Intro for SE’s (this slide to be deleted from your final deck!) This can be used as a template for an “intro” / executive summary The point of this deck is to walk the reader through a story. What’s this all about? What is the project? Why is it interesting from a social impact perspective? How much money do they want? What will they do with the money? Who is the team that’s going to implement this? What has the project done so far? Slides should retain a good amount of “white space” – no long paragraphs (e.g. your slides shouldn’t look like this one!) Keep in mind that different investors have different needs. For EACH potential investor you should go through this deck and make adjustments to it, to tailor it to what that investor wants. –A more mainstream financial investor will probably want to see more numbers and more about the business model, how you know your assumptions are correct, and what kind of risk they are taking by investing in you. –A grantmaker will want to see more on social impact – especially the type of social impact they are looking for. But all investors will want to see at least a little of everything in this template. –The profiles of investors that we provide you will be helpful in determining which was to slant the presentation. Do make it your own with your logo, colors, etc – but don’t go overboard!

Title Slide Name of social enterprise Contact information

Overview Name of social enterprise What it does (in one sentence) What you want the money to do (1-2 sentences) How much money you want In what form you want the money (loans, grants, etc)

Problem – Solution What is the social problem you are trying to solve (and where)? How do you propose that you solve it? (states concept and/or mission) NOTES: Keep this short – no long paragraphs!

Social Impact What is the social impact you intend to create? –Give details particularly as it relates to scaling up –Try to use some bullets with hard numbers

Past Achievements What are the achievements of your project / social enterprise to date? –(do not include information for WHOLE organization but only for the project/business you are seeking investment) How are these achievements relevant to future targets?

Targets Specific targets for the duration of business plan (or period for which funding is being sought). –Social Impact –Financial return – to the participants and social enterprises –Growth

The Ask How much do you want? What kind of money? –(grant, debt, equity, etc) What are the terms? What are the monetary returns / ROI for investors?

Business model How does your social enterprise work? –Impact model –Revenue model How will model enable achieving growth/scale This is best as diagram

Team Key team members and their qualifications –Qualifications should relate directly to the work being done – not a long list of unrelated accomplishments Why should investors have confidence in these people? –Why will they make the business successful?

Organizational History Pertinent if organization has other activities/history outside the social enterprise seeking funding. What has your organization done in the past that has prepared it for starting this business? What are highlights of organizational track record and key successes?

Historical Financials Highlights of financial performance and data over the past 1-3 years – for THIS project specifically

Proforma Financials Projected financial performance for the next 3-5 years for THIS project specifically –(corresponds with business plan period) –Break down into quick snaphots of P&L and Cash Flow. –Balance sheet if appropriate

Risks Main risks of your enterprise and how you will minimize or mitigate them.