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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F Date O#tional 7 i" (ou send a deck &ith an olddate$ (ou look outdated !is it takin (ou a &hile to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
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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
8/19/2019 The Best Investor Pitch Deck Outline
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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
8/19/2019 The Best Investor Pitch Deck Outline
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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
14
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
8/19/2019 The Best Investor Pitch Deck Outline
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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
8/19/2019 The Best Investor Pitch Deck Outline
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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
8/19/2019 The Best Investor Pitch Deck Outline
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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