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XLerate Solutions Investor Pitch Template

XLerate Solutions is a San Diego based strategic marketing and business consulting firm. Here is a deck with do's and don't, success factors, and a template of 13 slides for investment pitches.

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XLerate Solutions Investor Pitch Template

  1. 1. Investor Pitch How to get a second meeting Ignite Business Growth Brant Cooper David Kaplan XLerate Solutions
  2. 2. The Goal Use your network to get a 1st meeting. No one ever received a check at their 1st meeting Your goal is to get a second meeting!
  3. 3. Success Factors Quality of Idea Depth of Knowledge Strength of Character
  4. 4. Unrealistic objectives Unclear value proposition Half-baked business plan Poor homework Arrogance Failure Factors
  5. 5. Have This Prepared for the 1st Meeting 10-15 slide deck 10 Back-up slides Intimate knowledge of your proposed business
  6. 6. It Doesn’t Hurt to Also Have This Product Milestones achieved A tested business model Evidence that the model can be monetized Customer ROI validation Relevant Board of Advisors
  7. 7. Do’s Simple, but defendable Talk to the slides in15 minutes Defend vision, but demonstrate flexibility Expose assumptions
  8. 8. Don'ts Be unprepared Make claims you can’t substantiate Discuss valuation Underestimate competition Overestimate market
  9. 9. Deck Template You’re telling a story  Change flow if necessary for your story  Don’t confuse narrative w/ slide content Less is more, especially for each slide  Add another slide before inundating one slide  But, do you really need another slide? “Quick hits” nice to have, but not musts Ice, Ice, baby: Concise, Precise, Entice
  10. 10. Slide 1 Introduction “Elevator Pitch”  What business you are in?  What market do you compete in?  What will your business accomplish? Quick hit: Significant company milestone or proven metric to date [Slide Objective: Positioning of proposed business in viewer’s mind]
  11. 11. Slide 2 Market Need What’s the pain you are solving?  Who is ideal customer?  How are they faring without you?  What is the pain costing them? • Revenue? Expenses? Market Share? Time? Risk?  Why is your solution a must have?  How will you overcome the inertia coefficient? Quick hit: Personal appeal to viewer; can you evoke personal experience in audience? [Slide Objective: Answer why are you in business?]
  12. 12. Slide 3 Your Solution What is your solution to the problem?  What is unique?  What is your exceptional value to the paying customer?  What is your exceptional value to customer influencers?  What is the paying customer’s result after your product? • Revenue? Expenses? Market Share? Time? Risk? Quick hit: Provide an real life ROI example [Slide Objective: Answer why you?]
  13. 13. Slide 4 Technology How does your solution work?  In laymen’s terms, what is your unique mix that produces your claimed benefits?  Where do you fit into the existing market ecosystem?  How does the product fit into customer processes?  What is protected IP? Quick hit: Demo or show something compelling [Slide Objective: What is the secret sauce?]
  14. 14. Slide 5 Market  What is the total addressable market (TAM) [provide data sources]?  What is the growth trend?  What are other relevant trends?  What is the small* niche you will first target and how much is it worth? *Small is better than big. Quick hit: Evidence that you can dominate small niche [Slide Objective: What is the long & short term size of the opportunity?]
  15. 15. Slide 6 Business Model How does your customer buy? How much will they pay? How will your business scale? Do you have a channel strategy? What are your key performance metrics vs. competition? Where is break even? Quick hit: Have real metrics that support model [Slide Objective: How will you make money?]
  16. 16. Slide 7 Competition Diagram competitive landscape Where do you fit in?  Compare based on customers’ decision making criteria (Price, Quality, Convenience, Technology, Brand) Re-iterate what you have that they don’t [Slide Objective: How will you crush competition? Quick hit: Customer quote
  17. 17. Slide 8 Go-To-Market What segment are you focusing on and why? Show specific tactics to acquire leads and move them through the pipeline Demonstrate knowledge of buyers’ process Demonstrate how you will test and validate go- to-market assumptions [Slide Objective: What are your tactics out of the gate?] Quick hit: Expose acquisition and conversion metrics assumptions
  18. 18. Slide 9 Company Team Team Management team members key strengths and achievements Board of advisor members (if this is a strength) OK to mention needs Quick hit: Tie experience to opportunity: why did this team come together for this opportunity? [Slide Objective: Right team for the job?]
  19. 19. Slide 10 Financials Realistic financial plan 5 Year estimates – graph is a must Define critical milestones Do not copy and paste spreadsheet! Quick hit: Expose key assumptions and key revenue drivers [Slide Objective: Realistic revenue projection]
  20. 20. Slide 11 Funding How much investment are you seeking? Where will the money be put to use? (i.e. Pie: 35% R&D, 25% Marketing, 15% production...etc) How long will the money last? What specifically have you already achieved? What specifically will you achieve with money? [Slide Objective: How much to achieve what?] Quick hit: What will you achieve with this round that will make investors want to participate in 2nd round?
  21. 21. 2009 2010 2011 2012 Strategic Planning Phase I Development 1st Customer Ship Pilot Test X Customers 2013 IPO Mass Production (I) Project Milestones Financial Milestones Fund Raising (I) US$ 1 M Fund Raising (II) US$ 1.5M Slide 12 Corporate Development [Slide Objective: Development over time] Market Milestones
  22. 22. Slide 13 Summary List the strengths unique to your company 3-5 points that you want from your audience to remember when they leave the room Ask for another meeting Leave something behind, e.g., copy of deck [Slide Objective: Close!] Quick hit: Leave login to demo/beta
  23. 23. About XLerate Business Planning Marketing and sales support  XLerate is: David Kaplan, Founder and Principal Brant Cooper, Principal • Blog: • Twiiter: