1.
Investor
pitch deck
101
Generator
THE
powered by

2.
Get their Attention
Passionately & clearly communicate a vision
Don’t oversell - investors can easily see through crap
Focus on your strengths & remain candid
ShowGrowth, Opportunity &Passion,ButDon’tOversellIt
Send one or two high-level members of your team, not the whole
crew
Stay Intimate
An exceptional entrepreneur or team who has experience and
drive
Large enough and interesting enough market opportunities
A smart, differentiated, and defensible product/service that will
stand out initially in its market and be able to protect its margins
over time

3.
Investment
Readiness
Level9. Plausible exit
8. Cash to exit
7. Unit economics – margin validated
6. Reimbursement
5. Regulatory certainty/difficulty
4. IP: Patentability, FTO & block
3. Attractive solution & ID of MVP
2. Compelling clinical need + large market
1. Effective team

4.
Conversational

5.
• Regurgitation of
business plan or
technology roadmap
• A sales pitch
• A brainstorming tool
or a way to collect
your thoughts
Whata pitchdeck isn’t...

6.
• The Big Idea
• The Problem
• The Solution
• The Market
• Market Adoption
• Business Model
• Proprietary Technology
• Competition
• Competitive Advantages
• Traction/Validation
• Milestones
• Regulatory &
Reimbursement
Strategy
• Who We Are
• Press/Testimonials
• Financials
• The Ask
• Summary
10-15SlidesChoose
Wisely!

7.
0.Cover Slide

8.
Tagline
Think about including keyinformation like
name, title, email, mobile phonenumber

9.
1.The Big Idea

10.
Bold, declarative statement.
Ambitious.
Big.

11.
2.The Problem

12.
• Frustration?
What is broken?
• Why should your
product exist?
• What’s the
opportunity?
Current Pain

13.
3.The Solution

14.
Your Product
• Show how your product works in 3 easy
steps
– Describe your product, including key differentiators
– Describe the non-confidentialmechanism of action
– Secret sauce or magic?
• Break to demo if its short and worth
emphasising one or two key insights or
features
– Tell a story – future client or an example of a
current client

15.
What macro-trends,
new enabling
technologies, etc. give
you a chance to
succeed when others
who tackled this pain
point have failed
Only
Possible
Now

16.
4.Proprietary Tech

17.
• Status of any patent
filings (issued,
applications)
• Details of any license
agreements
• Status of any other IP
(e.g. trademarks, trade
secret, etc.)
Intellectual Property

18.
5.The Market

19.
• Massive (but realistic) market
• Data/stats on market size, existing
proof points, etc.
The Opportunity
Total Addressable Market
Serviceable Addressable Market
Serviceable Obtainable Market
TAM
SAM
SOM
Typical
Top-Down

20.
Market
Top Down –USA only
$36
Billion
Total Skin Cancer
Diagnostic Market
Source: Some Reputable Source
$4
Billion
Telehealth Skin
Cancer Diagnostics
Source: Some Reputable Source
$50
Million
My Product
Opportunity
$10 per use

21.
Market
Bottom Up – USA only
Number of at risk people Something big
% with smartphones Smaller
Price per report $10.00
_____________________________________________
Opportunity/Year at x% penetration Impressive $

22.
6.Competition

23.
• Direct vs indirect
competitors
– Potential entrants
• Competitive
advantage
• Barriers to entry for
new players? (money,
time, expertise,
relationships,
patents)
Market Fit

24.
Feature A Feature B Feature C
YOU
CoA
CoB
Competitor logo
• Bullet point summary of model, traction, limitations
Market share
Competitive differentiation
Defence from competitive response
Types ofdiagrams/charts
Market landscapecomparison
Feature ListComparison

25.
7.BusinessModel

26.
8.Marketing strategy

27.
• List approaches/tactics you’re going to use to
get customers. Initial set plus over time.
– How long is sales cycle to get a client?
– Expected conversion rate?
– Average cost to acquire a customer?
– Lifetime value of customer?
• Key expenses/ time-efforts
• AUS, US or EU first? Why?
• Direct sales vs independent reps vs partner?
Getting Customers

