Sample Pitch Deck


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We have had a lot of inquires about the document we circulated during fundraising, so we thought the easiest thing might be to post a somewhat sanitized version as a Finance Tool along with some explanation. This type of Finance Tool will not apply to all companies, but for those looking to raise early stage capital, hopefully it will be a great contribution to the body of knowledge already out there.

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Sample Pitch Deck

  1. 1. SampleFundraising Deck
  2. 2. is like…for FinanceWe have a team, a market, and a product 4 full time team members $x.x Billion addressable market Sept. 2010 minimum viable product launchWe have traction >xxx small businesses signed up to date >xxx channel partners looking to deploy with their clientsWe are raising funds being raised to support $xxx product/market fit Summary
  3. 3. Adam Neary • Vice President at AlixPartners • Head of BI at Concentra CEO • Manager at A.T. Kearney • Lead Engineer at Diversion Media Francis Hwang • Director of Technology at Rhizome CTO • Founder of Gotham Ruby Conference and NYC.rb Chad Pugh • UX & Visual Design at Hot Potato • UX & Visual Design at Knowmore UX & Visual Design • Illustration and UX at Vimeo • COO at Cape Systems Graham Siener • Dir. of Tech. at The Island SchoolVP of Customer Dev. • Director of Special Projects at Cape Eleuthera Institute • Sr. Consultant at Arcadia Solutions The Team
  4. 4. Finance is currently is faster,an Excel nightmare. easier, and simpler. The Solution
  5. 5. is like…for FinanceFinance Salesforce Marketing SupportAutomation Automation Automation Automation• Finanace workflow • Sales workflow • Marketing workflow • Support workflow• Cash management • Leads management • SEO tools • Ticket management• Budgeting/forecasting • Pipeline forecasting • Content mgt • Forums & feedback• Profitability, P&L • Email automation • Blog platform • Knowledge base• Benchmarking • Sales analytics • Marketing analytics • Support analyticsTargets VP of Targets VP of Targets VP of TargetsFinance Sales Marketing Support Team What We Do
  6. 6. There is a ~$xB market among firms of size 5-99 1-4 Firm size: 5-99 100-499 500+ x.xM1 x.xM businesses1 xxxk1 xxxk1 $xxxk1 $x.xM1 avg rev. $xxxM1 $x.xB1 $xxx/mo $xxx/mo price point $xxx/mo $xxx/mo $x.xB $x.xB market $x.xB $x.xB2 Accounting Customized Enterprise BI andsoftware suffices analytical solutions ERP solutions Source: 1) US Census Bureau, SBA analysis; 2007 2) Forrester, Gartner; 2009 analyses The Market
  7. 7. Customer lifetime value drives customer acquisition Outbound marketing High-touch sales ~$xxx-xxx Customer Free “satellite” product (future) Lifetime Value Touchless conversion Inbound marketing Net promoter score Tiered pricing Referrals Recurring subscriptions Regular affiliate revenue “White label” edition~$xxx-xxx Customer churn Customer Inactive customers Acquisition Costs Credit: David Skok “Customer Acquisition & Monetization” Customer Acquisition Strategy
  8. 8. Our “[channel 2]” channel is performing best, driving deepest engagement at scale.Channel 1 Channel 2 Channel 3• High volume, low cost • Moderate volume & cost • Low volume, low cost• Long-term focus • Deeper engagement • Short-term focus 11,140 288 22Channel 4 100%• High volume, high cost 90%• Currently being tested 80% 70% 60%Channel 5 50% 40%• High volume, high cost 30%• Currently being tested 20% 10% 0% Lead Sign-up Engaged Channel Strategy
  9. 9. Initial traction has been fantastic. >xxx"Whats really exciting about Profitably is thatthey are taking [app in the cloud] conceptsand bringing them to millions of smallbusinesses... small businessesThese businesses have a wealth of data sitting signed up to datelatent on their desktops, and Profitably is >xxxpoised to unlock that value for thesebusinesses.“Matt MarshallEditor and CEO channel partners (CPAs,VentureBeat accountants, bookeepers...) have expressed an interest in (The press loves Profitably!) deploying with their clients Traction
  10. 10. We short circuit the process by partneringwith Intuit, the makers of QuickBooks“ [Quote removed] Of ~6M businesses in the US, 4M use QuickBooks [Name removed] as their accounting software. Director / Business Leader Intuit Partner Platform The Technology
  11. 11. Achieved to date: With seed funding: Founding team o Product/market fit Intuit partnership o Customer acq. channel data Live product shipped o xxx paying customers xxx businesses signed up o $xxx run-rate annual revenue Revenue streams initiated o Validate CAC vs. LTV Seed round teed up o Series A teed up $xxx Feb 2011 $xxx Series A raised to date Z seed investment Z Seed Round sought ~Q1 2012 Roadmap and Funding Requirements
  12. 12. Seed round specifics• $xxx committed• $xxx target ($xxx ideal)• $25k Minimum Participation• $x.x MM Pre-Money Valuation• Option Pool of x% out of Pre-Money• Pro Rata Rights for Investors• Founder Vesting (4 years)• Standard NVCA terms• Target close date: February 22 Seed Round Specifics
  13. 13. Appendix
  14. 14. It’s all but impossible for businesses like mineto quantify customer acquisition costs,since our prospects often have multipletouch points during the sales cycle, bothonline and offline.This is the absolute top priority for mybusiness, and Profitably is all over it. Shawn O’Connor President and Founder Stratus Prep Customer Testimonial
  15. 15. We don’t make We don’t doAccounting software Business IntelligenceQuickBooks Metricly, GoodDataXero, NetSuite YouCalc, IndiceeOutright QlikView, PivotLink Birst, PentahoIndinero(They make better partners) CloudEra SAS, Microstrategy Manual Analysis The Competition
  16. 16. Analysis dictated that we kill the “freemium” modelFreemium subscriptionmodel Current Tiered monthly subscription model Future Affiliate revenue from strategic partners Free “satellite” product (business diagnostic)$ xxx-xxx Value Est. Customer Annual $ xxx-xxx Value Est. Customer Lifetime Business Model