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Client
CORPORATE PRESENTATION
Mission Statement
CLEARLY STATE YOUR COMPANYโ€™S LONG TERM MISSION. TRY TO USE WORDS
THAT WILL HELP DIRECT THE GROWTH OF YOUR COMPANY, BUT BE AS CONCISE
AS POSSIBLE.
Competition
โ€ข Summarize the competition.
โ€ข Outline your companyโ€™s competitive advantage.
The Team
โ€ข List CEO and key management by name.
โ€ข Include previous accomplishments to show that
these are people with a record of success.
โ€ข Summarize number of years of experience in
this field.
Market Summary
โ€ข Summarize your market in the
past, present, and future.
โ€“ Review those changes in market
share, leadership, players, market
shifts, costs, pricing, or competition that provide the
opportunity for your companyโ€™s success.
Opportunities
โ€ข Identify problems and opportunities.
โ€“ State consumer problems and define the nature of
product/service opportunities that are created by
those problems.
Business Concept
โ€ข Summarize the key technology, concept, or
strategy on which your business is based.
Goals and Objectives
โ€ข List five-year goals
โ€ข State specific, measurable objectives for
achieving your five-year goals.
โ€“ List market-share objectives.
โ€“ List revenue/profitability objectives.
Financial Plan
โ€ข Outline a high-level financial plan that defines
your financial model and pricing assumptions.
โ€“ This plan should include expected annual sales and
profits for the next three years.
โ€“ Use several slides to cover this material
appropriately.
Resource Requirements
โ€ข List requirements for the following resources:
โ€“
โ€“
โ€“
โ€“
โ€“
โ€“
โ€“

Personnel
Technology
Finances
Distribution
Promotion
Products
Services
Risks and Rewards
โ€ข Summarize the risks of the proposed project
and how they will be addressed.
โ€ข Estimate expected rewards, particularly if you
are seeking funding.
Key Issues
โ€ข Near term
โ€“ Identify key decisions and issues that need
immediate or near-term resolution.
โ€“ State consequences of decision postponement.

โ€ข Long term
โ€“ Identify issues needing long-term resolution.
โ€“ State consequences of decision postponement.

โ€ข If you are seeking funding, be specific about
any issues that require financial resources for
resolution.

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Client Investor Presentation

  • 2. Mission Statement CLEARLY STATE YOUR COMPANYโ€™S LONG TERM MISSION. TRY TO USE WORDS THAT WILL HELP DIRECT THE GROWTH OF YOUR COMPANY, BUT BE AS CONCISE AS POSSIBLE.
  • 3. Competition โ€ข Summarize the competition. โ€ข Outline your companyโ€™s competitive advantage.
  • 4. The Team โ€ข List CEO and key management by name. โ€ข Include previous accomplishments to show that these are people with a record of success. โ€ข Summarize number of years of experience in this field.
  • 5. Market Summary โ€ข Summarize your market in the past, present, and future. โ€“ Review those changes in market share, leadership, players, market shifts, costs, pricing, or competition that provide the opportunity for your companyโ€™s success.
  • 6. Opportunities โ€ข Identify problems and opportunities. โ€“ State consumer problems and define the nature of product/service opportunities that are created by those problems.
  • 7. Business Concept โ€ข Summarize the key technology, concept, or strategy on which your business is based.
  • 8. Goals and Objectives โ€ข List five-year goals โ€ข State specific, measurable objectives for achieving your five-year goals. โ€“ List market-share objectives. โ€“ List revenue/profitability objectives.
  • 9. Financial Plan โ€ข Outline a high-level financial plan that defines your financial model and pricing assumptions. โ€“ This plan should include expected annual sales and profits for the next three years. โ€“ Use several slides to cover this material appropriately.
  • 10. Resource Requirements โ€ข List requirements for the following resources: โ€“ โ€“ โ€“ โ€“ โ€“ โ€“ โ€“ Personnel Technology Finances Distribution Promotion Products Services
  • 11. Risks and Rewards โ€ข Summarize the risks of the proposed project and how they will be addressed. โ€ข Estimate expected rewards, particularly if you are seeking funding.
  • 12. Key Issues โ€ข Near term โ€“ Identify key decisions and issues that need immediate or near-term resolution. โ€“ State consequences of decision postponement. โ€ข Long term โ€“ Identify issues needing long-term resolution. โ€“ State consequences of decision postponement. โ€ข If you are seeking funding, be specific about any issues that require financial resources for resolution.