SlideShare a Scribd company logo
1 of 27
Download to read offline
Secrets of
    The 5-Minute Pitch

Candace Klein,
Founder & CEO of Bad Girl Ventures and SoMoLend
Candace Klein - Presentation Venture Capital Conference and Workshop
Candace Klein - Presentation Venture Capital Conference and Workshop
Candace Klein - Presentation Venture Capital Conference and Workshop
Personal Story
• Three most important things that make you
  better fit to run this company than anyone else
• Vulnerability
• Personality
• An excercise
Key Topics
•   The Products or Services
•   The Market
•   Sales Strategy
•   Management Team
•   IP /Patents/Barriers for Future Competitors
•   Ownership and Control
•   Summary Financial Info
•   Capital Needs
Where to Start…
•An overview of the company

  – Uniqueness of product or service

  – The problem it solves!

  – Competitors (current & future) their products and
    strategies
  – Unfair competitive advantage
Market & Strategy
 • The Market
   – The target market and target customer
   – The size and growth rate of the market


 • Sales Strategy
   – The channels to be used to go to market
   – Sales strategies
Leaders & IP
 • Management Team
    – Senior managers, and their relevant
      skills/experience
    – Any open positions, and the key skills needed
    – Advisors (but only the good ones)

 • Intellectual Property-- significant patents
   or other key intellectual property
Owners & Projections
 • Ownership and Control
   – Board of Directors
   – Capitalization table

 • Summary Financial Information
   – Five year projections
   – Exit scenarios
$$$
 • Capital Needs
   – Funds already invested by management and
     outsiders (who are they)
   – Current capital needs
   – Projected use of funds
   – Future financing plans (“Capital Access
     Plan”)
   – Pre-money valuation of the Company
     and terms of the current offering
Closing
 • Conclusion/Summary
   – Summarize the main points
   – Call to action
   – Thank you
Pitfalls
•   No exit plan
•   “no competition”
•   Jargon/acronyms
•   Too many words per slide/no graphics
•   Not telling how you’ll make money
•   Unrealistic projections
•   “If I just capture 1% of the market…”
•   Reading slides
•   Mistakes/misspellings (not mispellings)
Were you listening???



  What do investors look for
   in your presentation?

          Canaan Pitchbook
Candace Klein - Presentation Venture Capital Conference and Workshop
Candace Klein - Presentation Venture Capital Conference and Workshop
Candace Klein - Presentation Venture Capital Conference and Workshop
Candace Klein - Presentation Venture Capital Conference and Workshop
Candace Klein - Presentation Venture Capital Conference and Workshop
Candace Klein - Presentation Venture Capital Conference and Workshop
Candace Klein - Presentation Venture Capital Conference and Workshop
Candace Klein, J.D.
   Founder & CEO
    SoMoLend
Candace Klein - Presentation Venture Capital Conference and Workshop
Candace Klein - Presentation Venture Capital Conference and Workshop
Candace Klein - Presentation Venture Capital Conference and Workshop
Candace Klein - Presentation Venture Capital Conference and Workshop
Questions?

Candace Klein
20-22 West 12th Street
Cincinnati, Ohio 45202


859.803.9499

Candace@SoMoLend.com

More Related Content

What's hot

Venture Fast Track - Company Valuation and Metrics - top down or bottom up?
Venture Fast Track - Company Valuation and Metrics - top down or bottom up?Venture Fast Track - Company Valuation and Metrics - top down or bottom up?
Venture Fast Track - Company Valuation and Metrics - top down or bottom up?The Capital Network
 
Vistage webinar feb 19 2015
Vistage webinar feb 19 2015Vistage webinar feb 19 2015
Vistage webinar feb 19 2015AxialInc
 
Tie attracting investor interest. fund raising workshop
Tie   attracting investor interest. fund raising workshopTie   attracting investor interest. fund raising workshop
Tie attracting investor interest. fund raising workshoptiemumbai
 
Preparing the pitch and deck v1
Preparing the pitch and deck v1Preparing the pitch and deck v1
Preparing the pitch and deck v1Marcin Zabielski
 
Inside The Mind Of The Venture Capitalist: Decoding Legal Structures & Invest...
Inside The Mind Of The Venture Capitalist: Decoding Legal Structures & Invest...Inside The Mind Of The Venture Capitalist: Decoding Legal Structures & Invest...
Inside The Mind Of The Venture Capitalist: Decoding Legal Structures & Invest...J. Skyler Fernandes
 
