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Agenda Introduction Overview The Team Business Highlights The Opportunity The Problem & Pain The Solution Market Summary Customer Profile Competition The Company Products and Services Summary of Goals Milestones Marketing Plan Financial Plan Conclusion Risks and Responses Expansion Potential Next Steps Q & A 05/26/09

Introduction

Overview

The Team

Business Highlights

The Opportunity

The Problem & Pain

The Solution

Market Summary

Customer Profile

Competition

The Company

Products and Services

Summary of Goals

Milestones

Marketing Plan

Financial Plan

Conclusion

Risks and Responses

Expansion Potential

Next Steps

Q & A

Overview [Elevator pitch.] 05/26/09

[Elevator pitch.]

The Team (1) President & CEO: [Name] [Years & nature of experience] [Accomplishments] VP Sales: [Name] [Years & nature of experience] [Accomplishments] VP Marketing: [Name] [Years & nature of experience] [Accomplishments] 05/26/09

President & CEO: [Name]

[Years & nature of experience]

[Accomplishments]

VP Sales: [Name]

[Years & nature of experience]

[Accomplishments]

VP Marketing: [Name]

[Years & nature of experience]

[Accomplishments]

The Team (2) CTO/VP Product: [Name] [Years & nature of experience] [Accomplishments] VP Services: [Name] [Years & nature of experience] [Accomplishments] TBH CFO: ~[mm/yy] President or COO: ~[mm/yy] Management will adjust if the need arises 05/26/09

CTO/VP Product: [Name]

[Years & nature of experience]

[Accomplishments]

VP Services: [Name]

[Years & nature of experience]

[Accomplishments]

TBH

CFO: ~[mm/yy]

President or COO: ~[mm/yy]

Management will adjust if the need arises

The Team (3) Board of Directors ([#] planned) Chairman: [Name] [Title] [Name] [Title] TBD TBD TBD Board of Advisors (~[#] planned) [Name] [Title] 05/26/09

Board of Directors ([#] planned)

Chairman: [Name]

[Title]

[Name]

[Title]

TBD

TBD

TBD

Board of Advisors (~[#] planned)

[Name]

[Title]

Business Highlights Core competency Market Segment: [Commonly known name for it] Customer base: [Businesses/Consumers/Both Businesses & Consumers] Primary revenue source: [Product Sales/Service/etc.] ROI for customers: [Formula based on current costs] Are the dogs eating the dog food? Scalability? Strategic or nice-to-have? 05/26/09

Core competency

Market Segment: [Commonly known name for it]

Customer base: [Businesses/Consumers/Both Businesses & Consumers]

Primary revenue source: [Product Sales/Service/etc.]

ROI for customers: [Formula based on current costs]

Are the dogs eating the dog food?

Scalability?

Strategic or nice-to-have?

Business Highlights (2) Secondary revenue sources [Source] Overhead: [Low/Medium/High] Profitability expected ~[#] months from incorporation Exit strategy: [IPO/Buyout/Remain Private & Profitable] 05/26/09

Secondary revenue sources

[Source]

Overhead: [Low/Medium/High]

Profitability expected ~[#] months from incorporation

Exit strategy: [IPO/Buyout/Remain Private & Profitable]

The Pain “ [Quote from prospect in pain]” – [Source] “ [Quote from analyst regarding the need in or size of market]” – [Source] “ [Quote from analyst regarding the need in or size of market]” – [Source] 05/26/09

“ [Quote from prospect in pain]” – [Source]

“ [Quote from analyst regarding the need in or size of market]” – [Source]

“ [Quote from analyst regarding the need in or size of market]” – [Source]

The Pain (2) 05/26/09 DELETE THIS NOTE Include relevant charts regarding the industry (i.e., where the product fits, growth of industry, bottlenecks solved, etc.)

Market Summary Target market value $[#] in [year] growing to $[#] in [future year] (Source) [If additional sources, ditto above] Prospect base [#] [companies/consumers] (Source) Significant competitors: ~[#] Total competitors: ~[#] 05/26/09

Target market value

$[#] in [year] growing to $[#] in [future year] (Source)

[If additional sources, ditto above]

Prospect base

[#] [companies/consumers] (Source)

Significant competitors: ~[#]

Total competitors: ~[#]

Market Summary (2) 05/26/09 DELETE THIS NOTE Provide a map of potential partners, competitors & related companies

Market Summary (3) Trends [Past trend] [Present trend] [Use graphics if useful] 05/26/09

Trends

[Past trend]

[Present trend]

[Use graphics if useful]

Customer Profile Characteristics of customers Value proposition Decision maker How hungry for solution? (Pre-orders, testimonials, etc.) 05/26/09

Characteristics of customers

Value proposition

Decision maker

How hungry for solution? (Pre-orders, testimonials, etc.)

