Investor Presentation Guidelines


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The Who, What, Where, When and Why of Investor Presentations. Given at the Urban League, Los Angeles - 2/2009.

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Investor Presentation Guidelines

  1. 1. The Investor Presentation Guide 2009
  2. 2. Guiding Principles <ul><li>The company presentation must be delivered clearly and concisely </li></ul><ul><ul><li>Tells a compelling story about your company </li></ul></ul><ul><ul><li>Creates investor confidence and interest </li></ul></ul><ul><ul><li>Leads to additional investor meetings </li></ul></ul><ul><li>Should not be longer than 15 minutes in duration </li></ul><ul><li>Visual aides should be graphical (charts, graphics, pictures) </li></ul><ul><li>Presentation format and flow may vary depending on company </li></ul>
  3. 3. Suggested Presentation Flow Revenue Model Close Introduction Current Status Competitive Landscape Financials Management Team Funding 1:00 2:00 3:00 4:00 5:00 6:00 7:00 8:00 9:00 10:00 11:00 12:00 13:00 14:00 Suggested Presentation Time Allocation (minutes)
  4. 4. Introduction Slide <ul><li>Introduce yourself and your company </li></ul><ul><ul><li>Company name and company logo </li></ul></ul><ul><ul><li>Presenter name and title </li></ul></ul><ul><ul><li>Brief summary of company (elevator pitch) </li></ul></ul><ul><li>Slide Time (1 Slide: 0:30 mins) </li></ul>
  5. 5. Current Company Status <ul><li>Build investor confidence in your company </li></ul><ul><ul><li>Company Structure (C Corp, LLC, Non-Profit), Location and Year Founded </li></ul></ul><ul><ul><li>Staff and positions </li></ul></ul><ul><ul><li>Customers and contracts </li></ul></ul><ul><ul><ul><li>Revenue from paying customers </li></ul></ul></ul><ul><ul><ul><li>Sales pipeline </li></ul></ul></ul><ul><ul><li>Strategic partners </li></ul></ul><ul><ul><li>Intellectual property – patents, trademarks, etc. </li></ul></ul><ul><ul><li>Product development status (alpha, beta, release) </li></ul></ul><ul><ul><li>Other significant information </li></ul></ul><ul><li>Slide Time (2 Slide: 1:30 mins) </li></ul>
  6. 6. Competitive Landscape <ul><li>Competition (Graphical) </li></ul><ul><ul><li>Describe the direct (competing product or service) and indirect competition (alternative solution) for your company and its product or service. </li></ul></ul><ul><ul><li>What specific opportunities exist for the company as a result of the competition? </li></ul></ul><ul><ul><li>How does your company differentiate itself from the competition? </li></ul></ul><ul><li>What is the market size, growth and maturity? (Graphical) </li></ul><ul><ul><li>Leverage industry and market segment data </li></ul></ul><ul><ul><li>Graphical Representation </li></ul></ul><ul><li>Competitive Advantage (Value Proposition) </li></ul><ul><ul><li>What is the company’s competitive advantage? </li></ul></ul><ul><ul><li>Why will customers buy your product or service over the competition? </li></ul></ul><ul><ul><li>What is your value proposition? </li></ul></ul><ul><li>Slide Time (2 Slides: 2:00 mins) </li></ul>
  7. 7. Revenue Model <ul><li>Describe the company’s revenue model </li></ul><ul><ul><li>What is the company selling? </li></ul></ul><ul><ul><li>What is the go to market strategy? </li></ul></ul><ul><ul><li>How does the company generate revenue for its product or service? </li></ul></ul><ul><ul><li>What is the pricing model? Revenue? Gross margin? </li></ul></ul><ul><ul><li>What is the cost structure for the company? </li></ul></ul><ul><ul><li>What third-party validation has the company received? </li></ul></ul><ul><li>Describe the sales cycle for the company’s product or service </li></ul><ul><ul><li>How do you sell your product or service? </li></ul></ul><ul><ul><li>What is the expected sales cycle time for closing a deal? </li></ul></ul><ul><li>Slide Time (2 Slides: 1:30 mins) </li></ul>
  8. 8. Financial Projections <ul><li>Provide 3-5 year financial projections for the company (chart or graph) </li></ul><ul><ul><li>Do the financial projections demonstrate year-to-year growth? </li></ul></ul><ul><ul><li>Is the company overstating or understating market share and/or growth? </li></ul></ul><ul><ul><li>Can the company scale its operations as it grows? </li></ul></ul><ul><li>List major facts and assumptions </li></ul><ul><ul><li>Are the assumptions believable and achievable? </li></ul></ul><ul><li>Slide Time (1 Slide: 1:30 mins) </li></ul>
  9. 9. Funding <ul><li>What funding has the company received to date? </li></ul><ul><ul><li>Amounts and sources </li></ul></ul><ul><li>How much money is the company currently seeking? </li></ul><ul><ul><li>Show Sources and Uses of Funds </li></ul></ul><ul><ul><li>Show key milestones </li></ul></ul><ul><li>What is the company willing to give to investors? </li></ul><ul><ul><li>Equity </li></ul></ul><ul><ul><li>Debentures </li></ul></ul><ul><li>Anticipated future funding rounds </li></ul><ul><li>What are the exit strategies for the company? </li></ul><ul><li>Slide Time (2 Slides: 1:30 mins) </li></ul>
  10. 10. Management Team and Advisory Board <ul><li>Purpose is to build investor confidence with team </li></ul><ul><ul><li>Credentials, proven track record </li></ul></ul><ul><ul><li>Expose skill and experience gaps </li></ul></ul><ul><li>Provide a list of the company’s leadership team </li></ul><ul><ul><li>Include name, position, experience </li></ul></ul><ul><li>Provide a list of company advisors </li></ul><ul><ul><li>Include name, experience </li></ul></ul><ul><li>Slide Time (1 Slide: 1:00 mins) </li></ul>
  11. 11. Summary <ul><li>What do you want your audience to remember about the company? </li></ul><ul><ul><li>Strengths of company </li></ul></ul><ul><ul><li>Marketable product or service </li></ul></ul><ul><ul><li>Business and revenue model </li></ul></ul><ul><ul><li>Customers and sales pipeline </li></ul></ul><ul><ul><li>Intellectual property </li></ul></ul><ul><ul><li>Management team </li></ul></ul><ul><ul><li>Other… </li></ul></ul><ul><li>Slide Time (1 Slide: 0:30 mins) </li></ul>
  12. 12. Contact <ul><li>For More Information, please contact: </li></ul><ul><li>Barbara Bickham </li></ul><ul><li>(323) 544-1420 ext 1 </li></ul><ul><li>[email_address] </li></ul><ul><li>Our business packaging service: </li></ul><ul><li> </li></ul>