The Best Investor Pitch Deck Outline

8/19/2019 The Best Investor Pitch Deck Outline

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The “Best” Investor Pitch Deck Outline0) Cover Slide

1) Elevator Pitch Slide

2) Tea !I" not i#ressive$ ove slide to a"ter “%our Solution” to sho& &ho 'uilt it and &h()

) Board *e'ers + advisors + ,uture -ires !O#tional$ co'ine &. tea slide)

/) *arket O##ortunit( De"ine *arket$ Sie + Taret Custoer

3) *arket Pro'le + Current Solutions 4hat need do (ou "ill5

6) %our Solution !173 slides)

8) Traction + 9&ards !O#tional$ i" none (et: Can 'e riht a"ter Elevator i" i#ressive)

;) *arket ,it . Co#etition !O#tional$ can 'e e


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Potential 9##endi< SlidesF Tieline -istor($ *ilestones + Prior ,undin

F Detailed Galue Pro#osition to Clients . sers . Partners

F Detailed ,inancials ?evenue and e


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Cover SlideF oo . Mae o" Co#an(

F Pur#ose o" Presentation “Investor Presentation”

F Date O#tional 7 i" (ou send a deck &ith an olddate$ (ou look outdated !is it takin (ou a &hile to

raise the round5): 4e recoend never usin adate also #eo#le kno& toda(s date

F Other Potential 9dditionsF oos o" accelerator$ a&ards$ #u'lications "eaturin co#an(

F Sloan

F Mae o" Presenter . CEO

3


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Elevator Pitch SlideCreate a brief one liner that describes:

F Short and eora'le

F 4hats the core #ro'le !descri'e #ain) in thearket#lace and the solution (oure #rovidin5

F 4hats (our vision5 ltiatesolution.'usiness.service "or custoers.users5

F Lra#hicall( sho& this i" #ossi'le

F Tr( akin it relata'le as in “4e are Q "or %” !“4e are 9ir'n' "or Event S#aces”)

!“4e are the Star'ucks o" ,roen %ourt”)

4


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Tea !i" not stron$ ove to later)F Core Tea The ,ounders + Chie"s that are critical to success

F Sho& a &ell7rounded tea$ technical 9MD 'usiness7 i" (ou arelackin in an area$ sho& advisors

F Photos !O#tional7 Dont #ut in i" ostl( students)

F ?elevant E


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Board . 9dvisors . ,uture -iresF Board o" Directors5 !Startu#s shouldnt have BODsR 4ait until

a"ter Series 9 round to esta'lish a 'oard)F Board o" 9dvisors5 !Live 0:1H71H to advisors$ no oreR)

F 4hats their relevanc( . su##ort$ other than 'i naes5

F 9re the( investin5 Bi #oints i" “%es”R

I" “Mo”$ 'e care"ul: %our 'i "anc( advisors &ill o "ro 'ein a #ositiveto a neative: I" the( are success"ul and have ca#ital$ the( should invest$other&ise it sho&s lack o" real su##ort: -ave a ood reason "or &h( noti" asked:

F ?e"erence ke( holes in anaeent or o#erations that need to'e "illed !intros needed5)

,e& co#anies have the #er"ect tea "ro the start$ reconie that andsolve it

6


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*arket O##ortunit(F 4hat is the Leneral *arket ,ocus5

F Mae it: Sie it nits . ?evenue5 Lro&th5

F 4hat is the Total 9ddressa'le *arketF 4hats %our Taret *arket5 The su'7sector o" the Leneral *arket5

F Mae it: Sie it nits . ?evenue5 Lro&th5

F De"ine Taret Client5 >e( characteristics5F E


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*arket Pro'le . Current SolutionsF Bi *arket Pro'le5 Bi n7et Meed5

%ou cant create deand !onl( arket leaders can)F Current Solutions Current Pro'les5

