“Create a standard process.” 

Key Presentations

You need two key presentations to make your investment process efficient:

• General Presentation :12-slide PowerPoint presentation that is the primary presentation you distribute when first interacting with a potential investor. It should be written in a font no smaller than 14-point. It includes the following slides:
  • Cover Slide (Logo, presenters and date)
  • Company Overview (Overview of company, what you do, highlight key wins, customers, successes, key points in history (founding date, key events, investments to date)
  • Elevator Pitch Slide
  • Market Opportunity (Size and importance of the market; Market problem and current solutions)
  • Your Solution (Product/service overview)
  • Competitive Advantage/Unique Value Proposition (Why your product or service is unique)
  • Team (Current team with backgrounds and roles • Include board, advisors and other assets)
  • Market Traction (call “customers” if you have them) • (Key customers, Other evidence of market traction)
  • Business Model (How you price your product or service, How you make money, Key revenue streams)
  • Competition
  • Financial Projection (Financial projections – summary • Financial metrics with investment (e.g., EBITDA, date of positive cash flow)
• Detail Presentation: 21-slide PowerPoint presentation that expands on Presentation 1 and adds details on the various areas of the company.
  • Sales Strategy (Strategy for selling your product/service)
  • Pipeline (Pipeline of current sales opportunities)
  • Product Strategy (Strategy for differentiating your product/service)
  • Client Management (How you manage clients?)
  • Marketing (How you market your product/service?)
  • Technology (What technologies power your solution?)
  • Operations (What operations support your product/service?)
  • Finance (How is financial management being handled?)
  • Raise Details/Use of Proceeds (Structure of investment, Use of proceeds)

It should be written in a font no smaller than 14-point.