10-Slide Pitch Deck Template

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A Business Plan in 10 Slides The Pitch Deck This template has been designed to describe all aspects of the venture (not just the ones you know about or are excited by) and serves as both a prototype your vision and communicate it to others. The pitch deck is the first comprehensive prototype of a new venture, and so should be created, shared, and in other ways treated as a work in progress (and slides are easier to revise or abandon than a lengthy written document). Its general outline addresses most of the questions investors will have about your business, in the order they will ask them—thus the order of the slides is critical. Use this template to create two decks: the pitch deck to present from and an annotated pitch deck to leave behind. This second deck should be self-contained and self-explanatory. Keep it simple: be concise but also comprehensive. Where possible, try to use images or charts to convey your message. Personalize your deck—remove the instructions, change the titles, change the master slide— but keep the original order and focus of the slides. NOTE: The grey boxes in this template provide guidance and instruction, and can be deleted as you compile your pitch deck.

Transcript of 10-Slide Pitch Deck Template

Page 1: 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.

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ValidationVision

TheProblemSolution,&

value

TechnologyAssumptions

MarketAssumptions

BusinessAssumptions

TheDeliverables

Team

Milestones

Resources

Summary&NextSteps

TheIdea(asapitch)

OverviewofPitchDeckTemplate

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YourCompany(orProject)Here

Yourcompanynameandcontactinformationhere:

• Includeallnames/emails/phonenumbersofthefoundingteam• Includecompanywebsite(ifestablished)

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TheIntroduction– ElevatorPitch

Page § 4

• Inapproximately140charactersorless,describewhatthecompanydoes,forwhom,andwhyitsimportant (i.e.,valuabletothatcustomer).

• Youcanalsoverybriefly mentionanysignificantaccomplishments/milestonesreachedsofar,e.g.havelicensetopatent,proofofconceptcompleted,prototypecompleted,testedwithnamebrandcustomers,etc.Thiscanattractinterestfortheremainderofthepresentation.

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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?

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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).

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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?)

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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.

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Assumption/Hypothesis $5 $50 $500 $5,000

EarlyStageDeliverablesForyourvisionofthisventuretowork,whathastobetrue?

Listalloftheassumptionsyouhavemadeinspecificallydescribingyourvision.Eachoftheseassumptionsrepresentsanuncertainty.

Somearemoreuncertainthanothers,andsomearemorecriticalthanothers(i.e.,iftheyprovefalse,youwouldfailcompletely).

Listyourassumptionsandthenprioritizethemintermsofhowcriticalandhowuncertaintheyarenow.

Identifythemajoruncertaintiesyouwouldtackleinthenextstageofdevelopingthisventure.

Thisisaprivateslide,notforpresenting,butyoushouldkeepitintheslidedeckandrecordeverytimeyourecognizealoominguncertainty.

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Milestones

Yourmilestonesrepresentthemostimportantactivitiestoaccomplishduringthenextphasethatwillreducetheuncertaintiessurroundingyourbusiness.

Notethat,toaccomplisheachmilestone,you’ll needtherightcapabilitiesandsufficientinvestment.ThusthemilestonesshouldbereflectedintheTeamandSummaryslides.

Typicalmilestonesmightbe:

• Completingatechnicalprototype• Interviewing20customerstocreateanMRD• Gettingafirstcustomercommitment• Shippingyourfirstproduct(orgettingyourfirst

10,000users)Don’tlisteveryactivity,butrathergroupthemintoasetofmilestonesthatyouwillaccomplishinthisround.

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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

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SummaryandNextSteps

Onthisslide,summarizeyourventureasyoucurrentlyenvisionitaswellasitscurrentstatus:• Beclearinwhatyouareplanningtodointhelong

run• Beequallyclearinwhatyouareplanningtodoin

theshortrun.• Beclearinwhatyouareaskingforfromthis

audience.Ifyouarepitchinginternalexecutives(oroutsideinvestors),tellthemwhatfundingyouneedandwhatyouwilldowithit.Ifyouarepitchingtopotentialadvisorsoremployees– beclearaboutwhatyou’reaskingofthem.

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(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.

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(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?

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(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.

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(Optional)UserScenario(s)

AUserScenario describesatypicalcustomer(or2or3),theirdemographics,andwhattheyarelookingtodowithyoursolution(i.e.,whatistheirproblemandhowyoursolutionwillsolveit?)

Thesedescriptionsarenarratives,notbullets,anddemonstratethatyouunderstandthetypicalcustomerandtheirneeds(betterthananyoneelsedoes).