The document outlines the typical sections and content included in an investor presentation. It includes sections for introducing the problem and solution, describing the product and market opportunity, competition, business model, financial projections, capital raise requirements, and potential exit strategies. The document provides guidance on the level of detail needed for each section to clearly explain the business opportunity and convince investors to participate in the funding round.

1. Company Name
“One Line Mission Statement”
Before you start presenta8on, introduce yourself and
the general concept

2. The Problem
• Clearly define the problem
– Who is this a problem for?
– The problem(s) should be unserved by compe88on

3. Solu8on
• How are you solving the problem – 8e the solu8on to the
specific pain point you iden8fied in the previous slide. This
creates con8nuity in the story
• How does this solu8on

4. The Product
• One or two slides on the product – preferably screen shots or
a pre‐recorded video that show how the product meets the
specifica8ons you described earlier
• Add addi8onal slides in the appendix with key detailed
product features. Keep these out of the presenta8on to allow
8me to discuss the business opportunity.

5. Leadership Team
(add a few comments about relevant experience)
• CEO – relevant experience should include company name and
job 8tle. Highlight any specific experience in this space
• CFO

6. Advisory board
(add a few comments about relevant experience)
• Who is on the advisory board, and what do you rely on them
for (i.e. advisor for CEO coaching)
• CFO

7. Market
• How “big” is the market – investors want to see this in $ at a
minimum. Add other measures sparingly if appropriate.
Convince me this is a big opportunity for my investment
• What market dynamics are making this the right move now?
• What are the key market segments (if appropriate)?
• What is the TAM and SAM – for SAM generate a boUoms up
analysis
• Have a slide in the appendix that goes into detail on the TAM
and SAM analysis

8. Compe88on
• Both direct and indirect
• Highlight how your solu8on fills gaps in the compe88ons
service
• Recommend using a graphic on this slide. A common chart
puts compe88on on the X axis 8tle and key features on the Y
axis. Highlight how your solu8on provides the right key
features. Alterna8ve is to have two primary considera8ons on
X & Y and develop scaUer plot of compe88ve landscape
• Have back‐up slide in appendices that goes into the detail on
the compe88on

9. Business Model
• How do you make money

10. Go‐To Market Strategy
• How will you launch this?
– Who is your target customer now, in 12 months, 36 months?
– What are exis8ng channels you can leverage
• Direct vs. Indirect sales
• This is where the rubber hits the road in many investors
minds. Having an advisor for this topic is a plus. This should
be rela8vely detailed (“SEO” is not a go‐to market strategy)
• How will you acquire customers in a cost‐effec8ve manner?

11. Financial Projec8ons
• Five year pro‐forma
– This should be simple
• Revenue, COGS, Gross Margin, Key Opex (three or four line items) EBITDA, Cash
• Have a slide in appendix with detailed five year for discussion
if needed

12. Capital Raise
• How much money has gone into the company
– What form, if priced round what was post‐$
• How much are you raising this round?
– (Conver8ble note or equity?)
– Valua8on
– How much sod‐circled?
– Specific milestones (i.e. use of funds) – these milestones
should be specifically 8ed to value crea8on for the
company. What will this $ help you accomplish?

13. Future raises
• Sample chart below – show what $ you will need in the
future. Highlight CFP point (not on graph).
• Be ready to talk to exit points and drivers for exit

14. Exit
• Who are poten8al acquirers?
• What are comparable transac8ons?
– Seller, buyer, valua8on, mul8ples (revenue and EBITDA), key driver
• What is most likely exit as you see it now? Which do you
prefer?