Professional Documents
Culture Documents
[your company
here]
Date
Purpose of the presentation
name & title of the presenter
Include a one line company slogan
The Introduction/Elevator
Pitch
Your front slide is important in order to grab the attention of your audience as well as give
an introduction to your company. Briefly and succinctly cover:
Service?
Product?
The Market
On this slide, you are setting up your market so that immediately after, you can discuss
the pain points and why your company can solve this! Demonstrate that you understand
the market and customer
Total Addressable
Market
Potential
Customers/Clients
This is where you define the customers problem and show that there are existing solutions
in the marketplace that are just not cutting it .
Customer quotes
The market has either changed or the existing solutions do not fulfill or solve the big needs
or problems of the customers this is the opportunity
Your Solution
Present the solution. This is your value proposition and why your company can solve
this problem more elegantly, more effectively, less expensively or more quickly.
Describe your solution and convey its core value proposition to the client.
Be brief and centered around the customer who has the identified problem.
Discuss the benefits of the solution to the customer (and detailed technical info
IF APPLICABLE) and how it provides value based on the problem youve identified.
Convince people this is a MUST HAVE solution, not a nice to have solution
Your Team
Describe your current (and planned) management team and advisors
Why are you the right team to execute on this business plan? What is your particular
expertise and passion?
Go To Market Strategy
How will you launch the product and quickly gain momentum and market share?
Targeting
What
What
your
What
Strategic
Channels: How to reach / market to customers?
Partnerships/ Strategy: How to convert, acquire or close clients?
Unique Strategic Relationships / Partnerships?
Channel
Marketing
Customer
Retention
Competitive Landscape
This is where you characterize your competition and who already is addressing this
problem in the marketplace. Make sure you are thorough in your research. For example,
dont miss Apple, Google, or Microsoft as a competitor!
Your Company
Feature 1
Feature 2
Company 1
Company 2
Company n
Feature n
Competitive or Technological
Advantages
On this page, describe how your solution works without revealing proprietary
information and in language a non-technical investor/advisor would understand.
Do
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Q2 2014
Q3 2014
Q4 2014
Q1 2015
Q2 2015
Q4 2015
Proof of Concept
Prototype Developed
and Completed
Product Launch
1.0
Complete
Business
Plan
Q3 2015
1st Customer
Product
Refinements
100 Customers!
Cash Flow
Positive
Develop a meaningful timeline for the stage of your company. You dont need to cover every milestone, just the one for now
and the next one plus an estimate of how much you need to raise eventually to become self sufficient cash flow break even.
Raising funds, whether by grant or from investors, is about meeting milestones that increase the value of the company. Each
milestone should be set, then reached, so that it is compelling enough to inspire the next round of money.
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Business Model
Describe how your company will make money solving the customers problem by
describing the key revenue streams and profit model.
Define your Revenue Model. Who will pay for the solution and how will you make money?
How many customers do you expect to capture and what is their buying decision cycle?
Low volume?
Describe your pricing structure and how much you expect to generate in revenue from each
customer.
Discuss pricing - per unit, subscription, flat fee? % fee? transaction fee,
advertising
spell out
Is your new venture profitable, or, more likely, is it going to reach profitability in
the near future?
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Revenue Projections
A simple table that identifies some of the key metrics of the business (revenue, net income,
customers, headcount etc.) and financial information with measurements of financial
progress (revenue, gross profit and net profit).
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Exit Strategy
You need to think about what is ultimately going to happen to your company will it be
acquired? Will it go public? Will it exist as a going concern?
Acquisition:
Financial Buyer
Will your company generate excess cash flow that
could make it attractive to financial buyers to
generate a return?
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Capital Raise: Always try for 20% to 50% more than you think you will need.
transparent about what you need now.
Be
Investment Terms and type: Ex: Pre-Money Valuation Expectations / Range, Discount
into next round?, Dividend / Interest Rate?, Equity or Convertible debt?
What is needed to achieve Milestones: 1st Client? Get to Breakeven? 3x Rev Growth?
Things to remember: you will never move as quickly as you project, and you will have
multiple unanticipated stumbling blocks somewhere
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Any Questions?
Thank You
Include contact information
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