COMPANY NAME
One line description - easy to
understand and remember
Presenter(s) Name
& Position
YOUR
LOGO
Date
Mission or Problem Statement
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WE ARE THE LEADING PROVIDER OF
SOLUTIONS TO …
OR
WE ARE SOLVING THIS PROBLEM ...
(Try and keep it very simple and use buzzwords)
COMPANY
LOGO
2
Agenda
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Overview
Market
Solution / Products & Services
Strategies
Competition
Financials
Summary
COMPANY
LOGO
3
Who we are - History
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Formed on ###
Location
because
# of customers
$ of revenue
Prior funding raised
COMPANY
LOGO
4
Management Team
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CEO
CFO
COO
VP Engineering
VP Sales
VP Marketing
Recruiting
COMPANY
LOGO
5
Organization Chart
Name
Chairman
Name
CEO
VP, Business Development
Name
VP, Engineering
Name
VP, Sales
# of Staff
# of Engineers
# of Sales Reps
Position to be filled
(Include the positions that need to filled)
COMPANY
LOGO
6
Market Drivers
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Why is this solution needed?
What trends are pushing these needs?
Who is driving the trends?
How have company’s dealt with this problem
in the past?
(Use a graphic if it illustrates a clearer picture)
COMPANY
LOGO
7
Market Structure
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cost
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How many customers?
Size of customers?
Buying process of customers?
Competitor 1
Competitor 2
COMPANY
LOGO
features
8
Industry Projections
Today
30
$10 millions
25
20
15
10
5
COMPANY
LOGO
0
1997
Your Niche
1998
1999
2000
2001
2002
9
Solution / Product and Services
OUR
Product
COMPANY
LOGO
10
Technology / Product / Pricing
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Product today
Typical sale pricing
Product plan for future
COMPANY
LOGO
11
Customers
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Current Customers
Customers in the pipeline (different stages)
Big targets
COMPANY
LOGO
12
Sales and Marketing
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Entry strategy
Channels
Changes in and growth of plan
COMPANY
LOGO
13
Alliances and Partnerships
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List and briefly describe any key partnerships
COMPANY
LOGO
14
Competition
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Who else does this ?
How do they do it ?
Why will customers pick you ?
COMPANY
LOGO
15
Financial Projections
Value#
Rev
NI
CF
Equity/
Debt/
Value
1998 1999 2000 2001 2002
# ##
#
#
#
# ##
(##) (#) (#)
# ##
#
0
(#)
#
#
#
#
#
# ##
#
-
COMPANY
LOGO
16
Capital Structure
 Capital
structure, pre and post financing
(include amount inside vs. outside)
 Options pool status
13%
13%
17%
COMPANY
LOGO
57%
Employees
Management
Investors
Strategic Partner
17
Accomplishments
Founded
1st round of financing closed
1st Sale
Product Development
COO joined
1997
VP of Sales joined
1998
COMPANY
LOGO
18
Future Milestones / Goals
50 Customers
First $1mm Sale
Second Release
CFO hired
1999
COMPANY
LOGO
IPO
2000
(Try to include as much as you can)
19
Close the deal - Summary
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Investment Highlights
COMPANY
LOGO
20