10-Slide Pitch Deck Template
Transcript of 10-Slide Pitch Deck Template
ABusinessPlanin10Slides
ThePitchDeckThistemplatehasbeendesignedtodescribeallaspectsoftheventure(notjusttheonesyouknowaboutorareexcitedby)andservesasbothaprototype yourvision andcommunicateittoothers.
Thepitchdeckisthefirstcomprehensiveprototypeofanewventure,andsoshouldbecreated,shared,andinotherwaystreatedasaworkinprogress(andslidesareeasiertoreviseorabandonthanalengthywrittendocument).Itsgeneraloutlineaddressesmostofthequestionsinvestorswillhaveaboutyourbusiness,intheordertheywillaskthem—thustheorderoftheslidesiscritical.Usethistemplatetocreatetwodecks:thepitchdecktopresentfromandanannotatedpitchdecktoleavebehind.Thisseconddeckshouldbeself-containedandself-explanatory.Keepitsimple:beconcisebutalsocomprehensive.Wherepossible,trytouseimagesorchartstoconveyyourmessage.Personalizeyourdeck—removetheinstructions,changethetitles,changethemasterslide—butkeeptheoriginalorderandfocusoftheslides.
NOTE:Thegreyboxesinthistemplateprovideguidanceandinstruction,andcanbedeletedasyoucompileyourpitchdeck.
ValidationVision
TheProblemSolution,&
value
TechnologyAssumptions
MarketAssumptions
BusinessAssumptions
TheDeliverables
Team
Milestones
Resources
Summary&NextSteps
TheIdea(asapitch)
OverviewofPitchDeckTemplate
YourCompany(orProject)Here
Yourcompanynameandcontactinformationhere:
• Includeallnames/emails/phonenumbersofthefoundingteam• Includecompanywebsite(ifestablished)
TheIntroduction– ElevatorPitch
Page § 4
• Inapproximately140charactersorless,describewhatthecompanydoes,forwhom,andwhyitsimportant (i.e.,valuabletothatcustomer).
• Youcanalsoverybriefly mentionanysignificantaccomplishments/milestonesreachedsofar,e.g.havelicensetopatent,proofofconceptcompleted,prototypecompleted,testedwithnamebrandcustomers,etc.Thiscanattractinterestfortheremainderofthepresentation.
Problem,Solution&ValueProposition
Usethisslidetodefinethreethings:
Theproblemareyousolving
• Describetheproblem yourventurewilladdress,usingasclearandcompellinglanguageaspossible.Besuretoclearlyidentifywhohastheproblem(consumerorcustomer)andhowbadly.
Yoursolution
• Describeyoursolution intermsofthebenefitsitprovidesfortheconsumerand/orcustomer(avoiddescribingthetechnicalfeaturesofyoursolutionhere).
Yourvalueproposition
• Thevalueproposition representshowyou(andthecustomer)willmeasurethevalueofyouroffering.Beasspecific(andifpossible,quantitative)asyoucanabouttherelativevalueofyoursolution:isit5%betterthanexistingalternatives,50%,500%?Andbywhatmeasure:isitfaster,better,orcheaper?
TheMarket
Usethisslidetodefinethreethings:
Yourconsumer(and/orcustomer)• Clearlyidentifywhoyourcustomerisandhow
manyofthemthereare(theparticularmarketsegmentyouarepursuing).
ThePrice,RevenueModel,andVolume• Howmuchtheywillpay(price),howtheywill
pay(revenuemodel)andhowmuchtheywillbuy(lifetimecustomervalue).
Howyouwillreachthem• Howyouwillcommunicateyourofferingand
value(i.e.,yourgo-to-marketstrategy).
Technology
Usethisslidetodefine:Whatisyoursolution?• Whatisyourtechnology?Whatdoesitdo?Howdoesitdoit?
Describeyoursolutionwithoutdisclosinganypatentableortradesecretinformation.
• Whatmakesthissolutioneffective,unique,and/ordefensiblefromcompetitors?DescribeanyIP(patents,provisionalpatents,ortradesecrets). Describeanydistinguishing(orinimitable)valueofyourtechnologyovercompetingsolution.
Willitwork(andwhen)?• Describethe“readiness”ofyourtechnologyandhowlongit
maytaketoreachcommercialscale.Canyoumakeit(atscale)?• Whatdoesitcost?Whatisthesupplychain(i.e.,whowill
provideanycriticalelementsofyourcoretechnology?)
FinancialProjections
** All $ are in 000
Year1 Year2 Year3 Year4 Year5
revenue(000s) $62.5 $129.6 $336 $960 $1,600
customers 500 1200 3000 4000 5000
units/customer 5 6 7 15 20
price $25 $18 $16 $16 $16
expenses(000s) $85 $650 $250 $335 $750
headcount 10 14 15 27 34
COGS $18 $17 $15 $14 $14
CAC $325 $250 $200 $100 $50
netincome(000s) ($22.50) ($479.6) $ -85 $ 625 $850
Whatarethe3factors(max)thatwilldrivechangesinyourrevenueandexpensesoverthenextthreeyears?
Canyoucontrolthem?
Describehowyourcompanywillmakemoneysolvingthecustomer’sproblem.Makesuretoanswerthefollowingquestions:
• Howmuchwillyoumake?• Howmuchwillitcost?• Whenwillithappen?
Inasingletable,showhowmuchyouexpecttogetpaidforeachunityousell,howmuchitwillcosttomake,andhowmanyyouwillsell.Inthiscase,keepitsimple:identifythethreemostimportantfactorsdrivingyourrevenueprojectionsandthethreemostimportantfactorsdrivingyourcostprojections.
