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Investment Presentation Template

The Pitch-Then-Plan Business Planning Template
by

Lerone Williams

on 9 December 2014

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Transcript of Investment Presentation Template

INVESTMENT
PRESENTATION
PROBLEM
PROJECTIONS
Provide a three year forecast containing not only dollars but also key metrics such as numbers of customers and conversion rate.
MEET THE TEAM
Describe the key players of your management team, board of directors, advisors, as well as any major investors.
SOLUTION
TIMELINE
SUMMARY
COMPETITION
Provide a complete view of the competitive landscape.
Name 1
Name 2
Name 3
Name 5
Name 4
Return on Investment
Long Term Goal
Near Term Future
Current Status
MARKETING
BUSINESS MODEL
Explain how you are going to reach your customer and your marketing leverage points.
UNDER THE HOOD
Describe the pain that you’re alleviating. The goal is to get everyone nodding and “buying in.”
Try to personalize the problem.
Example: “If you go to five travel sites, you will be presented with 5 completely different offers. Traveling to each site and comparing trip packages is time-consuming and confusing.”
Explain how you will alleviate this pain and the meaning that you will make. Ensure that the audience clearly understands what you sell and your value proposition.
Example: “We are a discount travel website. We have written software that searches all the other travel sites and collates their price quotas into one report.”
Explain how you make money: who pays you, your channels of distribution, and your gross margins.
Think of eBay: “We charge a listing fee plus a commission.” End of story.
Generally, a unique, untested business model is a scary proposition. If you truly have a revolutionary business model (unlikely), explain it in terms of familiar ones.
Describe the technology, secret sauce, or magic behind your product.
Example: “The delivery of a wine’s ‘message,’ it’s bouquet and taste, depends on the form of the glass. The secret to Reidel glasses is that there is a perfect shape for every beverage. Through ten generations of glassblowers we have discovered the timeless forms of glass to convey the wine’s message in the best manner to the human senses.”
Specially, how does it create value for the customer.
Example: “A majority of the primary buyers of our educational software can be reached through two national trade shows and four primary regional shows.”
Convince the audience that you have an effective go-to-market strategy that won’t break the bank.
Everyone—customers, investors, employees—wants to hear why your are good, not why the competition is bad.
Never dismiss your competition.
Discuss what are the holes in the team and how do you plan to fill them.
Discuss how your team completes the “management trinity”: production expertise, marketing expertise, and financial expertise.
Making people understand the underlying assumptions of your forecast is as important as the numbers you’ve fabricated.
This should be a bottom-up forecast taking into account long sales cycles and seasonality.
Example: “Wal-Mart is telling the story of low prices everyday. We telling a story of convenience.”
Creative Positioning: What story will you tell that customers will find either more important or different than the stories already being told in the market?
Competitive Positioning: What stories are the prominent competitors selling?
Describe your position in the market.
Full transcript