SlideShare a Scribd company logo
Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 1
Your pitch should be a logical conversation. You should be able to email it and the pitch speak for itself. It should
leave investors wanting more and calling you for an appointment.
Few start-ups raise Series A capital. That’s fine. The only resources you need to succeed are; Dreams, Plans,
Passion, Love Sincerity, Honesty, Creativity, Decisiveness, and Determination with these resources, success will
come.
You don’t want any investor you need the right investor who brings to you more than money. This takes a time, a
lot of time, so focus on organic success first. It will give you the time you need, and attract the right investors.
Success is not an overnight journey.
Let’s get started.
Garry Lloyd
Chief Strategy Officer - Commercialisation Specialist
Asia Judge - Harvard Business School Alumni “New Venture Competition”
Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 2
1. A Startup is “Scalable” and has the intent to become a large disruptive
company. Think 100% increase in revenue year on year.
2. A Small Business is “independently owned and operated, organised for profit,
and not dominant in its field. Think 10% increase in revenue year on year.
This Pitch Deck is targeted for Startups with the view of raising capital. A small
business, any business should go through a Pitch Deck every 3 months and I
believe in doing so, will never lose sight of the market and the ability to make
extraordinary profits.
First question, are you really a Startup?
Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 3
1. Do you solve a real problem?
2. Does it solve it in a big market?
3. Is it something that has a competitive advantage
4. Is there large real profit
The big 4 fail points
Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 4
Typical contents of a Pitch Deck
1. Vision
2. Problem you are solving
3. Market
4. Your solution
5. Product positioning
6. Traction to date
7. Revenue Model
8. Go to Market Strategy
9. Team
10. Financials
11. Your Ask
12. Contact information
Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 5
This is a short, concise statement of the organisation’s future and answers the
question of what the organisation will look like in five or more years.
Try: making it relatable… as in “We are X for Y”
(“We are AirBNB for Event Spaces”, “The Uber for Tourism”)
I use the following formula as a guide;
Step 1 – The output
Step 2 – The twist
Step 3 – The quantification
Step 4 – The human connection
“Producing and selling locally sourced cakes and pies that are so delicious and
satisfying, that every customer who leaves our store does so with a smile.”
Vision - your elevator pitch
Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 6
Problem you are solving
Define the real problem/need you’re solving. A day in a life story is a great way
to demonstrate the problem.
Primary research: YOU MUST BE ABLE TO VERIFY THE PROBLEM. We
need primary research confirming customer pain and their want to invest in a
solution. Your team need to have been face to face with the market to truly
know they are solving a real problem that people will pay for.
Why is there an opportunity? How is the market
currently solving this problem. What are the current
solutions getting right and wrong?
Current Solutions
Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 7
Market Size
Active Market - Describe your current target market you currently have a
relationship with. Including partners if relevant.
If multiple segments, you may include a slide for each of the segments you would
approach over the next X years (X = the targeted investor exit). If too many, you
may wish to add a slide at the end as an Appendix and just have have one
summary slide here.
Global opportunity - This could be the market you require funding to reach.
Define the overall global market size, macro trends & insights. This would need to
be huge to demonstrate the multiples of ROI investors are expecting .
Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 8
Your Product
1. Tell a story of your customer and how customers use / value your
product or service.
2. Use images where you can and add text to ensure the slide can speak
for itself. A 30 second video or animation will serve you well.
3. Address the problems you mentioned in the prior “Problem” slide.
Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 9
Competition, USP and Competitive Advantage
1. Where do you exist in the larger overall Market Space?
2. How is your place in the market unique to you, and the right one for your
company growth and customers?
3. Who are the competitors, why have they succeeded, and how do you truly
differentiate from them?
USP
4. What is your USP
Competitive Advantage
5. What is your Competitive Advantage. No need to show how you achieve
your competitive advantage at this stage. Remember, you pitch could end
up on anyone's desk. This can be articulated when the appropriate
documents are authorised and people are ready to invest.
Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 10
Traction
1. Show your timeline and milestones using revenue/profit/number of clients
and partners as key measures over time
2. Map to this timeline;
a. Press, partnerships, other accolades
b. Customer success stories and/or testimonials
3. Monitoring your customers;
a. Post purchase surveys
b. Constant survey of potential customer pains
4. Marketing success
a. Map to the timeline your marketing conversion rates
Your most important slide. This is the slide that validates your business
You need to demonstrate your company will make it organically and are not
dependent on investment. Investment will only help you achieve hyper revenue
growth.
Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 11
Revenue model
1. An aspect of the business model - the method or process by which you
intend to extract (not attract) money from the 'market' for your value you
are providing. Examples of revenue models;
