1. One line description - easy to understand and remember
COMPANY NAME
One line description - easy to understand and remember
Presenter(s) Name
& Position
Date

2. Mission or Problem Statement
WE ARE THE LEADING PROVIDER OF SOLUTIONS TO … OR
WE ARE SOLVING THIS PROBLEM ...
(Try and keep it very simple and use buzzwords)

3. Agenda Overview Market Solution / Products & Services Strategies
Competition
Financials
Summary

4. Who we are - History Formed on ### Location because # of customers
$ of revenue
Prior funding raised

5. Management Team CEO CFO COO VP Engineering VP Sales VP Marketing
Recruiting

6. Organization Chart
(Include the positions that need to filled)

7. Market Drivers Why is this solution needed?
What trends are pushing these needs?
Who is driving the trends?
How have company’s dealt with this problem in the past?
(Use a graphic if it illustrates a clearer picture)

8. Market Structure How many customers? Size of customers?
Buying process of customers?
features
cost
Competitor 1
Competitor 2

9. Industry Projections
Today
Your Niche

10. Solution / Product and Services
OUR
Product
Our Solution

11. Technology / Product / Pricing
Product today
Typical sale pricing
Product plan for future

12. Customers Current Customers
Customers in the pipeline (different stages)
Big targets

13. Sales and Marketing Entry strategy Channels
Changes in and growth of plan

14. Alliances and Partnerships
List and briefly describe any key partnerships

15. Competition Who else does this ? How do they do it ?
Why will customers pick you ?

16. Financial Projections

17. Capital Structure
Capital structure, pre and post financing (include amount inside vs. outside)
Options pool status

18. Accomplishments Founded 1st round of financing closed 1st Sale
Product Development
COO joined
VP of Sales joined
1997
1998

19. Future Milestones / Goals
First $1mm Sale
50 Customers
Second Release
CFO hired
IPO
1999
2000
(Try to include as much as you can)

20. Close the deal - Summary
Investment Highlights