Insurers' journeys to build a mastery in the IoT usage
Fin tech pitch presentation v2
1. Pitching Your Deal – A Crash
Course on Looking Like You are
Worth the Million Dollars You are
Asking For
Jeff McConnell
CEO, Whisper Communications
Michael S. Blake, CFA, ASA, ABAR, BCA
President, Arpeggio Advisors
2. Disclaimers
• It is assumed that grownups are watching this presentation and
are capable of making their own decisions.
• The views expressed in this presentation are ours.
• This is an 80/20 presentation – we are sacrificing detail for clarity.
• You agree not to sue us if you act on any information offered here
and things don’t work out.
• None of the content contained herein should be construed as an
investment recommendation.
• None of the content contained herein should be construed as a
legal opinion.
• Don’t ever do anything without advice of legal counsel.
• All images taken from FreeImages.com or Google Images labelled
“for commercial reuse”.
• If you find any spelling mistakes, you may keep them.
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15. Quantify market/savings
•provides … for the $50B yo-yo market
•saves our customers 65% a year
•reduces time ..by 75%
Be prepared to justify!
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16. Good Pitches create questions
•5-10 logical questions
•“How do you save that much time for
them?”
•“How do you make money?”
•“How do you stack up against
Microsoft?”
•Strategize and practice it
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17. So how do you do it?
•Think “conversational pitch w/visuals”
•90+% Who/What/Why/Where
•-10% How
•focus on selling business, not secret sauce
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22. Judges’ Score Sheet
CONTEXT and CONTENT WEIGHT
1. Established context and stated objective
Who are you? (Story; How did you get here?), Why do you exist? (Mantra
embodies core values)
10%
1. Identified Problem
What is the problem, Who thinks it’s a problem, How big is the problem?
20%
1. Explained Solution (Answers: What do you do? How do you do it? How is it
different/unique from others?)
20%
1. Presented Business Model and Customer Acquisition Strategy
What is your value proposition? What is your target market? How will you reach
them?
Who is your competition? How do you make money? Who is on your team and
why are they important? (capabilities) How will you use investor funds?
30%
1. Answered questions knowledgeably 10%
DELIVERY OVERALL WEIGHT
Portrayed professional & confident image; Connected with audience using
appropriate eye contact; Used familiar language with effective tone, pitch, rate,
volume; Used visual aids (slides, props) to engage audience and support objectives.
10%
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