An Investment Opportunity Your Company Name An Investment Opportunity Insert your company name here Replace the InterTradeIreland logo at the bottom of each slide with your company’s logo General comment for all of presentation: don’t have too much text with small font sizes – the font size for the body text should be 30 point or larger. Use good quality photographs (avoid clipart like the plague) and tables. When talking about customers some use (not too much!) of customer logos can be effective. Use bullet points but no more than 5 per slide Avoid flying in text, flashing text, basically anything that will detract the investor from listening to you

Introduction This slide should set out who you (the presenter) are and the role you have in the company, what your company does, how much it is seeking to raise and what the money will be for and what is the basic value proposition (i.e. what does a customer receive in return for paying you money?) that the business has?

The Need What is the Need that the business wants to address? What is the ‘pain’ that potential customers are currently experiencing? Include here the size of the target addressable market Keep it simple – do not use technical jargon

The Solution What is your Solution to the Need? Outline how your product/service addresses the Need – what is different about it? What is the USP? Customer value proposition? Outline your IP Keep it simple – do not use technical jargon

Competitors Who are your competitors? How strong are they? Are they well funded? How many are there? What are the relative strengths against your solution? It may useful to show a competitor matrix showing how benefits/features of your product/technology compares

Route to market Outline your route to market (i.e. How does your product/service reach your customers so that you can get paid?). The three route to market strategies are direct sales, agents and/or distributors – the higher value and more technical the sale, the more likely you need a direct approach but this costs much more than going with distributors. A mixed approach can sometimes be appropriate.. Existing and potential customers can be named with their customer logos. Outline the existing and/or proposed sales organisation here

Management and board Outline the management team here identifying their experience and any gaps How the team evolves over the next few years should be addressed The use of non-executive directors and/or an advisory board is a distinct advantage. It may we worth showing an organisation chart including details of positions still to be filled (try and include photos of staff members)

Milestones This is a very useful ‘bucket’ slide which can be used to fill in gaps in what you wish to portray to the potential investor. Use milestones achieved and as well as milestones to be achieved in the future – the more that are ‘done’ the better since it provides a more compelling case than ‘will do’ – remember to date the milestones You may wish to show this as a chart: timeline shown be shown along the bottom ‘y’ axis and the milestones/achievements along the vertical ‘x’ axis

Risks & challenges Outline here the risks and challenges with the investment – be honest! Investors know that there are risks with investments – they want to know that you know what they are. Detail how potential risks can be mitigated 9

Financials Year – 000s Last Yr This Yr Yr1 Yr2 Yr3 Yr4 Yr5 Turnover YE 31 December Last Yr This Yr Yr1 Yr2 Yr3 Yr4 Yr5 Turnover Gross profit GP % Operating profit OP % This should summarise the historical and projected profit and loss trading to date. Include currency symbol in the first cell, e.g. $, € or £... Explain the trading history and the main assumptions behind the projections – three years will do but five years projected is suggested

Funding Use of funds 000s Development costs Working capital Initial losses Capital expenditure Total What will be funding be used for? The slide gives an example of uses of funds. Remember to insert your currency symbol.

Funding Debt free, BES/EIS eligible Source of funds 000s Status Promoters Committed External equity – VC Pitching External equity – privates Government agency Subject to raise Bank debt Credit committee Total Debt free, BES/EIS eligible This table shows the likely source of funds – give as much detail as possible – the more that is committed the better since it creates credibility. The promoters/founders investing demonstrates confidence by them – it is not so much the amount that matters but the commitment (‘skin in the game’). The status shown needs to be amended as appropriate. For private investors, it is important to state whether the company is Business Expansion Scheme (BES) or Enterprise Investment Scheme eligible. Remember to insert your currency symbol.

Exit Outline the potential exit strategies for the investor – avoid mentioning a share buy-back. The most likely exit is a trade sale, followed by an IPO (initial public offer) on a recognised stock exchange. Name and talk about potential acquirers – if you them personally then say so. The most important message is that you are willing to exit the business – all shareholders exiting together is the most likely way to maximise the returns for everyone.

Call to action This slide asks for action and summarises the amount of investment being sought. What is the compelling reason for investing in this company? What is a possible return for an investor? What are the next steps? How can an investor bring this further?

An Investment Opportunity Your Company Name An Investment Opportunity Insert your company name here Replace the InterTradeIreland logo at the bottom of each slide with your company’s logo