NVBC Perfecting Your Investor Pitch 2011

Perfecting Your Pitch
Presentation begins at 6pm
David Shore
DShore@StirlingMercantile.com
604 484-0070 x 2001
davidshore

COMMUNICATION

PRESENTATION

About Stirling Mercantile
M&A ADVISORY
Sage advice in times of need or growth opportunity
EXPANSION CAPITAL
Multiple industry experienceSeasoned corporate financiers
M&A Advisory
DIVESTITURES
Corporate financier involvementcan improve price, simplify process
ExpansionCapital
Divestitures
EARLY-STAGE FINANCING
Full-service approach throughout processAligned interests likely to secure funding
FairnessOpinions
Early-StageFinance
FAIRNESS OPINIONS
Director comfort & legal protection from independent, expert valuation
.
- PERFECTING YOUR PITCH -

Early - Stage Financing

COMMUNICATION

Textual Presentations

Graphic Presentations

Textual Presentations

Graphical Presentations

Pricing : A Science and an Art
The Secrets of Superb Public Speaking – John Miers 2009

What was the title of the previous slide?
Keep the answer to yourself for a sec…

Pricing : A Science and an Art
The Secrets of Superb Public Speaking – John Miers 2009

Seating
Both Sides of the Table

Eye Contact

Demo

Tell Me What You Do
Describe the problem you solve.
“We sell [hardware/software]
that helps [our target market]
to [save money or make money]”

Tell Me What You Do

PRESENTATION

Slides
10 seconds to 2 minutes each

Presentation to:
Date and time
1

Snapshot
$2m for an active board seat
2

Team
John, CEO
Former ABC, XYZ
Jim, CTO, Founder
Former ABC, PQR
VP Marketing
Identified
David, Board Member
DEF, PQR
.
3

Industry Problem
Revenue is dropping
Expenses are rising
Customers are leaving
4

Our Solution
“This should save us $100 per employee per year”
Mr. Big, CEO of Target Customer
5

Addressable Market
$XXm
$XXXm
$Xb Overall
6

Competitive Position
Speed
Big Old Co
Comp
Nimble Co
Comp
Functionality
7

Sales and Marketing Strategy
Pricing strategy
Target markets
Channels or partners
Current funnel
8

Road Map
Funding Roadmap
IP Roadmap
Series B
>$10m
Expan-sion
Full Launch
Beta, one sector
Series A
$4m
Alpha
Seed, Angel
$1.2m
Design
$0.3m
F, F & E
Year 1 2 3 4 5
Mainstream Growth
Exit
Revenue
RoadMap
Crossing the Chasm
Early Adopters
today
11

Projections
9

Projections
10

Summary
Team
Market opp
Timing
13

Appendix
IP Summary
Development Roadmap
Market Segments
Use Case – Primary Markets
Use Case – Secondary Markets
SWAT Analysis
Positioning Detail
Channel Detail
Pricing Detail
Market Trends
Tech Trends
Proforma HR
Cap Table
Uses of Capital
14

Follow up
A short email that night
Answer open questions and tasks
Lead into next steps

Avoid Saying…
‘Our projections are conservative’
‘We have no competition’
‘We have a first mover advantage’
‘We only need to capture x% of the market share’
.
.
D

COMMUNICATION

PRESENTATION

Thanks
This is on http://www.slideshare.net/davidshore and www.newventuresbc.com for future reference

Tell Me What You Do
Describe the problem you solve.
“We sell [hardware/software]
that helps [our target market]
to [save money or make money]”

NVBC Perfecting Your Investor Pitch 2011

by David Shore on May 19, 2011

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NVBC Perfecting Your Investor Pitch 2011 — Presentation Transcript

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