10-Part Investor Presentation Outline

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10-Part Investor Presentation Outline

1. Vision
2. Summary
3. Market Pain
4. Solution
5. Competition

1. Marketing Sales Plan
2. Team
3. Milestones
4. Financial projections/needs
5. Conclusion

Note The slides with black text are just
examples and/or directions. The slide with all
gray text are the slides you should modify and
use as your investor presentation.
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SLIDE 0

• COVER SLIDE

• Include contact info
• Name
• Email
• Phone
• Website

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Company Name
LOGO

• Joe SmithCEOjoesmith_at_joescompany.com555-555-55
  55www.joescompany.com

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SLIDE 1

• VISION(and Attention Grabber)

Did you know that by 2030, there will be 71.5
million Americans over the age of 65, which is
more than double the current number yet still no
company has figured out how to .. Well, today,
Im going to show you a world in which this
problem is solved once and for all.
Have you ever waited in a long line at a grocery
store? And gotten pretty frustrated. Well, our
vision is to make sure this never happens again.
And in the next 20 minutes, Im going to show you
how were going to achieve this.
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(No Transcript)
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SLIDE 2
SUMMARY

• Elevator Pitch
• What company does
• Key pain solved
• Company status
• Why exciting/unique success factors

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Summary

• Acme Corp offers.
• We solve the problem of.
• We launched on date, and since then, we have .
• Unique success factor 1
• Unique success factor 2
• Unique success factor 3

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SLIDE 3
MARKET PAIN

• Why does the market need you/what is the problem?
• For whom is it a problem?
• How big is the pain?

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Market Pain

• 465,000 new moms each month
• Only 12 have time to XYZ
• Only current solution costs Z, which 90 of new
  moms cant afford

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SLIDE 4
SOLUTION

• How do you solve the pain?
• Show/describe your product or service

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Solution
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SLIDE 5
COMPETITION

• How are customers currently solving their pain?
• What are your competitive advantages?

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Competition

• XYZ company offers this
• ABC company offers that
• Why we will beat them
• Reason 1
• Reason 2
• Reason 3

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SLIDE 6
MARKETING SALES PLAN

• What is your plan to acquire customers?
• How long is your sales cycle?

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Marketing Sales Plan

• Working with these distributors
• Have these partners
• Will run this campaign

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SLIDE 7
TEAM

• Who are the key members of your team?
• What are their credentials/ past accomplishments?

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Team

• Joe Smith, CEO
• Former owner of ABC company
• Ralph Jones, COO
• Former VP at ABC company
• Mary Thompson, CMO
• Former Director at Acme company

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SLIDE 8
MILESTONES

• What are the upcoming milestones that your
  company will accomplish?
• What is the timeline?

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Milestones
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SLIDE 9
FINANCIAL PROJECTIONS/NEEDS

• How much money do you need to achieve your
  milestones? And when?
• What are your financial projections?
• Will you need more money why? (if applicable)

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Financial Projections
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SLIDE 10
CONCLUSION

• Reiterate vision / tell inspirational story
• Reiterate key points unique success factors

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Conclusion

• We are position to.
• Unique success factor 1
• Unique success factor 2
• Unique success factor 3