going to pay for a solution?
– Cost savings?
– Increased market share?
– Elimination of a bottleneck?
CONNECT Springboard Proprietary & Confidential
Slide 4 – Value Proposition
 If appropriate!
 Articulate the exceptional value to your customers
 If there are more members in the value chain, articulate
value propositions for each; i.e. when selling through a
partner, strategic alliance to reach the end-user
CONNECT Springboard Proprietary & Confidential
Slide 5 – Business Model
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


Who are your ideal target customers
How do they buy? Online? Trade?
Pricing model; how are you going to make money?
Revenue Model, how will your customers scale (sales
strategy)
 Sell direct? Sell through (channels to market)
 Graphs work
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Slide 6 – Technology (Solution Description)
 If appropriate!
 If the value is in cost savings focus on that aspect,
always relate to benefits
 Layman’s terms
 Graphs, pictures work
 Assume that the audience does not know the
technological field you are in
 Yet, give a compelling description without using
abbreviations or techy terms
CONNECT Springboard Proprietary & Confidential
Slide 7 – Market (How big is the problem?)


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
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Demonstrate a significant market opportunity
Size, growth, maturity (graphs)
Show how your solution is positioned in the market
Demonstrate how uniquely your product fits into the market
Focus on the smallest segment for credible penetration
– Ex, If you are selling wheat bread to the restaurant industry, the
segmentation order should be:
•
•
•
•
Restaurant industry size: $5555 (Total Available Market-TAM)
Restaurants that buy the bread instead of cooking: $444
Restaurants that buys wheat bread: $33
Restaurants that you can reach (your target):$2 (Served Available
Market – SAM)
CONNECT Springboard Proprietary & Confidential
Slide 8 - Competition
 Competitive Landscape: list direct (same/similar solution
providers) and indirect (current other methods, but can
move into your space) competition
– Southwest Airline’s direct competitors are other airlines
but they declared that they are indirectly competing
with all other available travel choices
 Large and small companies
 How you are different?
 Comparison of solutions based on customers’ decision
making criteria
 Customer feedback, why you versus others?
Providing a detailed competitive analysis and listing the
potential competitors increase your credibility
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Slide 9 – Competitive Advantage
 What is your unfair advantage?
 What are the differentiated features that will hook the
decision makers?
 How long does your solution last?
 How often it will be replaced?
 Why the customer should pay?
 What is the value proposition?
CONNECT Springboard Proprietary & Confidential
Slide 10 – Go to Market Strategy
 Marketing plan and Distribution plan (address
market risk)
 The sustained initiatives and processes to acquire your
target customers
– PR, Media, Search Engine Optimization,
Advertisement, etc.
 How you are going to tackle the market?
– Direct versus Indirect distribution channels, alliance
partners
 Identify customer acquisition cost and other business
metrics; benchmark against competitors
 Highlight third party validation
 Graphs work
CONNECT Springboard Proprietary & Confidential
Slide 11 – Company Traction
 Team (could be your greatest strength)
– Short summary of the members key strength and
achievements, particularly as it relates to the
business (address management risk)
– Possibly board of advisors (if recognized)
 Barriers to entry: Your existing IP/ IP strategy (address
technology risk)
 Depending on the company stage, important milestones
achieved
 Short personal experience to hook the audience and to
have a smooth transition to the “Problem” slide!
CONNECT Springboard Proprietary & Confidential
Slide 12 – Financials
 Financial Plan – Pro-Forma
- includes Revenue, Gross Margin, Total Operating
Expenses, EBITDA, Cashflow
 Everyone knows that this is an estimate, but still they
want to know how realistic are the financials and if you
are capable of predicting the market
 5 Year realistic estimates – graph is a must
 Highlight critical assumptions/milestones, and mention if
there is an important issue for the realization of revenue
projections
 Don’t provide details or show a spreadsheet, but be
prepared to present and discuss them
CONNECT Springboard Proprietary & Confidential
Slide 13 – Funding (if seeking investment)
 How much $ are you seeking?
 Where will the money be put to use?
– (i.e. 45% R&D, 20% Marketing, %10...etc)
– Pie Graphs work nicely
 How long will the money last?
 How long until you need another cash infusion or will this
be all the financing you need?
CONNECT Springboard Proprietary & Confidential
Slide 14 – Corporate Development
Mass
Production (II)
Phase II
Development
Project
Milestone
Pilot Test
Strategic
Planning
2006
Financial
Milestone
Phase I
Development
2007
Fund
Raising (I)
US$ 1 M
Mass
Production (I)
2008
2009
Fund
Raising (II)
US$ 1.5M
Time
CONNECT Springboard Proprietary & Confidential
2010
IPO
Slide 15 – Assumptions and Risks
List critical assumptions
that may affect the
realization of revenue and
profit projections… in
decreasing order of
probability
(do not include natural
disasters, acts of war and
such)
Across from each
assumption, describe the
negative impact of each
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Across from each, now
describe what you are doing
to mitigate or de-risk
Slide 16 – Exit Strategy
Exit Strategy
• Acquisition (Select any of the below that are applicable)
• By Suppliers: Names, if possible
• By Competitors: Names, if possible
• By Strategic Partners: Names, if possible
• IPO (If companies in this sector have recently completed
an Initial Public Offering)
Recent Acquisitions:
• ABC, Inc., acquired in 20XX by DEF, Inc., at X multiple
of EBITDA
• [Additional comparables, if possible]
Our Company, Inc., EBITDA, Year 5: $000
CONNECT Springboard Proprietary & Confidential
Slide 17 - Summary
 List your strengths unique to your company
 Three to five points that you want from your audience to
remember when they leave the room
 Repeat the two to three questions you want the panel to
focus on
CONNECT Springboard Proprietary & Confidential