Investor’s Presentation Sample…

XYZ Pvt. Ltd

About XYZ Pvt. Ltd

Founded by Mr. ABC in 20**.

Privately-held research and business analysis firm that provides statistical analysis, qualitative research & analysis and business planning.

Successfully completed ** projects within X years.

Team of unique professionals with diversified background, selected from best colleges in India.

 Current Stage of the Venture and Milestones Achieved so far

Previous short term goals achieved (to a large extent)• Demand exceeding potential rate of delivery• Office infrastructure occupied to full employee capacity

Past timeline

• Dec’20** –May’20**: Development of idea on individual level • Mar’20** –Feb’20**: Delivering project individually and in teams • Mar’20** –Nov’20**: Working as a Pvt. Ltd in a small office

premise• Dec’20** –May’20**: New office acquired, Demand exceeded

100% of office capacity

Industry We Operate In

Global consulting industry - US$*** billion in 2012 (US$*** billion in 2011)

Market leaders – Ernst & Young, McKinsey & company, Deloitte Consulting, Boston Consulting Group, Bain & company

Our sub-domain: business planning and data analytics

Unlike top tier companies, we are focusing on SMEs to provide quality services in a nominal budget

Huge scope of growth in the mid-size sector in India

Competitive Analysis

Company Location Services

ABC Pvt. Ltd. Delhi Business Statistics, Data Analytics, Programming & Engineering Statistics

XYZ Ltd. Delhi IT services & solutions, Testing, Business Process Management, Consulting Services

Prospective Direct Competitors

Current Competitors

Direct: Individuals & small groupsIndirect: online products similar to clients’ requirements , local suppliers

Value Proposition

Statistical Analysis

• Business Forecasting

• Trend Analysis• Meta Analysis

Qualitative Research &

Analysis

• Qualitative methods

• Secondary & Ethnographic Researches

Business Planning

• Full business plans

• Functional Plans• Strategic

Planning

Our Services:

Point of differentiation: Mix of business consulting and statistical analysis to micro businesses and SMEs

USP

Filtered Client Base Customized Services

Global ReachElite Team Structure

Prefer to take selected projects, instead of, on first come first serve basis

From statistical analysis, corporate reporting & presentation to management research and consulting

Knowledge of international markets enhances our credibility and expertise (Clients across the world)

Unique team of professionals with diverse backgrounds, handpicked from best colleges

Online (through project websites)

Company website

Personal network & References

Word of mouth

Advertising through digital media

Blogging

Marketing and Customer Acquisition Strategies

Future Projections (in INR)

Year Revenues Expenses Net Profit Remarks

20** – ** * * ** Lac Starting Year

20** – ** ** Lac ** Lac ** Lac Including non-operational expenses

20** – ** ** Lac ** Lac ** Lac Full work force will be operational

20** – ** ** Cr. ** Lac ** Lac After 2016, possibility of acquisition of premises

*Revenue and expense figures for the first year were not channelized from unified account (company account)

Growth rate has been calculated on the basis of increase in workforce, macro factors, industry growth and targeted segment growth rate.

Purpose Estimated Budget

Remarks

Recruitment & Training

INR * Lac Putting up openings, Conducting exams/interviews

Advertising & Branding

INR * Lac Trade fairs, Online/Print Advertising

Infrastructure Cost INR * Lac Office expansion

Salaries INR * Lac ~Xamount * 4 emp. * 6 months

Miscellaneous expense

INR * Lac TA/DA, Time costs, Minor expenses

Budget Plans (in INR)

Budget for INR XXX

Expansion plans – increasing the strength of the company by N employees (Business Development & Marketing – X Business Analysis – Y, HR/Recruitment & Administrative work – Z)

Milestones to be Achieved with this Round of Funding

April 20**

April 20** April 

20**

April 20**

Break-even by Jan’20**

Rapid Expansion (Mass Recruitment)

Cumulative Revenue to reach * Cr.

Acquisition of New Premise by Nov’20**

Set targets expected to be accomplished

Risks

Human Risk

• Resignation/Termination of employees

• Value of Risk = ** K

Operational Risk

• Failure in getting major clients as per the new plan

• Value of Risk = **Lac

Project Risk

• Management issues in providing expected deliverables

• Risk Value > operational risk value

Technical Risk

• Rare case of power + back up failure

• System crash

• Risk Value = project dependant (variable)

• Rigorous recruitment process with waitlist for critical positions, extra focus on work environment, golden handcuffs

• Confirmation of waitlists, placement agencyHuman Risk

• Hiring of experienced BDM executives from diversified background

• Allocating new employees as well on previous projects, if new (SMEs’) projects unavailable

Operational Risk

• Extensively dedicating the time for quality/genuineness checks

• Customer grievance resolution through HR/Administrative person

Project Risk

• Slack in deadlines, automatic backup/recovery of work, continued upgradation of hardware

• Repetition of a part of work, external data recovery

Technical Risk

Prevention and Mitigation of Risks

Heads Amount (in INR) Details

Registration/Certification Based Expenses

** Lacs Incorporation, Trademark and other expenses 

Office Infrastructure and Finishing 

** Lacs Computers, Furniture, A.C.s, Fittings

Online Purchases ** Lacs Domain name, Hosting, Recruitment & Internship Job Posting etc.

Total ** Lacs

Funds Injected Till Date

Thank You