Darren Westlake
• Investor drivers• Documents:• Investor presentation/ business plan• Financials• The Video• The Pitch• Pitch PromotionHow...
What investors want
Investor drivers – what makes them want toinvest? Research top 3 The team Market potential The idea Others Competiti...
The Plan
Detailed full Business Plan headingsExecutive SummaryBusiness Owner(s) & Product/ServiceMission StatementCompany Structure...
Business Plan contentOr….. Mission. Team. Highlight the past accomplishments of the team; Problem. Solution. Demo such...
We have a mission and a team that is taking us there. Why?We discovered a large problem and solved it with a product that ...
Business Plan Case Studies
Financials
RequirementsMinimum 3 year forecasts including P&L Cashflow Balance Sheet Hygiene factor Demonstrates ability and und...
Snapshot
Video
Video tipsVideo tips Short and sweet Show and tell – people and products If ‘to camera’ then show passion Show your qu...
Ovivo
Thoughtful Bread
Escape the City
Pitch promotion
Pitch promotionPitch promotion Initial momentum Email Social media Offline PR Events Product labelling Followers –...
Pitch success factors
Pitch success factorsPitch success factors Initial momentum Investor engagement Realistic valuation Achievable target...
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Crowdfunding Workshop for Startups: Darren Westlake, CrowdCube

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Crowdfunding Workshop for Startups: Darren Westlake, CrowdCube

  1. 1. Darren Westlake
  2. 2. • Investor drivers• Documents:• Investor presentation/ business plan• Financials• The Video• The Pitch• Pitch PromotionHow to create a successful pitchHow to create a successful pitch
  3. 3. What investors want
  4. 4. Investor drivers – what makes them want toinvest? Research top 3 The team Market potential The idea Others Competition/USP IP Ability to understand product/service ROI/Exit potential Tax breaks TractionInvestor drivers
  5. 5. The Plan
  6. 6. Detailed full Business Plan headingsExecutive SummaryBusiness Owner(s) & Product/ServiceMission StatementCompany StructureTarget Market(s)Current OpportunityProjection of Business FutureFinancial SummaryMarket AnalysisIndustry, Yesterday, Today and TomorrowCompetitive Analysis (Appendix B)Demographics & Target MarketEntry BarriersMarketing StrategyProduct/ServiceSales StrategyPromotionPricing StrategyWeb StrategyDifferentiation (Competitive Advantage)Operations PlanLocationOperationOrganization StructureEmployeesSpaceCapacity:Critical SuppliersFinancial systemComputer system.EquipmentPermits and LicensesInsuranceContractsPatents and CopyrightsCredit PolicyBusiness Plan content
  7. 7. Business Plan contentOr….. Mission. Team. Highlight the past accomplishments of the team; Problem. Solution. Demo such as a screencast, a link to working software, orpictures. Technology. Marketing. Include market size estimates here or in the Problem. Sales. If you don’t have sales, discuss your business model and prospectivecustomers. Competition. Describe why users or customers use your product instead ofthe competition’s product. Describe any competitive advantages. Milestones. Current status and milestones for the next 1-3 quarters Conclusion. Inspirational vision of what the company could do if thesecurrent plans are realized, or a rehash of the Summary slide. Financing. Dates, amounts, and sources of money raised. How muchmoney are you raising in this round?
  8. 8. We have a mission and a team that is taking us there. Why?We discovered a large problem and solved it with a product that hthis amazing technology inside.We’re going to market and sell it to these customers, with theseadvantages over our competitors. In particular, we’re workingtowards these milestones over the next few quarters.In conclusion, this financing is a great investment opportunity.Tell your storyTell your story
  9. 9. Business Plan Case Studies
  10. 10. Financials
  11. 11. RequirementsMinimum 3 year forecasts including P&L Cashflow Balance Sheet Hygiene factor Demonstrates ability and understanding Costs Revenue streams Timings
  12. 12. Snapshot
  13. 13. Video
  14. 14. Video tipsVideo tips Short and sweet Show and tell – people and products If ‘to camera’ then show passion Show your qualityFormats ‘To camera’ Animation Montage
  15. 15. Ovivo
  16. 16. Thoughtful Bread
  17. 17. Escape the City
  18. 18. Pitch promotion
  19. 19. Pitch promotionPitch promotion Initial momentum Email Social media Offline PR Events Product labelling Followers – updates Need a marketing plan for your pitch!
  20. 20. Pitch success factors
  21. 21. Pitch success factorsPitch success factors Initial momentum Investor engagement Realistic valuation Achievable target Revenue helps but isn’t essential Be proactive Warm up your own crowd Bridge the online divide Generate momentum Business plans and financials are hygiene factors Get EIS / SEIS Advanced Assurance Rewards

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