Transcript Investor Presentation

• You have 20 minutes (maybe just 5 or 10) to establish why you are here, why you, and what you can do
with an investor’s money.
• Most investors are middle aged and use reading glasses – keep the text large, use charts & images.
If you want video, call my friend Richard Crawford: www.oneproductionsweb.com
BusinessPowerTools
™
A Positive Force in Business™
[Date]
[Your Name]
[Title]
[Email]
• We’ve used several typefaces to remind you to customize your look.
• Remember to delete all of these greenish text comments.
Business Model / Overview
 What we DO (in simple terms)
 Goal is to quickly generate investor
interest
 Reference past milestones… (if relevant)
 Present business overview as an
opportunity
[Company]
Value Proposition
 67% of businesses are sued by former
employees – average lawsuit: $250,000
Describe pain in the market
 Present case study or scenario of market
problem or need
 Others have not addressed xxx
Quickly mention why other products and services have not adequately solved the pain
 Introduce your compelling solution
 How you make money
[Company]
[Company] solution / products
 Our solution & key features of
[product or service] (use visuals
when appropriate)
 Cost savings/customer
 No acronyms – keep it simple!
 Why customers need/must buy your
product/service?
[Company]
Market Opportunity / Drivers
 Top down and bottom-up market
estimates—how many feel pain?
 Boat Owners over 50
%20
 Market drivers: Fuel prices >$4/gal
 How will you reach your target customers
and how much will it cost to acquire them
[Company]
Marketing Channels / Partners
 Describe sales, distribution or marketing
channels – execution strategy and typical
sales cycle
 Highlight any exclusive or unique
channels or partners
 Identify key strategic partners or
alliances
[Company]
Demand / Revenue Model
This slide quantifies the previous slide -- Show them what this business can do..
2009
2010
2011
# Units
574
2,500
12,500
Revenue
$574
$25,000
$125,000
COGS
$138
$12,000
$50,000
Expenses
$775
$ 8,000
$32,000
($339)
$5,000
$43,000
(000)
Gross Margin
[Company]
Competitive Position
• Show your market position / perception relative to direct and indirect competitors.
Quality/Compatibility
• Adjust the axes [yellow] to position your company/product/service most favorably
Your Company
Here
Competitor 1
Competitor 2
Competitor 3
Competitor 4
Competitor 6
Competitor 5
Value/Scalability
[Company]
Advantages / Barriers to Entry
 Advantages should be sustainable
 Patents, exclusive channels or contracts,
high transaction costs, R&D
 If the market opportunity is so big, what
prevents others from quickly entering
your market
[Company]
Management Team
 Bob Jones, CEO
Formerly with abc, xyz & xxx –
 John Smith, CTO
Formerly with abc, xyz & xxx –
 Janet Johnson, CFO
Formerly with abc, xyz & xxx –
 Janet Johnson, VP Marketing
Formerly with abc, xyz & xxx –
 To Be Hired, COO
Manage the xxx process
[Company]
Directors & Advisors
Directors
 Bob Jones, CEO, [Company]
 Bbb
 Ccc
Advisors
 Aaa
 Bbb
 Ccc
[Company]
$xx.x million
You may just want to think these through but not include them in your presentation--use the next slide instead..
 Xxx shares of common stock
 12.5% Note paid over 5 years (cumulative
interest)
 + convert upon first institutional round
>$500K @ same valuation
 + warrants to purchase 1% of
outstanding shares @ $.50/share
 Principal + 20% APR repaid first from
10% of revenue
 + 20% APR paid as equity @ $.50/share
[Company]
Use of Funds/ $XX.X Million





Hire team
Complete product
Secure key customers
Launch
Roll-Out
Launch
3 Key Customers
Alpha Test
Complete Team
Funding
Month A
Month B
Month C
[Company]
Possible Liquidity Scenarios
You may just want to think these through but not include them in your presentation.
 Valuation = $xxx @ 1x Revenue
 Valuation = $xxx @ 2x Revenue
 Valuation = $xxx @ 1x Profit
 Valuation = $xxx @ 2x Profit
 Acquisition by abc, Inc., xyz, Inc.
 IPO in [Date]
[Company]
Summary
 Describe funding needs and use of funds
 Exit Strategy – potential value based
upon recent comparable acquisition or
IPO
 [Company] = flexible, scalable, unique
[Company]
BusinessPowerTools
™
A Positive Force in Business
™
[Your Name]
[phone]
[Email]
• Always finish with your contact info – leave this slide up through the Q&A session.
• Even if you are interrupted before you can complete your presentation, click ahead to keep this slide in
place as a back-drop/billboard during discussion.