the template use this template to begin crafting the pitch and presentation around your venture....

13
The template Use this template to begin crafting the pitch and presentation around your venture. Feel free to augment, re- arrange, etc... but this is the general outline most investors are expecting to see so stray at your own risk. The font is 30pt for a reason: be concise. The purpose of this template is to speed the time in which you can create something that others can understand and react to--in order that you can quickly communicate to and learn from them. Try to avoid filling your slides with too much text--it could be a sign that you are not focused on your audience and what they need to hear. Or it means you’re verbose. Either way, keep it simple. Try to use images where possible to convey your message. Each slide has an instruction box. After you’ve completed the page, delete the box.

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Page 1: The template Use this template to begin crafting the pitch and presentation around your venture. Feel free to augment, re-arrange, etc... but this is the

The templateUse this template to begin crafting the pitch and presentation around your venture. Feel free to augment, re-arrange, etc... but this is the general outline most investors are expecting to see so stray at your own risk. The font is 30pt for a reason: be concise.

The purpose of this template is to speed the time in which you can create something that others can understand and react to--in order that you can quickly communicate to and learn from them.

Try to avoid filling your slides with too much text--it could be a sign that you are not focused on your audience and what they need to hear. Or it means you’re verbose. Either way, keep it simple.

Try to use images where possible to convey your message.

Each slide has an instruction box. After you’ve completed the page, delete the box.

Page 2: The template Use this template to begin crafting the pitch and presentation around your venture. Feel free to augment, re-arrange, etc... but this is the

[your company here]

your contact information here

Page 3: The template Use this template to begin crafting the pitch and presentation around your venture. Feel free to augment, re-arrange, etc... but this is the

The Introduction

Elevator pitch In approximately 50 words or less, describe what the company does, for whom, and why it’s important (i.e., valuable to that customer).

Page 4: The template Use this template to begin crafting the pitch and presentation around your venture. Feel free to augment, re-arrange, etc... but this is the

The Problem & Value Proposition

The problem & Solution

On this page, describe the customer and their problem (“pain”) in as clear and compelling language possible.

Demonstrate you know the market and customer: How much money/pain is the current problem costing the customer? How much would they save/make by using your solution?

Also on this page, describe your solution in as clear and compelling language possible. Talk about the benefits of the solution to the customer (not the technical features) and how it provides value based on the problem you’ve identified.

Page 5: The template Use this template to begin crafting the pitch and presentation around your venture. Feel free to augment, re-arrange, etc... but this is the

Business Model and Pricing

The business modelDescribe how your company will make money solving the customer’s problem. Who will pay for the solution? How will they pay (per unit, subscription, transaction fee, advertising, etc...)

Describe your pricing structure and how much you expect to generate in revenue from each customer.

Page 6: The template Use this template to begin crafting the pitch and presentation around your venture. Feel free to augment, re-arrange, etc... but this is the

Social Good

What’s your impact?Describe how your company will contribute to the Davis community or society at large. Who or what are you trying to help? How will you do it (charitable donations, raising awareness, employing disenfranchised communities, supporting UCD students, etc...)?

Describe the reasons for choosing your particular cause, why it’s important to you and your business.

Page 7: The template Use this template to begin crafting the pitch and presentation around your venture. Feel free to augment, re-arrange, etc... but this is the

Sales & Marketing

The market and salesOn this page, describe the particular market segments you are pursuing and identify which you will pursue first.

Who is the customer?

What is the size and growth of this segment.

Describe how you will get to this market segment: communications (advertising, PR, promotions, sales); Distribution channels.

Page 8: The template Use this template to begin crafting the pitch and presentation around your venture. Feel free to augment, re-arrange, etc... but this is the

The Technology

The technologyOn this page, describe how your solution works (without revealing any enabling information). What makes this solution effective, unique, and/or defensible from competitors?

Why is it robust and scalable?

Why is it difficult to duplicate?

Is there any IP protection?

Page 9: The template Use this template to begin crafting the pitch and presentation around your venture. Feel free to augment, re-arrange, etc... but this is the

The Competition and Your Advantage

The competitionDescribe any direct competitors as well as competing alternatives (including the status quo). Do your research here.

Who are they?

What makes you different?

What gives the company an advantage?

What will make the business sustainable?

Page 10: The template Use this template to begin crafting the pitch and presentation around your venture. Feel free to augment, re-arrange, etc... but this is the

The Team

The teamOn this page, describe your current (and planned) management team and advisors. Describe the functions that you need in the near term. What knowledge, skills, and experiences do they have that make this venture more likely to succeed? Be realistic, and be ready to ask for help in identifying the right people to fill out the team.

Advisory boards and outside directors are important to establish your credibility and connections.

Acknowledge shortcomings and interim solutions.

Page 11: The template Use this template to begin crafting the pitch and presentation around your venture. Feel free to augment, re-arrange, etc... but this is the

Funding & Milestones

Mgt Team complete 12/11

1st round funding

$250k 6/11

1st Customers 1/12

Fortune & Glory 02/13

Beta launched3/10

1st Users 5/10

Year 1 Year 2 Year 3 Year 4 Year 5

revenue (000)

$ 60 $ 401 $ 1,555 $ 2,401 $ 3,000

net income

$ -325 $ -858 $ -85 $ -625 $ -1,500

customers 5 13 30 40 43

headcount

10 14 15 27 34

The planDescribe your plan for getting from where you are to where you want to be. What milestones do you need to meet along the way? How much money (and what other resources) will you need to meet these milestones?

Lay out your milestones on this schedule (change the style to match your own).

What are the key metrics for judging your progress over the next 5 years? The table shows several possible metrics. Think about how you want your progress to be judged--and use these as metrics.

It’s useful to have a more detailed timeline for the short term and more general milestones over the next 5 years or so. Adjust your time horizon according to your specific project

Page 12: The template Use this template to begin crafting the pitch and presentation around your venture. Feel free to augment, re-arrange, etc... but this is the

Summary and Next Steps

Summary & AskSummarize your venture and what you will get done in the rest of this quarter, as well as the next 6 months. Then be clear in what you are asking for. Say what funding you need. And be clear about what other help you’re seeking.

your contact information here

Page 13: The template Use this template to begin crafting the pitch and presentation around your venture. Feel free to augment, re-arrange, etc... but this is the

Additional slides

Additional SlidesAdd any additional slides here that would provide more explanation of the technology, the market, or the financials. Don’t plan on using them. When someone asks for more detail, you’ll have these ready.