The document outlines a comprehensive guide for creating an investor presentation slide deck, emphasizing the importance of clarity, focus on objectives, and showcasing the value proposition of a company. It details the essential components of the deck, including company overview, market analysis, competition, financial projections, and how to effectively communicate the funding request. Additionally, it highlights the need for the presentation to reflect the company's vision and preparedness, while also engaging the audience and answering their questions.

1. The Pitch / Investor
Presentation Template
A slide by slide examination of its content, message and what it says
about you and your company.
David Blumenstein, TechGB
david@techgb.co.uk

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The Basics
• The deck should answer more questions than it raises.
• It should raise one’s curiosity, not befuddle or confound.
• There should be no mistake that it is ‘asking’ for money to
be invested
• What you plan to do with the money is equally important
as your company’s mission.
• The deck can be from 21 to 31 slides. Not including the
miscellaneous/collateral slides appended to the deck
which will be referred to during the question and answer
period where you are asked to go into greater detail and
provide evidence to bolster/support your claims.

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The Intangibles
• The deck should serve as an inventory/checklist of what
has been accomplished and what remains to be done.
• The process should alert you as to resource readiness
and personnel capabilities.
• The deck is a mirror image of the company: how it thinks,
how it prioritises, how it is capable of selling to an
audience and the marketplace.

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The Tips
• Establish a Perimeter: do not go far afield from the
mission statement and work within your proscribed
boundaries.
• Speak in phrases, not sentences or paragraphs.
• Pace yourself making sure to allow for the most important
and vital aspects of the deck.
• You being confident, makes investors more confident in
backing you.

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The Outline Part 1
• What is the name of your company?
• Possibly include name of service/product – 1 slide
• What is your company’s mission statement?
• Singular impact statement – 1 slide
• Who comprises your team?
• Relevant background and experience – 1 slide
These first 3 slides should take no longer than 30 seconds to sail through, the
background information for team members should be self explanatory on the
slide itself and you might want to add a thumbnail photo for the core team
members.

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The Outline Part 2a
• What is the issue/pain that your company is looking to
address/resolve?
• Make it painful
• Make sure that an audience/market exists to embrace/purchase
the product/service – 1 slide
• What is your solution to this problem?
• Make use of use cases and scenarios
• How the solutions works in practice NOT theory
• Make use of graphical representations:
• Screenshots, Diagrams, Flow Charts

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The Outline Part 2b
• This section may take as few as 5 slides and possibly as many as 15
to demonstrate the solution and its applicability
• Prodigious use of a presentation remote control to advance slides at a
rapid pace can provide action to the presentation as the solution
unfolds.
• The solution slide set is crucial to the deck. These slides will stay in the
minds of the audience as you proceed to the following sections:
• Audience, Market
• Competition
• Financials
• Ask
• Use of Proceeds

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The Outline Part 3
• What is market size?
• How much of the market is addressable?
• What is the cost of customer acquisition?
• How do you plan to reach out to them?
• Do you know who they are?
• Do you know who they REALLY are?
• Make the responses truly comprehensive – 2 slides

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The Outline Part 4
• What does the competitive landscape look like?
• Who is your competition?
• Are they really your competitors? or possibly prospective
customers and/or strategic partners?
• Make use of a matrix, a chart demonstrating comparison of feature
sets – 1 slide

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The Outline Part 5
• Is your company presently in revenue?
• Are there existing customers?
• How healthy is the pipeline?
• Show logos of existing customers as well of those of prospects – 2
slides
• What is your business model(s)? And note they are
different from revenue streams? How will you make
money?
• What are you revenue streams? How do you plan on
generating revenue from your customers?
• Distinguish between the two clearly – 1 slide

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The Outline Part 6
• Are there financials? projections?
• Provide a financial history of the company and a ledger sheet with
G/L/A, revenue, expenses, operating costs, net income, EBITDA
• It should not be so granular that it does not fit on 1 slide, endeavor
to make it readable, & note if there is anywhere investors will trip
you, this is it.
• Investors may not understand your product/service, but they do
understand FINANCE. – 1 slide

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The Outline Part 7
• What is the backup for the financials?
• Explain the financials, how the numbers were derived
• Highlight events along the 5 year projection, break-even?
Profitability point? Sales inflections – 1 slide
• How much money are you asking for?
• What is the size of the investment? One lump?
• What are are the milestones and objectives?
• Speak clearly to milestones and objectives
• Be precise as to how the money is allocated
• Breakdown should total 100% (percentage)
• Funds should be earmarked for: Expansion & Growth, Feature
Enhancements, Marketing & Sales, Personnel and Operations – 1 slide

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The Outline Part 8
• Thank you
•You are asking investors for money. They are taking time out of
their day to meet with you, thank them for their time – 1 slide
• Static Slide – Q&A
•Leave most comprehensive solution slide on screen while there are
questions – 1 slide
• Miscellaneous/Collateral
•Store all of your background data and information in these slides at
the end of the deck
•Refer to these slides if necessary to answer questions and
corroborate your responses.

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The Bottom Line
• This is not the end, but the beginning of your journey.
• There are no absolutes, no guarantees of success.
• Investment in your company is neither a metric or
measure of success, it is what you do with the money
which will determine your fate.
• This is a living document and is to be revisited over and
over again. Never be satisfied.
• In a world where complaints are ubiquitous, listen to them
noting both their substance and frequency, for therein lies
the next great start up.