Startup Board Deck Templates NextView Ventures 1

8/17/2019 Startup Board Deck Templates NextView Ventures 1

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FOR SEED-STAGE STARTUPS

BOARD DECK

TEMPLATESC u s t o m i z a b l e S l i d e s

&T i p s f r o m t h e C s

a t


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A few things to keep in mind to put this deck to proper use for your startup:

• Use these slides to ma!e board de"! "reatio# simpler a#d easier$While each situation is different, we included the key pieces you should use, along with our opinions on

what makes a great board deck. Use this directionally, but don’t simply copy/paste this resource.

• This %as built for seed-stae startups$It’s not intended for use by laterstage startups but rather younger companies who ha!e "ust raised theirfirst round of funding.

• For some se"tio#s' %e()e offered multiple optio#s to sele"t$We’!e used green splats #shown below$ to indicate when one section has multiple options to choose

from. %e sure to delete the options you don’t use.

(Note: To remove slide background elements, go to View > Master > Slide Master)

*o% to Use This Resour"e

1Option1

&hrough

partners

commen

sticky no

the marg


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(rowth (uides are part of )e*t+iew’s series of seedstage resources intended to help founders and their

teams get more done. &his series includes tactical playbooks and templates such as this one. +isit

ie%FromSeed$"om for more.

ur goal in creating (rowth (uides is to help startups make progress more -uickly and more confidently, so

we make strong recommendations for how, e*actly, one should e*ecute. We espouse the belief that it’s better

to be done than perfect as you launch, learn, and iterate on your startup.

About Gro%th Guides

About +e,tie% e#tures

We’re a seedstage !enture capital firm in!esting in internet and mobile startups in primarily %oston and

)ew 'ork #though we in!est throughout the U$. ofounders and partners 0ob (o #e%ay, park apital$,

1a!id %eisel #About.com, +enrock$, and 2ee 3ower #2inkedIn, 4oint 5udith apital$ focus e*clusi!ely on

seed in order to better fulfill the firm’s mission, which is also the mission of this (rowth (uide:

*elp fou#ders i)e their "ompa#ies the best possible start.


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.oard De"!s /

U#dersta#di# the .asi"s


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0mporta#t .oard De"! .asi"s

Co#te#t

(enerally speaking, a good board deck is di!ided into housekeeping and maor issues!topics" 67879 of your meeting time should be housekeeping #at most$. &hese are general updates

that the board should know about or need to -uickly discuss/appro!e.

79; of your meeting time should be ma"or issues. &hese are the e your slide design. ?any directors and obser!ers prefer all information sent in one file, so be sure to include

screen shots from any spreadsheets or product mockups/features you’ll discuss.

It’s best to send !ia 41@, but if you ha!e to send !ia 4ower4oint for some reason, use basic

fonts and slide dimensions that all 44& !ersions and operating systems can cleanly read.

Remember to circulate your deck 1-2 days in advance.


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1A2OR D0SCUSS0O+

TOP0CS

how

change


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.oard Dis"ussio# O)er Time

eed 0ound eries A eries %

4re4roduct 4roduct?arket @it 0e!enue cale

3 4 5 67


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3Templates to Use

.uildi# 9our De"!


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ption


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BOARD MEETING

MM.DD.YY

Company Logortner

es

use

out of

time

ur

.


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1Housekeeping & Board Updates2High-Level Progress Dashboard

3Team Update4Current Priorities/Major Issues

Agenda


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1Item• Context if needed

2 Item

• Context if needed3 Item

• Context if needed

Housekeeping


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E,amples of *ouse!eepi#

$ Fi#a#"e :ofte# i#"luded i# dashboard;


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Finance

• Cash: $N• Burn Rate: $N• Runway: X-Y months (worst case,

assuming no revenue contribution)

Product

• Key Update #1• Key Update #2• Key Update #3

Other Core Metrics*


*as needed for your specific business

Other Core Metrics*


Optio#

Progress Dashboard

rtner

es

duct

as a

ou’re

ket fit.


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KPIs

• Product:Description of project.• Biz Dev:Description of project.• Sales/Marketing:Description of project.• Ops:Description of project.

• Team:Description of project.

