SlideShare ist ein Scribd-Unternehmen logo
1 von 23
Downloaden Sie, um offline zu lesen
Investor Pitch
How to get a second meeting
Ignite Business Growth
Brant Cooper
David Kaplan
www.xleratesolutions.com
XLerate Solutions
The Goal
Use your network to get a 1st
meeting.
No one ever received a check at their 1st
meeting
Your goal is to get a second meeting!
Success Factors
Quality of Idea
Depth of Knowledge
Strength of Character
Unrealistic objectives
Unclear value proposition
Half-baked business plan
Poor homework
Arrogance
Failure Factors
Have This Prepared
for the 1st
Meeting
10-15 slide deck
10 Back-up slides
Intimate knowledge of your proposed business
It Doesn’t Hurt to
Also Have This
Product Milestones achieved
A tested business model
Evidence that the model can be monetized
Customer ROI validation
Relevant Board of Advisors
Do’s
Simple, but defendable
Talk to the slides in15 minutes
Defend vision, but demonstrate flexibility
Expose assumptions
Don'ts
Be unprepared
Make claims you can’t substantiate
Discuss valuation
Underestimate competition
Overestimate market
Deck Template
You’re telling a story
 Change flow if necessary for your story
 Don’t 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
Slide 1
Introduction
“Elevator Pitch”
 What business you are in?
 What market do you compete in?
 What will your business accomplish?
Quick hit: Significant company milestone or proven
metric to date
[Slide Objective: Positioning of proposed business in viewer’s mind]
Slide 2
Market Need
What’s the pain you are solving?
 Who is ideal customer?
 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?
 How will you overcome the inertia coefficient?
Quick hit: Personal appeal to viewer; can you evoke
personal experience in audience?
[Slide Objective: Answer why are you in business?]
Slide 3
Your Solution
What is your solution to the problem?
 What is unique?
 What is your exceptional value to the paying
customer?
 What is your exceptional value to customer
influencers?
 What is the paying customer’s result after your
product?
• Revenue? Expenses? Market Share? Time? Risk?
Quick hit: Provide an real life ROI example
[Slide Objective: Answer why you?]
Slide 4
Technology
How does your solution work?
 In laymen’s terms, what is your unique mix that
produces your claimed benefits?
 Where do you fit into the existing market ecosystem?
 How does the product fit into customer processes?
 What is protected IP?
Quick hit: Demo or show something compelling
[Slide Objective: What is the secret sauce?]
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?
*Small is better than big.
Quick hit: Evidence that you can dominate small niche
[Slide Objective: What is the long & short term size of the opportunity?]
Slide 6
Business Model
How does your customer buy?
How much will they pay?
How will your business scale?
Do you have a channel strategy?
What are your key performance metrics vs.
competition?
Where is break even?
Quick hit: Have real metrics that support model
[Slide Objective: How will you make money?]
Slide 7
Competition
Diagram competitive landscape
Where do you fit in?
 Compare based on customers’ decision making
criteria (Price, Quality, Convenience, Technology,
Brand)
Re-iterate what you have that they don’t
[Slide Objective: How will you crush competition?
Quick hit: Customer quote
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
Demonstrate how you will test and validate go-
to-market assumptions
[Slide Objective: What are your tactics out of the gate?]
Quick hit: Expose acquisition and conversion metrics
assumptions
Slide 9
Company Team
Team
Management team members key strengths
and achievements
Board of advisor members (if this is a
strength)
OK to mention needs
Quick hit: Tie experience to opportunity: why did this
team come together for this opportunity?
[Slide Objective: Right team for the job?]
Slide 10
Financials
Realistic financial plan
5 Year estimates – graph is a must
Define critical milestones
Do not copy and paste spreadsheet!
Quick hit: Expose key assumptions and key revenue
drivers
[Slide Objective: Realistic revenue projection]
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?
What specifically will you achieve with money?
[Slide Objective: How much to achieve what?]
Quick hit: What will you achieve with this round that will
make investors want to participate in 2nd
round?
2009 2010 2011 2012
Strategic
Planning
Phase I
Development
1st
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 12
Corporate Development
[Slide Objective: Development over time]
Market
Milestones
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
Ask for another meeting
Leave something behind, e.g., copy of
deck
[Slide Objective: Close!]
Quick hit: Leave login to demo/beta
About XLerate
Business Planning
Marketing and sales support
 XLerate is:
David Kaplan, Founder and Principal
Brant Cooper, Principal
• Blog: http://market-by-numbers.com
• Twiiter: http://twitter.com/brantcooper

Weitere ähnliche Inhalte

Was ist angesagt?

