The document provides guidance on creating an effective investor presentation, including formatting recommendations and a suggested slide order and content. Key recommendations include keeping the presentation concise at 20-30 minutes, using simple graphics and fonts, focusing each slide on 3-6 bullet points, and including sections that define the problem, solution, market opportunity, business model, management team, financial projections, funding request and timeline. The goal is to clearly present the business opportunity and build investor interest and confidence.
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Businessplan template - Sundi Iyer
1. Business Plan Presentation format
This is a guiding document and not a
questionnaire. The points given in each slide are
to help you focus and guide your thinking and
not questions that need to be responded to.
2. Business Plan Presentation Format
The investor presentation must be clear, concise and
compelling to:
o Generate investor interest and build confidence
o Lead to additional investor meetings
Should be 20-30 minutes in length
Charts, graphics, pictures and verbiage should be simple and
easily read (no “eye tests”)
o do not use colours which don’t show up clearly on white
background e.g. yellow / pink
Each slide should have between 3 and 6 bullets that are
succinct (no paragraphs, uncluttered)
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3. Business Plan Presentation Format
Fonts
o Better to use white background with black and red or blue
fonts
o Use Arial 23 for the body of slide and Arial 34 for the
header
Please restrict the number of slides to 30 / 32 as more than
that is difficult to go through in a 45 mins interaction
Please strictly restrict file size to 1MB
Presentation format may vary depending on the company but
the following format provides a reasonable order and flow – it
is but one approach to making investor presentations.
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3
5. Introduction
Briefly introduce yourself and your company
o
o
o
o
Company name
Presenters names (give titles if pertinent)
Sector / Industry focus
Contact coordinates :
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Mobile no
Land no
Email id
Address
Slide time: approximately 30 seconds
5
6. Introduction--continued
[this is a very important slide that requires lots of
time to create because it must be succinct,
comprehensive and COMPELLING]
Brief overview of company (elevator pitch)
o What exactly the company does (stated succinctly)
o What products or services are offered
o What problem is being solved, and
o Why these products or services are compelling, e.g.,
“…the only product that enables [solution] to [the
problem]…”
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Slide time: approximately 60 seconds
6
7. The Problem/Opportunity/Need
Define the problem or need in the market
Describe how significant or prevalent the problem may
be
If appropriate, describe why now is the right time for a
solution
Provide a “problem” scenario that provides a basis for
your company’s product or service
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Slide time: 60 to 90 seconds
7
8. The Solution
(1 to 2 slides)
Clearly and succinctly describe the company’s product or
service that will address the problem
Illustrate the company’s solution with graphics, pictures or
videos as necessary (keep this very simple)
Provide brief list of features, benefits and advantages
o What is the value proposition for the customer (How well will
the product or service solve the problem)?
Cost savings, convenience, reliability, etc. (be specific)
Describe “barriers to entry” created by your product (e.g.,
patents)
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Slide Time: Approximately 90 seconds
(May require more than one slide)
8
9. The Solution
Provide an understandable, practical example of how
your product/service works or what it does.
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9
11. Company Status/Progress
Build investor confidence in your company
o Domain expertise of management and staff
o Customers and contracts established (letters of
intent)
o Strategic partnerships established
o Product development status—describe milestones
achieved to reduce risk (e.g., alpha or beta
testing)
o Other significant information to validate or reduce
risk
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Slide Time: Approximately 60 seconds
11
12. The Market
(2 to 5 slides)
Describe market size, growth, trends and
maturity
o Industry and market segment data (see
sample, next slide)
Market challenges
What market segment(s) are served by the
company?
What is the company’s potential in the market?
o Estimated Revenue Growth in graphic or
tabular form (see next slides, for examples)
o Market share projections are optional
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Slide Time: Approximately 90 seconds
(More than one slide may be required)
12
13. Customers
Describe the company’s current and potential
customers
o Profile of the optimal customer
o Value proposition to customer
o Validation of Customer Acceptance
Customer Feedback, Survey Data,
Testimonials
Purchases, Letters of Intent
Partners
o Example of customer
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Slide Time: Approximately 60 seconds
13
14. Competition and Advantage
(2 TO 3 SLIDES)
Competition
Describe the direct (competing product or service) and indirect
competition (alternative solution) for your company and its product
or service.