a. Charging for subscriptions
b. Ad-supported
c. Freemium to Premium
d. Pay-per (view, use ....)
e. Single price (simple selling a product for a fixed price)
Key ratios often considered are:
1. Customer Acquisition Costs (CAC)
2. Customer Lifetime Value (CLTV)
3. IRR
Don’t guess! Ask. Ask the potential investor, the ratios that are important to
them.
Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 12
Market approach & strategy
1. Outline your marketing strategy
2. Results, marketing conversion rates
3. What are your growth targets; Customers, revenue, profit?
4. How will you achieve your target growth rates?
5. How are you doing it differently than others in the space?
6. Again, a day in the life of a customer is worthwhile outlining;
a. Target market
b. Marketing activities that attracted customers
c. Customer survey results demonstrating the product and business
model is a success.
Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 13
Team
1. Outline the key areas of your business
2. Map to these each key member
3. Highlight key team members, successes to date, domain expertise and
role in this venture
4. Include your advisors, other key stakeholders and how they add value to
your business
Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 14
Financials
1. Include 2 years historic and current financials
2. Mention key & critical assumptions in your model of expenses, customer
conversion, market penetration %
Highlight each of these Yearly for at least 3 years:
3. Total Customers
4. Total Revenue
5. Total Expense
6. EBITDA
What is your;
7. Customer Acquisition Costs (CAC),
8. Customer Lifetime Value (CLTV),
9. IRR
10. Other ratios your investor deemed important to them
Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 15
Investment and Exit
1. State how much capital you are raising, terms: Equity, Debt, Convertible
Notes etc.
2. Besides money, what are you looking for?
3. How will your investors exit?
4. What is the timing of your Capital raise?
5. Who are your existing & notable investors, if any?
6. What are your key Use of Proceeds (as % of total raise) e.g.
a. Owner salaries
b. Sales & Marketing
c. New hires
d. Technology / Product or Service development
e. Capital expenses / equipment
See the example in the next slide.
Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 16
Ask
&
Offer
Total raising AUD $1,000,000
Pre-money
valuation
AUD $4,000,000
Ordinary shares
4,000 shares @
$25
Equity offered 20%
Use of
Funds
#1 40%
#2 30%
#3 30%
Exit Strategy
●Lorem ipsum dolor sit amet,
●Lorem ipsum dolor sit amet,
Exit Examples
●Lorem ipsum dolor sit amet,
●Lorem ipsum dolor sit amet,
Investment and Exit
Venture capitalists in Singapore expect an ROI of at least 25%-30% for
each year of investment. Show how you intend to achieve this.
Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 17
Contact
1. Appoint one person for this investor, to be your key contact to discuss this
opportunity further.
2. Nurture program. You do not include it in your Pitch Deck. But, think about
it before you send your Pitch Desk out. You have a nurture / marketing
program to sell your product, so have one to sell your company. It takes
time and many activities to convert a name into a client. Pre plan your
nurture program and activate it after your presentation.
3. Contact details
Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 18
Can you have this conversation?
1. Our vision is to be…
2. The problem we are solving is..
3. The market size that has this problem is ….(huge)
4. Our solution solves these problems by
5. Compared to the competing solutions our product is different because
6. We must be getting it right as our traction is
7. Our revenue model is ….
8. Our Marketing conversion ratio is…..
9. The team are amazing.
10. We are already successful.
11. We want investment to achieve hyper revenue growth and we plan to reward the investor with ROI. This
ROI will happen because our Marketing conversion rate applied against this huge market x by our
revenue model equals a HUGE success and we have the team to make this happen.
12. This is the best person in our team to speak to to discuss this opportunity further.
Be ready to have this conversation any time, any where..
Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 19
Did you know?
1. Average time an investor spends looking at a pitch deck? 3 minutes 44
seconds
2. Visuals are processed 60,000 times faster in the brain than text - when we
get the content right, invest the money in visuals.
3. Focus on Traction, Revenue model and Marketing - Harvard reveals the
most amount of time is spent on these slides (23.2 seconds).
4. If you plan to distribute anything related to your pitch deck, send a PDF
5. Aim for alignment when looking for an investor. A Harvard study
demonstrated there is no correlation between the number of investors
contacted and the money raised. A quality pitch in the hands of the right
investor had the greatest success.
Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 20
I am a Commercialisation Specialist mainly working with ​Start-ups, Turnarounds, Business
re-starts, New markets - because you need more than a great idea and great enthusiasm.
My focus is strategy, operations and marketing (Social Media). My competitive advantage is
not only my experience, structured and rigorous framework. It's that I can simplify the
complex and translate into day to day tasks a team can enjoy working on.
If your business needs to achieve hyper growth, reach out.
❖ ​Phone: ​AUST: ​+61 405 999 888​ Malaysia: +60 12704 8033​
❖ Email: garry.lloyd@gmail.com
❖ IM: Skype - garry.lloydhbs ​​WeChat - GarryLloyd
❖ LinkedIn: https://au.linkedin.com/in/garryjlloyd
❖ Blog: http://startup-specialist.blogspot.com.au/
❖ Google+: google.com/+GarryLloydStrategy999888
❖ Twitter: https://twitter.com/GarryJLloyd
Garry Lloyd
Chief Strategy Officer - Commercialisation Specialist
Asia Judge - Harvard Business School Alumni “New Venture Competition”

