Company Name Sample Template Presenter Name Slides 1 (Elevator Pitch) & 2 (Management Team) are required at the start of the presentation. Presenter Name Contact Info Keep it simple. Company Name Logo Tagline – if you have a good one. Presenter Name, Title Contact info

Business Overview (Elevator Pitch) An investor wants to know why he/she should be listening to you. This is a good place to summarize the status of your company This is an overview. Not all of the questions below need to be answered,. WHAT does the product/service do? WHAT problem does it solve? HOW is it different?  e.g. “Unlike the competition, our product does….” WHO will buy it? WHY will they buy it? WHERE will it be sold/offered? WHEN will it be ready to be sold/offered? HOW will it be promoted and sold/offered? What is the current status of the company/product? An elevator pitch is a short summary used to quickly and simply define a product, service, or organization and its value proposition. The name "elevator pitch" reflects the idea that it should be possible to deliver the summary in the time span of an elevator ride, or approximately thirty seconds to two minutes. Venture capitalists often judge the quality of an idea by the quality of its elevator pitch and will ask entrepreneurs for their elevator pitches in order to quickly weed out bad ideas and weak teams. The Elevator Pitch slide must be slide #1

Executive Team The Executive Team slide must be slide #2 List key team members and brief history Highlight former work together and the length of the professional relationships Highlight former startups or corporate experience Emphasize successes and/or relationships obtained that can be leveraged as potential customers, advisors, or future acquirers. Especially highlight experience in venture backed companies with successful sale/IPO Are there any gaps in your team that this funding will help to fill? Establish the credibility of your management team. Venture and private equity financiers invest in ideas, but more importantly, they invest in people. It is quite rare for one person to have all the skills necessary to create technology, start a company, grow that company, and manage an exit from that company. Demonstrate that management team members, particularly founding CEOs, are willing to enhance the company’s growth by moving into other positions as the company moves into a new phase. A strong Executive Team is critical. Investors evaluate a company in this order: 1.) Management team. 2.) Market 3.) Product In this slide, you want to show why you are relevant. Link the team’s skills/experience to the problem you are solving. No need to go too deep except to answer above points plus any name-brand affiliations that add credibility.

The Problem What is the problem you are solving? Describe the pain points you are addressing Quantify the pain and how deep it is Why does the problem exist? Why has no one solved this before? What barriers exist? Why are you addressing them? What advantages do you have in solving this problem? Make sure that there is a perceived value from the customer to purchase. Clearly identify the pain point and their willingness to pay for a solution. You want an investor to understand that your company is solving a problem that really exists and that you have the qualifications to solve it.

Product/Technology/Solution What stage are you at? Pictures of your product / technology in action Screen shots of your software (if applicable) Infrastructure before/after your technology is implemented Visual/chart on how your technology works Say what your primary product does (e.g. ‘XYZ will enable virtual environments to be used for project sharing across different countries.’) Say how this is an improvement (e.g. ‘This will allow for an average time savings of 30 minutes/day for every FTE.’) Is your technology defensible? Examine the product’s competitive environment and unique advantages. If your solution is the result of a significant new development, establish this fact quickly, at the beginning of your presentation. Make sure you are a “must have” vs. a “nice to have” product or service for the market that will be paying. Discuss the unique features and benefits of your product or service, but always in the context of your customers’ needs. Features don’t sell products—benefits do. Provide a timeline of the product’s development: where it is today and where it will be in six, twelve, and/or twenty-four months. Investors are particularly uncomfortable with technical risk (the risk that the technology will not perform as advertised) and will spend considerable time and resources in due diligence on your technology. Be aware of any technical risk you face and be prepared to answer questions about how you can diminish that risk. You will want to focus more on what your solution does vs. how it does it. Talk about the benefits - not just features, and don’t go too deep on technical details.

Addressable Market Size Make sure you use a “Bottoms up” approach. Do not give general numbers for the entire industry – rather provide info for the specific market you are addressing. What is the addressable market? How big is the problem you are solving? Can you quantify it? Use a ‘Bottoms up’ approach Are there any references? Investors want to know that this is a good opportunity that they can build a big business around. You need to show that the market is significant enough. Too often entrepreneurs mistakenly overestimate the size of their market or their ability to access it, or they underestimate the strength of existing or potential competition. It is critical to have a clear and complete picture of the specific market sector served by the types of products and services offered by your company. Entrepreneurs with unrealistic market expectations can look unprofessional and naïve to investors. Make sure that you are providing a market size for the specific market your product or service addresses. Do not use “Top Down” statements like “The market for clean energy is a $30 Billion market”.

Customers/Revenue Model Who are your customers? Define verticals Identify existing clients What is your pricing model? What is the LTV of your customers? How profitable are these customers? Describe how you will make money (product unit sales, subscription models, royalties, etc) Investors want to know who is buying your product and why. They also want to understand the economics of the customer and how much they are worth. Investors are interested in companies who have momentum.

Go to Market How will you reach your customers in an economical way? What is your distribution strategy? What channels will you use? Are there key partnerships you have locked up? How are you planning to build momentum? No investor likes to spend money going to market the old-fashioned way (paying for awareness and a large direct sales force) – What resources/partnerships can you use to get there faster/cheaper?? Identify your sales and product distribution strategy (direct sales force, retailers, online partners, OEM partnerships, etc.) Identify manufacturing partners if applicable and future plans for manufacturing.

Competition Who are your main competitors? How are they currently addressing the problem you are solving? In which key ways is your product superior? Where are your competitors in the development stage? (behind you in development or major established market players?) What are your competitors strengths and weaknesses? What direction are they moving with their technology? What IP protection do you have? How do you win? Identify any direct and indirect competitors that exist in the market you have targeted. Explain how you will establish and defend your market position against these competitors, highlighting any intellectual property that accompanies your product or service, and any other steps you can take to protect your market share. One effective tactic is to present a matrix that compares your product’s features, customers, or other aspects to those of your competitors. An investor wants to know that you know the space very well, they are depending on you to be the expert. You need to be up and to the far right (referring to X/Y graph)!

Financials Do NOT put a company valuation in this presentation! Provide financial information for current year and previous year Provide 5 year forward looking projections Provide top line revenues, costs, and margin figures Provide a five-year projected income statement that accounts for revenues, gross margins, operating costs (including development, sales and marketing, and administrative costs), capital expenditures, and annual and cumulative cash needs. When accounting for revenues, be sure to include product count, average selling price, and the launch of new product lines. Make sure your spending plans are reasonable, necessary, and responsible. Present all your financial information in a clear and easily comprehensible form. An investor wants to know that you understand how much cash is required to break-even and that this is a good business that they will be able to make money through their investment.

Use of Funds and Exit Strategy What stage are you at? How much have you raised to date? Who have you raised from? What have you accomplished with the funding raised so far? How much are you looking for now? What milestones will you achieve with the funding you are looking for? How long will those funds last (24 months, to profitability, etc.) An investor wants to know you are scrappy and that you have skin in the game. He/She also wants to know whether or not there will be additional rounds of financing. State the amount of money you’re looking to raise from investors and what you plan to do with it. Make sure your spending plans are reasonable, necessary, and responsible. Identify amounts and dates for any previous funding rounds Identify timeframe for when you plan to exit and list a set of companies that you can target to acquire the company.

Summary This is the highlight of the story you are telling... What you are doing What problem you are solving Why it is such a big problem Why your solution is the best solution Why your team will be the one to succeed Recap the key elements of your presentation that would lead the investor to believe this is a great opportunity to invest in.