Fundraising Workshop Jan '17
Fundraising Workshop Jan '17Fundraising Workshop Jan '17
Fundraising Workshop Jan '17Shai Goldman
 
Women Helping Women in Entrepreneurship at MassChallenge
Women Helping Women in Entrepreneurship at MassChallengeWomen Helping Women in Entrepreneurship at MassChallenge
Women Helping Women in Entrepreneurship at MassChallengeThe Capital Network
 
Participating in the Wave of European Games M&A | Paul Gardner
Participating in the Wave of European Games M&A | Paul GardnerParticipating in the Wave of European Games M&A | Paul Gardner
Participating in the Wave of European Games M&A | Paul GardnerJessica Tams
 
Investor pitch deck 101
Investor pitch deck 101Investor pitch deck 101
Investor pitch deck 101Sam Nixon
 
Gen tech business plan presentation
Gen tech business plan presentationGen tech business plan presentation
Gen tech business plan presentationkmeetze
 
The Money Hunt Pitch Spec
The Money Hunt Pitch SpecThe Money Hunt Pitch Spec
The Money Hunt Pitch SpecKaren Rands
 
Sales and closing strategies
Sales and closing strategiesSales and closing strategies
Sales and closing strategiesdancreativeman
 
Your Collision Avoidance System - ACH Financial Risk Management
Your Collision Avoidance System - ACH Financial Risk ManagementYour Collision Avoidance System - ACH Financial Risk Management
Your Collision Avoidance System - ACH Financial Risk ManagementArgos Risk
 
How to Write a Winning Business plan 2019
How to Write a Winning Business plan 2019How to Write a Winning Business plan 2019
How to Write a Winning Business plan 2019John J. H. Oh
 
Landmines for Entrepreneurs with Olivier Wenker, MD, MBA, DEAA
Landmines for Entrepreneurs with Olivier Wenker, MD, MBA, DEAALandmines for Entrepreneurs with Olivier Wenker, MD, MBA, DEAA
Landmines for Entrepreneurs with Olivier Wenker, MD, MBA, DEAAPlatform Houston
 

What's hot (20)

Venture Fast Track - Company Valuation and Metrics - top down or bottom up?
Venture Fast Track - Company Valuation and Metrics - top down or bottom up?Venture Fast Track - Company Valuation and Metrics - top down or bottom up?
Venture Fast Track - Company Valuation and Metrics - top down or bottom up?
 
The Pitch
The PitchThe Pitch
The Pitch
 
Funding Options
Funding OptionsFunding Options
Funding Options
 
Vistage webinar feb 19 2015
Vistage webinar feb 19 2015Vistage webinar feb 19 2015
Vistage webinar feb 19 2015
 
Tie attracting investor interest. fund raising workshop
Tie   attracting investor interest. fund raising workshopTie   attracting investor interest. fund raising workshop
Tie attracting investor interest. fund raising workshop
 
Preparing the pitch and deck v1
Preparing the pitch and deck v1Preparing the pitch and deck v1
Preparing the pitch and deck v1
 
Fundraising for startups
Fundraising for startupsFundraising for startups
Fundraising for startups
 
Inside The Mind Of The Venture Capitalist: Decoding Legal Structures & Invest...
Inside The Mind Of The Venture Capitalist: Decoding Legal Structures & Invest...Inside The Mind Of The Venture Capitalist: Decoding Legal Structures & Invest...
Inside The Mind Of The Venture Capitalist: Decoding Legal Structures & Invest...
 
