presenting to raise capital

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Guidelines, hints and advice for presenting to a forum of several different potential investors who are being introduced to your company for the first time.

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  • 1. Presenting to Raise Capital
    Simple guidelines for presenting to a diverse group of investorswho know nothing about your company
    2010, Driven Forward LLC

2. Your Goal - Get A Second Date
Keep it high-level and interesting
Dont 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
3. Dont read slides; Tell an interesting story
The Pain (See white paper No Pain No Term Sheet)
What is the pain
Who has the pain
How does your product releive the pain
Addressable Market
How many entities have the pain
How much are they willing to pay
Why you?
What is the secret sauce
How are you going to get it to market
Competition (more on this later)
Do you have the right people to get the job done
The pay-off
How does this scale?
How does it get really big
Is there leverage (i.e. low cost of goods, high gross margins)
Financials
5 year financial projections preferably a simple bar chart of revenue and EBIT
Use of proceeds (Hint -R&D Bad! Expanding Sales Good!)
2010, Driven Forward LLC
4. Keep It Clean your language and your slides
Fewer bullets & words
Maximum of5 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
5. 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
2. The Matrix Check-box
Good
Us
Them
Bad
Worse
Better
6. 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
7. OtherAvailable Material
See - Sample Presentation, Aspirin, Inc.
See - Driven Forward White Paper, No Pain, No Term Sheet.
2010, Driven Forward LLC
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