Pitch Deck-Format-NinzaBiz.com | investment Deck for Fund Raising
Pitch Deck-Format-NinzaBiz.com | investment Deck for Fund RaisingPitch Deck-Format-NinzaBiz.com | investment Deck for Fund Raising
Pitch Deck-Format-NinzaBiz.com | investment Deck for Fund RaisingShibam Sarbswa 🚀
 
investor pitch deck template 2017
investor pitch deck template 2017investor pitch deck template 2017
investor pitch deck template 2017Fraser Hay
 
How to Create a Better Pitch Deck for VCs
How to Create a Better Pitch Deck for VCsHow to Create a Better Pitch Deck for VCs
How to Create a Better Pitch Deck for VCsEliott Harfouche
 
The Best Pitch Deck Format To Attract Investors
The Best Pitch Deck Format To Attract InvestorsThe Best Pitch Deck Format To Attract Investors
The Best Pitch Deck Format To Attract InvestorsBryce North
 
Simple Investor Pitch Deck Guide [Updated for 2020]
Simple Investor Pitch Deck Guide [Updated for 2020]Simple Investor Pitch Deck Guide [Updated for 2020]
Simple Investor Pitch Deck Guide [Updated for 2020]Tactico Inc.
 
HubSpot for Startups | Sample Pitch Deck Template
HubSpot for Startups | Sample Pitch Deck TemplateHubSpot for Startups | Sample Pitch Deck Template
HubSpot for Startups | Sample Pitch Deck TemplateKim Walsh
 
Investor pitch deck template
Investor pitch deck templateInvestor pitch deck template
Investor pitch deck templateVasu Mullapudi
 
Investor Pitch Deck Pe Powerpoint Presentation Slides
Investor Pitch Deck Pe Powerpoint Presentation SlidesInvestor Pitch Deck Pe Powerpoint Presentation Slides
Investor Pitch Deck Pe Powerpoint Presentation SlidesSlideTeam
 
Building Your Venture Capital Pitch
Building Your Venture Capital PitchBuilding Your Venture Capital Pitch
Building Your Venture Capital PitchStephen Davis
 
Innovate Calgary's Presentation on Perfecting the Investor Pitch at Startup W...
Innovate Calgary's Presentation on Perfecting the Investor Pitch at Startup W...Innovate Calgary's Presentation on Perfecting the Investor Pitch at Startup W...
Innovate Calgary's Presentation on Perfecting the Investor Pitch at Startup W...Boast Capital
 
Startup Weekend Presentation 101
Startup Weekend Presentation 101Startup Weekend Presentation 101
Startup Weekend Presentation 101Nick Stevens
 
How to Create the Perfect Startup Pitch Deck
How to Create the Perfect Startup Pitch DeckHow to Create the Perfect Startup Pitch Deck
How to Create the Perfect Startup Pitch DeckEliott Harfouche
 
Investor pitch deck template for startups
Investor pitch deck template for startupsInvestor pitch deck template for startups
Investor pitch deck template for startupsDavid J W Bailey
 
Investor pitch powerpoint template / presentation
Investor pitch powerpoint template / presentationInvestor pitch powerpoint template / presentation
Investor pitch powerpoint template / presentationnaveenvarthaan
 
Recomendaciones para que inviertan en tu startup (The Pitch Deck)
Recomendaciones para que inviertan en tu startup (The Pitch Deck)Recomendaciones para que inviertan en tu startup (The Pitch Deck)
Recomendaciones para que inviertan en tu startup (The Pitch Deck)Startup Studio Monterrey
 
Steps to create a perfect investor pitch deck
Steps to create a perfect investor pitch deckSteps to create a perfect investor pitch deck
Steps to create a perfect investor pitch deckmyHQ
 
How to Develop a PowerPoint Pitch Deck for Biotech Investor Presentations
How to Develop a PowerPoint Pitch Deck for Biotech Investor PresentationsHow to Develop a PowerPoint Pitch Deck for Biotech Investor Presentations
How to Develop a PowerPoint Pitch Deck for Biotech Investor PresentationsCraig Shimasaki
 

Was ist angesagt? (20)

Pitch Deck-Format-NinzaBiz.com | investment Deck for Fund Raising
Pitch Deck-Format-NinzaBiz.com | investment Deck for Fund RaisingPitch Deck-Format-NinzaBiz.com | investment Deck for Fund Raising
Pitch Deck-Format-NinzaBiz.com | investment Deck for Fund Raising
 
investor pitch deck template 2017
investor pitch deck template 2017investor pitch deck template 2017
investor pitch deck template 2017
 
How to Create a Better Pitch Deck for VCs
How to Create a Better Pitch Deck for VCsHow to Create a Better Pitch Deck for VCs
How to Create a Better Pitch Deck for VCs
 