Fundraising Workshop Jan '17
Fundraising Workshop Jan '17Fundraising Workshop Jan '17
Fundraising Workshop Jan '17
 
Biz plan presentation_template
Biz plan presentation_templateBiz plan presentation_template
Biz plan presentation_template
 
Women Helping Women in Entrepreneurship at MassChallenge
Women Helping Women in Entrepreneurship at MassChallengeWomen Helping Women in Entrepreneurship at MassChallenge
Women Helping Women in Entrepreneurship at MassChallenge
 
Participating in the Wave of European Games M&A | Paul Gardner
Participating in the Wave of European Games M&A | Paul GardnerParticipating in the Wave of European Games M&A | Paul Gardner
Participating in the Wave of European Games M&A | Paul Gardner
 
Investor pitch deck 101
Investor pitch deck 101Investor pitch deck 101
Investor pitch deck 101
 
Gen tech business plan presentation
Gen tech business plan presentationGen tech business plan presentation
Gen tech business plan presentation
 
The Money Hunt Pitch Spec
The Money Hunt Pitch SpecThe Money Hunt Pitch Spec
The Money Hunt Pitch Spec
 
Valuations w/ Jeff Faust
Valuations w/ Jeff FaustValuations w/ Jeff Faust
Valuations w/ Jeff Faust
 
Sales and closing strategies
Sales and closing strategiesSales and closing strategies
Sales and closing strategies
 
Your Collision Avoidance System - ACH Financial Risk Management
Your Collision Avoidance System - ACH Financial Risk ManagementYour Collision Avoidance System - ACH Financial Risk Management
Your Collision Avoidance System - ACH Financial Risk Management
 
How to Write a Winning Business plan 2019
How to Write a Winning Business plan 2019How to Write a Winning Business plan 2019
How to Write a Winning Business plan 2019
 
Landmines for Entrepreneurs with Olivier Wenker, MD, MBA, DEAA
Landmines for Entrepreneurs with Olivier Wenker, MD, MBA, DEAALandmines for Entrepreneurs with Olivier Wenker, MD, MBA, DEAA
Landmines for Entrepreneurs with Olivier Wenker, MD, MBA, DEAA
 

Similar to Candace Klein - Presentation Venture Capital Conference and Workshop

Fundamental of Business Plan for entrepreneurshp.pptx
Fundamental of Business Plan for entrepreneurshp.pptxFundamental of Business Plan for entrepreneurshp.pptx
Fundamental of Business Plan for entrepreneurshp.pptxJawad864577
 
Creating Your Business Plan
Creating Your Business Plan Creating Your Business Plan
Creating Your Business Plan Lady Bizness
 
Start Me Up: Entrepreneurial Questions to Ask & Mistakes to Avoid
Start Me Up: Entrepreneurial Questions to Ask & Mistakes to AvoidStart Me Up: Entrepreneurial Questions to Ask & Mistakes to Avoid
Start Me Up: Entrepreneurial Questions to Ask & Mistakes to AvoidDanRuchman
 
Business Plans In A Nutshell
Business Plans In A NutshellBusiness Plans In A Nutshell
Business Plans In A NutshellDonncha Hughes
 
How to make a Corporate Business Plan
How to make a Corporate Business PlanHow to make a Corporate Business Plan
How to make a Corporate Business PlanPrateek Lohia
 
How Not to Fail Your Startup Fundraising by Ardent Capital VP Araya Hutasuwan
How Not to Fail Your Startup Fundraising by Ardent Capital VP Araya HutasuwanHow Not to Fail Your Startup Fundraising by Ardent Capital VP Araya Hutasuwan
How Not to Fail Your Startup Fundraising by Ardent Capital VP Araya HutasuwanArdent Capital
 
Assessment and commercialization of entrepreneurial opportunities
Assessment and commercialization of entrepreneurial opportunitiesAssessment and commercialization of entrepreneurial opportunities
Assessment and commercialization of entrepreneurial opportunitiesTecnológico de Monterrey
 
Webinar 4: The Top 10 Things Investors Look For In A Project
Webinar 4: The Top 10 Things Investors Look For In A ProjectWebinar 4: The Top 10 Things Investors Look For In A Project
Webinar 4: The Top 10 Things Investors Look For In A Projecti2itt
 
Introduction To Venture Capital 9229 (5)
Introduction To Venture Capital 9229 (5)Introduction To Venture Capital 9229 (5)
Introduction To Venture Capital 9229 (5)Arnab Mukherjee
 
Session 5 a103_iae_1_
Session 5 a103_iae_1_Session 5 a103_iae_1_
Session 5 a103_iae_1_Alex Kinder
 
How to Prepare to Sell or Finance your Company
How to Prepare to Sell or Finance your CompanyHow to Prepare to Sell or Finance your Company
How to Prepare to Sell or Finance your CompanyTraklight.com
 
