1. Your Name, Founder, CEO Address Email Cell phone
Company Name
Your Name, Founder, CEO
Address
Cell phone

2. Problem/Opportunity
There is a reason you are developing this Product/Prototype and a reason why customers need this or will care about this - explain
Describe the pain/problem you are alleviating or the benefit you are providing
What is your market opportunity (target market) – in other words describe who really needs or cares about what your product will offer?
How big is this market opportunity (target market) – describe how large the target market is in as many quantitative ways as possible - # of potential customers, $$ (is your target market a billion dollar market?), etc

3. Solution/Product
It is assumed that your prototype is a development stage of your final commercial product
What will your product do for customers? How will it solve their problem? Describe your product in terms of how it makes a difference for your customers
Describe what makes your product the best solution available
Why is it the best – what are the key differentiators about your product that will make yours stand out from competitors such that customers will choose your product over other options

4. Value Proposition
Describe the value that your product offers to customers
Does it save money, or time, does it provide a significantly higher and meaningful performance benefit. Try to quantify the value of your product to the buyer
What kind of compelling ROI can your customer expect by buying and using your product/service?

5. Underlying Magic (Competitive Advantage)
Does your product have technology, trade-secret, etc that will be a barrier or provide a competitive advantage?
Describe the technology, “secret sauce” or magic behind your product. Use less text and more diagrams and visuals if possible
Provide patent status if appropriate

6. Commercialization Strategy
Describe the key steps/milestones, strategies, development path and timeline that you will execute to develop your prototype into a fully developed, final commercial product. (How long will it take you and what do you need to do and how are you going to make it happen?)
Describe what you need to do between prototype and commercial product launch

7. Business Model How are you going to launch and sell your product?
Who is going to buy your product?
How are you going to make buyers aware of your product? How do you reach out to your market/customers and get their attention? How do you acquire customers?
How are you going to sell your product? Sales staff? Distribution partners? Online?
How much does it cost you to make your product and how much will you charge for your product? Margin?
How many unit sales and How many customers to reach break-even?

8. Management Team
Describe key players of management team, board of directors and board of advisors
Highlight backgrounds, relevant experience, successes/failures
What pieces or key positions are missing from your team and what is your plan to fill them?
Why is your team uniquely suited to this opportunity?

9. Accomplishments to Date
Describe key accomplishments to date – what has your team accomplished so far towards this commercialization
Any early successes? Interested customers? Interested investors?
What has the team/company invested (cash or sweat equity) so far into this project and commercialization effort?
Any outside funding or other investors?
Letters of Intent to purchase?

10. 3-YR Financial Projections and Key Metrics
Provide 3 year forecast by quarters (Q1, Q2, Q3, Q4) that shows total revenue, # of customers, # of unit sales, conversion rate, and cost of goods/sales, key expenses, staff headcount, etc.– it should be clear how you expect the company to perform top line and bottom line 3 years out and how much capital will be needed now and later on
Do a “bottom up” forecast not a “top down” forecast
Describe when and what it takes for the company to break even (how long, how many unit sales, revenues, etc.)

11. Project Budget and Use of Funds
What is your total project budget and how much money are you requesting be awarded
What are the key project milestones (what do you need to do to complete the prototype) and the associated costs to achieve these key milestones?
What is the project timeline – how long will it take you to complete the project milestones?
How do you plan to use the funds awarded – be specific about how this money will be spent – on what key costs
Where will the company be on its path of progress to commercialization after this project is completed? – will you advance sales with an OEM? Will you receive additional investment as a result of competing this project? Is the project significantly delayed without award

12. Summary of Key Points
Optional slide - Summarize any key takeaways or information

13. Thank You
Company Name
Your name
Address
Cell number