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This image cannot currently be displayed. Copyright 2007, Alliance of Angels Introduction The Problem The Solution Sales Strategy Partners Competition Traction Advisory Board Management Revenue Model Financials The Offer Market Size Customers The Anatomy of an Investor Presentation Condensed version from The Anatomy of the 10 Minute Pitch, a presentation from the Alliance of Angels

The Anatomy of an Investor Presentation · – 83 startup companies like the following: Customers • Potential Customers • Early stage technology companies raising between $250K

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Copyright 2007, Alliance of Angels

Introduction

The Problem

The Solution

Sales Strategy

Partners

Competition

Traction

Advisory Board

Management

Revenue Model

Financials

The Offer

Market Size

Customers

The Anatomy of an Investor Presentation Condensed version from The Anatomy of the 10 Minute Pitch, a presentation from the Alliance of Angels

Copyright 2007, Alliance of Angels

Company name & logo One line description of what your company

does Presenters & contact information

Date Audience

Introduction

Copyright 2007, Alliance of Angels

The Problem • Define the problem and WHO has

this pain – Graphs – Pictures – Describe a problem scenario /usage case

The Problem

Copyright 2007, Alliance of Angels

The Solution Overview of primary product or

service that will solve the problem

The Solution

• Use multiple slides if necessary

• Do not exceed time limits • Product Photos, Screen shots • Logical Flow and Architecture diagrams • Short list of Feature/Benefits

Be clear about the status of

product development

Copyright 2007, Alliance of Angels

Traction Slide • Founded in 2003

• 3 full-time employees, 3 part-time

• Released v.1 fall of 2004

• 15 Beta Users, 10 Paying customers

• Signed up 3 channel partners

• Received ABC certification

• 1 provisional Patent filed

• Press coverage, awards

Traction

Copyright 2007, Alliance of Angels

Market Size • Build the number from the ground up

• Total Addressable Market • Use drivers relevant to your product

• Show the different segments – Pie Graph works well – Explain how you prioritize the segments

• “This is our initial market” (speak to why)

• If you must use 3rd party figures, cite the source

Market Size

Copyright 2007, Alliance of Angels

Customers • Current Customers

– 83 startup companies like the following:

Customers

• Potential Customers • Early stage technology companies raising between $250K to $2M

– Your Company, Inc. – His Company, Inc. – Her Company, Inc.

Copyright 2007, Alliance of Angels

Sales Strategy How do you sell your product? Direct and/or Channel Sales

If Direct, • How many sales people? • How long does it take to close a deal? • Who is the key decision maker? (Especially if that differs from

the key user)

If Channel, • Who are the partners? • How many are required? • How are the territories divided? (If relevant)

Sales Strategy

Copyright 2007, Alliance of Angels

Revenue Model • Licensed Software • Hosted Solution, Monthly Fee + 2% of all transactions

booked through our system • We Sell Widgets; Direct and Through a Channel • Time and Materials

Revenue Model

Cost $650

Distributor $1750

Retailer $2000

Customer $2500

Gross Profit $1100

Avg Customer Buys 24 Widgets per year

20%

10%

Gross Margin >60%

Average Customer is worth $60,000 in annual Revenue

This is an example for demonstration purposes only

Copyright 2007, Alliance of Angels

Competition • Indirect Competition

– Summarize the current alternatives (other technologies or types of products)

• Direct Competitors (logos are easier to read than text) – List competing company 1 and an analysis – List competing company 2 and an analysis – List competing company 3 and an analysis

• Use a matrix if possible

Competition

Copyright 2007, Alliance of Angels

Management Team • Name, Position

– Prior Company, Position (VP or above), Years – Prior Company, Position (VP or above), Years

• Name, Position – Prior Company, Position (VP or above), Years – Prior Company, Position (VP or above), Years

• Name, Position – Prior Company, Position (VP or above), Years – Prior Company, Position (VP or above), Years

• Open positions

– VP Sales – Head of QA

Management

Copyright 2007, Alliance of Angels

Advisory Board • Name, Area of Expertise

– Company, Position (VP or above), Years – Prior Company, Position (VP or above), Years

• Name, Area of Expertise – Company, Position (VP or above), Years – Prior Company, Position (VP or above), Years

• Name, Area of Expertise – Company, Position (VP or above), Years – Prior Company, Position (VP or above), Years

• Name, Area of Expertise – Company, Position (VP or above), Years – Prior Company, Position (VP or above), Years

Advisory Board

Copyright 2007, Alliance of Angels

Five Year Projections (Millions, US)

$3M $10M

$40M

$80M

$120M

-$10$10$30$50$70$90

$110$130$150

2007 2008 2009 2010 2011

RevenueIncome

Assumptions:

– In 2010, $__ per sale – In 2010, __customers – 2010 market share: __ % – In 2010, __% from new

sales; __% from recurring

– U.S. market only – Does not include future

product extensions

This is an example for demonstration purposes only

Financial Projections Financials

Copyright 2007, Alliance of Angels

Funding Requirements Prior Funding:

- $ from founders, $ from outside investors, $ grants Current Round:

- Seeking $1 million ($500,000 raised) - Pre-money valuation: $2 million

Use of Funds: - Finish v 2.0 Prototype - Launch in xxx market - File patents

Future rounds: - Series B of $ million expected in early 2007 Exit Strategy:

- Acquisition (perhaps Microsoft, IBM, Nike, or Gatorade)

The Offer

Copyright 2007, Alliance of Angels

Questions Company name & logo

Contact information