Pitch deck presentation
Pitch deck presentationPitch deck presentation
Pitch deck presentationTravis Lindsay
 
Building Your Enterprise: How to Create an Effective Business Plan
Building Your Enterprise: How to Create an Effective Business PlanBuilding Your Enterprise: How to Create an Effective Business Plan
Building Your Enterprise: How to Create an Effective Business PlanRasmussen College
 
Raising the next round of funding oct 2015
Raising the next round of funding oct 2015Raising the next round of funding oct 2015
Raising the next round of funding oct 2015ideatoipo
 
Raising the next round of funding oct 2015
Raising the next round of funding oct 2015Raising the next round of funding oct 2015
Raising the next round of funding oct 2015ideatoipo
 
Part 3 running your own business
Part 3 running your own businessPart 3 running your own business
Part 3 running your own businessJoachim Ravoth
 

Similar to Candace Klein - Presentation Venture Capital Conference and Workshop (20)

Fundamental of Business Plan for entrepreneurshp.pptx
Fundamental of Business Plan for entrepreneurshp.pptxFundamental of Business Plan for entrepreneurshp.pptx
Fundamental of Business Plan for entrepreneurshp.pptx
 
Writing a winning biz plan (8 2012)
Writing a winning biz plan (8 2012)Writing a winning biz plan (8 2012)
Writing a winning biz plan (8 2012)
 
Creating Your Business Plan
Creating Your Business Plan Creating Your Business Plan
Creating Your Business Plan
 
Start Me Up: Entrepreneurial Questions to Ask & Mistakes to Avoid
Start Me Up: Entrepreneurial Questions to Ask & Mistakes to AvoidStart Me Up: Entrepreneurial Questions to Ask & Mistakes to Avoid
Start Me Up: Entrepreneurial Questions to Ask & Mistakes to Avoid
 
Business Plans In A Nutshell
Business Plans In A NutshellBusiness Plans In A Nutshell
Business Plans In A Nutshell
 
How to make a Corporate Business Plan
How to make a Corporate Business PlanHow to make a Corporate Business Plan
How to make a Corporate Business Plan
 
How Not to Fail Your Startup Fundraising by Ardent Capital VP Araya Hutasuwan
How Not to Fail Your Startup Fundraising by Ardent Capital VP Araya HutasuwanHow Not to Fail Your Startup Fundraising by Ardent Capital VP Araya Hutasuwan
How Not to Fail Your Startup Fundraising by Ardent Capital VP Araya Hutasuwan
 
Assessment and commercialization of entrepreneurial opportunities
Assessment and commercialization of entrepreneurial opportunitiesAssessment and commercialization of entrepreneurial opportunities
Assessment and commercialization of entrepreneurial opportunities
 
Webinar 4: The Top 10 Things Investors Look For In A Project
Webinar 4: The Top 10 Things Investors Look For In A ProjectWebinar 4: The Top 10 Things Investors Look For In A Project
Webinar 4: The Top 10 Things Investors Look For In A Project
 
Introduction To Venture Capital 9229 (5)
Introduction To Venture Capital 9229 (5)Introduction To Venture Capital 9229 (5)
Introduction To Venture Capital 9229 (5)
 
Session 5 a103_iae_1_
Session 5 a103_iae_1_Session 5 a103_iae_1_
Session 5 a103_iae_1_
 
How to Prepare to Sell or Finance your Company
How to Prepare to Sell or Finance your CompanyHow to Prepare to Sell or Finance your Company
How to Prepare to Sell or Finance your Company
 
8.3 the pitch.pptx
8.3 the pitch.pptx8.3 the pitch.pptx
8.3 the pitch.pptx
 
Start up
Start upStart up
Start up
 
Inv Presentation
Inv PresentationInv Presentation
Inv Presentation
 
Pitch deck presentation
Pitch deck presentationPitch deck presentation
Pitch deck presentation
 
Building Your Enterprise: How to Create an Effective Business Plan
Building Your Enterprise: How to Create an Effective Business PlanBuilding Your Enterprise: How to Create an Effective Business Plan
Building Your Enterprise: How to Create an Effective Business Plan
 
Raising the next round of funding oct 2015
Raising the next round of funding oct 2015Raising the next round of funding oct 2015
Raising the next round of funding oct 2015
 