Immensely valuable startup presentation template
Immensely valuable startup presentation templateImmensely valuable startup presentation template
Immensely valuable startup presentation template
 
The Best Pitch Deck Format To Attract Investors
The Best Pitch Deck Format To Attract InvestorsThe Best Pitch Deck Format To Attract Investors
The Best Pitch Deck Format To Attract Investors
 
Simple Investor Pitch Deck Guide [Updated for 2020]
Simple Investor Pitch Deck Guide [Updated for 2020]Simple Investor Pitch Deck Guide [Updated for 2020]
Simple Investor Pitch Deck Guide [Updated for 2020]
 
HubSpot for Startups | Sample Pitch Deck Template
HubSpot for Startups | Sample Pitch Deck TemplateHubSpot for Startups | Sample Pitch Deck Template
HubSpot for Startups | Sample Pitch Deck Template
 
Investor pitch deck template
Investor pitch deck templateInvestor pitch deck template
Investor pitch deck template
 
Pitch Deck
Pitch Deck Pitch Deck
Pitch Deck
 
Investor Pitch Deck Pe Powerpoint Presentation Slides
Investor Pitch Deck Pe Powerpoint Presentation SlidesInvestor Pitch Deck Pe Powerpoint Presentation Slides
Investor Pitch Deck Pe Powerpoint Presentation Slides
 
Business Plan Pitches
Business Plan PitchesBusiness Plan Pitches
Business Plan Pitches
 
Building Your Venture Capital Pitch
Building Your Venture Capital PitchBuilding Your Venture Capital Pitch
Building Your Venture Capital Pitch
 
Innovate Calgary's Presentation on Perfecting the Investor Pitch at Startup W...
Innovate Calgary's Presentation on Perfecting the Investor Pitch at Startup W...Innovate Calgary's Presentation on Perfecting the Investor Pitch at Startup W...
Innovate Calgary's Presentation on Perfecting the Investor Pitch at Startup W...
 
Startup Weekend Presentation 101
Startup Weekend Presentation 101Startup Weekend Presentation 101
Startup Weekend Presentation 101
 
How to Create the Perfect Startup Pitch Deck
How to Create the Perfect Startup Pitch DeckHow to Create the Perfect Startup Pitch Deck
How to Create the Perfect Startup Pitch Deck
 
Investor pitch deck template for startups
Investor pitch deck template for startupsInvestor pitch deck template for startups
Investor pitch deck template for startups
 
Investor pitch powerpoint template / presentation
Investor pitch powerpoint template / presentationInvestor pitch powerpoint template / presentation
Investor pitch powerpoint template / presentation
 
Recomendaciones para que inviertan en tu startup (The Pitch Deck)
Recomendaciones para que inviertan en tu startup (The Pitch Deck)Recomendaciones para que inviertan en tu startup (The Pitch Deck)
Recomendaciones para que inviertan en tu startup (The Pitch Deck)
 
Steps to create a perfect investor pitch deck
Steps to create a perfect investor pitch deckSteps to create a perfect investor pitch deck
Steps to create a perfect investor pitch deck
 
How to Develop a PowerPoint Pitch Deck for Biotech Investor Presentations
How to Develop a PowerPoint Pitch Deck for Biotech Investor PresentationsHow to Develop a PowerPoint Pitch Deck for Biotech Investor Presentations
How to Develop a PowerPoint Pitch Deck for Biotech Investor Presentations
 

Ähnlich wie XLerate Solutions Investor Pitch Template

The Best Startup Pitchdeck [Updated]
The Best Startup Pitchdeck [Updated] The Best Startup Pitchdeck [Updated]
The Best Startup Pitchdeck [Updated] Vin Lim
 
Ti e incubator-pitch-guide
Ti e incubator-pitch-guideTi e incubator-pitch-guide
Ti e incubator-pitch-guidepappusriram
 
Karina-Sotnik.pdf
Karina-Sotnik.pdfKarina-Sotnik.pdf
Karina-Sotnik.pdfMunishRao1
 
Investor Pitch Deck Template.ppt
Investor Pitch Deck Template.pptInvestor Pitch Deck Template.ppt
Investor Pitch Deck Template.pptVinnyMustikaSari
 
Investor pitch deck template
Investor pitch deck templateInvestor pitch deck template
Investor pitch deck templateTakayuki Yamazaki
 
Crowdfunding
Crowdfunding Crowdfunding
Crowdfunding Steve Lee
 
Investor business deck template
Investor business deck templateInvestor business deck template
Investor business deck templateSantosh Kumbar
 
CannaGrowSystemz, a Strainmaker Capital Company.
CannaGrowSystemz, a Strainmaker Capital Company. CannaGrowSystemz, a Strainmaker Capital Company.
CannaGrowSystemz, a Strainmaker Capital Company. Mark Fane
 