Biest co#etition Status Juo$ chanin custoer 'ehavior$ even i" old

s(stes are in"erior$ the( e


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%our Solution . DeoF Sho& N Tell V173 slides o" (our #roduct . service

F Sho& a live deo &hen #resentin or sho& screenshots o"ke( #arts !-ave screenshots &ithin #resentation #re#aredan(&a($ deos love to "ail)

F Dont sho& a video$ it can "ail to #la( and takes a&a( "ro

(our #recious tie

F Tell a stor( ,uture client or an e


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Traction . Per"orance . 9&ardsF Tieline . >e( *ilestones

F See$ other #eo#le think &ere a&esoeRF 9ccelerator #roras !&e raduatedR)

F 9&ards K1 Best Startu# . K 1 Best DE*O

F ots o" articles a'out us TechCrunch . ,or'es . CMM . ,OQ

F 4ere ro&in "astR 4eve ot lots o" clients.users$ soeare 'rand nae clients$ look at our onthl( ro&th$ and&e have a ro&in #i#eline that &ill enerate lots o" A

F 4ere #er"orin aainl( "or clients$ look at these

resultsR Custoer success stories.testionials

F See our ke( 'usiness etrics$ &ere doin reatR

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*arket ,it . Co#etitionF Sho& ho& (ou "it into the *arket andsca#e

F %our advantaes5

F Indirect Co#etitors vs: Direct Co#etitors5

F %our 'iest co#etitor is the status JuoR 4h( &ill

custoers s&itch to (ou vs: the incu'ent5F 9re (ou chanin custoer 'ehavior5

F T(#es o" Diaras.ChartsF *arket andsca#e Co#arison

F ,eature ist Co#arison

Pitch why you’re 1x better! not "ust #x better$

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*arket andsca#e !E


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*arket andsca#e !E


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,eature ist Co#arison

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This o"ten akes (ou look 27< 'etter$

not 10


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Co#etitive 9dvantaesF Current Co#etitive 9dvantaes5

F Sustaina'le Co#etitive 9dvantaes5

F n"air Co#etitive 9dvantaes5

F Patents5 !Status$ International5)

F >e( ?elationshi#s . Partnershi#s5F Barriers to Entr( "or Me& Pla(ers5

F *one($ Tie$ E


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?evenue *odelF -o& do (ou ake one(5 >e( revenue streas5

F Pricin5 ,lat "ee or H5 4h( that rate5F ?ecurrin ?evenue ,reJuenc(5

F Is there a 'i di""erence 'et&een Lross vs: Met ?evenue5

F -ih Golue vs: o& Golue Business5

F E


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Ee( E


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,inancial Pro@ectionsF K %ears Pro@ected

F Startu#s 6 (ear #ro@ections !accounts "or V1 (r o" ettin started)F Earl(7id stae 172 (ear historical$ 73 (ear #ro@ections

F Taret *arket Sie vs: 9cJuired ClientsF Total K Clients in Taret *arket !Sho& each (ear &ith ro&th)

F K ,ree sers vs: K 9ctive ?evenue Leneratin sers !sho&sconversion rate)

F H Penetrated !sho&s entre#reneurs sanit( ro&in "ro 0H to 1H73H #enetration is usuall( sane$ 30H7100H is usuall( insanit()

F -ih evel ,inancials

F ?evenue$ E


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FinancialProjections

19

B( (ear 3

?evenue A0730*$ EBITD9 A10*

FInvestors look "or e


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E


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Ca#ital ?aise . se o" ProceedsF The 9sk -o& uch are (ou raisin and &ith &hat eneral ters !eJuit($ de't$ Converti'le

Mote) and the tiin

F Ca#ital ?aise

F Stae . Sie5 E$ Series 9 A27*

F Investent Ters E


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Closin SlideF %our oo !Bi + in *iddle) . ink to site