Raising the next round of funding oct 2015
Raising the next round of funding oct 2015Raising the next round of funding oct 2015
Raising the next round of funding oct 2015
 
Part 3 running your own business
Part 3 running your own businessPart 3 running your own business
Part 3 running your own business
 

Recently uploaded

Vietnam presentation for intercultural communications class
Vietnam presentation for intercultural communications classVietnam presentation for intercultural communications class
Vietnam presentation for intercultural communications classseijibrown2
 
A Presentation of Braga. It was made by students of school
A Presentation of Braga. It was made by students of schoolA Presentation of Braga. It was made by students of school
A Presentation of Braga. It was made by students of schoolApostolos Syropoulos
 
Do's & Don't at Turkish Airlines Mogadishu Office Address.pdf
Do's & Don't  at Turkish Airlines Mogadishu Office Address.pdfDo's & Don't  at Turkish Airlines Mogadishu Office Address.pdf
Do's & Don't at Turkish Airlines Mogadishu Office Address.pdfGlenna Glenna
 
Culture and Identity through English as a Lingua Franca (1).pdf
Culture and Identity through English as a Lingua Franca (1).pdfCulture and Identity through English as a Lingua Franca (1).pdf
Culture and Identity through English as a Lingua Franca (1).pdfseijibrown2
 
Nanbokucho-period, Historical Origins of Modern Japan
Nanbokucho-period, Historical Origins of Modern JapanNanbokucho-period, Historical Origins of Modern Japan
Nanbokucho-period, Historical Origins of Modern Japanseijibrown2
 
Da Nang Tourist Attractions, VN (越南 峴港旅遊景點).ppsx
Da Nang Tourist Attractions, VN (越南 峴港旅遊景點).ppsxDa Nang Tourist Attractions, VN (越南 峴港旅遊景點).ppsx
Da Nang Tourist Attractions, VN (越南 峴港旅遊景點).ppsxChung Yen Chang
 
How To Prepare For An Unforgettable Blackwater Dive In Kona
How To Prepare For An Unforgettable Blackwater Dive In KonaHow To Prepare For An Unforgettable Blackwater Dive In Kona
How To Prepare For An Unforgettable Blackwater Dive In KonaKona Ocean Adventures
 
2024 Annual Meeting: Visit Portland, Maine
2024 Annual Meeting: Visit Portland, Maine2024 Annual Meeting: Visit Portland, Maine
2024 Annual Meeting: Visit Portland, MaineVisit Portland
 
Reflective Essay.pdf for Global Compentency
Reflective Essay.pdf for Global CompentencyReflective Essay.pdf for Global Compentency
Reflective Essay.pdf for Global Compentencyseijibrown2
 
Planning a Memorable Day What to Look For In Murrells Inlet Fishing Charters
Planning a Memorable Day What to Look For In Murrells Inlet Fishing ChartersPlanning a Memorable Day What to Look For In Murrells Inlet Fishing Charters
Planning a Memorable Day What to Look For In Murrells Inlet Fishing ChartersCrazy Sister Marina
 
TOURIST & ITS TYPE &MOTIVETIONAL FACTORS & BEHAVIOR .pptx
TOURIST & ITS TYPE &MOTIVETIONAL  FACTORS & BEHAVIOR .pptxTOURIST & ITS TYPE &MOTIVETIONAL  FACTORS & BEHAVIOR .pptx
TOURIST & ITS TYPE &MOTIVETIONAL FACTORS & BEHAVIOR .pptxkittustudy7
 
My presentation on vietnam for Intercultural Communications
My presentation on vietnam for Intercultural CommunicationsMy presentation on vietnam for Intercultural Communications
My presentation on vietnam for Intercultural Communicationsseijibrown2
 
COMPLETE BENEFITS OF RELOCATING TO CANADA 1.pdf
COMPLETE BENEFITS OF RELOCATING TO CANADA 1.pdfCOMPLETE BENEFITS OF RELOCATING TO CANADA 1.pdf
COMPLETE BENEFITS OF RELOCATING TO CANADA 1.pdfOfficial Mark Daniels
 
pics from luxembourg exchange program 2016
pics from luxembourg exchange program 2016pics from luxembourg exchange program 2016
pics from luxembourg exchange program 2016seijibrown2
 