Investor pitch deck template
Investor pitch deck templateInvestor pitch deck template
Investor pitch deck templateAndrey Chabanov
 
The Ultimate Investor Pitch Deck Template
The Ultimate Investor Pitch Deck TemplateThe Ultimate Investor Pitch Deck Template
The Ultimate Investor Pitch Deck TemplateCrowdfunder
 
Investor pitch Deck Template
Investor pitch Deck TemplateInvestor pitch Deck Template
Investor pitch Deck TemplateGustavo Fusaro
 
Investor pitch Deck Template
Investor pitch Deck TemplateInvestor pitch Deck Template
Investor pitch Deck TemplateGustavo Fusaro
 
The Ultimate Pitch Deck to Raise Money for Startups
The Ultimate Pitch Deck to Raise Money for StartupsThe Ultimate Pitch Deck to Raise Money for Startups
The Ultimate Pitch Deck to Raise Money for Startupssaumil shrivastava
 
Investor pitch deck template (1)
Investor pitch deck template (1)Investor pitch deck template (1)
Investor pitch deck template (1)SUROJIT DAS
 
Investor pitch deck template
Investor pitch deck templateInvestor pitch deck template
Investor pitch deck templateBarnaby Gaskell
 

Ähnlich wie XLerate Solutions Investor Pitch Template (20)

The Best Startup Pitchdeck [Updated]
The Best Startup Pitchdeck [Updated] The Best Startup Pitchdeck [Updated]
The Best Startup Pitchdeck [Updated]
 
MAIN pitch deck template
MAIN pitch deck templateMAIN pitch deck template
MAIN pitch deck template
 
Ti e incubator-pitch-guide
Ti e incubator-pitch-guideTi e incubator-pitch-guide
Ti e incubator-pitch-guide
 
Karina-Sotnik.pdf
Karina-Sotnik.pdfKarina-Sotnik.pdf
Karina-Sotnik.pdf
 
Investor Pitch Deck Template.ppt
Investor Pitch Deck Template.pptInvestor Pitch Deck Template.ppt
Investor Pitch Deck Template.ppt
 
Pitching Class
Pitching ClassPitching Class
Pitching Class
 
Investor pitch deck template
Investor pitch deck templateInvestor pitch deck template
Investor pitch deck template
 
Investor Pitch
Investor PitchInvestor Pitch
Investor Pitch
 
Crowdfunding
Crowdfunding Crowdfunding
Crowdfunding
 
Investor business deck template
Investor business deck templateInvestor business deck template
Investor business deck template
 
CannaGrowSystemz, a Strainmaker Capital Company.
CannaGrowSystemz, a Strainmaker Capital Company. CannaGrowSystemz, a Strainmaker Capital Company.
CannaGrowSystemz, a Strainmaker Capital Company.
 
Investor pitch deck template
Investor pitch deck templateInvestor pitch deck template
Investor pitch deck template
 
The Ultimate Investor Pitch Deck Template
The Ultimate Investor Pitch Deck TemplateThe Ultimate Investor Pitch Deck Template
The Ultimate Investor Pitch Deck Template
 
Investor pitch Deck Template
Investor pitch Deck TemplateInvestor pitch Deck Template
Investor pitch Deck Template
 
Investor pitch Deck Template
Investor pitch Deck TemplateInvestor pitch Deck Template
Investor pitch Deck Template
 
The Ultimate Pitch Deck to Raise Money for Startups
The Ultimate Pitch Deck to Raise Money for StartupsThe Ultimate Pitch Deck to Raise Money for Startups
The Ultimate Pitch Deck to Raise Money for Startups
 
Investor pitch
Investor pitchInvestor pitch
Investor pitch
 
Investor pitch deck template
Investor pitch deck templateInvestor pitch deck template
Investor pitch deck template
 
Investor pitch deck template (1)
Investor pitch deck template (1)Investor pitch deck template (1)
Investor pitch deck template (1)
 
Investor pitch deck template
Investor pitch deck templateInvestor pitch deck template
Investor pitch deck template
 

Mehr von Brant Cooper

Vanity vs impact presentation
Vanity vs impact presentationVanity vs impact presentation
Vanity vs impact presentationBrant Cooper
 
Discover real value in the customer journey.
Discover real value in the customer journey. Discover real value in the customer journey.
Discover real value in the customer journey. Brant Cooper
 
Brant cooper lean startup ams why innovation fails
Brant cooper lean startup ams why innovation failsBrant cooper lean startup ams why innovation fails
Brant cooper lean startup ams why innovation failsBrant Cooper
 
