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The business summary should have DETAILED information on each slide. It will
have more information than a typical PPT presentation.
Cover Slide
Introduction/Elevator pitch
The Market
Market Problem/Current Solutions
Your Solution
Your Team
Go to Market Strategy
Competitive Landscape
Competitive or Technological Advantages
Milestones/ Company Timeline
Business Model
Revenue Projections
Exit Strategy
Raising Capital / Use of Proceeds
Summary and Closing
[your company
here]
Date
Purpose of the presentation
(maybe) name & title of the presenter
Include a one line company slogan
The Market
On this slide, you are setting up your market so that immediately after, you can
discuss the pain points and why your company can solve this! Demonstrate that
you understand the market and customer
Total Addressable Market
Potential
Customers/Clients
What is the core problem you are solving for the customer?
Customer quotes
The market has either changed or the existing solutions do not fulfill or solve the
big needs or problems of the customers this is the opportunity
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Your Solution
Present the solution. This is your value proposition and why your company can solve
this problem more elegantly, more effectively, less expensively or more quickly
Describe your Solution and convey its core value proposition to the client
Brief and centered around the customer who has the identified problem.
Discuss the benefits of the solution to the customer (and detailed technical info IF
APPLICABLE) and how it provides value based on the problem youve identified.
Screen Shots
Video
Tell a Story
About a future
client or an
example of a
future client
Convince people this is a MUST HAVE solution, not a nice to have solution
Your Team
Describe your current (and planned) management team and advisors
Why are you the right team to execute on this business plan? What is your
particular expertise and passion?
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Go To Market Strategy
How will you launch the product and quickly gain momentum and market share?
Targeting
Strategic
Partnerships/
Channel
Marketing
Customer
Retention
Competitive Landscape
This is where you characterize your competition and who already is addressing
this problem in the marketplace. Make sure you are thorough in your research.
For example, dont miss Apple, Google, or Microsoft as a competitor!
Feature 1
Feature 2
Company 1
Company 2
Company n
Feature n
Competitive or Technological
Advantages
On this page, describe how your solution works without revealing proprietary
information and in language a non-technical investor/advisor would understand
What makes this solution effective,
unique, and/or defensible from
competitors?
What are the competitors
advantages or weaknesses?
What is your current competitive
advantage, and why is it robust and
scalable? Why does it translate into a
sustainable business model?
What is your Moat or barrier to
entry (e.g. money, time, expertise,
unfair competitive advantage)? Is what
you are creating difficult to duplicate?
Is there any IP protection? Do you
have any patents?
Are there any key relationships or
partnerships you have?
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Q2 2014
Q3 2014
Q4 2014
Q1 2015
Q2 2015
Q3 2015
Q4 2015
Proof of Concept
Prototype Developed
and Completed
Product Refinements
1st Customer
100 Customers!
Cash Flow
Positive
Develop a meaningful timeline for the stage of your company. You dont need to cover every milestone, just the one for now
and the next one plus an estimate of how much you need to raise eventually to become self sufficient cash flow break even.
Raising funds, whether by grant or from investors, is about meeting milestones that increase the value of the company. Each
milestone should be set, then reached, so that it is compelling enough to inspire the next round of money.
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Business Model
Describe how your company will make money solving the customers problem
by describing the key revenue streams and profit model
Define your Revenue Model. Who will pay for the solution and how will you make money?
Discuss the scalability of your business model. Is this high volume? Low volume? Does it lend
itself to rapid expansion?
How many customers do you expect to capture and what is their buying decision cycle?
Describe your pricing structure and how much you expect to generate in revenue from each customer.
Discuss pricing - per unit, subscription, flat fee? % fee? transaction fee, advertising
Define your financial projections. Specify, fixed costs , variable costs and spell out financial projections.
Is your new venture profitable, or, more likely, is it going to reach profitability in the near future?
How much does it cost to run the business? Is there a big difference between gross revenue and net
revenue?
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Revenue Projections
A simple table that identifies some of the key metrics of the business (revenue,
net income, customers, headcount etc.) and financial information with
measurements of financial progress (revenue, gross profit and net profit).
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Exit Strategy
You need to think about what is ultimately going to happen to your company
will it be acquired? Will it go public? Will it exist as a going concern?
Acquisition: (Most likely exit option)
Name potential companies (any unique relationships with them?)
Name types / categories of companies that could acquire you
Why would they acquire you, how do you fit into their strategy?
Why wont they try to build it themselves?
Financial Buyer: Will your company generate excess cash flow that
could make it attractive to financial buyers to generate a return?
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Capital Raise: Always try for 20% to 50% more than you think you will need. Be transparent about
what you need now
Stage / Size? Ex. Seed Round: up to $500K, Series A: $2-3M, what is the structure?
Investment Terms and type: Ex: Pre-Money Valuation Expectations / Range, Discount into next round?,
Dividend / Interest Rate?, Equity or Convertible debt?
What is needed to achieve Milestones: 1st Client? Get to Breakeven? 3x Rev Growth?
Things to remember: you will never move as quickly as you project, and you will
have multiple unanticipated stumbling blocks somewhere
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