Max’s Widgets Co. Investor Presentation October 19, 2009 Name #2 Title Phone Number E-Mail Name #1 Title Phone Number E-Mail Name #3 Title Phone Number E-Mail

Introduction What does your company do? (one sentence) Current status: Stage of the venture. Incorporated? Funded? Summary of funding (if funded) Any big clients or piloting partners? Testimonials? Recent news? New Hires? New Product?

What does your company do? (one sentence)

Current status:

Stage of the venture. Incorporated? Funded?

Summary of funding (if funded)

Any big clients or piloting partners?

Testimonials?

Recent news? New Hires? New Product?

Investment Highlights List the most important highlights about investing in your company. Strong management team. Patents and unique technology or model. Unique selling proposition Attractiveness of the venture for investment. Market size, trends, growth rates

List the most important highlights about investing in your company.

Strong management team.

Patents and unique technology or model.

Unique selling proposition

Attractiveness of the venture for investment.

Market size, trends, growth rates

Problem or Frustration Describe the problem your company aims to solve or the frustration it relieves. How big is the problem? Mention data, statistics. Why hasn’t it been solved before?

Describe the problem your company aims to solve or the frustration it relieves.

How big is the problem? Mention data, statistics.

Why hasn’t it been solved before?

Solution How does your venture solve the problem? Why/how is it more effective than the current solutions, if any? What is the unique selling proposition? Describe your product or service in detail. What is technology or unique secret behind it? Is it patented? Important selling features. Use simple diagrams, flow charts. Give screenshots/ pictures. Value addition to complimentary products or services available currently.

How does your venture solve the problem?

Why/how is it more effective than the current solutions, if any?

What is the unique selling proposition?

Describe your product or service in detail.

What is technology or unique secret behind it? Is it patented?

Important selling features.

Use simple diagrams, flow charts. Give screenshots/ pictures.

Value addition to complimentary products or services available currently.

Testimonials 3 rd party proof about your product/service quality is a crucial diligence item for investors. Why do your customers use you? Logos of of existing clients with testimonials. Only at prototype stage? Quote initial feedback.

3 rd party proof about your product/service quality is a crucial diligence item for investors.

Why do your customers use you?

Logos of of existing clients with testimonials.

Only at prototype stage? Quote initial feedback.

Market analysis Which market need are you meeting? Describe the market. Size? Growth rate? Stage of maturity? Market Capture projections. Describe a typical customer/client.

Which market need are you meeting?

Describe the market.

Size? Growth rate? Stage of maturity?

Market Capture projections.

Describe a typical customer/client.

Marketing Strategy Product positioning statement. To (Target Group): Demo-Psycho/Condition/Attitudes - Current Usage/Behaviors - Needs - [ } Is The Brand Of [ ] (Competitive Framework) Competing mainly with: That (Benefit/s): Because (Reason-Why): 1. 2. 3. The Brand Character is: (Descriptors and/or Narrative) (Dimensionalization - Celebrity, Magazine, Music, etc.) Marketing strategies. How will you reach the market?

Product positioning statement.

To (Target Group):

Demo-Psycho/Condition/Attitudes -

Current Usage/Behaviors -

Needs - [ } Is The Brand Of [ ] (Competitive Framework)

Competing mainly with:

That (Benefit/s):

Because (Reason-Why): 1. 2. 3.

The Brand Character is: (Descriptors and/or Narrative) (Dimensionalization - Celebrity, Magazine, Music, etc.)

Marketing strategies. How will you reach the market?

Business Model What is the business model? Use flowcharts and diagrams. How will you make money? Revenue strategy and model. Economies of scale. Distributor/franchise rates, if applicable. Operations model. Use flowcharts and diagrams

What is the business model? Use flowcharts and diagrams.

How will you make money?

Revenue strategy and model.

Economies of scale.

Distributor/franchise rates, if applicable.

Operations model. Use flowcharts and diagrams

Competitor Analysis Who else is tackling the same problem? Why are you better? Comparison table vs. competitors: Other qualities Competitor B Competitor C Price Other qualities Speed Competitor D Competitor A Your Company Attributes

Who else is tackling the same problem?

Why are you better?

Comparison table vs. competitors:

Management Team Bios by member Relevant background Current role Track record of success Future hires, timeline, hiring strategy

Bios by member

Relevant background

Current role

Track record of success

Future hires, timeline, hiring strategy

Advisors Board of directors Formal board of advisors Partnerships Legal counsel? Accountants?

Board of directors

Formal board of advisors

Partnerships

Legal counsel?

Accountants?

Execution Plan Current status of venture Strategy and top priorities that underlie the timeline Detailed timeline with specific milestones for next 3-6 months

Current status of venture

Strategy and top priorities that underlie the timeline

Detailed timeline with specific milestones for next 3-6 months

Risks & Mitigants Table of risks & mitigants Limit to top 3-5 risks Do not make risks too generic – they have to be specific to your venture Have specific mitigating strategies for each risk and be prepared to defend them

Table of risks & mitigants

Limit to top 3-5 risks

Do not make risks too generic – they have to be specific to your venture

Have specific mitigating strategies for each risk and be prepared to defend them

Financial Projections Key Assumptions Summary of financial model (5 years out) Mention breakeven

Key Assumptions

Summary of financial model (5 years out)

Mention breakeven

Funding Request Sources & Uses table How much are you asking for? What will it be used for? What is the timing?

Sources & Uses table

How much are you asking for?

What will it be used for?

What is the timing?

Conclusion Summary of presentation Key takeaways Highlight the deal in 1-2 sentences (imagine VC partner describing the deal to a colleague in elevator)

Summary of presentation

Key takeaways

Highlight the deal in 1-2 sentences (imagine VC partner describing the deal to a colleague in elevator)