XLerate Solutions Investor Pitch Template
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XLerate Solutions is a San Diego based strategic marketing and business consulting firm. Here is a deck with do's and don't, success factors, and a template of 13 slides for investment pitches.
Text of XLerate Solutions Investor Pitch Template 1. Investor Pitch How to get a second meeting Ignite Business Growth Brant Cooper David Kaplan www.xleratesolutions.com XLerate Solutions 2. The Goal Use your network to get a 1 st meeting. Your goal is to get a second meeting! No one ever received a check at their 1 st meeting 3. Success Factors 4. Failure Factors Unclear value proposition 5. Have This Prepared for the 1 st Meeting Intimate knowledge of your proposed business 6. It Doesnt Hurt to Also Have This Product Milestones achieved Evidence that the model can be monetized Relevant Board of Advisors 7. Dos Talk to the slides in15 minutes Defend vision, but demonstrate flexibility 8. Don'ts Make claims you cant substantiate Underestimate competition 9. Deck Template Change flow if necessary for your story Dont confuse narrative w/ slide content Less is more, especially for each slide Add another slide before inundating one slide But, do you really need another slide? Quick hits nice to have, but not musts Ice, Ice, baby: Concise, Precise, Entice 10. Slide 1 Introduction What business you are in? What market do you compete in? Quick hit: Significant company milestone or proven metric to date [Slide Objective: Positioning of proposed business in viewers mind] What will your business accomplish? 11. Slide 2 Market Need Whats the pain you are solving? How are they faring without you? What is the pain costing them? Revenue? Expenses? Market Share? Time? Risk? Why is your solution a must have ? Quick hit: Personal appeal to viewer; can you evoke personal experience in audience? [Slide Objective: Answer why are you in business?] How will you overcome the inertia coefficient? 12. Slide 3 Your Solution What is your solution to the problem? What is your exceptional value to the paying customer? What is your exceptional value to customer influencers? What is the paying customers result after your product? Quick hit: Provide an real life ROI example [Slide Objective: Answer why you?] Revenue? Expenses? Market Share? Time? Risk? 13. Slide 4 Technology How does your solution work? In laymens terms, what is your unique mix that produces your claimed benefits? Where do you fit into the existing market ecosystem? Quick hit: Demo or show something compelling [Slide Objective: What is the secret sauce?] How does the product fit into customer processes? 14. Slide 5 Market What is the total addressable market (TAM) [provide data sources]? What is the growth trend? What are other relevant trends? What is the small * niche you will first target and how much is it worth? Quick hit: Evidence that you can dominate small niche [Slide Objective: What is the long & short term size of the opportunity?] *Small is better than big. 15. Slide 6 Business Model How does your customer buy? How will your business scale? Do you have a channel strategy? Quick hit: Have real metrics that support model [Slide Objective: How will you make money?] What are your key performance metrics vs. competition? 16. Slide 7 Competition Diagram competitive landscape Compare based on customers decision making criteria (Price, Quality, Convenience, Technology, Brand) [Slide Objective: How will you crush competition? Quick hit: Customer quote Re-iterate what you have that they dont 17. Slide 8 Go-To-Market What segment are you focusing on and why? Show specific tactics to acquire leads and move them through the pipeline Demonstrate knowledge of buyers process [Slide Objective: What are your tactics out of the gate?] Quick hit: Expose acquisition and conversion metrics assumptions Demonstrate how you will test and validate go-to-market assumptions 18. Slide 9 Company Team Management team members key strengths and achievements Quick hit: Tie experience to opportunity: why did this team come together for this opportunity? [Slide Objective: Right team for the job?] Board of advisor members (if this is a strength) 19. Slide 10 Financials 5 Year estimates graph is a must Define critical milestones Quick hit: Expose key assumptions and key revenue drivers [Slide Objective: Realistic revenue projection] Do not copy and paste spreadsheet! 20. Slide 11 Funding How much investment are you seeking? Where will the money be put to use? (i.e. Pie: 35% R&D, 25% Marketing, 15% production...etc) How long will the money last? What specifically have you already achieved? [Slide Objective: How much to achieve what?] Quick hit: What will you achieve with this round that will make investors want to participate in 2 nd round? What specifically will you achieve with money? 21. Slide 12 Corporate Development 2009 2010 2011 2012 Strategic Planning Phase I Development 1 st Customer Ship Pilot Test X Customers 2013 IPO Mass Production (I) Project Milestones Financial Milestones Fund Raising (I) US$ 1 M Fund Raising (II) US$ 1.5M [Slide Objective: Development over time] Market Milestones 22. Slide 13 Summary List the strengths unique to your company 3-5 points that you want from your audience to remember when they leave the room [Slide Objective: Close!] Quick hit: Leave login to demo/beta Leave something behind, e.g., copy of deck 23. About XLerate Marketing and sales support