XLerate Solutions Investor Pitch Template

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    XLerate Solutions Investor Pitch Template - Presentation 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 1 st meeting.
      • No one ever received a check at their 1 st meeting
      Your goal is to get a second meeting!
    3. Success Factors
      • Quality of Idea
      • Depth of Knowledge
      • Strength of Character
      • Unrealistic objectives
      • Unclear value proposition
      • Half-baked business plan
      • Poor homework
      • Arrogance
      Failure Factors
    4. Have This Prepared for the 1 st Meeting
      • 10-15 slide deck
      • 10 Back-up slides
      • Intimate knowledge of your proposed business
    5. 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
    6. Do’s
      • Simple, but defendable
      • Talk to the slides in15 minutes
      • Defend vision, but demonstrate flexibility
      • Expose assumptions
    7. Don'ts
      • Be unprepared
      • Make claims you can’t substantiate
      • Discuss valuation
      • Underestimate competition
      • Overestimate market
    8. 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
    9. 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]
    10. 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?]
    11. 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?]
    12. 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?]
    13. 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?]
    14. 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?]
    15. 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
    16. 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
    17. 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?]
    18. 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]
    19. 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 2 nd round?
    20. Slide 12 Corporate Development 2009 2010 2011 2012 Strategic Planning Phase I Development 1 st 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 Objective: Development over time] Market Milestones
    21. 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
    22. 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

    + Brant CooperBrant Cooper, 6 months ago

    custom

    1158 views, 6 favs, 1 embeds more stats

    XLerate Solutions is a San Diego based strategic ma more

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