28.
9.Go to market strategy
& Milestones

29.
Go-To-MarketTotal Addressable Market: [$XB industry]
Distribution Strategy: [Your unique advantage + channels you plan to test
Launch
[Dates]
Traction
[Dates]
Growth
[Dates]
Main
Focus:
Priority
Tasks:
Target
Results:
[X]
[X]
[X]
[X]
[X]
[X]
[Launch web & iOS app]
• [Improve signup flow
• Finalize user referral process
• Accepted to App Store
• Drive initial signups
• Measure DAU totals]
• [X initial users
• Convert X% of existing email list
• Understand DAU & optimize]
5

30.
Timeline

31.
10. Traction,
Validation

32.
• Current product
development status,
what near future
looks like
• Stats on, or plans for
getting, initial
customers
Traction

33.
Customer Overview
“By 2020, over 85% of general practitioners will use
cloud-based patient management software solutions”
Live Customers Implementing Pilots Prospects
Logo Logo Logo Logo
Logo
Logo
Logo
Logo

34.
11.
Regs &
reimbursement

35.
• Describe the regulatory
pathway for your product (if
applicable)
• Describe the reimbursement
environment for your product
or similar category products (if
applicable)
Red Tape

36.
12. The team

37.
Who We Are
• List pics + short bio on each
founder/senior team member
• Include info on board members &
advisors
– State verbally if Board is investing (big
points). If no, don’t bring it up, have a
reason for why not if asked.
• Include info on future hires
• Outline division of responsibilities

38.
13. The ask

39.
4key questions
o How much are you raising now?
o How much have you raised previously?
o What will you use the money for?
o When and how do investors get a return on
their investment?
What Do You Need?

40.
14. summary

41.
Key Takeaways
• List 3-5 of your strongest points, distilled
down to memorable sound bites
• What is your call to action

42.
z. outro

43.
founders@yourcompany.com
0413 467 201
<Impactful quote from customer or similar>

44.
Ω. appendices

45.
Executive Summary
What We Do:
• ExampleCo is a [zero-jargon description
of product] used by [broad but
addressable market] to [benefits].
• We are focused on the [$X billion target
niche] market.
Current Status:
We are [company stage, e.g. pre-revenue,
pre-launch, etc.].
Traction to date includes:
• (Month or Quarter 1): X key metric, Y key
metric
• (Month or Quarter 2): X key metric, Y key
metric
Currently Raising:
• [$X-Y million] seed round.
• Previously raised [$X million] from
[investors].
Team Experience
Pilot Customers/Partners
Logos of Past Companies
& Top Schools
Logos or Other Proof of
Early Traction
Borrowed from NextView Ventures

46.
Detailed Financial Projections
($000)
Milestones Month Expenditures Customers Revenue
Prototype Jan 16 $150 0 $0
Clinical Trial Jun 16 $100 0 $0
Reg Approval Jan 17 $100 0 $0
Launch Jan 17 $100 10 $100
Feb 17 $100 100 $1,000
Breakeven Mar 17 …
2016 2017 2018
Unit Sales
Consumables
Revenue
Gross Profit
OPEX
• Sales & Marketing
• Customer Service
• Product Development
EBIT

47.
Detailed Start-Up Capitalisation
Amount % of Total
Founder’s Investments
Angel Investors
VC
Bank Loans
Non-Dilutive
o Grants
_______________________________________
TOTAL CAPITALISATION

48.
Tactic
Tactic
Tactic
#Customers
Time
Tactic
Tactic
Tactic
Tactic
[X]
Customers
Tactic
Tactic
12
Path to [X] Customers
Marketing Deep Dive
Borrowed from NextView Ventures

49.
GrowthStrategy

50.
Headshot
Headshot
Logo
Logo
“Quote.”
“Quote.”
Test Customer Logos
• Proof of concept data point
• Proof of concept data point
• Proof of concept data point
• Proof of concept data point
17
Customer Validation
Borrowed from NextView Ventures