More Related Content

What's hot

How a Strong Brand Boosts B2B Demand
How a Strong Brand Boosts B2B DemandHow a Strong Brand Boosts B2B Demand
How a Strong Brand Boosts B2B Demand
GYK Antler
 
Scipher Medicine's $110M pitch deck for precision medicine
Scipher Medicine's $110M pitch deck for precision medicineScipher Medicine's $110M pitch deck for precision medicine
Scipher Medicine's $110M pitch deck for precision medicine
Pitch Decks
 
Snapchat Advertising Sales Deck
Snapchat Advertising Sales DeckSnapchat Advertising Sales Deck
Snapchat Advertising Sales Deck
Ryan Gum
 
Dropbox pitch deck
Dropbox pitch deckDropbox pitch deck
Dropbox pitch deck
Tech in Asia
 
Totally Excellent Tips for Righteous Local SEO
Totally Excellent Tips for Righteous Local SEOTotally Excellent Tips for Righteous Local SEO
Totally Excellent Tips for Righteous Local SEO
Greg Gifford
 
Rewind Pitch Deck
Rewind Pitch DeckRewind Pitch Deck
Rewind Pitch Deck
Malcolm Lewis
 
Twitter IPO Roadshow Presentation
Twitter IPO Roadshow PresentationTwitter IPO Roadshow Presentation
Twitter IPO Roadshow Presentation
followon
 
Foursquare's 1st Pitch Deck
Foursquare's 1st Pitch DeckFoursquare's 1st Pitch Deck
Foursquare's 1st Pitch Deck
Rami Al-Karmi
 
Zagor Ludens Maxi 25 - Put nade
Zagor Ludens Maxi 25 - Put nadeZagor Ludens Maxi 25 - Put nade
Zagor Ludens Maxi 25 - Put nade
Stripovizijacom
 
Monzo: £19.3M VC investment turned into $2B. Monzo's Series C pitch deck
Monzo: £19.3M VC investment turned into $2B. Monzo's Series C pitch deckMonzo: £19.3M VC investment turned into $2B. Monzo's Series C pitch deck
Monzo: £19.3M VC investment turned into $2B. Monzo's Series C pitch deck
AA BB
 
Imagine your customer becomes your friend
Imagine your customer becomes your friendImagine your customer becomes your friend
Imagine your customer becomes your friend
Steven Van Belleghem
 
Amazon Product Manager Interview Cheat Sheet
Amazon Product Manager Interview Cheat SheetAmazon Product Manager Interview Cheat Sheet
Amazon Product Manager Interview Cheat Sheet
Lewis Lin 🦊
 
20 Ideas for your Website Homepage Content
20 Ideas for your Website Homepage Content20 Ideas for your Website Homepage Content
20 Ideas for your Website Homepage Content
Barry Feldman
 
Snapchat Visual Marketing Strategy
Snapchat Visual Marketing StrategySnapchat Visual Marketing Strategy
Snapchat Visual Marketing Strategy
Katai Robert
 
Reddit Pitch Deck
Reddit Pitch DeckReddit Pitch Deck
Reddit Pitch Deck
startuphome
 
The Flame in the Flood - Game Pitch Deck
The Flame in the Flood - Game Pitch DeckThe Flame in the Flood - Game Pitch Deck
The Flame in the Flood - Game Pitch Deck
Pitch Decks
 
Zagor sd 063 princ noci (big guy&batab & emeri)(5 mb)
Zagor sd 063   princ noci (big guy&batab & emeri)(5 mb)Zagor sd 063   princ noci (big guy&batab & emeri)(5 mb)
Zagor sd 063 princ noci (big guy&batab & emeri)(5 mb)
zoran radovic
 
The Designer's Guide to Startup Weekend
The Designer's Guide to Startup WeekendThe Designer's Guide to Startup Weekend
The Designer's Guide to Startup Weekend
Iryna Nezhynska
 
Inaugural Addresses
Inaugural AddressesInaugural Addresses
Inaugural Addresses
Booz Allen Hamilton
 
Diablo Game Pitch Deck (1994)
Diablo Game Pitch Deck (1994)Diablo Game Pitch Deck (1994)
Diablo Game Pitch Deck (1994)
Pitch Decks
 

What's hot (20)

How a Strong Brand Boosts B2B Demand
How a Strong Brand Boosts B2B DemandHow a Strong Brand Boosts B2B Demand
How a Strong Brand Boosts B2B Demand
 
Scipher Medicine's $110M pitch deck for precision medicine
Scipher Medicine's $110M pitch deck for precision medicineScipher Medicine's $110M pitch deck for precision medicine
Scipher Medicine's $110M pitch deck for precision medicine
 
Snapchat Advertising Sales Deck
Snapchat Advertising Sales DeckSnapchat Advertising Sales Deck
Snapchat Advertising Sales Deck
 