Describe specific strengths, weaknesses, and opportunities related
to competition.
Describe how your product, technology or service differentiates
itself from the competition? [very important]
Competitive Advantage
What is the company’s competitive advantage?
o Why will customers buy your product or service over the
competition?
o Show a competitive matrix to illustrate differentiation (see next
slide
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Subject Time: Appros 120 secs (could be more than 1 slide)
14
15. Competitive Matrix (Sample)
Product
Feature A
Feature B
MY PRODUCT
●
Product 1
●
Product 2
●
●
Product 3
●
●
●
Feature D
●
Product 4
Feature C
●
●
●
●
Product 5
●
Product 6
●
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Feature E
●
●
●
●
●
●
15
17. Business Model and Marketing Plan
(2 TO 5 SLIDES)
Describe the company’s business and revenue model
o What is the overall business strategy?
o How will you sell your product or service (distributors, internet)?
o How will the company generate revenue for its product or
service?
o Describe the sales cycle for the company’s product or service
Describe the Marketing Plan (if appropriate)
o What is the go-to -market strategy?
o What is the pricing model? Gross margin?
o How will you access customers? (including advert. and promo.)
o How will your product or service be distributed?
o What customer support will be needed?
Note any commitments from partners, distributors, granting
agencies, etc. regarding benefits of your product
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Slide Time: Approximately 90 seconds
17
18. Management Team, Advisors
Build investor confidence with team
o Credentials, proven track record, domain
experience (do not include weak credentials)
o Describe skill and experience gaps to be filled
List the company’s leadership team
o Include name, position, experience (abbrev.)
o These are credentialed experts
List of company Directors and Advisors
o Include name, summary of experience
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19. Financial Projections
Provide 3-5 year financial projections for the
company (abbreviated chart or graph—see next
slide)
o Include financial projections to show year-toyear growth (show a basic income statement
table-see next slide for an example)
o Is the company overstating or understating
market share and/or growth?
o Can the company scale its operations as it
grows?
List major facts and assumptions
o Are the assumptions believable and
achievable?
Slide Time: Approximately 90 seconds
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21. Funding
What funding has the company received to date?
o Amounts and sources
How will the company be financed?
How much money is the company currently seeking
from Investors?
o How will the funds be used? (use tabular format—
see next slide for an example)
o What key value-building milestones will be achieved
with funds (market test, market expansion, etc.)
Anticipated future funding needs
What are the exit strategies for the company? (when?)
What is the expected ROI for investors
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Slide Time: Approximately 120 seconds
(this section could be more than one slide)
21
23. Startup Budget/Use of Proceeds
In Rs. Lakhs
(Sample)
First year Budget
Cost
Salaries
510,000
Repairs & maintenance
8,400
Local Advertising
5,000
Marketing
51,400
Accounting and legal
5,000
Rent
17,798
Internet & Telephone
5,940
Equipment
48,000
Domain Name
10
Total
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Slide Time: Approximately 60 seconds
651,548
23
24. Value-Added Milestones
Timeline (Sample)
1st
2007
Financing
$660K
Development
Milestone 1
December
Beta Test
Milestone
Product 1
First Sales
2008
2nd Financing
$1Million
Break-even
Milestone
July
Product 1
Partnered*
Sales Milestone
December
2nd Product
Development
Milestone
Sept.
* Company retains co-dev./co-promotion rights
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Slide Time: Approximately 60 seconds
24
25. Summary
What do you want your audience to remember about the
company?
o Unique and Sizeable Opportunity
o Unique product or service
o Competitive Advantage, Strengths
o Marketing Approach, Customers, Sales Pipeline
o Intellectual property
o Management team
o Other…
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Slide Time: Approximately 120 seconds
25