The Anatomy of an Investor Presentation

Transcription

1 This image cannot currently be displayed. The Anatomy of an Investor Presentation Condensed version from The Anatomy of the 10 Minute Pitch, a presentation from the Alliance of Angels Introduction The Problem The Solution Traction Market Size Customers Sales Strategy Partners Revenue Model Competition Management Advisory Board Financials The Offer

2 Introduction Company name & logo One line description of what your company does Presenters & contact information Date Audience

3 The Problem The Problem Define the problem and WHO has this pain Graphs Pictures Describe a problem scenario /usage case

4 The Solution The Solution Overview of primary product or service that will solve the problem Use multiple slides if necessary Do not exceed time limits Product Photos, Screen shots Logical Flow and Architecture diagrams Short list of Feature/Benefits Be clear about the status of product development

5 Traction Slide Traction Founded in full-time employees, 3 part-time Released v.1 fall of Beta Users, 10 Paying customers Signed up 3 channel partners Received ABC certification 1 provisional Patent filed Press coverage, awards

6 Market Size Market Size Build the number from the ground up Total Addressable Market Use drivers relevant to your product Show the different segments Pie Graph works well Explain how you prioritize the segments This is our initial market (speak to why) If you must use 3 rd party figures, cite the source

7 Customers Current Customers 83 startup companies like the following: Customers Potential Customers Early stage technology companies raising between $250K to $2M Your Company, Inc. His Company, Inc. Her Company, Inc.

8 Sales Strategy Sales Strategy How do you sell your product? Direct and/or Channel Sales If Direct, How many sales people? How long does it take to close a deal? Who is the key decision maker? (Especially if that differs from the key user) If Channel, Who are the partners? How many are required? How are the territories divided? (If relevant)

9 Partners Partners Targeted Partners Revenue share Content provider Distribution partner/broker

10 Revenue Model Revenue Model Licensed Software Hosted Solution, Monthly Fee + 2% of all transactions booked through our system We Sell Widgets; Direct and Through a Channel Time and Materials Average Customer is worth $60,000 in annual Revenue Avg Customer Buys 24 Widgets per year 20% 10% Customer $2500 Retailer $2000 Distributor $1750 Gross Profit $1100 Gross Margin >60% Cost $650 This is an example for demonstration purposes only

11 Competition Competition Indirect Competition Summarize the current alternatives (other technologies or types of products) Direct Competitors (logos are easier to read than text) List competing company 1 and an analysis List competing company 2 and an analysis List competing company 3 and an analysis Use a matrix if possible

12 Management Team Management Name, Position Name, Position Name, Position Open positions VP Sales Head of QA

13 Advisory Board Advisory Board Name, Area of Expertise Company, Position (VP or above), Years Name, Area of Expertise Company, Position (VP or above), Years Name, Area of Expertise Company, Position (VP or above), Years Name, Area of Expertise Company, Position (VP or above), Years

14 Financial Projections $150 $130 $110 $90 $70 $50 $30 $10 -$10 Five Year Projections (Millions, US) $3M Revenue Income $10M $40M $80M $120M Financials Assumptions: In 2010, $ per sale In 2010, customers 2010 market share: % In 2010, % from new sales; % from recurring U.S. market only Does not include future product extensions This is an example for demonstration purposes only

15 Funding Requirements The Offer Prior Funding: - $ from founders, $ from outside investors, $ grants Current Round: - Seeking $1 million ($500,000 raised) - Pre-money valuation: $2 million Use of Funds: - Finish v 2.0 Prototype - Launch in xxx market - File patents Future rounds: - Series B of $ million expected in early 2007 Exit Strategy: - Acquisition (perhaps Microsoft, IBM, Nike, or Gatorade)

16 Questions Company name & logo Contact information