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Creating an Effective Investment Pitch presented by Tuyen Hoang

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Creating an Effective Investment Pitch presented by Tuyen Hoang

  1. 1. entrepreneur [ahn-truh-pruh-nur, -noo r] noun - a person who organizes and manages any enterprise, especially a business, usually with considerable initiative and risk intrepid [in-trep-id] adj. - characterized by resolute fearlessness, fortitude, and endurance entrepid Advisors Project MIST - Startup Bootcamp
  2. 2. Investment Pitch
  3. 3. Investor presentation entrepid Advisors • Proposal that highlights investment opportunity • Contains highlights from business plan • Focused on fund raising • Add visuals to tell the story, e.g. pictures, diagrams, charts, graphs and exhibits • Understand audience to adapt/tailor messaging
  4. 4. Populating your deck entrepid Advisors • Typical structure - Summary/description - Opportunity identification: Problem/solution, Product/service, TAM - Competition - Milestone and achievements to show traction - Marketing and growth strategy - Business model: revenue sources, pricing strategy, high level numbers - Financial summary and projections - Management team - Investment ask
  5. 5. Introduction entrepid Advisors • Who are you? What is your business? • Summarizes main value proposition (highlights USP)
  6. 6. Throw in visuals entrepid Advisors 35% 20% 10% 7% 7% 6% 5% 4% 3% 3% China Korea Japan USA Taiwan Russia Malaysia Australia Thailand Singapore Top 10 International visitors by countries - 2016
  7. 7. • Problem/solution • Product/service offering Market opportunity entrepid Advisors
  8. 8. • TAM/SAM/SOM • Can use the target market to summarize investment thesis TAM SAM Market opportunity (cont’d) entrepid Advisors SOM US$10bil US$5bil US$2.5bil
  9. 9. Competition entrepid Advisors • Know your market • Comparison matrix • Key competitive advantages
  10. 10. Milestones entrepid Advisors • Startup founded • Received $100K equity from 2 co-founders • Launch first version of website • Received 100K visits in first month • Users increase to 2 million • Average daily visit 100K 2012 2013 2014 2015 2016 • Reached sales of $10 million, grew 100% yoy • Launch new service • Received first external funding from angel investor • Raised $5 million from venture capital firm ABC • Signed up 3 major marketing partners
  11. 11. Milestones (cont’d) entrepid Advisors
  12. 12. • Distribution – networks, channels • LTV, CAC • Hack into growth Marketing and growth strategy entrepid Advisors
  13. 13. • Representative customer list, partners, suppliers • Pending contracts Marketing and growth strategy (cont’d) entrepid Advisors
  14. 14. Business model and financial summary entrepid Advisors • Revenue sources • Show key assumptions and drivers • Basic financial projections
  15. 15. Business model and financial summary (cont’d) entrepid Advisors • Customer Acquisition Costs (CAC) CAC = (Total sales expense per month)/(# customers per month) • Lifetime Value (LTV) LTV = (Monthly revenue)*(Gross Profit%)* (Lifetime Months) • Extrapolate data using combination of local info and historical assumptions in other markets • Find reasonable assumption, track and refine to conform to reality • Conversion rates • LTV/CAC
  16. 16. Management team entrepid Advisors • List key people • Brief customized bio focused on relevant experience • Execution track record • Why this is the team to back
  17. 17. The Ask entrepid Advisors • Why invest? • Previous rounds of financing • Amount looking to raise? • Use of proceeds • Terms 2015 - raised $100K @ $1M valuation Co-founders A, B, C Angel investors: X, Y, Z Website with 100K members Seeking $500K-$1M A round @ $2M valuation Target 1 month closing Investors Use of Proceeds Key hires: Head of Marketing, HR ($100K) Increases by 10 more sales staff, customer support $100K for marketing and advertisement Increase to 500K users by end of year Target sales $1M
  18. 18. Key points to remember entrepid Advisors • Pique their interest and get them excited • Not exhaustive, leave them wanting more • You guide, let them connect the dots • Be specific to describe plan to attack market • Be flexible, adapt • Get feedback and refine (review/check deck) • Be prepared and practice • Trust & integrity • Grounded in reality • Track record, experience • Energy and passion • Commitment • Leadership and vision • Growth and scalability
  19. 19. entrepid Advisors Tuyen Hoang tuyenhoang@entrepidadvisors.com

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