Company Name

“One Line Mission Statement”

Before you start presentation, introduce yourself and the general concept

The Problem

• Clearly define the problem– Who is this a problem for?– The problem(s) should be unserved by competition

Solution• How are you solving the problem – tie the solution to the

specific pain point you identified in the previous slide. This creates continuity in the story

• How does this solution

The Product• One or two slides on the product – preferably screen shots or

a pre-recorded video that show how the product meets the specifications you described earlier

• Add additional slides in the appendix with key detailed product features. Keep these out of the presentation to allow time to discuss the business opportunity.

Leadership Team(add a few comments about relevant experience)

• CEO – relevant experience should include company name and job title. Highlight any specific experience in this space

• CFO

Advisory board(add a few comments about relevant experience)

• Who is on the advisory board, and what do you rely on them for (i.e. advisor for CEO coaching)

• CFO

Market• How “big” is the market – investors want to see this in $ at a

minimum. Add other measures sparingly if appropriate. Convince me this is a big opportunity for my investment

• What market dynamics are making this the right move now?• What are the key market segments (if appropriate)?• What is the TAM and SAM – for SAM generate a bottoms up

analysis• Have a slide in the appendix that goes into detail on the TAM

and SAM analysis

Competition• Both direct and indirect• Highlight how your solution fills gaps in the competitions

service• Recommend using a graphic on this slide. A common chart

puts competition on the X axis title and key features on the Y axis. Highlight how your solution provides the right key features. Alternative is to have two primary considerations on X & Y and develop scatter plot of competitive landscape

• Have back-up slide in appendices that goes into the detail on the competition

Business Model• How do you make money

Go-To Market Strategy• How will you launch this?

– Who is your target customer now, in 12 months, 36 months?– What are existing channels you can leverage

• Direct vs. Indirect sales• This is where the rubber hits the road in many investors

minds. Having an advisor for this topic is a plus. This should be relatively detailed (“SEO” is not a go-to market strategy)

• How will you acquire customers in a cost-effective manner?

Financial Projections

• Five year pro-forma– This should be simple

• Revenue, COGS, Gross Margin, Key Opex (three or four line items) EBITDA, Cash

• Have a slide in appendix with detailed five year for discussion if needed

Capital Raise

• How much money has gone into the company– What form, if priced round what was post-$

• How much are you raising this round?– (Convertible note or equity?)– Valuation– How much soft-circled?– Specific milestones (i.e. use of funds) – these milestones

should be specifically tied to value creation for the company. What will this $ help you accomplish?

Future raises

• Sample chart below – show what $ you will need in the future. Highlight CFP point (not on graph).

• Be ready to talk to exit points and drivers for exit

Exit

• Who are potential acquirers?• What are comparable transactions?

– Seller, buyer, valuation, multiples (revenue and EBITDA), key driver

• What is most likely exit as you see it now? Which do you prefer?