Reflective Essay for global competency certificate
Reflective Essay for global competency certificateReflective Essay for global competency certificate
Reflective Essay for global competency certificateseijibrown2
 
The West Coast Trail Presentation for SAIT international students
The West Coast Trail Presentation for SAIT international studentsThe West Coast Trail Presentation for SAIT international students
The West Coast Trail Presentation for SAIT international studentsseijibrown2
 
Traveling by Train in Sicily: A New Era of Comfort and Convenience
Traveling by Train in Sicily: A New Era of Comfort and ConvenienceTraveling by Train in Sicily: A New Era of Comfort and Convenience
Traveling by Train in Sicily: A New Era of Comfort and ConvenienceTime for Sicily
 
Culture and Identity through English as a Lingua Franca.pdf
Culture and Identity through English as a Lingua Franca.pdfCulture and Identity through English as a Lingua Franca.pdf
Culture and Identity through English as a Lingua Franca.pdfseijibrown2
 

Recently uploaded (19)

Vietnam presentation for intercultural communications class
Vietnam presentation for intercultural communications classVietnam presentation for intercultural communications class
Vietnam presentation for intercultural communications class
 
A Presentation of Braga. It was made by students of school
A Presentation of Braga. It was made by students of schoolA Presentation of Braga. It was made by students of school
A Presentation of Braga. It was made by students of school
 
Do's & Don't at Turkish Airlines Mogadishu Office Address.pdf
Do's & Don't  at Turkish Airlines Mogadishu Office Address.pdfDo's & Don't  at Turkish Airlines Mogadishu Office Address.pdf
Do's & Don't at Turkish Airlines Mogadishu Office Address.pdf
 
Culture and Identity through English as a Lingua Franca (1).pdf
Culture and Identity through English as a Lingua Franca (1).pdfCulture and Identity through English as a Lingua Franca (1).pdf
Culture and Identity through English as a Lingua Franca (1).pdf
 
Nanbokucho-period, Historical Origins of Modern Japan
Nanbokucho-period, Historical Origins of Modern JapanNanbokucho-period, Historical Origins of Modern Japan
Nanbokucho-period, Historical Origins of Modern Japan
 
Da Nang Tourist Attractions, VN (越南 峴港旅遊景點).ppsx
Da Nang Tourist Attractions, VN (越南 峴港旅遊景點).ppsxDa Nang Tourist Attractions, VN (越南 峴港旅遊景點).ppsx
Da Nang Tourist Attractions, VN (越南 峴港旅遊景點).ppsx
 
How To Prepare For An Unforgettable Blackwater Dive In Kona
How To Prepare For An Unforgettable Blackwater Dive In KonaHow To Prepare For An Unforgettable Blackwater Dive In Kona
How To Prepare For An Unforgettable Blackwater Dive In Kona
 
2024 Annual Meeting: Visit Portland, Maine
2024 Annual Meeting: Visit Portland, Maine2024 Annual Meeting: Visit Portland, Maine
2024 Annual Meeting: Visit Portland, Maine
 
Reflective Essay.pdf for Global Compentency
Reflective Essay.pdf for Global CompentencyReflective Essay.pdf for Global Compentency
Reflective Essay.pdf for Global Compentency
 
Planning a Memorable Day What to Look For In Murrells Inlet Fishing Charters
Planning a Memorable Day What to Look For In Murrells Inlet Fishing ChartersPlanning a Memorable Day What to Look For In Murrells Inlet Fishing Charters
Planning a Memorable Day What to Look For In Murrells Inlet Fishing Charters
 
Mathura to Ayodhya Tour by Tempo Traveller
Mathura to Ayodhya Tour by Tempo TravellerMathura to Ayodhya Tour by Tempo Traveller
Mathura to Ayodhya Tour by Tempo Traveller
 
TOURIST & ITS TYPE &MOTIVETIONAL FACTORS & BEHAVIOR .pptx
TOURIST & ITS TYPE &MOTIVETIONAL  FACTORS & BEHAVIOR .pptxTOURIST & ITS TYPE &MOTIVETIONAL  FACTORS & BEHAVIOR .pptx
TOURIST & ITS TYPE &MOTIVETIONAL FACTORS & BEHAVIOR .pptx
 
My presentation on vietnam for Intercultural Communications
My presentation on vietnam for Intercultural CommunicationsMy presentation on vietnam for Intercultural Communications
My presentation on vietnam for Intercultural Communications
 
