Transcript Document
PowerPoint
Template and Hints
for 10-12 minute investor
oriented presentation
7/7/2015
Aegis Capital Group LLC
1
Display Hints
Use your company’s logo, corporate
colors and corporate “look and feel”
Avoid font size below 20
Avoid important content at bottom
Avoid dark colors on dark background
or light colors on light background
Instead of text heavy slides:
– Use graphs, charts, and pertinent visuals
7/7/2015
Aegis Capital Group LLC
2
More Display Hints
About 10% of men are color blind
– the same % as left handers
– Consider patterns, rather than
colors, for bar graphs and pie charts
– Avoid red/green, blue/purple &
gray/brown contrasts
Consider informative titles
– Not just “Market Summary” but
“Billion Dollar Market Potential”
7/7/2015
Aegis Capital Group LLC
3
Most Important Hints
Answer “what’s in it for me” for the
INVESTOR audience, explicitly or
implicitly, in almost every slide, not just
the financials
– % growth, profitability, high barriers to
entry, clear need, not a “one trick pony,”
existing clients to bear some growth cost,
management investment, etc.
Have a strong intro and conclusion
7/7/2015
Aegis Capital Group LLC
4
7/7/2015
Sample Sequence
for 10 minute
Investor Presentation
5
(Company Name here)
Insert
your
logo as
a
header
or
footer
on
every
slide
7/7/2015
Tag line or highlight of
company or presentation
(Presenter name here)
Aegis Capital Group LLC
6
Business Summary
Statement
Add your
logo to
every
slide
7/7/2015
Your company’s reason for being
Why investors are interested
– Think “who, what, when, where,
why, how”
– Be concise
– Avoid jargon. Your audience is not
your customers – they may not
know your niche at all
Aegis Capital Group LLC
7
Market Summary
Educate the audience
– About those market conditions ripe
for your company’s profitable
solution. Examples: changes in
regulations, market players, costs,
pricing, or competition, technology
7/7/2015
Aegis Capital Group LLC
8
The Team
List CEO and key management by
name (key information only – speak
the rest)
Include previous, pertinent
accomplishments only
Don’t spend too long on each person
Advisory board members who have
invested are more impressive than
known names with no commitment
7/7/2015
Aegis Capital Group LLC
9
Problems and
Opportunities
Identify problems that your
company addresses
Define a large scope ($, %) of
opportunities created by those
problems
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Aegis Capital Group LLC
10
Business Concept
Summarize key technology,
concept or strategy on which your
business is based
Highlight competitive
differentiation (your management
team, protected technology, client
list, etc.)
7/7/2015
Aegis Capital Group LLC
11
The Successful Business
Describe the fully functioning
business: satisfied customers,
economies of scale or other
elements to help audience “see”
the present and the profitable
future you envision
7/7/2015
Aegis Capital Group LLC
12
Competition
Summarize competition (don’t
say “no competition”)
Outline your company’s
competitive advantages
– Cost/profit, distribution, clients,
products/services, management
Barriers to entry
7/7/2015
Aegis Capital Group LLC
13
Goals & Objectives
Summarize 24 month goals
– Specific measurable objectives
– Market share objectives
– Revenue/profitability objectives
Perhaps demonstrate current
track record of goals
met/exceeded
7/7/2015
Aegis Capital Group LLC
14
Financial Plan
High-level financial plan that defines
financial model, pricing assumptions,
and past/anticipated performance (5
line items max)
Pertinent financial information
can/should be incorporated earlier as
well, in market/competitor/business
summary slides
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Aegis Capital Group LLC
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More Financial Plan hints
Avoid full page charts with tiny
numbers
Draw audience’s attention to
important numbers with circles,
arrows, colors, or enlargement
Round numbers (keep slides clear
and clean…if they are too busy,
nothing will be seen)
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Aegis Capital Group LLC
16
Summary of Company
Strengths
Market
Management
Competitive Edge
Products/Services/Customers
Cost/Profit
Good Luck!!
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Aegis Capital Group LLC
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