Optio#

3Progress Dashboard

Last Month This Month Next (Projected)

KPI #1 X Y Z

KPI #2 X Y Z

KPI #3 X Y Z

&

s

d

g

b

Top Projects


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Team Update

AmyCo-Founder,

CEO

BobCo-Founder,

CTO

Matt

Lead Dee!o"er

Ty!er

#eb Dee!o"er

$%m

&a!e' Mana(er

)*e+t %re

Demand-.en

Mar/eter

)Intern %re.ra"0%1

De'%(ner

er

of

t’s

n


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Team Compensation

Name Role Base Salary Equity Start Date

Amy CEO $XK $X% M/D/Y

BobHead of

Product$XK $X% M/D/Y

Matt Lead Developer $XK $X% M/D/Y

Tyler Web Developer $XK $X% M/D/Y

Jim Sales Manager $XK $X% M/D/Y

TBD HireDemand-Gen

Marketer

To approve:

$XK

To approve:

$X%M/D/Y

TBD InternGraphic

Designer$XK (small to none) M/D/Y

4artic

when

large

impo

appro


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About the +e,t Se"tio#

The follo%i# 4 slides are for Curre#t Priorities$

&here are countless factors that alter the specifics of your urrent

4riorities slide, both in terms of content and layout. %ecause of this, we

decided against proposing a single template !ersion.

Instead, we’!e included 8 different !ersions across specific situations:


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Current Priorities Pre-8au#"hStartup

1Design, build, and ship initial product

2Identify alpha customers/users

3Collect and analyze feedback• Improve feedback loop time/yield

rtner

es

focus

to

s for

. (ood

can be.


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Current Priorities Earl


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Current Priorities Earl


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Key Concerns/Help Wanted

1Concern/request #1

2Concern/request #2

3Concern/request #3It’s cru

possibl

tone fo

helps

suppor

simply


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ption 6:Ru##i# 8ist

Rob Go

o@ounder E 4artner

)e*t+iew +entures

&his approach helps you a!oid o!erly formali>ed

slides while keeping your board current on the

business and the most pressing needs and priorities. %ecause the doc can be marked by all

parties, it helps Ds and board members ha!e

a producti!e, iterati!e discussion rather than a

oneway information dump.


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About the +e,t Se"tio#

Some seed-stae startups opt #ot to se#d slides$

In fact, some in!estors prefer this approach. Instead of a full deck, you

can opt to compile a running log of important updates, with a summary at

the top, for in!estors to read and/or print. In some cases, your board may

opt to annotate different sections before the meeting and flag !arious

topics to discuss or clarify further.

0mai#e the #e,t fe% slides %ere o#e s"rolli# do"$

#?icrosoft Word, (oogle 1oc, etc.$

)ote that multiple board meetings can be contained in the same doc, withthe most recent placed at the top.

Remo)e

This

Slide


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(Company Name) Board Meeting

MM.DD.YY.

High Level Summary

Summarize some of the major progress made and/or challenges uncovered. Include both positives

and negatives for a more productive board conversation – especially critical in the seed stage.

• You should also include 3-5 important bullets for certain critical updates and data points.

#reate in ?icrosoft Word or (oogle 1ocs.$

ption < #delete this$

ption 6 #delete this$

Highlights & Big Wins

• List a few major accomplishments and/or data points showing positive traction.

Challenges & Setbacks

• List a few disappointments or difficulties. Plan to discuss these candidly, ask for help, and reviewstrategies for overcoming these together with your board.


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Housekeeping

(Refer to previous section on housekeeping for ideas of what should be included.)• Item 1: context• Item 2: context• Item 3: context

Core Metrics

Metric Name(e.g. Monthly Active Users)

Explain the data in a few short sentences above a screen shot of relevant charts, graphs, or tables.

(Include 3-5 similar sections – one per metric – depending on the specifics of yourbusiness, your goals, and your current KPIs.)


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Product Roadmap

1.Milestone #11.Context if needed



Hiring

• Recent hires:(job functions)• New openings:(job functions)• Recent departures:(if any)

Current Priorities/Discussion

1. Major Issue #1:(Include a few sentences to describe it.)2. Major Issue #1:(Include a few sentences to describe it.)3. Major Issue #1:(Include a few sentences to describe it.)


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Burn, Budget, and Runway

Link to a Google spreadsheet you use to track finances.

(This section will be a recurring item in each board meeting, so linking to a shared spreadsheet is aneasy way to provide this information. In most cases, this will be an FYI more than a discussion point.)

Cash: $NBurn Rate: $NRunway: X-Y months (worst case, assuming no revenue contribution)

Key Concerns/Help Wanted• Item #1• Item #2• Item #3

* * *

ption < #delete this$

ption 6 #delete this$


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Startup Board Deck Templates NextView Ventures 1