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Panel Presentation Template


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Latest template for 15 minute business plan presentation to San Diego CONNECT mentors & investors

Latest template for 15 minute business plan presentation to San Diego CONNECT mentors & investors

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  • 2. The goal is…
    • To communicate the company’s story as clearly as possible
    • To create excitement for the company to attract further resources
    • To get a second meeting!
    Every presentation is unique and will have its own flow, but a template is a good start
  • 3. Presentation musts:
    • Less Is More
      • 13-15 Minutes only
      • Graphics; Keep It Simple, Standard Logo
    • 12-14 slides with key sound-bites (3-4 per slide…the rest is your story!)
    • Utilize back-up slides to pull out during the Q&A session (anticipate questions and prepare)
  • 4. Slide 1 – Introduction
    • Presenter and company introduction must cover:
      • Who you are? What is your title?
      • What business you are in?
      • What markets do you compete in?
      • Significant company milestones to date
    • What do you want?
    • 2-3 Questions for the panel to focus on
      • Business Model, Go-to-Market Plan, Funding, etc.
    30 sec. Elevator Pitch
  • 5. Slide 2 – Pain
    • What is the pain? Who has it? Will they pay for the solution?
      • Who is your ideal customer
      • Is your solution “the pain killer/must have” or “the vitamin/nice to have”?
    • Quantify the problem concisely! ($) How much does the problem cost to its owner?
  • 6. Slide 3 – Your Solution
    • Compelling presentation of your solution
      • Graphics, illustrations or pictures are highly recommended (Remember: Keep It Simple)
      • Relate to the problem slide
    • List the key points that will help the audience understand
      • Don’t explain the technology in detail
      • What is it? What it does? NOT how it does .
      • What will happen if it is implemented? How much will it save? What will it allow your customer to do that couldn’t be done before?
    • Why are they going to pay for a solution?
      • Where do you fit on your customers balance sheet?
      • Cost savings?
      • Increased market share?
      • Elimination of a bottleneck?
  • 7. Slide 3a – Value Proposition
    • If appropriate!
    • Articulate the exceptional value to your customers
    • If there are more members in the value chain, articulate value propositions for each; i.e when selling through a partner, strategic alliance to reach the end-user
  • 8. Slide 4 – Business Model
    • Who are your ideal target customers
    • How do they buy? Online? Trade?
    • Pricing model; how are you going to make money?
    • Revenue Model, how will your customers scale (sales strategy)
    • Sell direct? Sell through (channels to market)
    • Graphs work
  • 9. Slide 4a – Technology (Solution Description)
    • If appropriate!
    • If the value is in cost savings focus on that aspect, always relate to benefits
    • Layman’s terms
    • Graphs, pictures work
    • Assume that the audience does not know the technological field you are in
    • Yet, give a compelling description without using abbreviations or techy terms
  • 10. Slide 5 – Market (How big is the problem?)
    • Demonstrate a significant market opportunity
    • Size, growth, maturity (graphs, both unit # and $)
      • Number of potential customers, incumbent competitors
    • Show how your solution is positioned in the market
    • Demonstrate how uniquely your product fits into the market
    • Focus on the smallest segment for credible penetration
      • Ex, If you are selling wheat bread to the restaurant industry, the segmentation order should be:
        • Restaurant industry size: $5555 (Total Available Market-TAM)
        • Restaurants that buy the bread instead of cooking: $444
        • Restaurants that buy wheat bread: $33
        • Restaurants that you can reach (your target):$2 (Served Available Market – SAM)
  • 11. Slide 6 - Competition
    • Competitive Landscape: list direct (same/similar solution providers) and indirect (current other methods, but can move into your space) competition
      • Southwest Airline’s direct competitors are other airlines but they declared that they are indirectly competing with all other available travel choices
    • What technologies may become competitive in the near term (3-5 years)?
    • How you are different?
    • Comparison of solutions based on customers’ decision making criteria
    • Customer feedback, why you versus others?
    Providing a detailed competitive analysis and listing the potential competitors increase your credibility
  • 12. Slide 7 – Sustainable Competitive Advantage
    • What is your unfair advantage?
    • What are the differentiated features that will hook the decision makers?
    • How long does your solution last?
    • How often it will be replaced?
    • Why the customer should pay?
    • What is the value proposition?
  • 13. Slide 8 – Go to market strategy
    • Marketing plan and Distribution plan (address
    • market risk)
    • The sustained initiatives and processes to acquire your target customers
      • PR, Media, Search Engine Optimization, Advertisement, etc.
    • How you are going to tackle the market?
      • Direct versus Indirect distribution channels, alliance partners
    • Identify customer acquisition cost and other business metrics; benchmark against competitors
    • Highlight third party validation
    • Graphs work
  • 14. Slide 9 – Company Traction
    • Team (could be your greatest strength)
      • Short summary of the members key strength and achievements, particularly as it relates to the business (address management risk)
      • Possibly board of advisors (if recognized)
    • Barriers to entry: Your existing IP/ IP strategy (address technology risk)
    • Depending on the company stage, important milestones achieved
    • Short personal experience to hook the audience and to have a smooth transition to the “Problem” slide!
  • 15. Slide 10 – Financials
    • Financial Plan – Pro-Forma
    • Everyone knows that this is an estimate, but still they want to know how realistic are the financials and if you are capable of predicting the market
    • 5 Year realistic estimates – graph is a must
    • Highlight critical assumptions/milestones, and mention if there is an important issue for the realization of revenue projections
    • Don’t provide details, but be prepared to present and discuss them
    • Make sure your numbers track with the other slides
  • 16. Slide 12 – Funding (if seeking investment)
    • How much $ are you seeking?
    • Where will the money be put to use?
      • (i.e. 45% R&D, 20% Marketing, %10...etc)
      • Pie Graphs work nicely
    • How long will the money last?
    • How long until you need another cash infusion or will this be all the financing you need?
  • 17. 2006 2007 2008 2009 Strategic Planning Phase I Development Phase II Development Pilot Test Mass Production (II) 2010 IPO Mass Production (I) Slide 13-Corporate Development Time Project Milestone Financial Milestone Fund Raising (I) US$ 1 M Fund Raising (II) US$ 1.5M
  • 18. Slide 14 - Summary
    • List your strengths unique to your company
    • 3-5 points that you want from your audience to remember when they leave the room
    • Repeat the 2-3 Questions you want the panel to focus on
  • 19. Entrepreneur-in-Residence (EIR) – Expectations & Requirements
    • Benefits
      • Mentor entrepreneurs and innovators
      • Upon invitation only from the client, join the client’s leadership team
      • Network with entrepreneurs, service providers and domain experts
    • Activities
      • Initial “Intake Session”
      • Assess and identify the appropriate SB category
      • Business audit and gap analysis
      • Coach accepted companies on business model, marketing strategies and financial modeling
      • Assist in identifying panelists and attend panel presentations
      • Assist in providing post-panel action plans and milestones for future development
  • 20.
    • Requirements
      • Serve based upon experience as a CEO, in raising venture capital and growing successful companies
      • Commit appropriate time to coach the clients
        • Approximately 10 hrs/week for up to 6 months
      • Maintain the highest standards of integrity with regard to confidential client information
      • Inform PROGRAM NAME program management of any changes or issues in the Client – EIR relationship
        • An invitation from the client to join the leadership team
        • Client does not respond to coaching
    Entrepreneur-in-Residence (EIR) – Expectations & Requirements (cont’d)