Company Name “One Line Mission Statement” Before you start presenta8on, introduce yourself and the general concept
The Problem • Clearly deﬁne the problem – Who is this a problem for? – The problem(s) should be unserved by compe88on
Solu8on • How are you solving the problem – 8e the solu8on to the speciﬁc pain point you iden8ﬁed in the previous slide. This creates con8nuity in the story • How does this solu8on
The Product • One or two slides on the product – preferably screen shots or a pre‐recorded video that show how the product meets the speciﬁca8ons you described earlier • Add addi8onal slides in the appendix with key detailed product features. Keep these out of the presenta8on to allow 8me to discuss the business opportunity.
Leadership Team (add a few comments about relevant experience) • CEO – relevant experience should include company name and job 8tle. Highlight any speciﬁc experience in this space • CFO
Advisory board (add a few comments about relevant experience) • Who is on the advisory board, and what do you rely on them for (i.e. advisor for CEO coaching) • CFO
Market • How “big” is the market – investors want to see this in $ at a minimum. Add other measures sparingly if appropriate. Convince me this is a big opportunity for my investment • What market dynamics are making this the right move now? • What are the key market segments (if appropriate)? • What is the TAM and SAM – for SAM generate a boUoms up analysis • Have a slide in the appendix that goes into detail on the TAM and SAM analysis
Compe88on • Both direct and indirect • Highlight how your solu8on ﬁlls gaps in the compe88ons service • Recommend using a graphic on this slide. A common chart puts compe88on on the X axis 8tle and key features on the Y axis. Highlight how your solu8on provides the right key features. Alterna8ve is to have two primary considera8ons on X & Y and develop scaUer plot of compe88ve landscape • Have back‐up slide in appendices that goes into the detail on the compe88on
Go‐To Market Strategy • How will you launch this? – Who is your target customer now, in 12 months, 36 months? – What are exis8ng channels you can leverage • Direct vs. Indirect sales • This is where the rubber hits the road in many investors minds. Having an advisor for this topic is a plus. This should be rela8vely detailed (“SEO” is not a go‐to market strategy) • How will you acquire customers in a cost‐eﬀec8ve manner?
Financial Projec8ons • Five year pro‐forma – This should be simple • Revenue, COGS, Gross Margin, Key Opex (three or four line items) EBITDA, Cash • Have a slide in appendix with detailed ﬁve year for discussion if needed
Capital Raise • How much money has gone into the company – What form, if priced round what was post‐$ • How much are you raising this round? – (Conver8ble note or equity?) – Valua8on – How much sod‐circled? – Speciﬁc milestones (i.e. use of funds) – these milestones should be speciﬁcally 8ed to value crea8on for the company. What will this $ help you accomplish?
Future raises • Sample chart below – show what $ you will need in the future. Highlight CFP point (not on graph). • Be ready to talk to exit points and drivers for exit
Exit • Who are poten8al acquirers? • What are comparable transac8ons? – Seller, buyer, valua8on, mul8ples (revenue and EBITDA), key driver • What is most likely exit as you see it now? Which do you prefer?