The document outlines a 2009 investor presentation guide detailing essential principles for delivering concise and compelling company presentations. It includes a suggested flow and time allocations for discussing key topics such as current company status, competitive landscape, revenue model, financial projections, and management team. Visual aids are emphasized, and the overall presentation should not exceed 15 minutes to maintain investor interest and confidence.

1. The Investor Presentation Guide 2009

2. Guiding Principles The company presentation must be delivered clearly and concisely Tells a compelling story about your company Creates investor confidence and interest Leads to additional investor meetings Should not be longer than 15 minutes in duration Visual aides should be graphical (charts, graphics, pictures) Presentation format and flow may vary depending on company

3. Suggested Presentation Flow Revenue Model Close Introduction Current Status Competitive Landscape Financials Management Team Funding 1:00 2:00 3:00 4:00 5:00 6:00 7:00 8:00 9:00 10:00 11:00 12:00 13:00 14:00 Suggested Presentation Time Allocation (minutes)

4. Introduction Slide Introduce yourself and your company Company name and company logo Presenter name and title Brief summary of company (elevator pitch) Slide Time (1 Slide: 0:30 mins)

5. Current Company Status Build investor confidence in your company Company Structure (C Corp, LLC, Non-Profit), Location and Year Founded Staff and positions Customers and contracts Revenue from paying customers Sales pipeline Strategic partners Intellectual property – patents, trademarks, etc. Product development status (alpha, beta, release) Other significant information Slide Time (2 Slide: 1:30 mins)

6. Competitive Landscape Competition (Graphical) Describe the direct (competing product or service) and indirect competition (alternative solution) for your company and its product or service. What specific opportunities exist for the company as a result of the competition? How does your company differentiate itself from the competition? What is the market size, growth and maturity? (Graphical) Leverage industry and market segment data Graphical Representation Competitive Advantage (Value Proposition) What is the company’s competitive advantage? Why will customers buy your product or service over the competition? What is your value proposition? Slide Time (2 Slides: 2:00 mins)

7. Revenue Model Describe the company’s revenue model What is the company selling? What is the go to market strategy? How does the company generate revenue for its product or service? What is the pricing model? Revenue? Gross margin? What is the cost structure for the company? What third-party validation has the company received? Describe the sales cycle for the company’s product or service How do you sell your product or service? What is the expected sales cycle time for closing a deal? Slide Time (2 Slides: 1:30 mins)

8. Financial Projections Provide 3-5 year financial projections for the company (chart or graph) Do the financial projections demonstrate year-to-year growth? Is the company overstating or understating market share and/or growth? Can the company scale its operations as it grows? List major facts and assumptions Are the assumptions believable and achievable? Slide Time (1 Slide: 1:30 mins)

9. Funding What funding has the company received to date? Amounts and sources How much money is the company currently seeking? Show Sources and Uses of Funds Show key milestones What is the company willing to give to investors? Equity Debentures Anticipated future funding rounds What are the exit strategies for the company? Slide Time (2 Slides: 1:30 mins)

10. Management Team and Advisory Board Purpose is to build investor confidence with team Credentials, proven track record Expose skill and experience gaps Provide a list of the company’s leadership team Include name, position, experience Provide a list of company advisors Include name, experience Slide Time (1 Slide: 1:00 mins)

11. Summary What do you want your audience to remember about the company? Strengths of company Marketable product or service Business and revenue model Customers and sales pipeline Intellectual property Management team Other… Slide Time (1 Slide: 0:30 mins)

12. Contact For More Information, please contact: Barbara Bickham (323) 544-1420 ext 1 [email_address] Our business packaging service: http://www.techgenii.com/services/business-packaging-service/