Customer Zoom: Value Stream Discovery and Market Segmentation
Customer Zoom: Value Stream Discovery and Market SegmentationCustomer Zoom: Value Stream Discovery and Market Segmentation
Customer Zoom: Value Stream Discovery and Market SegmentationBrant Cooper
 
5 Leadership Changes to Enable Enterprise Lean Startup Innovaiton
5 Leadership Changes to Enable Enterprise Lean Startup Innovaiton5 Leadership Changes to Enable Enterprise Lean Startup Innovaiton
5 Leadership Changes to Enable Enterprise Lean Startup InnovaitonBrant Cooper
 
Keynote: Agile Australia 2014
Keynote: Agile Australia 2014Keynote: Agile Australia 2014
Keynote: Agile Australia 2014Brant Cooper
 
AME Innovation Summit
AME Innovation SummitAME Innovation Summit
AME Innovation SummitBrant Cooper
 
LEAP-In: Hack your org
LEAP-In: Hack your orgLEAP-In: Hack your org
LEAP-In: Hack your orgBrant Cooper
 
Lean Entrepreneur-UnleashWD
Lean Entrepreneur-UnleashWDLean Entrepreneur-UnleashWD
Lean Entrepreneur-UnleashWDBrant Cooper
 
Lean entrepreneur workshop
Lean entrepreneur workshopLean entrepreneur workshop
Lean entrepreneur workshopBrant Cooper
 
Lean Startup Challenge Boston
Lean Startup Challenge BostonLean Startup Challenge Boston
Lean Startup Challenge BostonBrant Cooper
 
Positioning exercise
Positioning exercisePositioning exercise
Positioning exerciseBrant Cooper
 
TechBA Customer Development Workshop
TechBA Customer Development WorkshopTechBA Customer Development Workshop
TechBA Customer Development WorkshopBrant Cooper
 
Zen and the Art of Entrepeneurship
Zen and the Art of EntrepeneurshipZen and the Art of Entrepeneurship
Zen and the Art of EntrepeneurshipBrant Cooper
 
The end of the (startup) world as we know it
The end of the (startup) world as we know itThe end of the (startup) world as we know it
The end of the (startup) world as we know itBrant Cooper
 

Mehr von Brant Cooper (16)

Vanity vs impact presentation
Vanity vs impact presentationVanity vs impact presentation
Vanity vs impact presentation
 
Discover real value in the customer journey.
Discover real value in the customer journey. Discover real value in the customer journey.
Discover real value in the customer journey.
 
Brant cooper lean startup ams why innovation fails
Brant cooper lean startup ams why innovation failsBrant cooper lean startup ams why innovation fails
Brant cooper lean startup ams why innovation fails
 
Customer Zoom: Value Stream Discovery and Market Segmentation
Customer Zoom: Value Stream Discovery and Market SegmentationCustomer Zoom: Value Stream Discovery and Market Segmentation
Customer Zoom: Value Stream Discovery and Market Segmentation
 
5 Leadership Changes to Enable Enterprise Lean Startup Innovaiton
5 Leadership Changes to Enable Enterprise Lean Startup Innovaiton5 Leadership Changes to Enable Enterprise Lean Startup Innovaiton
5 Leadership Changes to Enable Enterprise Lean Startup Innovaiton
 
Keynote: Agile Australia 2014
Keynote: Agile Australia 2014Keynote: Agile Australia 2014
Keynote: Agile Australia 2014
 
AME Innovation Summit
AME Innovation SummitAME Innovation Summit
AME Innovation Summit
 
LEAP-In: Hack your org
LEAP-In: Hack your orgLEAP-In: Hack your org
LEAP-In: Hack your org
 
Lean Entrepreneur-UnleashWD
Lean Entrepreneur-UnleashWDLean Entrepreneur-UnleashWD
Lean Entrepreneur-UnleashWD
 
Lean entrepreneur
Lean entrepreneurLean entrepreneur
Lean entrepreneur
 
Lean entrepreneur workshop
Lean entrepreneur workshopLean entrepreneur workshop
Lean entrepreneur workshop
 
Lean Startup Challenge Boston
Lean Startup Challenge BostonLean Startup Challenge Boston
Lean Startup Challenge Boston
 
Positioning exercise
Positioning exercisePositioning exercise
Positioning exercise
 
TechBA Customer Development Workshop
TechBA Customer Development WorkshopTechBA Customer Development Workshop
TechBA Customer Development Workshop
 
Zen and the Art of Entrepeneurship
Zen and the Art of EntrepeneurshipZen and the Art of Entrepeneurship
Zen and the Art of Entrepeneurship
 
The end of the (startup) world as we know it
The end of the (startup) world as we know itThe end of the (startup) world as we know it
The end of the (startup) world as we know it
 

