Transcript ABC Company

ABC Company
John Entrepreneur
President and CEO
Company Overview
• Provide descriptive but succinct statement
about your business
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Problem Identified to be Solved
• Opportunity identified
• Market trends leading to opportunity
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Your Product or Technology
• Describe Product/Technology
– Attributes/Features/Qualities
– Benefits to end user/Uniqueness
• Stage of Development
– Feasibility Analysis/Prototype/Test/Production
– Pre-Revenue, Revenue Producing, Rapid Growth
Stage
• Intellectual Property Position
– Source of Technology
– Third Party Substantiation/Credibility
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Market Analysis
• Forecast Market
– Total Size
– Bar Chart $ Missions/Year next 5 years
– Global or Niche market?
• Market % targeted
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Go To Market Strategy
• List current or potential customers
• Describe your strategy for acquiring new
customers and keeping existing ones
• What are your channels to market?
• Sales & Distribution Strategy
– Direct sales, VARs, Distributors, etc.
• Strategic Marketing Partnerships
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Competitive Differentiation
• Who are your competitors?
• What is their respective market share?
• What is your competitive advantage?
– Patent protection? Other barrier to entry?
• How will you maintain this advantage?
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Business or Revenue Model
• Product sales? License model? Other?
• Show revenue and profit growth forecasts
for next 5 years
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Management Team
• CEO
– 15 years sales with IBM, etc.
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CFO
VP Sales/Marketing
Chief Technologist
Board of Directors (highest capabilities)
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Financial Results
• Information included:
– Gross Revenues
– Volumes by unit
– EBIDTA
– Net Profit
• Total 5 years
– Both historical actuals and pro forma
– Limit historical to a maximum of 2 years.
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Capital Requirements
• Current capitalization (how many rounds)
• Specific amount of needed capital
– Overview uses and any stages
• Follow-on Investment Strategies
• Liquidity Strategy
– Be realistic and give timetable
• Projected ROI to investor
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Summary
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Sell Management Team
Emphasize Competitive Advantages
Re-state Market Potential
Describe ROI
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