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Template for writing an investor deck by Darlene Newman, Ivy Capital Technologies.
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Investor PresentationMonth Year Contact:
First Name Last NamePhone: (111) 111-1111
Email: [email protected]
SloganSloganCopyright 2011 Ivy Capital Technologies
Key statement about your company
•What does your company do?•What is unique about your product / service?•What are the highlights of your product/service?
Our company
2
Problems facing the industry
3
Key statement about the need in the market
Void in the market•Facet A of white space•Facet B of white space•Facet C of white space
Add a visual of the void
Our solution
4
Key statement about how your product / services fills that need
Product / Service details•Size of the industry•Growth in the industry•Statement on the attractiveness of the industry
Features and benefits of your product /service•Facet A of white space•Facet B of white space•Facet C of white space
Grid of the features / benefits or visual of the product
Industry trends. . .
5
Key statement about the trends in the industry
Industry Demographics•Size of the industry•Growth in the industry•What are some current industry trends that make the case that opportunities exist for new industry entrants?
Visual of the industry trends
Competitive advantage
6
Val
ue
Pro
po
siti
on
Cri
teri
a B
Value Proposition Criteria AL
ow
Hig
h
Low High
Competitor #3Competitor #3
Competitor #2
Competitor#1
Competitor#1
Competitor #4
Your Company Your Company
Key statement about your competitive advantage
Summary of your competition•Brief description of type•Saturation, etc.•2X2 Matrix
Our business model
7
Key statement about how you plan to make money
Revenue structureDiagram of your different revenue opportunities, pricing and cost structure
MilestonesHave a chart of your key milestone dates
Go to market strategy
8
Key slide statement describing your go-to-market strategy
Target Market Demographics•Who is your target market
Marketing & Sales Strategy•How will you market your businesss to your target market•Will you be leveraging traditional (advertising, media coverage, press releases) or digital (social media, SEO) options to market your business? •How will you position yourself in the market?
Current status and pipeline
9
Key slide statement describing where you are today and plan for next 6 – 12 months
Our team
10
Key slide statement describing introducing the management team membersManagement TeamManagement Team
Name, Title: Short biography
Name, Title: Short biography
Name, Title: Short biography
Key AdvisorsKey Advisors
(USD) Year 1 Year 2 Year 3 Year 4 Year 5Revenue $000,000 $000,000 $000,000 $000,000 $000,000 Cost of Goods Sold $00,000 $00,000 0$00,000 $000,000 $000,000 Gross Profit Margin $00,000 $00,000 0$00,000 $000,000 $000,000 Total Operating Expenses $00,000 $00,000 0$00,000 $000,000 $000,000 EBITDA $00,000 $00,000 0$00,000 $000,000 $000,000 Gross Margin 0.00% 0.00% 0.00% 0.00% 0.00%Profit Margin 0.00% 0.00% 0.00% 0.00% 0.00%
Below are our pro forma projections for five years
Financial projections
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Estimated 6 to 18 Month Burn Rate (USD)Estimated 6 to 18 Month Burn Rate (USD)
Estimated Financials (USD)Estimated Financials (USD)
Breakdown by Revenue Model (USD)Breakdown by Revenue Model (USD)
What we need. . .
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Key slide statement describing what you need•Amount you’re seeking•Type of funding (Equity, Convertible Debt)•What percent ownership
Breakdown of Use of FundsBreakdown of Use of Funds
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Appendix