Dropbox pitch deck
Dropbox pitch deckDropbox pitch deck
Dropbox pitch deck
 
Totally Excellent Tips for Righteous Local SEO
Totally Excellent Tips for Righteous Local SEOTotally Excellent Tips for Righteous Local SEO
Totally Excellent Tips for Righteous Local SEO
 
Rewind Pitch Deck
Rewind Pitch DeckRewind Pitch Deck
Rewind Pitch Deck
 
Twitter IPO Roadshow Presentation
Twitter IPO Roadshow PresentationTwitter IPO Roadshow Presentation
Twitter IPO Roadshow Presentation
 
Foursquare's 1st Pitch Deck
Foursquare's 1st Pitch DeckFoursquare's 1st Pitch Deck
Foursquare's 1st Pitch Deck
 
Zagor Ludens Maxi 25 - Put nade
Zagor Ludens Maxi 25 - Put nadeZagor Ludens Maxi 25 - Put nade
Zagor Ludens Maxi 25 - Put nade
 
Monzo: £19.3M VC investment turned into $2B. Monzo's Series C pitch deck
Monzo: £19.3M VC investment turned into $2B. Monzo's Series C pitch deckMonzo: £19.3M VC investment turned into $2B. Monzo's Series C pitch deck
Monzo: £19.3M VC investment turned into $2B. Monzo's Series C pitch deck
 
Imagine your customer becomes your friend
Imagine your customer becomes your friendImagine your customer becomes your friend
Imagine your customer becomes your friend
 
Amazon Product Manager Interview Cheat Sheet
Amazon Product Manager Interview Cheat SheetAmazon Product Manager Interview Cheat Sheet
Amazon Product Manager Interview Cheat Sheet
 
20 Ideas for your Website Homepage Content
20 Ideas for your Website Homepage Content20 Ideas for your Website Homepage Content
20 Ideas for your Website Homepage Content
 
Snapchat Visual Marketing Strategy
Snapchat Visual Marketing StrategySnapchat Visual Marketing Strategy
Snapchat Visual Marketing Strategy
 
Reddit Pitch Deck
Reddit Pitch DeckReddit Pitch Deck
Reddit Pitch Deck
 
The Flame in the Flood - Game Pitch Deck
The Flame in the Flood - Game Pitch DeckThe Flame in the Flood - Game Pitch Deck
The Flame in the Flood - Game Pitch Deck
 
Zagor sd 063 princ noci (big guy&batab & emeri)(5 mb)
Zagor sd 063   princ noci (big guy&batab & emeri)(5 mb)Zagor sd 063   princ noci (big guy&batab & emeri)(5 mb)
Zagor sd 063 princ noci (big guy&batab & emeri)(5 mb)
 
The Designer's Guide to Startup Weekend
The Designer's Guide to Startup WeekendThe Designer's Guide to Startup Weekend
The Designer's Guide to Startup Weekend
 
Inaugural Addresses
Inaugural AddressesInaugural Addresses
Inaugural Addresses
 
Diablo Game Pitch Deck (1994)
Diablo Game Pitch Deck (1994)Diablo Game Pitch Deck (1994)
Diablo Game Pitch Deck (1994)
 

Similar to Pitch Deck Summary - Garry Lloyd Harvard Business School Alumni New Venture Competition

How to Pitch_SG_2019 July_ver2short.pdf
How to Pitch_SG_2019 July_ver2short.pdfHow to Pitch_SG_2019 July_ver2short.pdf
How to Pitch_SG_2019 July_ver2short.pdf
ssuser6f8fbb
 
Pitch deck
Pitch deckPitch deck
Pitch deck
50Folds
 
Fundraising for Your Business: Dos and Don'ts of Pitching to 'Your' Investor
Fundraising for Your Business: Dos and Don'ts of Pitching to 'Your' InvestorFundraising for Your Business: Dos and Don'ts of Pitching to 'Your' Investor
Fundraising for Your Business: Dos and Don'ts of Pitching to 'Your' Investor
Aaron Rose
 
Investor Pitch
Investor PitchInvestor Pitch
Investor Pitch
Imran Hasan
 
Crowdfunding
Crowdfunding Crowdfunding
Crowdfunding
Steve Lee
 
Investor business deck template
Investor business deck templateInvestor business deck template
Investor business deck template
Santosh Kumbar
 
Investor pitch Deck Template
Investor pitch Deck TemplateInvestor pitch Deck Template
Investor pitch Deck Template
Gustavo Fusaro
 
Investor pitch Deck Template
Investor pitch Deck TemplateInvestor pitch Deck Template
Investor pitch Deck Template
Gustavo Fusaro
 
Investor pitch
Investor pitchInvestor pitch
Investor pitch
Imran Hasan
 
Investor pitch deck template
Investor pitch deck templateInvestor pitch deck template
Investor pitch deck template
Abhijeet Khandagale
 
CannaGrowSystemz, a Strainmaker Capital Company.
CannaGrowSystemz, a Strainmaker Capital Company. CannaGrowSystemz, a Strainmaker Capital Company.
CannaGrowSystemz, a Strainmaker Capital Company.
Mark Fane
 
