novusfolium venture partners bridging innovation to markets prospective investment opportunity

NovusNovusFoliumFolium Venture Partners Venture Partners

Bridging Innovation to MarketsBridging Innovation to Markets

Prospective Investment Opportunity

Preface for this TemplatePreface for this Template

Utilize this as a method to communicate your opportunity to our partners

The guidelines in this template are just that. They are not literal but an outline for you to consider

The information contained is public unless otherwise covered under NDA

All suggestions are welcome

Please plan for this material to take 30 minutes to present with 15 minutes for questions

AgendaAgenda

Specifically what you will cover in this presentation

TeamTeam

Management team - We invest in people

Past accomplishments – companies• $ Value built and for whom

Team development and common knowledge which will be applied to the opportunity• What brought you together

Weaknesses and areas that are not covered• Potential areas for hire

Business Opportunity Business Opportunity OverviewOverview

This should be in the form of an elevator pitch

• Focus on clarity and simplicity• Business speak not technical speak

Capital Funding Background Capital Funding Background

First round or if second background on first

Other relevant information related to milestones met for funds spent etc.

ValuationValuation

Logic applied for valuation

Market OpportunityMarket Opportunity

Business pain• 30, 60, 90, 120 day(s)

Technology need

Vision/Solution/ValueVision/Solution/Value

How you address the Pain/Need

• Product, service, both

Market dynamics and your vision for how you will lead it as it evolves

Your innovation/breakthrough that changes or leads these dynamics

Customer Examples Customer Examples

From the customers perspective how is your solution repeatable and scalable

• What you do that is so compelling and unique

Can you deliver a ROI or IRR?

Is there a payback calculation or other economic benefit consideration?

If no customers yet create a real world example

Market Size Market Size

Total available market

• Sources

Addressable Market

• Bottoms up and basis behind these assumptions

Segmentation

• Your choice

CompetitionCompetition Known competitors Suspected Focus on Unique differentiation

• Business model disruption• And Technology – not just technology

Competitors barrier to entry• What makes that barrier sustainable?

• IP, Patents?

SIMPLICITY IS KEY FOR THIS SECTION

Position yourself in the GridPosition yourself in the GridGartner Business Information Quadrant is an exampleGartner Business Information Quadrant is an example

Challenges Leaders

Niche Players Visionaries

Completeness of Vision

Go To MarketGo To Market

Sales

• Direct

• Indirect

Marketing

ChannelsChannels Strategic partnering

• Prospective exit companies

Technology or R&D partners

Distribution channels and partners

• Multipliers for scale

ManufacturingManufacturing

Uses 100% of existing manufacturing line equipment and process with little reengineering

Requires new manufacturing processes

• Capital expenditure

• Market adaptation cycle

Business ModelBusiness Model

How you make money?

Pricing and packaging?

• Competitive landscape

Cost of customer acquisition/sale

• Resources required

FinancialsFinancials

P&L, Cash Flow

– One year by quarter minimum

– Plus annual up to 5 years thereafter

• Directional only – to show how big the business can be, growth rate

• Minimum suggested information / detail as needed for the above

– Key Milestones

• EG 

– product shipment, versions etc

– Key hires

– etc

– Headcount

– Bookings

– Revenue

• May need to break out things like Services depending on your business

– Gross Margin

– Expenses

• Major categories like R&D, Sales, Marketing, G&A shown as needed

– Profit/Loss

– Cash

Cash RaiseCash Raise

Should fall out of Financials

• Use of proceeds if not already clear from Financials

Typically 18 months of runway

Highlight key milestones that would set up for next round

CAP TableCAP Table

Any key terms to highlight Cap Table (as appropriate)

Major elements, summarizing:

Existing investors %

Founders %

Existing team %

Remaining option pool %

ExitExit

Potential acquirers

- Their motivations

Recent transactions in the space

-$ paid and valuations basis

Comparable valuations for private / public cos

-Data for these

Revenues, growth rates, market cap

SummarySummary

Why this is a good investment!

• Remember: We invest in uniquely qualified teams going

after large new markets based on Carbon Nano Based Technologies and other advanced materials. Our interest lie in generating a profit for our investors and the portfolio company founders and employee’s.