WELCOME! [tdg.ucla.edu] 2018.pdf · Investment Pitch Deck Essentials ... •Short sentences, non...

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WELCOME!

We invite you to enjoy some coffee and pastries while you network before we begin.

And DON’T FORGET to grab a NAMETAG if you didn’t bring your own.

Creating a Winning

Pitch Deck

MIKE LILLY, Director of

Business Development,

Early Growth Financial

Services

Housekeeping items:

• Please silence all phones and electronic devices

• If you need to take an urgent call, please take

your conversation outside

• Limit side conversations

• Sorry, we are unable to validate parking

The Best Pitch Decks

How to Create a Winning Pitch Deck

www.earlygrowthfinancialservices.com

3

“Startups face a huge burden in today’s

economy, often having to choose

between funneling resources toward

creating their goods and services or

managing the often complex accounting,

tax and financial strategy planning

necessary to run a successful business.

~ David Ehrenberg,

Founder and CEO

Early Growth Financial Services

www.earlygrowthfinancialservices.com

Investment Pitch Deck Essentials

• Slide 1: Logo/Mission/Positioning Line. Founders. • Slide 2: The Problem We Solve• Slide 3: The Solution• Slide 4: The Market Size• Slide 5: The Product/Technology Architecture• Slide 6: IP/Defensibility/Scalability Chart• Slide 7: Go To Market/Distribution• Slide 8: Competitor Matrix• Slide 9: Revenue Projections• Slide 10: The Advisors• Slide 11: Use of Funds• Slide 12: Exit Strategy

SV Speak: The Deck

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Slide 1: Logo/Mission/Positioning Line

SV Speak: Elevator Pitch

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Slide 1: Logo/Mission/Positioning Line

SV Speak: Investment Ready

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If you don’t know the investors......

SV Speak: Wheelhouse

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Slide 2: The Problem We Solve

SV Speak: The “aha” moment

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Slide 2: The Problem We Solve

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Slide 2: The Problem We Solve

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Slide 3: The Solution

SV Speak: Shiny New Thing

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Slide 3: The Solution

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Slide 4: The Market Size

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Slide 4: The Market Size

SV Speak: Hitting

it out of the park

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Slide 5: Product/Technology Architecture

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Slide 5: Product/Technology Architecture

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Slide 5: Product/Technology Architecture

SV Speak: The

user perspective

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Slide 6: IP/Defensibility/Scalability Chart

SV Where’s the IP?

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Slide 6: IP/Defensibility/Scalability Chart

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Pitch Tips

• Select investors that can re-up on their investment

• Short sentences, non technical speak

• Investors watch body language

• Don’t hesitate, maintain eye contact

• Defer to co-founder/CTO

• Keep consistent momentum/pace in presentation

• Control emotion, be prepared for conflict

• Be aware of your emotional timeline

• Connect with analogies and anecdotes

• Reiterate Team, Market Size and Product Fit

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Slide 7: Go To Market /Distribution

SV Speak: Block and Tackling

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Slide 8: Competitor Matrix

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Slide 8: Competitor Matrix

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Slide 8: Competitor Matrix

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Slide 9: Revenue Projections

SV Speak: Hitting the Numbers

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Slide 9: Revenue Projections

SV Speak: Get Behind

the Numbers

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Slide 9: Revenue Projections

SV Speak: Financial Runaway

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Slide 9: Key Metrics

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Slide 10: The Advisors

SV Speak: Friend of the Firm

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Slide 11: Use of Funds

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SV Speak: overcooked valuation

Slide 12: Exit Strategy

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Thank You and Q&A

www.earlygrowthfinancialservices.com

Michael Lilly

Early Growth Financial Services

510 205 9457

mlilly@egfs.co

@EarlyGrowthFS