The Ultimate Pitch Deck to Raise Money for Startups
The Ultimate Pitch Deck to Raise Money for StartupsThe Ultimate Pitch Deck to Raise Money for Startups
The Ultimate Pitch Deck to Raise Money for Startupssaumil shrivastava
 
Investor pitch deck template
Investor pitch deck templateInvestor pitch deck template
Investor pitch deck template
Andrey Chabanov
 
Investor pitch deck template
Investor pitch deck templateInvestor pitch deck template
Investor pitch deck template
Barnaby Gaskell
 
Investor pitch deck template (1)
Investor pitch deck template (1)Investor pitch deck template (1)
Investor pitch deck template (1)
SUROJIT DAS
 
CannaGrowSystemz provides orginization, knowledge and the tools to grow medic...
CannaGrowSystemz provides orginization, knowledge and the tools to grow medic...CannaGrowSystemz provides orginization, knowledge and the tools to grow medic...
CannaGrowSystemz provides orginization, knowledge and the tools to grow medic...
Mark Fane
 
The Ultimate Investor Pitch Deck Template
The Ultimate Investor Pitch Deck TemplateThe Ultimate Investor Pitch Deck Template
The Ultimate Investor Pitch Deck Template
Crowdfunder
 
Investor pitch deck template
Investor pitch deck templateInvestor pitch deck template
Investor pitch deck template
Vasu Mullapudi
 
Investor pitch deck template
Investor pitch deck templateInvestor pitch deck template
Investor pitch deck template
Takayuki Yamazaki
 
Investor Pitch Deck Template.ppt
Investor Pitch Deck Template.pptInvestor Pitch Deck Template.ppt
Investor Pitch Deck Template.ppt
VinnyMustikaSari
 

Similar to Pitch Deck Summary - Garry Lloyd Harvard Business School Alumni New Venture Competition (20)

How to Pitch_SG_2019 July_ver2short.pdf
How to Pitch_SG_2019 July_ver2short.pdfHow to Pitch_SG_2019 July_ver2short.pdf
How to Pitch_SG_2019 July_ver2short.pdf
 
Pitch deck
Pitch deckPitch deck
Pitch deck
 
Fundraising for Your Business: Dos and Don'ts of Pitching to 'Your' Investor
Fundraising for Your Business: Dos and Don'ts of Pitching to 'Your' InvestorFundraising for Your Business: Dos and Don'ts of Pitching to 'Your' Investor
Fundraising for Your Business: Dos and Don'ts of Pitching to 'Your' Investor
 
Investor Pitch
Investor PitchInvestor Pitch
Investor Pitch
 
Crowdfunding
Crowdfunding Crowdfunding
Crowdfunding
 
Investor business deck template
Investor business deck templateInvestor business deck template
Investor business deck template
 
Investor pitch Deck Template
Investor pitch Deck TemplateInvestor pitch Deck Template
Investor pitch Deck Template
 
Investor pitch Deck Template
Investor pitch Deck TemplateInvestor pitch Deck Template
Investor pitch Deck Template
 
Investor pitch
Investor pitchInvestor pitch
Investor pitch
 
Investor pitch deck template
Investor pitch deck templateInvestor pitch deck template
Investor pitch deck template
 
CannaGrowSystemz, a Strainmaker Capital Company.
CannaGrowSystemz, a Strainmaker Capital Company. CannaGrowSystemz, a Strainmaker Capital Company.
CannaGrowSystemz, a Strainmaker Capital Company.
 
The Ultimate Pitch Deck to Raise Money for Startups
The Ultimate Pitch Deck to Raise Money for StartupsThe Ultimate Pitch Deck to Raise Money for Startups
The Ultimate Pitch Deck to Raise Money for Startups
 
Investor pitch deck template
Investor pitch deck templateInvestor pitch deck template
Investor pitch deck template
 
Investor pitch deck template
Investor pitch deck templateInvestor pitch deck template
Investor pitch deck template
 
Investor pitch deck template (1)
Investor pitch deck template (1)Investor pitch deck template (1)
Investor pitch deck template (1)
 
CannaGrowSystemz provides orginization, knowledge and the tools to grow medic...
CannaGrowSystemz provides orginization, knowledge and the tools to grow medic...CannaGrowSystemz provides orginization, knowledge and the tools to grow medic...
CannaGrowSystemz provides orginization, knowledge and the tools to grow medic...
 
