Presenting to Raise Capital

Simple guidelines for presenting to a diverse group of investors who know nothing about your company

© 2010, Driven Forward LLC

Your Goal - Get A Second Date

• Keep it high-level and interesting• Don’t get into the weeds (their will be plenty

of time for that later)

• Tell a story (each slide is the next chapter in a story)

• Keep it simple and compelling

© 2010, Driven Forward LLC

Don’t read slides; Tell an interesting story

1. The Pain (See white paper “No Pain No Term Sheet”)

a) What is the painb) Who has the painc) How does your product releive the pain

2. Addressable Marketa) How many entities have the painb) How much are they willing to pay

3. Why you?a) What is the secret sauceb) How are you going to get it to marketc) Competition – (more on this later)d) Do you have the right people to get the job done

4. The pay-offa) How does this scale?b) How does it get really bigc) Is there leverage (i.e. low cost of goods, high gross margins)

5. Financialsa) 5 year financial projections – preferably a simple bar chart of

revenue and EBITb) Use of proceeds (Hint -R&D Bad! Expanding Sales Good!)

© 2010, Driven Forward LLC

Keep It Clean – your language and your slides

• Fewer bullets & words•Maximum of 5 bullets•Maximum 5 words per bullet

© 2010, Driven Forward LLC

You want your audience paying attention to you and not the words on the slides

Competition

• Keep it visual• Use easy to understand familiar graphics• The best two basic competition slides

© 2010, Driven Forward LLC

1. The Gartner Magic Quadrant

Goo

dBa

d

Worse Better

Us

Them

Feature US Them

Fast X

Flexible X

Smart X

Cost Money

2. The Matrix Check-box

Summary

• No more then 10 slides• Simple clean visually

stimulating slides• Goal is a second date

and not a proposal of marriage (yet)

© 2010, Driven Forward LLC

You get a term-sheet the same way you get to Carnegie Hall – Practice, Practice, Practice

Other Available Material

• See - Sample Presentation, “Aspirin, Inc.”• See - Driven Forward White Paper, “No Pain, No Term Sheet.”

© 2010, Driven Forward LLC

Contact Us For More Information