Assumption/Hypothesis $5 $50 $500 $5,000
EarlyStageDeliverablesForyourvisionofthisventuretowork,whathastobetrue?
Listalloftheassumptionsyouhavemadeinspecificallydescribingyourvision.Eachoftheseassumptionsrepresentsanuncertainty.
Somearemoreuncertainthanothers,andsomearemorecriticalthanothers(i.e.,iftheyprovefalse,youwouldfailcompletely).
Listyourassumptionsandthenprioritizethemintermsofhowcriticalandhowuncertaintheyarenow.
Identifythemajoruncertaintiesyouwouldtackleinthenextstageofdevelopingthisventure.
Thisisaprivateslide,notforpresenting,butyoushouldkeepitintheslidedeckandrecordeverytimeyourecognizealoominguncertainty.
Milestones
Yourmilestonesrepresentthemostimportantactivitiestoaccomplishduringthenextphasethatwillreducetheuncertaintiessurroundingyourbusiness.
Notethat,toaccomplisheachmilestone,you’ll needtherightcapabilitiesandsufficientinvestment.ThusthemilestonesshouldbereflectedintheTeamandSummaryslides.
Typicalmilestonesmightbe:
• Completingatechnicalprototype• Interviewing20customerstocreateanMRD• Gettingafirstcustomercommitment• Shippingyourfirstproduct(orgettingyourfirst
10,000users)Don’tlisteveryactivity,butrathergroupthemintoasetofmilestonesthatyouwillaccomplishinthisround.
TheTeam
TheAdvisoryBoard
Picture Name(orTBD) Relevantskillsandexperiences
Picture Name(orTBD) Relevantskills&experiences
Describeyourcurrentandplannedmanagementteam.NOTE:Don’tputsomeoneonyourteamjusttofillaspot.Listonlythepeoplewhoaremovingforwardwithyourventure.OtherwiselistTBDandbepreparedtoexplainwhatkindofpersonyouneed.
Describeyourcurrentadvisors.Don’tlistadvisors youhavenotgottenpermissiontolist.Instead,ifyou’remissingkeyadvisors,listthebackgroundsandexperiencesyouthinkwillbevaluable.
Foreachofthefoundersandadvisors,describetheskillsandexperiencesthataremeaningfultotheventure
Foreachofthefoundersandadvisors,describetheskillsandexperiencesthataremeaningfultotheventure
SummaryandNextSteps
Onthisslide,summarizeyourventureasyoucurrentlyenvisionitaswellasitscurrentstatus:• Beclearinwhatyouareplanningtodointhelong
run• Beequallyclearinwhatyouareplanningtodoin
theshortrun.• Beclearinwhatyouareaskingforfromthis
audience.Ifyouarepitchinginternalexecutives(oroutsideinvestors),tellthemwhatfundingyouneedandwhatyouwilldowithit.Ifyouarepitchingtopotentialadvisorsoremployees– beclearaboutwhatyou’reaskingofthem.
(Optional)AppendixSlides
Todevelopyourconceptfurther,youmaychoose toincludetheaccompanyingslidesinanappendix:1. Describethe4Ps:product,price,promotion,
andplace ofyourmarketingplan.2. Describethecurrentandemerging
competition,usetheaccompanyingCompetitiveLandscapeMatrix todefinethecriticalfeaturesthatyourcustomerscareabout,andthedifferences(basedonthesefeatures)betweenyourofferingandthecompetition’s.
3. YoumayalsowanttoaddaUserScenario(s)slidetodescribethetypicalcustomer,theirpreferences,andhowtheywouldusethisproduct.
Theslidesareoptional andshouldonlybeincludediftheywillhelpyoudevelopyourconcept.
(Optional)Product,Price,Promotion,Place
“P” Description
ProductWhatistheproduct (tangible)orservice(intangible)orcombinationthatyouareoffering.Ifthereisaproductmix,describethedifferencesamongthemix.
Price Whatistheprice thecustomerwillpayfortheproduct/service?Whatistheperceivedvaluepropositionthatjustifiesthatprice?
Promotion
Whatisthepromotion plan?Whatarethemethodsofcommunicatingtherelevantinformationabouttheproducttoeachofmanydifferentparties(includingcustomer,distributors,etc.):advertising,directmail,word-of-mouth,publicrelations,coupons?
PlaceWhatisyourplace?Placedescribesyourdistributionstrategy:wherewillcustomersgetaccesstoyourproducts/services?Howwillyoudistributeyourproductstotheselocations?
(Optional)CompetitiveLandscapeFeature
3Feature
5Feature
1Feature
2Feature
4Feature
N
üYourCompany/Project
Competitor1
Competitor2
Competitor3
Competitor4
CompetitorN
ü ü ü ü ü
üü ü
ü ü
üü ü ü
ü ü ü
üü ü▪ Listanydirectcompetitorsaswellascompetingalternatives(includingthestatusquo).Doyourresearchhere.Whoarethey?
Listthem.Whatmakesyoudifferent?Describeit!Whatgivesthecompanyanadvantage?Describeittoo!▪ Dependingontheproductandcompetitorsitissometimeseasiertodepictthecompetitivelandscapeintermsofspecific
featuresthataddsubstantialvaluecomparedtoyourcompetitors.Thiscanbeshowneasilybycarefulconsiderationtotherowandcolumnheadingsintheillustratedtable.
(Optional)UserScenario(s)
AUserScenario describesatypicalcustomer(or2or3),theirdemographics,andwhattheyarelookingtodowithyoursolution(i.e.,whatistheirproblemandhowyoursolutionwillsolveit?)
Thesedescriptionsarenarratives,notbullets,anddemonstratethatyouunderstandthetypicalcustomerandtheirneeds(betterthananyoneelsedoes).