The Ultimate Investor Pitch Deck Template
The Ultimate Investor Pitch Deck TemplateThe Ultimate Investor Pitch Deck Template
The Ultimate Investor Pitch Deck Template
 
Investor pitch deck template
Investor pitch deck templateInvestor pitch deck template
Investor pitch deck template
 
Investor pitch deck template
Investor pitch deck templateInvestor pitch deck template
Investor pitch deck template
 
Investor Pitch Deck Template.ppt
Investor Pitch Deck Template.pptInvestor Pitch Deck Template.ppt
Investor Pitch Deck Template.ppt
 

Recently uploaded

Create a spend money transaction during bank reconciliation.pdf
Create a spend money transaction during bank reconciliation.pdfCreate a spend money transaction during bank reconciliation.pdf
Create a spend money transaction during bank reconciliation.pdf
andreakaterasco
 
Michael Economou - Don't build a marketplace.pdf
Michael Economou - Don't build a marketplace.pdfMichael Economou - Don't build a marketplace.pdf
Michael Economou - Don't build a marketplace.pdf
Michael Oikonomou
 
Legal Mandates of technopreneurship.pptx
Legal Mandates of technopreneurship.pptxLegal Mandates of technopreneurship.pptx
Legal Mandates of technopreneurship.pptx
JadielByronAntonio
 
Showcase Portfolio- Marian Andrea Tana.pdf
Showcase Portfolio- Marian Andrea Tana.pdfShowcase Portfolio- Marian Andrea Tana.pdf
Showcase Portfolio- Marian Andrea Tana.pdf
MarianAndreaSTana
 
在线办理(加拿大Concordia毕业证书)康考迪亚大学毕业证学历证书一模一样
在线办理(加拿大Concordia毕业证书)康考迪亚大学毕业证学历证书一模一样在线办理(加拿大Concordia毕业证书)康考迪亚大学毕业证学历证书一模一样
在线办理(加拿大Concordia毕业证书)康考迪亚大学毕业证学历证书一模一样
ch775c0l
 
在线办理(uofc毕业证书)芝加哥大学毕业证学历学位证书原版一模一样
在线办理(uofc毕业证书)芝加哥大学毕业证学历学位证书原版一模一样在线办理(uofc毕业证书)芝加哥大学毕业证学历学位证书原版一模一样
在线办理(uofc毕业证书)芝加哥大学毕业证学历学位证书原版一模一样
pv4uhplv
 
Zeeshan Hayat - A Guide to Efficient Business Management.pdf
Zeeshan Hayat - A Guide to Efficient Business Management.pdfZeeshan Hayat - A Guide to Efficient Business Management.pdf
Zeeshan Hayat - A Guide to Efficient Business Management.pdf
Zeeshan Hayat
 
Get To Know About Salma Karina Hayat.pdf
Get To Know About Salma Karina Hayat.pdfGet To Know About Salma Karina Hayat.pdf
Get To Know About Salma Karina Hayat.pdf
Salma Karina Hayat
 

Recently uploaded (8)

Create a spend money transaction during bank reconciliation.pdf
Create a spend money transaction during bank reconciliation.pdfCreate a spend money transaction during bank reconciliation.pdf
Create a spend money transaction during bank reconciliation.pdf
 
Michael Economou - Don't build a marketplace.pdf
Michael Economou - Don't build a marketplace.pdfMichael Economou - Don't build a marketplace.pdf
Michael Economou - Don't build a marketplace.pdf
 
Legal Mandates of technopreneurship.pptx
Legal Mandates of technopreneurship.pptxLegal Mandates of technopreneurship.pptx
Legal Mandates of technopreneurship.pptx
 
Showcase Portfolio- Marian Andrea Tana.pdf
Showcase Portfolio- Marian Andrea Tana.pdfShowcase Portfolio- Marian Andrea Tana.pdf
Showcase Portfolio- Marian Andrea Tana.pdf
 
在线办理(加拿大Concordia毕业证书)康考迪亚大学毕业证学历证书一模一样
在线办理(加拿大Concordia毕业证书)康考迪亚大学毕业证学历证书一模一样在线办理(加拿大Concordia毕业证书)康考迪亚大学毕业证学历证书一模一样
在线办理(加拿大Concordia毕业证书)康考迪亚大学毕业证学历证书一模一样
 
在线办理(uofc毕业证书)芝加哥大学毕业证学历学位证书原版一模一样
在线办理(uofc毕业证书)芝加哥大学毕业证学历学位证书原版一模一样在线办理(uofc毕业证书)芝加哥大学毕业证学历学位证书原版一模一样
在线办理(uofc毕业证书)芝加哥大学毕业证学历学位证书原版一模一样
 
Zeeshan Hayat - A Guide to Efficient Business Management.pdf
Zeeshan Hayat - A Guide to Efficient Business Management.pdfZeeshan Hayat - A Guide to Efficient Business Management.pdf
Zeeshan Hayat - A Guide to Efficient Business Management.pdf
 
Get To Know About Salma Karina Hayat.pdf
Get To Know About Salma Karina Hayat.pdfGet To Know About Salma Karina Hayat.pdf
Get To Know About Salma Karina Hayat.pdf
 

Pitch Deck Summary - Garry Lloyd Harvard Business School Alumni New Venture Competition

