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Secrets of
    The 5-Minute Pitch

Candace Klein,
Founder & CEO of Bad Girl Ventures and SoMoLend
Personal Story
• Three most important things that make you
  better fit to run this company than anyone else
• Vulnerability
• Personality
• An excercise
Key Topics
•   The Products or Services
•   The Market
•   Sales Strategy
•   Management Team
•   IP /Patents/Barriers for Future Competitors
•   Ownership and Control
•   Summary Financial Info
•   Capital Needs
Where to Start…
•An overview of the company

  – Uniqueness of product or service

  – The problem it solves!

  – Competitors (current & future) their products and
    strategies
  – Unfair competitive advantage
Market & Strategy
 • The Market
   – The target market and target customer
   – The size and growth rate of the market


 • Sales Strategy
   – The channels to be used to go to market
   – Sales strategies
Leaders & IP
 • Management Team
    – Senior managers, and their relevant
      skills/experience
    – Any open positions, and the key skills needed
    – Advisors (but only the good ones)

 • Intellectual Property-- significant patents
   or other key intellectual property
Owners & Projections
 • Ownership and Control
   – Board of Directors
   – Capitalization table

 • Summary Financial Information
   – Five year projections
   – Exit scenarios
$$$
 • Capital Needs
   – Funds already invested by management and
     outsiders (who are they)
   – Current capital needs
   – Projected use of funds
   – Future financing plans (“Capital Access
     Plan”)
   – Pre-money valuation of the Company
     and terms of the current offering
Closing
 • Conclusion/Summary
   – Summarize the main points
   – Call to action
   – Thank you
Pitfalls
•   No exit plan
•   “no competition”
•   Jargon/acronyms
•   Too many words per slide/no graphics
•   Not telling how you’ll make money
•   Unrealistic projections
•   “If I just capture 1% of the market…”
•   Reading slides
•   Mistakes/misspellings (not mispellings)
Were you listening???



  What do investors look for
   in your presentation?

          Canaan Pitchbook
Candace Klein, J.D.
   Founder & CEO
    SoMoLend
Questions?

Candace Klein
20-22 West 12th Street
Cincinnati, Ohio 45202


859.803.9499

Candace@SoMoLend.com

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Candace Klein - Presentation Venture Capital Conference and Workshop

  • 1. Secrets of The 5-Minute Pitch Candace Klein, Founder & CEO of Bad Girl Ventures and SoMoLend
  • 2.
  • 3.
  • 4.
  • 5. Personal Story • Three most important things that make you better fit to run this company than anyone else • Vulnerability • Personality • An excercise
  • 6. Key Topics • The Products or Services • The Market • Sales Strategy • Management Team • IP /Patents/Barriers for Future Competitors • Ownership and Control • Summary Financial Info • Capital Needs
  • 7. Where to Start… •An overview of the company – Uniqueness of product or service – The problem it solves! – Competitors (current & future) their products and strategies – Unfair competitive advantage
  • 8. Market & Strategy • The Market – The target market and target customer – The size and growth rate of the market • Sales Strategy – The channels to be used to go to market – Sales strategies
  • 9. Leaders & IP • Management Team – Senior managers, and their relevant skills/experience – Any open positions, and the key skills needed – Advisors (but only the good ones) • Intellectual Property-- significant patents or other key intellectual property
  • 10. Owners & Projections • Ownership and Control – Board of Directors – Capitalization table • Summary Financial Information – Five year projections – Exit scenarios
  • 11. $$$ • Capital Needs – Funds already invested by management and outsiders (who are they) – Current capital needs – Projected use of funds – Future financing plans (“Capital Access Plan”) – Pre-money valuation of the Company and terms of the current offering
  • 12. Closing • Conclusion/Summary – Summarize the main points – Call to action – Thank you
  • 13. Pitfalls • No exit plan • “no competition” • Jargon/acronyms • Too many words per slide/no graphics • Not telling how you’ll make money • Unrealistic projections • “If I just capture 1% of the market…” • Reading slides • Mistakes/misspellings (not mispellings)
  • 14. Were you listening??? What do investors look for in your presentation? Canaan Pitchbook
  • 15.
  • 16.
  • 17.
  • 18.
  • 19.
  • 20.
  • 21.
  • 22. Candace Klein, J.D. Founder & CEO SoMoLend
  • 23.
  • 24.
  • 25.
  • 26.
  • 27. Questions? Candace Klein 20-22 West 12th Street Cincinnati, Ohio 45202 859.803.9499 Candace@SoMoLend.com

Editor's Notes

  1. Different formats of a pitch Elevator 10 minute One hour Elevator pitch = 3 minute pitch
  2. Don’t panic!
  3. Prepare, prepare, prepare! Create the master deck, then cut Know the numbers/facts Understand the investor Anticipate questions
  4. Where to start??
  5. Define next steps and provide a way to contact you!!
  6. Define next steps and provide a way to contact you!!
  7. Establish a relationship
  8. Share your passion Be enthusiastic!
  9. Add humor & a friendly connection whenever possible
  10. Be prepared Additional materials Calculator on hand at all times Business cards – a way for the person to contact you
  11. The main focus? You! Emphasize experience & coachability
  12. Bottom Line: You are an entertainer selling your show