Beyond financing, your syndicate can be a boon to scaling and overcoming obstacles in your startup. Streamline keeping them in the loop by using this compact deck.
Details
~In 6 slides covers all the essential details your syndicate cares about
~Contains tips and step-by-guide to walk you through best practices (see the "Notes" area)
~PPT format for easy modification
2. Overview
Asks Top Projects
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Proin sapien lorem, imperdiet vitae semper
aliquam, venenatis et arcu. Curabitur volutpat, metus in Marketing Lorem ipsum dolor Ut lobortis, nisl quis tempus.
ultricies consectetur, massa sem bibendum
erat, consectetur laoreet sem mi at nisl. BizDev Lorem ipsum dolor Ut lobortis, nisl quis tempus.
Acknowledgements Ops Lorem ipsum dolor Ut lobortis, nisl quis tempus.
John ~ Intro to X Susan ~ Advice on Y Team Lorem ipsum dolor Ut lobortis, nisl quis tempus.
Bob ~ Referred Engineer Joe ~ Referred Sales guy
KPIs
Prev Month Curr Month Projected Next Month
Revenue $100,000 $120,000 $180,000
Premium Users 80,000 90,000 100,000
Free Users 550,000 620,000 750,000
Burn Rate $200,000 $210,000 $250,000
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3. Highlights & Challenges
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Highlights • Suspendisse rhoncus consequat metus eget pharetra.
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4. Team Update
John is an awarding winning mobile app
John Smith developer, who formerly was the CTO at
CTO IBM.
Sam is a leading expert in online user
acquisition and a/b testing. Sam was
Sam Simmons
formerly VP of Marketing at Oracle.
VP Marketing
Referred internally, Matt is the head of the
largest jQuery Meetup group in NYC. He
Matt Band
Developer
joins us from Twitter, where he
spearheaded Twitter Cards.
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5. Project Status
Prev Project Current Project Next Project
Product One line summary One line summary One line summary
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Tech One line summary One line summary
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Biz Dev One line summary One line summary
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Ops One line summary One line summary One line summary
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Marketing One line summary One line summary One line summary
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6. Financials
Cash On Hand $100K (15% )
Revenue $60K (30% )
Net Burn $14K (10% )
Cash Out Date Jan ’14
Notes:
• Fundraising efforts
• New hires
• Prospective hires
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Notas del editor
Sending periodic Investor updates is a great bestpractice to implement as it enables you (the CEO) to think about the big picture of the company while providing a digestible overview for investors. Try to get into a healthy cadence for sending these out (suggested every 1-2 months). This serves the purpose of keeping your syndicate up to date on what is happening at the company and creates important opportunities to solicit their involvement and assistance.
Provide a high level overview of the key metrics that impact your business. This is also a good place to surface to your investors any high priority requests and recent milestones.Tip: The “Asks” section can be repurposed to be a bulletin area, spotlighting recent events (financing, new partnerships, etc.) and acknowledging contributions made by members of the syndicate (useful to encourage good behavior!).
Write 2-3 sentence descriptions of each new hire. Describe their relevant background, fun facts, and link to their social profiles. A picture helps “put a face to a name” and links to their social profiles provides further opportunities for investors to learn about your hire.
Communicate recent wins/losses - along with upcoming initiatives - by placing projects into time buckets. These columns can be specific “previous month” or the abstract “previous project”. Make special point to note items that bleed into more than one column.This slide helps investors understand what’s on your plate and for how long. Tip: This top-level overview can also be helpful for your executive team.
This is one of the most important slides, as it informs your investors on the health of your business. Try to input all the pertinent financial metrics for your organization (the most important being your Burn Rate and Cash Out Date). Use the Notes area to describe provide important context around these #s(e.g. new hire increased burn, revenue increased because of press hit, etc.).Tip: State the variance of how each of your metrics is performing against budget.Tip: If you’re a SAAS company, include relevant metrics to your vertical such as MRR and CMRR (more info http://www.bvp.com/cloud/law2). Tip:Includepipeline metrics or prospects that can move the needle.