  • 1. Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 1 Your pitch should be a logical conversation. You should be able to email it and the pitch speak for itself. It should leave investors wanting more and calling you for an appointment. Few start-ups raise Series A capital. That’s fine. The only resources you need to succeed are; Dreams, Plans, Passion, Love Sincerity, Honesty, Creativity, Decisiveness, and Determination with these resources, success will come. You don’t want any investor you need the right investor who brings to you more than money. This takes a time, a lot of time, so focus on organic success first. It will give you the time you need, and attract the right investors. Success is not an overnight journey. Let’s get started. Garry Lloyd Chief Strategy Officer - Commercialisation Specialist Asia Judge - Harvard Business School Alumni “New Venture Competition”
  • 2. Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 2 1. A Startup is “Scalable” and has the intent to become a large disruptive company. Think 100% increase in revenue year on year. 2. A Small Business is “independently owned and operated, organised for profit, and not dominant in its field. Think 10% increase in revenue year on year. This Pitch Deck is targeted for Startups with the view of raising capital. A small business, any business should go through a Pitch Deck every 3 months and I believe in doing so, will never lose sight of the market and the ability to make extraordinary profits. First question, are you really a Startup?
  • 3. Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 3 1. Do you solve a real problem? 2. Does it solve it in a big market? 3. Is it something that has a competitive advantage 4. Is there large real profit The big 4 fail points
  • 4. Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 4 Typical contents of a Pitch Deck 1. Vision 2. Problem you are solving 3. Market 4. Your solution 5. Product positioning 6. Traction to date 7. Revenue Model 8. Go to Market Strategy 9. Team 10. Financials 11. Your Ask 12. Contact information
  • 5. Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 5 This is a short, concise statement of the organisation’s future and answers the question of what the organisation will look like in five or more years. Try: making it relatable… as in “We are X for Y” (“We are AirBNB for Event Spaces”, “The Uber for Tourism”) I use the following formula as a guide; Step 1 – The output Step 2 – The twist Step 3 – The quantification Step 4 – The human connection “Producing and selling locally sourced cakes and pies that are so delicious and satisfying, that every customer who leaves our store does so with a smile.” Vision - your elevator pitch
  • 6. Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 6 Problem you are solving Define the real problem/need you’re solving. A day in a life story is a great way to demonstrate the problem. Primary research: YOU MUST BE ABLE TO VERIFY THE PROBLEM. We need primary research confirming customer pain and their want to invest in a solution. Your team need to have been face to face with the market to truly know they are solving a real problem that people will pay for. Why is there an opportunity? How is the market currently solving this problem. What are the current solutions getting right and wrong? Current Solutions
  • 7. Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 7 Market Size Active Market - Describe your current target market you currently have a relationship with. Including partners if relevant. If multiple segments, you may include a slide for each of the segments you would approach over the next X years (X = the targeted investor exit). If too many, you may wish to add a slide at the end as an Appendix and just have have one summary slide here. Global opportunity - This could be the market you require funding to reach. Define the overall global market size, macro trends & insights. This would need to be huge to demonstrate the multiples of ROI investors are expecting .
  • 8. Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 8 Your Product 1. Tell a story of your customer and how customers use / value your product or service. 2. Use images where you can and add text to ensure the slide can speak for itself. A 30 second video or animation will serve you well. 3. Address the problems you mentioned in the prior “Problem” slide.
  • 9. Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 9 Competition, USP and Competitive Advantage 1. Where do you exist in the larger overall Market Space? 2. How is your place in the market unique to you, and the right one for your company growth and customers? 3. Who are the competitors, why have they succeeded, and how do you truly differentiate from them? USP 4. What is your USP Competitive Advantage 5. What is your Competitive Advantage. No need to show how you achieve your competitive advantage at this stage. Remember, you pitch could end up on anyone's desk. This can be articulated when the appropriate documents are authorised and people are ready to invest.
  • 10. Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 10 Traction 1. Show your timeline and milestones using revenue/profit/number of clients and partners as key measures over time 2. Map to this timeline; a. Press, partnerships, other accolades b. Customer success stories and/or testimonials 3. Monitoring your customers; a. Post purchase surveys b. Constant survey of potential customer pains 4. Marketing success a. Map to the timeline your marketing conversion rates Your most important slide. This is the slide that validates your business You need to demonstrate your company will make it organically and are not dependent on investment. Investment will only help you achieve hyper revenue growth.
  • 11. Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 11 Revenue model 1. An aspect of the business model - the method or process by which you intend to extract (not attract) money from the 'market' for your value you are providing. Examples of revenue models; a. Charging for subscriptions b. Ad-supported c. Freemium to Premium d. Pay-per (view, use ....) e. Single price (simple selling a product for a fixed price) Key ratios often considered are: 1. Customer Acquisition Costs (CAC) 2. Customer Lifetime Value (CLTV) 3. IRR Don’t guess! Ask. Ask the potential investor, the ratios that are important to them.
  • 12. Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 12 Market approach & strategy 1. Outline your marketing strategy 2. Results, marketing conversion rates 3. What are your growth targets; Customers, revenue, profit? 4. How will you achieve your target growth rates? 5. How are you doing it differently than others in the space? 6. Again, a day in the life of a customer is worthwhile outlining; a. Target market b. Marketing activities that attracted customers c. Customer survey results demonstrating the product and business model is a success.
  • 13. Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 13 Team 1. Outline the key areas of your business 2. Map to these each key member 3. Highlight key team members, successes to date, domain expertise and role in this venture 4. Include your advisors, other key stakeholders and how they add value to your business
  • 14. Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 14 Financials 1. Include 2 years historic and current financials 2. Mention key & critical assumptions in your model of expenses, customer conversion, market penetration % Highlight each of these Yearly for at least 3 years: 3. Total Customers 4. Total Revenue 5. Total Expense 6. EBITDA What is your; 7. Customer Acquisition Costs (CAC), 8. Customer Lifetime Value (CLTV), 9. IRR 10. Other ratios your investor deemed important to them
  • 15. Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 15 Investment and Exit 1. State how much capital you are raising, terms: Equity, Debt, Convertible Notes etc. 2. Besides money, what are you looking for? 3. How will your investors exit? 4. What is the timing of your Capital raise? 5. Who are your existing & notable investors, if any? 6. What are your key Use of Proceeds (as % of total raise) e.g. a. Owner salaries b. Sales & Marketing c. New hires d. Technology / Product or Service development e. Capital expenses / equipment See the example in the next slide.
  • 16. Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 16 Ask & Offer Total raising AUD $1,000,000 Pre-money valuation AUD $4,000,000 Ordinary shares 4,000 shares @ $25 Equity offered 20% Use of Funds #1 40% #2 30% #3 30% Exit Strategy ●Lorem ipsum dolor sit amet, ●Lorem ipsum dolor sit amet, Exit Examples ●Lorem ipsum dolor sit amet, ●Lorem ipsum dolor sit amet, Investment and Exit Venture capitalists in Singapore expect an ROI of at least 25%-30% for each year of investment. Show how you intend to achieve this.
  • 17. Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 17 Contact 1. Appoint one person for this investor, to be your key contact to discuss this opportunity further. 2. Nurture program. You do not include it in your Pitch Deck. But, think about it before you send your Pitch Desk out. You have a nurture / marketing program to sell your product, so have one to sell your company. It takes time and many activities to convert a name into a client. Pre plan your nurture program and activate it after your presentation. 3. Contact details
  • 18. Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 18 Can you have this conversation? 1. Our vision is to be… 2. The problem we are solving is.. 3. The market size that has this problem is ….(huge) 4. Our solution solves these problems by 5. Compared to the competing solutions our product is different because 6. We must be getting it right as our traction is 7. Our revenue model is …. 8. Our Marketing conversion ratio is….. 9. The team are amazing. 10. We are already successful. 11. We want investment to achieve hyper revenue growth and we plan to reward the investor with ROI. This ROI will happen because our Marketing conversion rate applied against this huge market x by our revenue model equals a HUGE success and we have the team to make this happen. 12. This is the best person in our team to speak to to discuss this opportunity further. Be ready to have this conversation any time, any where..
  • 19. Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 19 Did you know? 1. Average time an investor spends looking at a pitch deck? 3 minutes 44 seconds 2. Visuals are processed 60,000 times faster in the brain than text - when we get the content right, invest the money in visuals. 3. Focus on Traction, Revenue model and Marketing - Harvard reveals the most amount of time is spent on these slides (23.2 seconds). 4. If you plan to distribute anything related to your pitch deck, send a PDF 5. Aim for alignment when looking for an investor. A Harvard study demonstrated there is no correlation between the number of investors contacted and the money raised. A quality pitch in the hands of the right investor had the greatest success.
  • 20. Email: Garry.Lloyd@gmail.com ​WeChat: GarryLloyd Skype: garry.lloydhbs Web: https://garrylloyd6.wixsite.com/redlotus 20 I am a Commercialisation Specialist mainly working with ​Start-ups, Turnarounds, Business re-starts, New markets - because you need more than a great idea and great enthusiasm. My focus is strategy, operations and marketing (Social Media). My competitive advantage is not only my experience, structured and rigorous framework. It's that I can simplify the complex and translate into day to day tasks a team can enjoy working on. If your business needs to achieve hyper growth, reach out. ❖ ​Phone: ​AUST: ​+61 405 999 888​ Malaysia: +60 12704 8033​ ❖ Email: garry.lloyd@gmail.com ❖ IM: Skype - garry.lloydhbs ​​WeChat - GarryLloyd ❖ LinkedIn: https://au.linkedin.com/in/garryjlloyd ❖ Blog: http://startup-specialist.blogspot.com.au/ ❖ Google+: google.com/+GarryLloydStrategy999888 ❖ Twitter: https://twitter.com/GarryJLloyd Garry Lloyd Chief Strategy Officer - Commercialisation Specialist Asia Judge - Harvard Business School Alumni “New Venture Competition”