Transcript Investor’s Presentation Sample…

XYZ Pvt. Ltd
Investor’s Presentation Sample…
About XYZ Pvt. Ltd
Founded by Mr. ABC in 20**.
Privately-held research and business analysis firm that provides
statistical analysis, qualitative research & analysis and business
planning.
Successfully completed ** projects within X years.
Team of unique professionals with diversified background, selected
from best colleges in India.
Current Stage of the Venture and
Milestones Achieved so far
Previous short term goals achieved (to a large extent)
• Demand exceeding potential rate of delivery
• Office infrastructure occupied to full employee capacity
Past timeline
• Dec’20** –May’20**: Development of idea on individual level
• Mar’20** –Feb’20**: Delivering project individually and in teams
• Mar’20** –Nov’20**: Working as a Pvt. Ltd in a small office premise
• Dec’20** –May’20**: New office acquired, Demand exceeded 100% of
office capacity
Industry We Operate In
Global consulting industry - US$*** billion in 2012 (US$***
billion in 2011)
Market leaders – Ernst & Young, McKinsey & company, Deloitte
Consulting, Boston Consulting Group, Bain & company
Our sub-domain: business planning and data analytics
Unlike top tier companies, we are focusing on SMEs to provide quality
services in a nominal budget
Huge scope of growth in the mid-size sector in India
Competitive Analysis
Prospective Direct Competitors
Company
Location
Services
ABC Pvt. Ltd.
Delhi
Business Statistics, Data Analytics,
Programming & Engineering Statistics
XYZ Ltd.
Delhi
IT services & solutions, Testing, Business
Process Management, Consulting
Services
Current Competitors
Direct: Individuals & small groups
Indirect: online products similar to clients’ requirements , local suppliers
Value Proposition
Statistical
Analysis
• Business
Forecasting
• Trend Analysis
• Meta Analysis
Qualitative
Research &
Analysis
• Qualitative
methods
• Secondary &
Ethnographic
Researches
Business Planning
• Full business
plans
• Functional Plans
• Strategic
Planning
Point of differentiation: Mix of business consulting and statistical
analysis to micro businesses and SMEs
USP
Filtered Client Base
Prefer to take selected
projects, instead of, on
first come first serve
basis
Elite Team Structure
Unique team of
professionals with
diverse backgrounds,
handpicked from best
colleges
Customized Services
From statistical analysis,
corporate reporting &
presentation to
management research and
consulting
Global Reach
Knowledge of
international markets
enhances our credibility
and expertise (Clients
across the world)
Marketing and Customer Acquisition Strategies
Online (through project websites)
Company website
Personal network & References
Word of mouth
Advertising through digital media
Blogging
Future Projections (in INR)
Growth rate has been calculated on the basis of increase in workforce, macro
factors, industry growth and targeted segment growth rate.
Year
Revenues
Expenses
Net Profit
Remarks
20** – **
*
*
** Lac
Starting Year
20** – **
** Lac
** Lac
** Lac
Including nonoperational expenses
20** – **
** Lac
** Lac
** Lac
Full work force will be
operational
20** – **
** Cr.
** Lac
** Lac
After 2016, possibility
of acquisition of
premises
*Revenue and expense figures for the first year were not channelized from unified
account (company account)
Budget Plans (in INR)
Budget for INR XXX
Expansion plans – increasing the strength of the company by N
employees (Business Development & Marketing – X Business
Analysis – Y, HR/Recruitment & Administrative work – Z)
Purpose
Estimated
Budget
Remarks
Recruitment &
Training
INR * Lac
Putting up openings,
Conducting exams/interviews
Advertising &
Branding
INR * Lac
Trade fairs, Online/Print
Advertising
Infrastructure Cost
INR * Lac
Office expansion
Salaries
INR * Lac
~Xamount * 4 emp. * 6 months
Miscellaneous expense
INR * Lac
TA/DA, Time costs, Minor
expenses
Milestones to be Achieved with this Round
of Funding
Cumulative
Revenue to
reach * Cr.
Break-even
by Jan’20**
April
20**
April
20**
April
20**
Rapid Expansion
(Mass Recruitment)
April
20**
Set targets
expected to be
accomplished
Acquisition of
New Premise by
Nov’20**
Risks
Human Risk
Operational Risk
Project Risk
Technical Risk
• Resignation/Ter
mination of
employees
• Failure in
getting major
clients as per the
new plan
• Rare case of
power + back up
failure
• Value of Risk =
** K
• Value of Risk =
**Lac
• Management
issues in
providing
expected
deliverables
• Risk Value >
operational risk
value
• Risk Value =
project
dependant
(variable)
• System crash
Prevention and Mitigation of Risks
Human Risk
• Rigorous recruitment process with waitlist for
critical positions, extra focus on work environment,
golden handcuffs
• Confirmation of waitlists, placement agency
• Hiring of experienced BDM executives from
Operational Risk
Project Risk
Technical Risk
diversified background
• Allocating new employees as well on previous
projects, if new (SMEs’) projects unavailable
• Extensively dedicating the time for
quality/genuineness checks
• Customer grievance resolution through
HR/Administrative person
• Slack in deadlines, automatic backup/recovery of
work, continued upgradation of hardware
• Repetition of a part of work, external data recovery
Funds Injected Till Date
Heads
Amount (in INR)
Details
Registration/Certification
Based Expenses
** Lacs
Incorporation, Trademark and
other expenses
Office Infrastructure and
Finishing
** Lacs
Computers, Furniture, A.C.s,
Fittings
Online Purchases
** Lacs
Domain name, Hosting,
Recruitment & Internship Job
Posting etc.
Total
** Lacs
Thank You