CP Template

7/28/2019 CP Template

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Instruction

To Prepare .. Keep in mind that you have max. 3 minutes to make a good first impression

Be very concise, maybe even drop a couple of slides

Practice to go through the whole presentation and your pitch in less than 15 minutes.

Before you Pitch ..

Uncover your audiences Hot Buttons

Ask the question:

To make our meeting today as effective as possible, what are the three most

important things that you would like to learn about my company at this time?

Adjust time & emphasis on appropriate sections accordingly

DONT FORGET TO REMOVE THIS SLIDE BEFORE PRESENTING

Data Source: SVASE


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Company Name

Tag Line and Logo (if any)


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Executive Summary

Your Company is a Company Type that specializesinYour Business forYour Customers.

OurYour Key Differentiatorgives us aYour USP(Unique Selling Point) that will capture A% of this $Bmarket.

We are looking for $X to build a Product/Servicethat will generate $Y over the next Z months.

Year founded - existing Investments


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Whats the Problem?

Describe the problem you are looking toaddress in simple, clear concise terms

Target Customers Profile of people having

that problem Scale of the initial market

No more than 6 bullets

Graphics better than words

< 10% of presenters do this well


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Whats your Solution

Describe your solution in simple, clear,concise terms.

Unique Selling Proposition - Key benefits,

features - why people will buy Product roadmap

No more than 6 bullets


> 70% of presenters do this well


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Whats your Special Sauce

Whats the proprietary, underlying magicthat gives you a clear, defensible advantage?

Patents on their own are rarely sufficient

What are you going to do particularly well thatit will be difficult to copy?



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Whats the Business Model

Explain how you are going to make money - clear,concise (If you cant describe your business model in20 words or less, you probably dont have a workable

model)

Whats the value to the customer? Customer Value=(Seriousness of Current State + Benefits of theDesired Future State) Cost of the Solution

Bottom up is better than top down

< 10% of presenters to this well


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Go to Market Strategy

Describe your Marketing & Sales strategiesin simple, clear, concise terms.

1 or 2 marketing strategies

Sales cycle & strategy for initial market No more than 6 bullets




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Competition

There is ALWAYS competitioneven if itsthe way its done now.

Provide a Competition Analysis

a table/chart comparing your solution to thecurrent approach and major competitors, by keybenefits/differentiators

The more realistic you are, the more

believable your case



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Whos on the Team?

Management Team Why is this the Right Team?

relevant information/experience only theshorter the better

include relevant company names & positions

include Advisors, if applicable

Identify holes that will need to be filled



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Financial Projections

P & L- By Quarter for first year, annually thereafter, 3 years out.

Past Year Q1 Q2 Q3 Q4 TOT 2nd Year 3rd Year

Revenue

COGS

R&DS&M

G&AEBITCash Flow

Bottoms up better that top down Assumptions are by far more important than thenumbers be prepared to explain them



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Status & Timeline

Major Milestones, whats been achieved to date Current Status and activities

What still needs to be done & how long its going totake.

Capital Requirements

Explain how far the investment will take you and howyou plan to continue from there

CP Template

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