Capital Competition &
Springboard
PRESENTATION TEMPLATE
updated October 2012 for 10 minute pitches
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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
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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)
 For the Capital Competition, the presentation time is 10
minutes, followed by 10 minutes of Q&A
 The following slides will have recommendations on
whether they belong into the main pitch or for use as
back-ups during the Q&A period.
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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
 The Elevator Pitch is key to every investor pitch; everything
else flows from it!
 Presenter and company introduction must cover:
–
–
–
–
–
Who you are? Your experience, team’s experience
What major problem are you solving; what business you are in?
What markets do you compete in?
Significant company milestones to date
Size of investment sought
 Two to three Questions for the panel to focus on
– Business Model, Go-to-Market Plan, Funding, etc.
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60 sec
Elevator
Pitch
Slide 2 – Pain – key slide for the investor
pitch; introduces the customer you sell to!
 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 - key slide!
 Compelling presentation of your solution
– Graphics, illustrations or pictures are highly recommended (Remember:
Keep It Simple)
– Relate to the problem slide: how is the pain solved
 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?
– How does the customer pay?
 Why are they going to pay for a solution?
– Cost savings?
– Increased market share or revenue?
– Elimination of a bottleneck?
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Slide 4 – Value Proposition - back-up for
Q&A
 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
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Slide 5 – Business Model – key slide!
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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 business scale (sales strategy)
Sell direct? Sell through (channels to market)
Graphs work
See following illustration of a business model:
‒ The company provides value to customers by solving a
problem, generating additional revenues, saving money,
etc.
‒ Stake holders include the investors and the company
‒ The value for them is created through customer revenues,
free cash flow, increase in share price, etc.
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Business Model Design
Market
Value
Resources
Processes
Solutions
Stakeholders
Customers
Cash
Outflow
Cash
Balance
Cash Inflow
Value
© 2012 Blue Mine Group, used under a Creative Commons
Attribution-NonCommercial-NoDerivs license:
http://creativecommons.org/licenses/by-nc-nd/3.0/
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Slide 6 – Technology (Solution Description)
– Back-up for Q&A
 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
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Slide 7 – Market (How big is the problem?) key slide!
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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)
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Slide 8 – Competition - key slide!
 Competitive Landscape: list direct (same/similar solution
providers). Use a matrix design: major pain points on the
y-axis; competitors across the top
 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 – key slide!
 What is your key sustainable competitive advantage
(extract from slide 8)?
 What are the differentiated features that will hook the
decision makers?
 How long does your advantage last?
 How do you protect your advantage (patents, copy
rights, trade secrets, trade marks) - talk about your IP
strategy and the status of your copy rights and patent
filings.
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Slide 10 – Go to Market Strategy – key slide!
 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 vs. customer revenue!
– In the right proportion, the business will scale nicely!
 Highlight third party validation
 Graphs work
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Slide 11 – Company Traction - key slide!
 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
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Slide 12 – Financials ($000 – 5 Years) - key
slide!
 Financial Plan – Pro-Forma P&L
- includes Revenue, Gross Margin %, EBITDA, Funding,
Ending Cash flow, Headcount
 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 useful if there are
multiple revenue streams
 On a back-up slide: highlight critical
assumptions/milestones
 Don’t provide details or show a spreadsheet, but be
prepared to present and discuss them
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Slide 13 – Funding (if seeking investment) - key
slide!
 How much $ are you seeking?
 Don’t add valuation to the slide, but prepare to discuss a
range, based on comparibles
 Use of Funds:
– (i.e. 45% R&D, 20% Marketing, %10...etc.)
– Pie Graphs work nicely
 How long until you need another cash infusion or will this
be all the financing you need?
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Slide 14 – Corporate Development important slide, but back-up for Q&A
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
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2010
IPO
Slide 15 – Assumptions and Risks – back –
up for Q&A
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 - Back-up for Q&A
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
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Slide 17 – Summary – key slide, like the
elevator pitch; summarize why they need to
invest NOW!
 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
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