PRESENTATION TEMPLATE

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PRESENTATION TEMPLATE

• DATE HERE

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The goal is

• To communicate the companys story as clearly as
  possible
• To create excitement for the company to attract
  further resources
• To get a second meeting!

Every presentation is unique and will have its
own flow, but a template is a good start
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Presentation musts

• Less Is More
• 13-15 Minutes only
• Graphics Keep It Simple, Standard Logo
• 12-14 slides with key sound-bites (3-4 per
  slidethe rest is your story!)
• Utilize back-up slides to pull out during the QA
  session (anticipate questions and prepare)

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Slide 1 Introduction
30 sec. Elevator Pitch

• Presenter and company introduction must cover
• Who you are? What is your title?
• What business you are in?
• What markets do you compete in?
• Significant company milestones to date
• 2-3 Questions for the panel to focus on
• Business Model, Go-to-Market Plan, Funding, etc.

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Slide 2 Pain

• What is the pain? Who has it? Will they pay for
  the solution?
• Who is your ideal customer
• Is your solution the pain killer/must have or
  the vitamin/nice to have?
• Quantify the problem concisely! () How much does
  the problem cost to its owner?

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Slide 3 Your Solution

• Compelling presentation of your solution
• Graphics, illustrations or pictures are highly
  recommended (Remember Keep It Simple)
• Relate to the problem slide
• List the key points that will help the audience
  understand
• Dont explain the technology in detail
• What is it? What it does? NOT how it does.
• What will happen if it is implemented? How much
  will it save? What will it allow your customer to
  do that couldnt be done before?
• Why are they going to pay for a solution?
• Cost savings?
• Increased market share?
• Elimination of a bottleneck?

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Slide 3a Value Proposition

• If appropriate!
• Articulate the exceptional value to your
  customers
• If there are more members in the value chain,
  articulate value propositions for each i.e when
  selling through a partner, strategic alliance to
  reach the end-user

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Slide 4 Business Model

• Who are your ideal target customers
• How do they buy? Online? Trade?
• Pricing model how are you going to make money?
• Revenue Model, how will your customers scale
  (sales strategy)
• Sell direct? Sell through (channels to market)
• Graphs work

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Slide 4a Technology (Solution Description)

• If appropriate!
• If the value is in cost savings focus on that
  aspect, always relate to benefits
• Laymans terms
• Graphs, pictures work
• Assume that the audience does not know the
  technological field you are in
• Yet, give a compelling description without using
  abbreviations or techy terms

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Slide 5 Market (How big is the problem?)

• Demonstrate a significant market opportunity
• Size, growth, maturity (graphs)
• Show how your solution is positioned in the
  market
• Demonstrate how uniquely your product fits into
  the market
• Focus on the smallest segment for credible
  penetration
• Ex, If you are selling wheat bread to the
  restaurant industry, the segmentation order
  should be
• Restaurant industry size 5555 (Total Available
  Market-TAM)
• Restaurants that buy the bread instead of
  cooking 444
• Restaurants that buys wheat bread 33
• Restaurants that you can reach (your target)2
  (Served Available Market SAM)

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Slide 6 - Competition

• Competitive Landscape list direct (same/similar
  solution providers) and indirect (current other
  methods, but can move into your space)
  competition
• Southwest Airlines direct competitors are other
  airlines but they declared that they are
  indirectly competing with all other available
  travel choices
• Large and small companies
• How you are different?
• Comparison of solutions based on customers
  decision making criteria
• Customer feedback, why you versus others?

Providing a detailed competitive analysis and
listing the potential competitors increase your
credibility
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Slide 7 Competitive Advantage

• What is your unfair advantage?
• What are the differentiated features that will
  hook the decision makers?
• How long does your solution last?
• How often it will be replaced?
• Why the customer should pay?
• What is the value proposition?

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Slide 8 Go to market strategy

• Marketing plan and Distribution plan (address
• market risk)
• The sustained initiatives and processes to
  acquire your target customers
• PR, Media, Search Engine Optimization,
  Advertisement, etc.
• How you are going to tackle the market?
• Direct versus Indirect distribution channels,
  alliance partners
• Identify customer acquisition cost and other
  business metrics benchmark against competitors
• Highlight third party validation
• Graphs work

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Slide 9 Company Traction

• Team (could be your greatest strength)
• Short summary of the members key strength and
  achievements, particularly as it relates to the
  business (address management risk)
• Possibly board of advisors (if recognized)
• Barriers to entry Your existing IP/ IP strategy
  (address technology risk)
• Depending on the company stage, important
  milestones achieved
• Short personal experience to hook the audience
  and to have a smooth transition to the Problem
  slide!

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Slide 10 Financials

• Financial Plan Pro-Forma
• Everyone knows that this is an estimate, but
  still they want to know how realistic are the
  financials and if you are capable of predicting
  the market
• 5 Year realistic estimates graph is a must
• Highlight critical assumptions/milestones, and
  mention if there is an important issue for the
  realization of revenue projections
• Dont provide details, but be prepared to present
  and discuss them

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Slide 12 Funding (if seeking investment)

• How much are you seeking?
• Where will the money be put to use?
• (i.e. 45 RD, 20 Marketing, 10...etc)
• Pie Graphs work nicely
• How long will the money last?
• How long until you need another cash infusion or
  will this be all the financing you need?

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Slide 13-Corporate Development
Mass Production (II)
Phase II Development
Pilot Test
Project Milestone
Mass Production (I)
Phase I Development
Strategic Planning
2006
2007
2008
2009
2010
Financial Milestone
Fund Raising (I) US 1 M
Fund Raising (II) US 1.5M
IPO
Time
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Slide 14 - Summary

• List your strengths unique to your company
• 3-5 points that you want from your audience to
  remember when they leave the room
• Repeat the 2-3 Questions you want the panel to
  focus on