F 9n( uestions5

F Contact In"o Mae . E7ail . Phone

9"ter all Juestions have 'een asked '( the investor$ ask“4hats the ne


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Be"ore The Pitch

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F Let introduced to an 9nel or GC$ the( dont res#ond &ell to rando calls.e7ails

F ?evie& #ort"olio co#anies o" 9nels . GCs 'e"ore sendin the (our investor deck

F Investors dont invest in co#anies that co#ete directl( &ith a #ort"olio co#an( !shockinR)

F I" there are strateic co#anies in their #ort"olio$ the( can ake introductions to the even i" the(dont invest$ such as #otential clients$ strateic #artners$ "uture acJuirers$ etc:

F ?evie& investent criteria o" 9nels . GCs 'e"ore sendin investor deck

F *ake sure (ou "it their industr( "ocus !e


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Pre#arin the Pitch DeckF There are no correct K o" slides$ onl( ke( #ieces that need to 'e covered

F Dont 'e a"raid o" leavin thins out o" #itch$ es#eciall( "or short #itches$ all other slides are 'ack7u#

F ,ollo& their #itch rules7 "or ee( Takea&a(s Concisel( suarie ain #oints at the to# or 'otto o" slides

Sho& real validators to #rove (our #oints$ su##orted '( stron eotional validators The ?iht O##ortunit( Clearl( conve( a Bi *arket Bi Pro'le The ?iht Solution

The ?iht Tea ualities 7 Interit($ Credi'ilit($ Passion$ Eno&ledea'le$ Skilled$eadershi#$ Con"idence$ Coitent$ Gisionar($ ?ealist$ Coacha'le$ Doers

F Consistent ,orattin Ca#s vs: lo&ercase$ colors$ "ont t(#e + sie$ s#acin$ etc:

F ,ont T(#e 9rial !Eas( to read). ,ont Sie Onl( use sie 20 or larer

F Dont use dashes “7” as 'ullets$ the( look neative$ use other st(led 'ulletsF 9dd #ae nu'ers !Botto riht o" #ae)

F Dark 'ackrounds &ith liht te


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F O#en '( sa(in (our nae$ title.role$ and co#an( nae !9llo&s audience to et "ailiar&ith (our voice 'e"ore (ou start #itchin$ and its @ust #oliteR)

F The uick -ook Lra' the eotional attention o" the audience &ithin the "irst 1 inute$ ortake the audience &ith (ou on a STO?%

F Tea ike&ise tell the #ersonal stor( o" &h( (ou are invested in this co#an($ and sa(&hat is relevant a'out each tea e'er in the co#an(: se #ictures o" tea i"older.sho&s e


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-andouts and 9"ter PitchF Pre#are various #resentations !PD,s) usin 1 PPT "ile &ith all core

slides and a##endi< slides

1) 1st *eetin PD, Send Core Slide Deck !Mo 9##endi< Slides)$ &hen #resentin usePPT so (ou can access a##endi< slides durin +9 i" needed

2) ,ollo&7u# *eetin PD, 9dditional slides !the( a( have reJuested (ou to create)and soe a##endi< slides

) ,ull Due Dilience PD, 9ll slides and all a##endi< slides !#ossi'l( reJuirin MD9)!This is usuall( once the( have dra"ted a ter sheet)

F Deck should 'e clear enouh to e


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To# Investor uestionsCo#an( uestionsF 4hats the histor( o" the co#an(5 4hen did (ou start o#eratin5F 4h( did (ou create this co#an(5F -o& did (ou eet."ind (our tea e'ers5 4h( are (ou . tea riht #eo#le to e


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4ords o" 4isdoF Be 10< 'etter !at one thin vs: doin 10< ore thins)$ Bein 27<

'etter isnt ood enouh

F ,ocus on (our custoers K1 #ro'le$ not 10th #ro'le

F Pre#are (oursel" "or re@ection$ ask &h( and learn

F There are lots o" reat ideas$ 'ut "e& can e

The Best Investor Pitch Deck Outline

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