Title Slide –
Technology or Company Name
Presenter’s Information and Title
Title of University and Industry Contacts
(as applicable)
**IMPORTANT INSTRUCTIONS: You are welcome to use your own background or template – We recommend
approximately 8 slides. This template is intended as a guide only in helping you communicate the business case. You
will have about 8 minutes to present and about 7 minutes of questions and answers. More visual slides that include
a combination of text with graphs, pictures, charts, etc. tend to be better for in-person presentations vs. text only
Technology and Opportunity Overview
Slide instructions:
• Team introduction – provide highlights of the investigator, his team and
any others involved in the commercialization effort
• Succinct description of the technology and commercialization opportunity
– Simple and direct, statement describing the technology and research and why it is
important
– Simple and direct statement describing business, market, unfair advantages, etc, etc.
This is intended to be a relatively brief, introductory slide just to give the reviewers a basic background and
context for the market you are going into and the technology you’ve developed
If a company, provide a little background on your progress as a company, how many employees, how much
revenue, key milestones you’ve achieved and so forth
Problem Statement
Slide instructions:
• What is the critical issue / need / pain-point?
– Use a brief example to illustrate the problem
– Why is a solution important? What is the current cost or loss in the market because of
the problem?
• What is the value of the solution?
Market and Opportunity
Slide Instructions:
• Brief overview of the market opportunity?
– Market size
•
•
•
•
How many people need it?
Target customers – by application/segment; your initial focus
How is the market growing and why
Potential sales – top down and bottom-up estimates
– Cost of customer acquisition
Solution, Product and Technology
Slide instructions:
• How does your technology, product or service address the “pain” in the
market?
– Does your technology, product or service save time, money, effort, energy? (i.e., on
what basis will you be competing?) Please be as specific as possible
•
•
•
•
Description, stage of development, prototype, etc
Product demo, Images, video
Other applications
How have you determined what the “minimum features” are that
customers will want – e.g. through customer conversations, surveys, etc.?
Discovery and Validation
Slide instructions:
• What evidence can you provide to show that your solution is attractive to
this market and why it would be readily adopted in the marketplace.
• What “stakeholders” have you identified and how are they relevant to the
commercialization effort?
• What feedback and validation have you been able to gather from these
stakeholders? What are the most important things you’ve learned?
• How have you validated the “technology” from a scientific and technical
standpoint?
Value proposition and competitive advantages
Slide instructions:
• Explain what the value proposition is. Why will customers turn to your
product/solution over another? Each value proposition consists of a
selected bundle of products and/ or services that caters to the
requirements of a specific customer segment.
• Show who the strongest competition is and what available substitutes are
in the marketplace today
• Explain your key competitive advantages to other products in the market
place related to lower cost, higher performance, easier implementation,
and so forth and how you compare to other alternatives in these
categories of cost, performance, and so forth.
• Also detail here key competitive advantages that can provide barriers to
entry such as a stronger team, intellectual property such as patents or
provisional patents, key exclusive distribution agreements, and so forth.
Product and Business Development Milestones
• Milestone 1
– Time, cost and risks
• Milestone 2
– Time, cost and risks
• Milestone 3
– Time, cost and risks
• Milestone 4
– Time, cost and risks
The Ask
•
•
•
•
For which milestones are you requesting funds to pursue?
What is the toal amount of funds being requested?
What is the target date for the completion of selected milestones?
Who is ultimately responsible for the completion of these milestones?
Budget and use of proceeds
•
•
•
•
For which milestones are you requesting funds to pursue?
What is the total amount of funds being requested?
What is the target date for the completion of selected milestones?
Who is ultimately responsible for the completion of these milestones?
Milestone Timeline
Include a simple gantt chart illustrating the development timeline for the
completion of milestones
Oct-17
Jul-17
Apr-17
Jan-17
Oct-16
Jul-16
Apr-16
Jan-16
Oct-15
Jul-15
Apr-15
Jan-15
Oct-14
Jul-14
Apr-14
Jan-14
Oct-13
Jul-13
Prod Dev Milestones
Apr-13
Bus Dev Milestones
Milestone Start and End Dates
Jan-13
Milestone 1
Milestone 2
Milestone 3
Milestone 4
Milestone 5
Milestone 6
Start Date Finish Date
22-Jan
1-Jul
15-Apr
30-Oct
1-Jul
5-Jan
10-Jul
10-Jan
2-Apr
4-Jul