The PowerPoint Pitch to Investors · JASON TAGLER| PAGE 1 The PowerPoint Pitch to Investors Jason...

JASON TAGLER| PAGE 1

The PowerPoint

Pitch to Investors

Jason Tagler

www.CEOPitchCoach.com


AGENDA

• Why am I here?

• www.CEOPitchCoach.com

• Your opening sentence

• Presentation skills

• PowerPoint slides for your verbal presentation

http://www.ceopitchcoach.com/


Why am I here?


CEO/FOUNDER’S CHALLENGES


WHY DOES IT MATTER?

“if it’s a good company why does the

investor care how the CEO presents or

the quality of the pitch?”


WHY DOES IT MATTER?

CEO Yes No

Passion and commitment?

Can sell to customers?

Leadership to recruit team?

Able to raise money in the future?


INVESTORS ARE SELECTIVE

Angels turn down ~40 companies for each one they invest in

Venture Capital Investors turn down 100+ companies for each one they invest in

Many times you only get one chance


MY BACKGROUND

1,000+ pitches Invested & Raised

Technology Investment

Banking (1999-2003)

$3.0 billion in IPOs12 M&A advisory


WHY AM I HERE?

Tech companies


CEOPitchCoach.com

“Prior to working with Jason, my fundraising success was somewhat limited. Using the resources provided by CEOPitchCoach.com, along with two coaching sessions with Jason, I’m on my way to reaching my target first raise of $1.0 million”

- Tom Strange, CEOSolution Design Group


WHY AM I HERE?

Knowledge Practice


CONTENT AND RESOURCES ARE NOT AVAILABLE


CEOPitchCoach.com


UNLESS YOU HAVE TO


CEO/FOUNDER

(in millions) Early Later

Pre-$ Valuation $0.5 $2.5

Investment $0.5 $0.5

Post-$ Valuation $1.0 $3.0

Investors Ownership % 50% 17%


Opening Sentence


OPENING SENTENCE

• Defined Offering

• Defined Audience

• Problem

• Secret Sauce


OPENING SENTENCE

Perfecting Your One Sentence Pitch

https://vimeo.com/16447520


OPENING SENTENCE

• Defined Offering

• Target Audience

• Problem

• Secret Sauce


Presentation Skills


LESS IS MORE

Less is MORE


LESS IS NOT EASIER

“I didn't have time to write a short letter, so I wrote a long one instead.”

- Mark Twain


LESS IS MORE

10/20/30 rule:• No more than 10 slides• No more than 20 minutes• No less than 30 point font

- Guy Kawasaki


LESS IS MORE

• If you are worried/not sure, put extra slides

in the Appendix

• During Q&A you can reference them if

needed


KNOW YOUR AUDIENCE


PRACTICE

Practice with:• Colleagues• Friends

Adapt to:• Their level of knowledge• The time you have


PREPARATION & PRACTICE

Preparation

Practice

Feedback


ENGAGE THE AUDIENCE

Maintain eye contact with the audience• Practice until 100% memorized • Use presenter mode • Use a remote control

Avoid:• Don’t read your speech• Don’t look back at the screen


SUMMARY – PRESENTATION SKILLS

• Less is MORE (verbal presentation)

• Know your audience

• Prep, practice and more practice

• Maintain eye contact with the audience


Slides


SLIDES

1. Your logo2. Problem 3. Your solution4. Revenue model5. TAM (Total

Addressable Market)

6. Secret Sauce7. Sales and marketing8. Competition9. Team 10. Financials11. Use of Funds12. Your logo


YOUR GOAL


LOGO (SLIDE 1)

YOUR LOGO HERE


WHAT YOU SAY ON LOGO SLIDE (SLIDE 1)

1) Business Overview (Opening sentence)

2) CEO Bio:

Discuss roles at other companies in terms of:

1. How much did you grow revenue?2. Who were the investors?3. Did you exit and did the investors make money?


THE PROBLEM (SLIDE 2)

Investor Audience:

• Has to understand the problem

• Has to feel the “pain point” from the customer’s

perspective


YOU’VE GOT THEIR ATTENTION


YOUR SOLUTION (SLIDE 3)

Be specific about:

• The type of customer

• The problem you solve for that customer


REVENUE MODEL (SLIDE 4)

• Explain margins on one unit

• For your average customer:• How much revenue• What are your margins

• Who makes the decision to buy?


TOTAL ADDRESSABLE MARKET (SLIDE 5)

If you sold to every potential customer how much revenue would that be per year?

• Segment the market

• Triangulate using different methodologies

• Show estimated range


REVIEW OF FIRST 5 SLIDES

1. Founder’s bio2. Problem3. Solution4. Revenue Model5. TAM


THE SECRET SAUCE (SLIDE 6)


SALES AND MARKETING (SLIDE 7)

• Sales team and process

• Lead generation

• Current Customers

• Pipeline


COMPETITION (SLIDE 8)

Feature

Feature

Feature

OUR

COMPANYCompetitor #1 Competitor #2 Competitor #3

Feature


TEAM (SLIDE 9)


FINANCIAL SUMMARY (SLIDE 10)

Last Year

This Year

Next Year

Bookings

GAAP Revenue

Gross Margin %

EBITDA


USE OF FUNDS (SLIDE 11)

• How much are you raising?

• How will you spend the money?

• How far will this money take you?


LOGO (SLIDE 12)

YOUR LOGO HERE


YOUR GOAL FOR THE PITCH


SUCCESS


EQUITY INVESTMENT LIFECYCLE

Seed Fund

VentureCapital

Growth Equity

LBOFund

Angel Investors

Friends & FamilyYou

Rev

en

ue

Time

Break Even


The PowerPoint Pitch to Investors

Jason Tagler

www.CEOPitchCoach.com


ADVANCED PRESENTATION

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