COMPLETE BENEFITS OF RELOCATING TO CANADA 1.pdf
COMPLETE BENEFITS OF RELOCATING TO CANADA 1.pdfCOMPLETE BENEFITS OF RELOCATING TO CANADA 1.pdf
COMPLETE BENEFITS OF RELOCATING TO CANADA 1.pdf
 
pics from luxembourg exchange program 2016
pics from luxembourg exchange program 2016pics from luxembourg exchange program 2016
pics from luxembourg exchange program 2016
 
Reflective Essay for global competency certificate
Reflective Essay for global competency certificateReflective Essay for global competency certificate
Reflective Essay for global competency certificate
 
The West Coast Trail Presentation for SAIT international students
The West Coast Trail Presentation for SAIT international studentsThe West Coast Trail Presentation for SAIT international students
The West Coast Trail Presentation for SAIT international students
 
Traveling by Train in Sicily: A New Era of Comfort and Convenience
Traveling by Train in Sicily: A New Era of Comfort and ConvenienceTraveling by Train in Sicily: A New Era of Comfort and Convenience
Traveling by Train in Sicily: A New Era of Comfort and Convenience
 
Culture and Identity through English as a Lingua Franca.pdf
Culture and Identity through English as a Lingua Franca.pdfCulture and Identity through English as a Lingua Franca.pdf
Culture and Identity through English as a Lingua Franca.pdf
 

Candace Klein - Presentation Venture Capital Conference and Workshop

  • 1. Secrets of The 5-Minute Pitch Candace Klein, Founder & CEO of Bad Girl Ventures and SoMoLend
  • 5. Personal Story • Three most important things that make you better fit to run this company than anyone else • Vulnerability • Personality • An excercise
  • 6. Key Topics • The Products or Services • The Market • Sales Strategy • Management Team • IP /Patents/Barriers for Future Competitors • Ownership and Control • Summary Financial Info • Capital Needs
  • 7. Where to Start… •An overview of the company – Uniqueness of product or service – The problem it solves! – Competitors (current & future) their products and strategies – Unfair competitive advantage
  • 8. Market & Strategy • The Market – The target market and target customer – The size and growth rate of the market • Sales Strategy – The channels to be used to go to market – Sales strategies
  • 9. Leaders & IP • Management Team – Senior managers, and their relevant skills/experience – Any open positions, and the key skills needed – Advisors (but only the good ones) • Intellectual Property-- significant patents or other key intellectual property
  • 10. Owners & Projections • Ownership and Control – Board of Directors – Capitalization table • Summary Financial Information – Five year projections – Exit scenarios
  • 11. $$$ • Capital Needs – Funds already invested by management and outsiders (who are they) – Current capital needs – Projected use of funds – Future financing plans (“Capital Access Plan”) – Pre-money valuation of the Company and terms of the current offering
  • 12. Closing • Conclusion/Summary – Summarize the main points – Call to action – Thank you
  • 13. Pitfalls • No exit plan • “no competition” • Jargon/acronyms • Too many words per slide/no graphics • Not telling how you’ll make money • Unrealistic projections • “If I just capture 1% of the market…” • Reading slides • Mistakes/misspellings (not mispellings)
  • 14. Were you listening??? What do investors look for in your presentation? Canaan Pitchbook
  • 22. Candace Klein, J.D. Founder & CEO SoMoLend
  • 27. Questions? Candace Klein 20-22 West 12th Street Cincinnati, Ohio 45202 859.803.9499 Candace@SoMoLend.com

Editor's Notes

  1. Different formats of a pitch Elevator 10 minute One hour Elevator pitch = 3 minute pitch
  2. Don’t panic!
  3. Prepare, prepare, prepare! Create the master deck, then cut Know the numbers/facts Understand the investor Anticipate questions
  4. Where to start??
  5. Define next steps and provide a way to contact you!!
  6. Define next steps and provide a way to contact you!!
  7. Establish a relationship
  8. Share your passion Be enthusiastic!
  9. Add humor & a friendly connection whenever possible
  10. Be prepared Additional materials Calculator on hand at all times Business cards – a way for the person to contact you
  11. The main focus? You! Emphasize experience & coachability
  12. Bottom Line: You are an entertainer selling your show