NovusFolium Venture Partners

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NovusFolium Venture Partners
Prospective Investment Opportunity

• Bridging Innovation to Markets

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Preface for this Template

• Utilize this as a method to communicate your
  opportunity to our partners
• The guidelines in this template are just that.
  They are not literal but an outline for you to
  consider
• The information contained is public unless
  otherwise covered under NDA
• All suggestions are welcome
• Please plan for this material to take 30 minutes
  to present with 15 minutes for questions

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Agenda

• Specifically what you will cover in this
  presentation

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Team

• Management team - We invest in people
• Past accomplishments companies
• Value built and for whom
• Team development and common knowledge which will
  be applied to the opportunity
• What brought you together
• Weaknesses and areas that are not covered
• Potential areas for hire

5
Business Opportunity Overview

• This should be in the form of an elevator pitch
• Focus on clarity and simplicity
• Business speak not technical speak

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Capital Funding Background

• First round or if second background on first
• Other relevant information related to milestones
  met for funds spent etc.

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Valuation

• Logic applied for valuation

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Market Opportunity

• Business pain
• 30, 60, 90, 120 day(s)
• Technology need

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Vision/Solution/Value

• How you address the Pain/Need
• Product, service, both
• Market dynamics and your vision for how you will
  lead it as it evolves
• Your innovation/breakthrough that changes or
  leads these dynamics

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Customer Examples

• From the customers perspective how is your
  solution repeatable and scalable
• What you do that is so compelling and unique
• Can you deliver a ROI or IRR?
• Is there a payback calculation or other economic
  benefit consideration?
• If no customers yet create a real world example

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Market Size

• Total available market
• Sources
• Addressable Market
• Bottoms up and basis behind these assumptions
• Segmentation
• Your choice

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Competition

• Known competitors
• Suspected
• Focus on Unique differentiation
• Business model disruption
• And Technology not just technology
• Competitors barrier to entry
• What makes that barrier sustainable?
• IP, Patents?
• SIMPLICITY IS KEY FOR THIS SECTION

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Position yourself in the GridGartner Business
Information Quadrant is an example
Challenges
Leaders


Ability to Execute
Niche Players
Visionaries
Completeness of Vision
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Go To Market

• Sales
• Direct
• Indirect
• Marketing

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Channels

• Strategic partnering
• Prospective exit companies
• Technology or RD partners
• Distribution channels and partners
• Multipliers for scale

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Manufacturing

• Uses 100 of existing manufacturing line
  equipment and process with little reengineering
• Requires new manufacturing processes
• Capital expenditure
• Market adaptation cycle

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Business Model

• How you make money?
• Pricing and packaging?
• Competitive landscape
• Cost of customer acquisition/sale
• Resources required

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Financials

• PL, Cash Flow
• One year by quarter minimum
• Plus annual up to 5 years thereafter
• Directional only  to show how big the busine
  ss can be, growth rate
• Minimum suggested information / detail as ne
  eded for the above
• Key Milestones
• EG 
• product shipment, versions etc
• Key hires
• etc
• Headcount
• Bookings
• Revenue
• May need to break out things like Services de
  pending on your business
• Gross Margin
• Expenses
• Major categories like RD, Sales, Marketing, 
  GA shown as needed
• Profit/Loss

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Cash Raise

• Should fall out of Financials
• Use of proceeds if not already clear from Financia
  ls
• Typically 18 months of runway
• Highlight key milestones that would set up for nex
  t round

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CAP Table

• Any key terms to highlight Cap Table (as appropria
  te)
• Major elements, summarizing
• Existing investors 
• Founders 
• Existing team 
• Remaining option pool 

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Exit

• Potential acquirers
• - Their motivations
• Recent transactions in the space
• - paid and valuations basis
• Comparable valuations for private / public cos
• -Data for these
• Revenues, growth rates, market cap

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Summary

• Why this is a good investment!
• Remember 
• We invest in uniquely qualified teams going after
  large new markets based on Carbon Nano Based
  Technologies and other advanced materials. Our
  interest lie in generating a profit for our
  investors and the portfolio company founders and
  employees.