51.
Startup
Buyer
acq. by
[$X]
VC
VC
Startup
Buyer
acq. by
[$X]
VC
VC
Startup
Buyer
acq. by
[$X]
VC
VC
Public Co
[market cap]
Public Co
[market cap]
Public Co
[market cap]
• Startups in the [industry niche] space are acquisition targets for companies
such as [Examples], at valuations around [N] times price/sale.
21
Exit Comparisons
Borrowed from NextView Ventures

52.
Explain how you have taken risk out of the
project, list the remaining major risks.
o Technical Risk
o Market Risk
o Execution Risk
Risk Mitigation Strategies
Specific Risk
Specific Risk
Specific Risk
Mitigation Strategy
Mitigation Strategy
Mitigation Strategy

53.
• Detailed value proposition to
clients/users/partners
• Pipeline of potential clients, % likelihood
of closing, revenue potential from
pipeline
• Partnerships/agreements/structures
• Proprietary aspects not discussed in core
deck
• Additional strategy slides: ex) how to
avoid/limit circumvention
AdditionalAppendixSlides

54.
• Competitors capital raises/investors
• Head count (# employees) projection/key
hires needed
• Additional screen shots from demo
• Testimonials (key opinion leaders, potential
future partners, potential future acquirers)
• Unit economics analysis
• Details on research, publications (without
being too academic)
AdditionalAppendixSlides

55.
Tips

56.
If you can’t explain
it simply, you don’t
understand it well
enough.
- Albert Einstein

57.
• http://www.buzinga.com.au/buzz/startup-
pitch-videos/
• http://thepitch.fm/
• Interesting way to explain a pivot:
http://www.slideshare.net/fabulis/fab-2011-timeline
Some Examples

58.
• If you regularly get a specific question, address it head on
• Leave room for questions, this is when decisions are made
about whether & how much to fund you
• Each slide should stand on its own without explanation – use
clear figures to convey a lot of information without a lot of text
• Don’t read slides – connect with your audience
• Don’t use industry acronyms/terminology or reference
companies they won’t know
• DO NOT ask them to sign an NDA – most won’t

59.
• Retitle your slides
• Minimize bullets & text
• Add visuals – but NOT stock photos

60.
• Remove redundancy
• Reduce phrases to words
• Omit gratuitous intensifiers and qualifiers
• Expunge expletives
• Negate nominalisations
• Delete superfluous phrases
• Avoid clichés
• Watch for words like
o That
o Absolutely
o Very
o Always/Never
Be Precise and Concise

61.
• This estimate is conservative
• Won’t need funding after this round
• Device works, we’ve tested it in our
lab / in pigs / in China
• We’ll be on the market in X years
• We’ll get acquired before expensive
trials/commercial launch
• We’ll capture x% (e.g. <40%) of the
addressable market in <5 years
• The addressable market (or worse,
revenue) opportunity is $1B+
Don’t Lie

62.
• Get introduced – they don’t respond
well to random calls/e-mails
• Review investment criteria
• Review portfolio companies
Before Sending YourDeck
1First things first.

63.
• Arrive early to set up computer,
projector, get access to wifi, etc.
• Ask investors to be introduced, provide a
quick background on themselves and
the fund (you may learn something!)
• One joke – make audience laugh at least
once, but don’t do a comedy routine
• Keep detailed notes of the interaction –
who was at the meeting, their specific
comments
At the Pitch

64.
• If requested, send a follow-up meeting
PDF with additional slides (they may have
requested you to create) and some
appendix slides
• Stay on their radar
• Guidelines for following up:
After the Pitch
o Be subtle
o Be concise
o Be persistent
o Use multiple channels
o Let time pass
o Be gracious
o Accept “no” for an
answer

65.
You Got Told No

66.
storyboarding notes
Core story:
Highlights:
Hesitations:
Notes:

67.
1.Draft your slide order
2.Draft each slide’s message
3.Step back and see if they work
together. If not, change the messages
or move them around.
4.Add each slide’s rough content
5.Now consider flow between adjacent
slides
6.Iterate, test & rebuild

68.
WANTTO KNOWMORE?
GETIN TOUCH!
www.monash.edu/entrepreneurship
@monashGENERATOR
Facebook.com/monashGENERATOR
7 Innovation Walk AG01-04 (Clayton Campus)
entrepreneurship@monash.edu