Investor Pitch Deck Template

Transcription

1 Investor Pitch Deck Template

2 2 What Your Pitch Deck Is For The purpose of your Investor Deck is not to answer all possible questions. It is to get people interested in learning more. The story you craft should get them engaged enough to start filling in the blanks for themselves (if you are pitching investors with expertise in your industry / market, they should have some background knowledge to do this) Give them enough to get excited about, but leave them wanting more. Your Deck should be able to stand on its own, without your presentation. Compelling Decks are concise, tell a story, are visual, slides.

3 3 Investor Pitch Deck Outline 1) Elevator Pitch 2) Momentum, Traction, Expertise 3) Market Opportunity 4) Problem & Current Solutions 5) Your Solution 6) Business Model 7) Market Approach & Strategy 8) Competition 9) Team & Key Stakeholders (Investors, Advisors) 10) Financials 11) Investment: Your Ask Optional Slides: Exit Strategy, Partnership Agreements, Product/Service Demo, Existing Sales/Clients, Your Special Sauce

4 4 Elevator Pitch A quick one-line summary of your business that describes your key value proposition and target customer Often this means mentioning the pain point(s) your business addresses Keep it short and memorable, and quantify what you can

5 5 Momentum, Traction, Expertise Highlight customer success stories and/or testimonials Show your past and future milestones what are the metrics by which you will measure growth and success Highlight accolades, press, partnerships

6 6 Market Opportunity Define Your Market: What segment are you in Total Market Size: Dollar size, growth rates, your place/ niche Customers: Clearly define exactly who you serve Macro Trends & Insights

7 7 The Problem Define the real problem/need you re solving, and for who Describe why current solutions are inadequate Who else is already doing this, and how are they going about it and what are they not getting right or doing wrong?

8 8 Product / Service Tell the story of your customer and how customers use/ value your product or service Images and visuals are better than lots of text: show don t tell

9 9 Revenue Model Who is your primary customer & how do you make money What is the pricing model / what are the unit economics Revenue and # of customers to date Show basic math on conversion rates and/or customer acquisition costs What is the lifetime value of an average customer

10 10 Path to Market and Growth Strategy What are the most important and unique channels and methods you will use to find and win customers? How are you doing it differently than others in the space? Who are the decision-makers for sales conversion and how will you get in front of them? How will you achieve your target growth rates?

11 11 Competition Where do you exist in the larger overall competitive landscape? What are your Advantages? Who are the competitors, why have they succeeded, and how do you truly differentiate from them? How is your place in the market landscape unique to you, and the right one for your company growth and customers?

12 12 Team Highlight key team members and their prior positions, successes, domain expertise Demonstrate relevant experience Which roles are the keys to success in your company/ space?

13 13 Financials Include 3-5 years of financial projections Mention key & critical assumptions in your model of expenses, customer conversion, market penetration % Highlight each of these Yearly for at least 3 years Total Customers Total Revenue Total Expense EBITDA

14 14 Investment How much Capital are you raising What are the general terms: equity, valuation, convertible note How much operating runway does this provide? Note: mos is typical Who are your existing & notable investors, if any? What are your key Use of Proceeds (as % of total raise) Sales & Marketing New hires Technology / Product Development Capital expenses / equipment