Kürzlich hochgeladen

Fabric RFID Wristbands in Ireland for Events and Festivals
Fabric RFID Wristbands in Ireland for Events and FestivalsFabric RFID Wristbands in Ireland for Events and Festivals
Fabric RFID Wristbands in Ireland for Events and FestivalsWristbands Ireland
 
Plano de marketing- inglês em formato ppt
Plano de marketing- inglês  em formato pptPlano de marketing- inglês  em formato ppt
Plano de marketing- inglês em formato pptElizangelaSoaresdaCo
 
Mihir Menda - Member of Supervisory Board at RMZ
Mihir Menda - Member of Supervisory Board at RMZMihir Menda - Member of Supervisory Board at RMZ
Mihir Menda - Member of Supervisory Board at RMZKanakChauhan5
 
IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...
IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...
IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...AustraliaChapterIIBA
 
To Create Your Own Wig Online To Create Your Own Wig Online
To Create Your Own Wig Online  To Create Your Own Wig OnlineTo Create Your Own Wig Online  To Create Your Own Wig Online
To Create Your Own Wig Online To Create Your Own Wig Onlinelng ths
 
Developing Coaching Skills: Mine, Yours, Ours
Developing Coaching Skills: Mine, Yours, OursDeveloping Coaching Skills: Mine, Yours, Ours
Developing Coaching Skills: Mine, Yours, OursKaiNexus
 
NewBase 25 March 2024 Energy News issue - 1710 by Khaled Al Awadi_compress...
NewBase  25 March  2024  Energy News issue - 1710 by Khaled Al Awadi_compress...NewBase  25 March  2024  Energy News issue - 1710 by Khaled Al Awadi_compress...
NewBase 25 March 2024 Energy News issue - 1710 by Khaled Al Awadi_compress...Khaled Al Awadi
 
Chicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdf
Chicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdfChicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdf
Chicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdfSourav Sikder
 
Borderless Access - Global B2B Panel book-unlock 2024
Borderless Access - Global B2B Panel book-unlock 2024Borderless Access - Global B2B Panel book-unlock 2024
Borderless Access - Global B2B Panel book-unlock 2024Borderless Access
 
PDT 88 - 4 million seed - Seed - Protecto.pdf
PDT 88 - 4 million seed - Seed - Protecto.pdfPDT 88 - 4 million seed - Seed - Protecto.pdf
PDT 88 - 4 million seed - Seed - Protecto.pdfHajeJanKamps
 
Borderless Access - Global Panel book-unlock 2024
Borderless Access - Global Panel book-unlock 2024Borderless Access - Global Panel book-unlock 2024
Borderless Access - Global Panel book-unlock 2024Borderless Access
 
Team B Mind Map for Organizational Chg..
Team B Mind Map for Organizational Chg..Team B Mind Map for Organizational Chg..
Team B Mind Map for Organizational Chg..dlewis191
 
The Vietnam Believer Newsletter_MARCH 25, 2024_EN_Vol. 003
The Vietnam Believer Newsletter_MARCH 25, 2024_EN_Vol. 003The Vietnam Believer Newsletter_MARCH 25, 2024_EN_Vol. 003
The Vietnam Believer Newsletter_MARCH 25, 2024_EN_Vol. 003believeminhh
 
AMAZON SELLER VIRTUAL ASSISTANT PRODUCT RESEARCH .pdf
AMAZON SELLER VIRTUAL ASSISTANT PRODUCT RESEARCH .pdfAMAZON SELLER VIRTUAL ASSISTANT PRODUCT RESEARCH .pdf
AMAZON SELLER VIRTUAL ASSISTANT PRODUCT RESEARCH .pdfJohnCarloValencia4
 
Upgrade Your Banking Experience with Advanced Core Banking Applications
Upgrade Your Banking Experience with Advanced Core Banking ApplicationsUpgrade Your Banking Experience with Advanced Core Banking Applications
Upgrade Your Banking Experience with Advanced Core Banking ApplicationsIntellect Design Arena Ltd
 
Lecture_6.pptx English speaking easyb to
Lecture_6.pptx English speaking easyb toLecture_6.pptx English speaking easyb to
Lecture_6.pptx English speaking easyb toumarfarooquejamali32
 
UNLEASHING THE POWER OF PROGRAMMATIC ADVERTISING
UNLEASHING THE POWER OF PROGRAMMATIC ADVERTISINGUNLEASHING THE POWER OF PROGRAMMATIC ADVERTISING
UNLEASHING THE POWER OF PROGRAMMATIC ADVERTISINGlokeshwarmaha
 
