PowerPoint
Template and Hints
for 10-12 minute investor
oriented presentation
3/12/2016
Aegis Capital Group LLC
1
Display Hints
 Use your company’s logo, corporate
colors and corporate “look and feel”
 Avoid font size below 20
 Avoid important content at bottom
 Avoid dark colors on dark background
or light colors on light background
 Instead of text heavy slides:
– Use graphs, charts, and pertinent visuals
3/12/2016
Aegis Capital Group LLC
2
More Display Hints
 About 10% of men are color blind
– the same % as left handers
– Consider patterns, rather than
colors, for bar graphs and pie charts
– Avoid red/green, blue/purple &
gray/brown contrasts
 Consider informative titles
– Not just “Market Summary” but
“Billion Dollar Market Potential”
3/12/2016
Aegis Capital Group LLC
3
Most Important Hints
 Answer “what’s in it for me” for the
INVESTOR audience, explicitly or
implicitly, in almost every slide, not just
the financials
– % growth, profitability, high barriers to
entry, clear need, not a “one trick pony,”
existing clients to bear some growth cost,
management investment, etc.
 Have a strong intro and conclusion
3/12/2016
Aegis Capital Group LLC
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3/12/2016
Sample Sequence
for 10 minute
Investor Presentation
5
(Company Name here)
Insert
your
logo as
a
header
or
footer
on
every
slide
3/12/2016
Tag line or highlight of
company or presentation
(Presenter name here)
Aegis Capital Group LLC
6
Business Summary
Statement
Add your
logo to
every
slide
3/12/2016
 Your company’s reason for being
 Why investors are interested
– Think “who, what, when, where,
why, how”
– Be concise
– Avoid jargon. Your audience is not
your customers – they may not
know your niche at all
Aegis Capital Group LLC
7
Market Summary
Educate the audience
– About those market conditions ripe
for your company’s profitable
solution. Examples: changes in
regulations, market players, costs,
pricing, or competition, technology
3/12/2016
Aegis Capital Group LLC
8
The Team
 List CEO and key management by
name (key information only – speak
the rest)
 Include previous, pertinent
accomplishments only
 Don’t spend too long on each person
 Advisory board members who have
invested are more impressive than
known names with no commitment
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Aegis Capital Group LLC
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Problems and
Opportunities
 Identify problems that your
company addresses
 Define a large scope ($, %) of
opportunities created by those
problems
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Aegis Capital Group LLC
10
Business Concept
 Summarize key technology,
concept or strategy on which your
business is based
 Highlight competitive
differentiation (your management
team, protected technology, client
list, etc.)
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Aegis Capital Group LLC
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The Successful Business
 Describe the fully functioning
business: satisfied customers,
economies of scale or other
elements to help audience “see”
the present and the profitable
future you envision
3/12/2016
Aegis Capital Group LLC
12
Competition
 Summarize competition (don’t
say “no competition”)
 Outline your company’s
competitive advantages
– Cost/profit, distribution, clients,
products/services, management
 Barriers to entry
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Aegis Capital Group LLC
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Goals & Objectives
 Summarize 24 month goals
– Specific measurable objectives
– Market share objectives
– Revenue/profitability objectives
 Perhaps demonstrate current
track record of goals
met/exceeded
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Aegis Capital Group LLC
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Financial Plan
 High-level financial plan that defines
financial model, pricing assumptions,
and past/anticipated performance (5
line items max)
 Pertinent financial information
can/should be incorporated earlier as
well, in market/competitor/business
summary slides
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Aegis Capital Group LLC
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More Financial Plan hints
 Avoid full page charts with tiny
numbers
 Draw audience’s attention to
important numbers with circles,
arrows, colors, or enlargement
 Round numbers (keep slides clear
and clean…if they are too busy,
nothing will be seen)
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Aegis Capital Group LLC
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Summary of Company
Strengths
 Market
 Management
 Competitive Edge
 Products/Services/Customers
 Cost/Profit
Good Luck!!
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Aegis Capital Group LLC
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