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XLerate Solutions Investor Pitch Template
XLerate Solutions Investor Pitch Template
XLerate Solutions Investor Pitch Template
XLerate Solutions Investor Pitch Template
XLerate Solutions Investor Pitch Template
XLerate Solutions Investor Pitch Template
XLerate Solutions Investor Pitch Template
XLerate Solutions Investor Pitch Template
XLerate Solutions Investor Pitch Template
XLerate Solutions Investor Pitch Template
XLerate Solutions Investor Pitch Template
XLerate Solutions Investor Pitch Template
XLerate Solutions Investor Pitch Template
XLerate Solutions Investor Pitch Template
XLerate Solutions Investor Pitch Template
XLerate Solutions Investor Pitch Template
XLerate Solutions Investor Pitch Template
XLerate Solutions Investor Pitch Template
XLerate Solutions Investor Pitch Template
XLerate Solutions Investor Pitch Template
XLerate Solutions Investor Pitch Template
XLerate Solutions Investor Pitch Template
XLerate Solutions Investor Pitch Template
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XLerate Solutions Investor Pitch Template

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XLerate Solutions is a San Diego based strategic marketing and business consulting firm. Here is a deck with do's and don't, success factors, and a template of 13 slides for investment pitches.

XLerate Solutions is a San Diego based strategic marketing and business consulting firm. Here is a deck with do's and don't, success factors, and a template of 13 slides for investment pitches.

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  • Providing a detailed competitive analysis and listing the potential competitors increase your credibility
  • Transcript

    • 1. Investor Pitch How to get a second meeting Ignite Business Growth Brant Cooper David Kaplan www.xleratesolutions.com XLerate Solutions
    • 2. The Goal Use your network to get a 1st meeting. No one ever received a check at their 1st meeting Your goal is to get a second meeting!
    • 3. Success Factors Quality of Idea Depth of Knowledge Strength of Character
    • 4. Unrealistic objectives Unclear value proposition Half-baked business plan Poor homework Arrogance Failure Factors
    • 5. Have This Prepared for the 1st Meeting 10-15 slide deck 10 Back-up slides Intimate knowledge of your proposed business
    • 6. It Doesn’t Hurt to Also Have This Product Milestones achieved A tested business model Evidence that the model can be monetized Customer ROI validation Relevant Board of Advisors
    • 7. Do’s Simple, but defendable Talk to the slides in15 minutes Defend vision, but demonstrate flexibility Expose assumptions
    • 8. Don'ts Be unprepared Make claims you can’t substantiate Discuss valuation Underestimate competition Overestimate market
    • 9. Deck Template You’re telling a story  Change flow if necessary for your story  Don’t confuse narrative w/ slide content Less is more, especially for each slide  Add another slide before inundating one slide  But, do you really need another slide? “Quick hits” nice to have, but not musts Ice, Ice, baby: Concise, Precise, Entice
    • 10. Slide 1 Introduction “Elevator Pitch”  What business you are in?  What market do you compete in?  What will your business accomplish? Quick hit: Significant company milestone or proven metric to date [Slide Objective: Positioning of proposed business in viewer’s mind]
    • 11. Slide 2 Market Need What’s the pain you are solving?  Who is ideal customer?  How are they faring without you?  What is the pain costing them? • Revenue? Expenses? Market Share? Time? Risk?  Why is your solution a must have?  How will you overcome the inertia coefficient? Quick hit: Personal appeal to viewer; can you evoke personal experience in audience? [Slide Objective: Answer why are you in business?]
    • 12. Slide 3 Your Solution What is your solution to the problem?  What is unique?  What is your exceptional value to the paying customer?  What is your exceptional value to customer influencers?  What is the paying customer’s result after your product? • Revenue? Expenses? Market Share? Time? Risk? Quick hit: Provide an real life ROI example [Slide Objective: Answer why you?]
    • 13. Slide 4 Technology How does your solution work?  In laymen’s terms, what is your unique mix that produces your claimed benefits?  Where do you fit into the existing market ecosystem?  How does the product fit into customer processes?  What is protected IP? Quick hit: Demo or show something compelling [Slide Objective: What is the secret sauce?]
    • 14. Slide 5 Market  What is the total addressable market (TAM) [provide data sources]?  What is the growth trend?  What are other relevant trends?  What is the small* niche you will first target and how much is it worth? *Small is better than big. Quick hit: Evidence that you can dominate small niche [Slide Objective: What is the long & short term size of the opportunity?]
    • 15. Slide 6 Business Model How does your customer buy? How much will they pay? How will your business scale? Do you have a channel strategy? What are your key performance metrics vs. competition? Where is break even? Quick hit: Have real metrics that support model [Slide Objective: How will you make money?]
    • 16. Slide 7 Competition Diagram competitive landscape Where do you fit in?  Compare based on customers’ decision making criteria (Price, Quality, Convenience, Technology, Brand) Re-iterate what you have that they don’t [Slide Objective: How will you crush competition? Quick hit: Customer quote
    • 17. Slide 8 Go-To-Market What segment are you focusing on and why? Show specific tactics to acquire leads and move them through the pipeline Demonstrate knowledge of buyers’ process Demonstrate how you will test and validate go- to-market assumptions [Slide Objective: What are your tactics out of the gate?] Quick hit: Expose acquisition and conversion metrics assumptions
    • 18. Slide 9 Company Team Team Management team members key strengths and achievements Board of advisor members (if this is a strength) OK to mention needs Quick hit: Tie experience to opportunity: why did this team come together for this opportunity? [Slide Objective: Right team for the job?]
    • 19. Slide 10 Financials Realistic financial plan 5 Year estimates – graph is a must Define critical milestones Do not copy and paste spreadsheet! Quick hit: Expose key assumptions and key revenue drivers [Slide Objective: Realistic revenue projection]
    • 20. Slide 11 Funding How much investment are you seeking? Where will the money be put to use? (i.e. Pie: 35% R&D, 25% Marketing, 15% production...etc) How long will the money last? What specifically have you already achieved? What specifically will you achieve with money? [Slide Objective: How much to achieve what?] Quick hit: What will you achieve with this round that will make investors want to participate in 2nd round?
    • 21. 2009 2010 2011 2012 Strategic Planning Phase I Development 1st Customer Ship Pilot Test X Customers 2013 IPO Mass Production (I) Project Milestones Financial Milestones Fund Raising (I) US$ 1 M Fund Raising (II) US$ 1.5M Slide 12 Corporate Development [Slide Objective: Development over time] Market Milestones
    • 22. Slide 13 Summary List the strengths unique to your company 3-5 points that you want from your audience to remember when they leave the room Ask for another meeting Leave something behind, e.g., copy of deck [Slide Objective: Close!] Quick hit: Leave login to demo/beta
    • 23. About XLerate Business Planning Marketing and sales support  XLerate is: David Kaplan, Founder and Principal Brant Cooper, Principal • Blog: http://market-by-numbers.com • Twiiter: http://twitter.com/brantcooper

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