Intellectual Property Licensing Examples
Intellectual Property Licensing ExamplesIntellectual Property Licensing Examples
Intellectual Property Licensing Examplesamberjiles31
 
Live-Streaming in the Music Industry Webinar
Live-Streaming in the Music Industry WebinarLive-Streaming in the Music Industry Webinar
Live-Streaming in the Music Industry WebinarNathanielSchmuck
 

Kürzlich hochgeladen (20)

Fabric RFID Wristbands in Ireland for Events and Festivals
Fabric RFID Wristbands in Ireland for Events and FestivalsFabric RFID Wristbands in Ireland for Events and Festivals
Fabric RFID Wristbands in Ireland for Events and Festivals
 
Plano de marketing- inglês em formato ppt
Plano de marketing- inglês  em formato pptPlano de marketing- inglês  em formato ppt
Plano de marketing- inglês em formato ppt
 
Mihir Menda - Member of Supervisory Board at RMZ
Mihir Menda - Member of Supervisory Board at RMZMihir Menda - Member of Supervisory Board at RMZ
Mihir Menda - Member of Supervisory Board at RMZ
 
IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...
IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...
IIBA® Melbourne - Navigating Business Analysis - Excellence for Career Growth...
 
To Create Your Own Wig Online To Create Your Own Wig Online
To Create Your Own Wig Online  To Create Your Own Wig OnlineTo Create Your Own Wig Online  To Create Your Own Wig Online
To Create Your Own Wig Online To Create Your Own Wig Online
 
Developing Coaching Skills: Mine, Yours, Ours
Developing Coaching Skills: Mine, Yours, OursDeveloping Coaching Skills: Mine, Yours, Ours
Developing Coaching Skills: Mine, Yours, Ours
 
NewBase 25 March 2024 Energy News issue - 1710 by Khaled Al Awadi_compress...
NewBase  25 March  2024  Energy News issue - 1710 by Khaled Al Awadi_compress...NewBase  25 March  2024  Energy News issue - 1710 by Khaled Al Awadi_compress...
NewBase 25 March 2024 Energy News issue - 1710 by Khaled Al Awadi_compress...
 
Chicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdf
Chicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdfChicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdf
Chicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdf
 
Borderless Access - Global B2B Panel book-unlock 2024
Borderless Access - Global B2B Panel book-unlock 2024Borderless Access - Global B2B Panel book-unlock 2024
Borderless Access - Global B2B Panel book-unlock 2024
 
PDT 88 - 4 million seed - Seed - Protecto.pdf
PDT 88 - 4 million seed - Seed - Protecto.pdfPDT 88 - 4 million seed - Seed - Protecto.pdf
PDT 88 - 4 million seed - Seed - Protecto.pdf
 
Borderless Access - Global Panel book-unlock 2024
Borderless Access - Global Panel book-unlock 2024Borderless Access - Global Panel book-unlock 2024
Borderless Access - Global Panel book-unlock 2024
 
Team B Mind Map for Organizational Chg..
Team B Mind Map for Organizational Chg..Team B Mind Map for Organizational Chg..
Team B Mind Map for Organizational Chg..
 
The Vietnam Believer Newsletter_MARCH 25, 2024_EN_Vol. 003
The Vietnam Believer Newsletter_MARCH 25, 2024_EN_Vol. 003The Vietnam Believer Newsletter_MARCH 25, 2024_EN_Vol. 003
The Vietnam Believer Newsletter_MARCH 25, 2024_EN_Vol. 003
 
AMAZON SELLER VIRTUAL ASSISTANT PRODUCT RESEARCH .pdf
AMAZON SELLER VIRTUAL ASSISTANT PRODUCT RESEARCH .pdfAMAZON SELLER VIRTUAL ASSISTANT PRODUCT RESEARCH .pdf
AMAZON SELLER VIRTUAL ASSISTANT PRODUCT RESEARCH .pdf
 
Upgrade Your Banking Experience with Advanced Core Banking Applications
Upgrade Your Banking Experience with Advanced Core Banking ApplicationsUpgrade Your Banking Experience with Advanced Core Banking Applications
Upgrade Your Banking Experience with Advanced Core Banking Applications
 
Lecture_6.pptx English speaking easyb to
Lecture_6.pptx English speaking easyb toLecture_6.pptx English speaking easyb to
Lecture_6.pptx English speaking easyb to
 
UNLEASHING THE POWER OF PROGRAMMATIC ADVERTISING
UNLEASHING THE POWER OF PROGRAMMATIC ADVERTISINGUNLEASHING THE POWER OF PROGRAMMATIC ADVERTISING
UNLEASHING THE POWER OF PROGRAMMATIC ADVERTISING
 