Competition [Significant competitor name] [Focus of their business] Weaknesses [Weakness and how we exploit it] [Weakness and how we exploit it] Strengths [Strength and how we address it] [Strength and how we address it] 05/26/09

[Significant competitor name]

[Focus of their business]

Weaknesses

[Weakness and how we exploit it]

[Weakness and how we exploit it]

Strengths

[Strength and how we address it]

[Strength and how we address it]

Competition (2) [Significant competitor name] [Focus of their business] Weaknesses [Weakness and how we exploit it] [Weakness and how we exploit it] Strengths [Strength and how we address it] [Strength and how we address it] 05/26/09

[Significant competitor name]

[Focus of their business]

Weaknesses

[Weakness and how we exploit it]

[Weakness and how we exploit it]

Strengths

[Strength and how we address it]

[Strength and how we address it]

Partnerships Interested Parties Investor: [Lead Investor Company Name] Investor: [Venture Company Name] [Law Firm & Attorney Name] Experienced in aggressive venture planning 05/26/09

Interested Parties

Investor: [Lead Investor Company Name]

Investor: [Venture Company Name]

[Law Firm & Attorney Name]

Experienced in aggressive venture planning

Products And Services [Product/service] Performance characteristics Architecture Cost characteristics Pricing Delivery mechanism Available [#]Q [year] 05/26/09

[Product/service]

Performance characteristics

Architecture

Cost characteristics

Pricing

Delivery mechanism

Available [#]Q [year]

Summary of Goals 1 st year Revenue: $[#] Burn: $[#] Headcount: [#] Customers: [#] 2 nd year Revenue: $[#] Burn: $[#] Headcount: [#] Customers: [#] Achieve profitability 3 rd year Revenue: $[#] Burn: $[#] Headcount: [#] Customers: [#] Take company public 4 th year Revenue: $[#] Burn: $[#] Headcount: [#] Customers: [#] 05/26/09

1 st year

Revenue: $[#]

Burn: $[#]

Headcount: [#]

Customers: [#]

2 nd year

Revenue: $[#]

Burn: $[#]

Headcount: [#]

Customers: [#]

Achieve profitability

3 rd year

Revenue: $[#]

Burn: $[#]

Headcount: [#]

Customers: [#]

Take company public

4 th year

Revenue: $[#]

Burn: $[#]

Headcount: [#]

Customers: [#]

Milestones (1) Stage 1: Founding the Business [mm/yy]: Incorporated [mm/yy]: Remaining legal documents filed [mm/yy]: Secure angel funding ($[250]K @ $[1]m pre) [mm/yy]: Ramp up hiring [mm/yy]: Begin building initial product [mm/yy]: Secure 1 st round (~$[2]m @ $[15]m pre) [mm/yy]: Beta test and rework product [mm/yy]: Begin offering initial product [mm/yy]: Begin marketing activity [mm/yy]: Aggressively obtain customers 05/26/09 DELETE THIS NOTE Replace bullets with check marks (  ) for items already completed. To do this, right-click the item and choose “Bullets and Numbering…”

Stage 1: Founding the Business

[mm/yy]: Incorporated

[mm/yy]: Remaining legal documents filed

[mm/yy]: Secure angel funding ($[250]K @ $[1]m pre)

[mm/yy]: Ramp up hiring

[mm/yy]: Begin building initial product

[mm/yy]: Secure 1 st round (~$[2]m @ $[15]m pre)

[mm/yy]: Beta test and rework product

[mm/yy]: Begin offering initial product

[mm/yy]: Begin marketing activity

[mm/yy]: Aggressively obtain customers

Milestones (2) Stage 2: Developing the Business [mm/yy]: Secure 2 nd round (~$[6]m @ $[25]m pre) [mm/yy]: Crank up marketing activity [mm/yy]: Begin offering second product [mm/yy]: Emphasize customer acquisition Entertain any acquisition offers that arise 05/26/09

Stage 2: Developing the Business

[mm/yy]: Secure 2 nd round (~$[6]m @ $[25]m pre)

[mm/yy]: Crank up marketing activity

[mm/yy]: Begin offering second product

[mm/yy]: Emphasize customer acquisition

Entertain any acquisition offers that arise

Milestones (3) Stage 3: Stabilizing the Business [mm/yy]: Shore up management [mm/yy]: Secure 3 rd round (~$[20]m @ $[100]m pre) [mm/yy]: File for IPO [mm/yy]: Achieve profitability 05/26/09

Stage 3: Stabilizing the Business

[mm/yy]: Shore up management

[mm/yy]: Secure 3 rd round (~$[20]m @ $[100]m pre)

[mm/yy]: File for IPO

[mm/yy]: Achieve profitability

Marketing Plan Target Market/Demographics: [Segment Description] Distribution and sales channels Pricing and positioning Branding and strategic position Media Mix: [Web Ads/Magazine Ads/Trade Shows/Billboards/TV/Radio] Marketing and sales team development 05/26/09

Target Market/Demographics: [Segment Description]

Distribution and sales channels

Pricing and positioning

Branding and strategic position

Media Mix: [Web Ads/Magazine Ads/Trade Shows/Billboards/TV/Radio]

Marketing and sales team development

Financial Plan (1) Pricing Model Fundamentals [Product/Service]: $[#] per [unit(s)] [detail price evolution over time] Stabilized gross margins Gross revenue, net income and growth by year Cash flow and capitalization needs 05/26/09 DELETE THIS NOTE Replace the bullets below with a spreadsheet if the pricing model is complex.

Pricing Model Fundamentals

[Product/Service]: $[#] per [unit(s)] [detail price evolution over time]

Stabilized gross margins

Gross revenue, net income and growth by year

Cash flow and capitalization needs

Financial Plan (2) 05/26/09 DELETE THIS NOTE Insert a graph or spreadsheet of revenue and expense projections below.

Risks Addressed [Risk] [Response] [Risk] [Response] 05/26/09

[Risk]

[Response]

[Risk]

[Response]

Expansion Potential [If there are things that can be done in the future to take the business into broader or additional markets, list them here.] 05/26/09

[If there are things that can be done in the future to take the business into broader or additional markets, list them here.]

Next Steps [Immediate and long term needs; if seeking funding, state specifics] [Decisions to be made] 05/26/09

[Immediate and long term needs; if seeking funding, state specifics]

[Decisions to be made]

Thank You. 05/26/09

Thank You.