WAM Corporate Presentation Mar 25 2024.pdf
WAM Corporate Presentation Mar 25 2024.pdfWAM Corporate Presentation Mar 25 2024.pdf
WAM Corporate Presentation Mar 25 2024.pdf
 
Intellectual Property Licensing Examples
Intellectual Property Licensing ExamplesIntellectual Property Licensing Examples
Intellectual Property Licensing Examples
 
Live-Streaming in the Music Industry Webinar
Live-Streaming in the Music Industry WebinarLive-Streaming in the Music Industry Webinar
Live-Streaming in the Music Industry Webinar
 

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 1st meeting. No one ever received a check at their 1st meeting Your goal is to get a second meeting!
  • 3. Success Factors Quality of Idea Depth of Knowledge Strength of Character
  • 4. Unrealistic objectives Unclear value proposition Half-baked business plan Poor homework Arrogance Failure Factors
  • 5. Have This Prepared for the 1st Meeting 10-15 slide deck 10 Back-up slides Intimate knowledge of your proposed business
  • 6. It Doesn’t Hurt to Also Have This Product Milestones achieved A tested business model Evidence that the model can be monetized Customer ROI validation Relevant Board of Advisors
  • 7. Do’s Simple, but defendable Talk to the slides in15 minutes Defend vision, but demonstrate flexibility Expose assumptions
  • 8. Don'ts Be unprepared Make claims you can’t substantiate Discuss valuation Underestimate competition Overestimate market
  • 9. Deck Template You’re telling a story  Change flow if necessary for your story  Don’t 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 “Elevator Pitch”  What business you are in?  What market do you compete in?  What will your business accomplish? Quick hit: Significant company milestone or proven metric to date [Slide Objective: Positioning of proposed business in viewer’s mind]
  • 11. Slide 2 Market Need What’s the pain you are solving?  Who is ideal customer?  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?  How will you overcome the inertia coefficient? Quick hit: Personal appeal to viewer; can you evoke personal experience in audience? [Slide Objective: Answer why are you in business?]
  • 12. Slide 3 Your Solution What is your solution to the problem?  What is unique?  What is your exceptional value to the paying customer?  What is your exceptional value to customer influencers?  What is the paying customer’s result after your product? • Revenue? Expenses? Market Share? Time? Risk? Quick hit: Provide an real life ROI example [Slide Objective: Answer why you?]
  • 13. Slide 4 Technology How does your solution work?  In laymen’s terms, what is your unique mix that produces your claimed benefits?  Where do you fit into the existing market ecosystem?  How does the product fit into customer processes?  What is protected IP? Quick hit: Demo or show something compelling [Slide Objective: What is the secret sauce?]
  • 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? *Small is better than big. Quick hit: Evidence that you can dominate small niche [Slide Objective: What is the long & short term size of the opportunity?]
  • 15. Slide 6 Business Model How does your customer buy? How much will they pay? How will your business scale? Do you have a channel strategy? What are your key performance metrics vs. competition? Where is break even? Quick hit: Have real metrics that support model [Slide Objective: How will you make money?]
  • 16. Slide 7 Competition Diagram competitive landscape Where do you fit in?  Compare based on customers’ decision making criteria (Price, Quality, Convenience, Technology, Brand) Re-iterate what you have that they don’t [Slide Objective: How will you crush competition? Quick hit: Customer quote
  • 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 Demonstrate how you will test and validate go- to-market assumptions [Slide Objective: What are your tactics out of the gate?] Quick hit: Expose acquisition and conversion metrics assumptions
  • 18. Slide 9 Company Team Team Management team members key strengths and achievements Board of advisor members (if this is a strength) OK to mention needs Quick hit: Tie experience to opportunity: why did this team come together for this opportunity? [Slide Objective: Right team for the job?]
  • 19. Slide 10 Financials Realistic financial plan 5 Year estimates – graph is a must Define critical milestones Do not copy and paste spreadsheet! Quick hit: Expose key assumptions and key revenue drivers [Slide Objective: Realistic revenue projection]
  • 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? What specifically will you achieve with money? [Slide Objective: How much to achieve what?] Quick hit: What will you achieve with this round that will make investors want to participate in 2nd round?
  • 21. 2009 2010 2011 2012 Strategic Planning Phase I Development 1st 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 12 Corporate Development [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 Ask for another meeting Leave something behind, e.g., copy of deck [Slide Objective: Close!] Quick hit: Leave login to demo/beta
  • 23. About XLerate Business Planning Marketing and sales support  XLerate is: David Kaplan, Founder and Principal Brant Cooper, Principal • Blog: http://market-by-numbers.com • Twiiter: http://twitter.com/brantcooper

Hinweis der Redaktion

  1. Providing a detailed competitive analysis and listing the potential competitors increase your credibility