This document discusses pitching and summarizes various pitch deck templates and guidelines. It emphasizes that pitching is about engaging investors and leaving them wanting more information rather than providing all the answers. Effective pitch decks tell a compelling story in 10-13 concise slides that grab interest in a company's vision without overwhelming with details. The document also stresses that the management team is a critical factor for startup success according to research on what determines if companies will succeed or not.
12. INVESTOR PITCH DECK OUTLINE
1) Elevator Pitch
2) Momentum, Traction, Expertise: Your key numbers
3) Market Opportunity: Define market size & your
customer base
4) Problem & Current Solutions: What need do you fill?
Other solutions
5) Product or Service: Your solution
6) Business Model: Key Revenue Streams
7) Market Approach & Strategy: How you grow your
business
8) Team & Key Stakeholders (Investors, Advisors)
9) Financials
10) Competition
11) Investment: Your ‘Ask’ for funding, Basic use of
fundsOptional Slides: Exit Strategy, Partnership Agreements, Product/Service Demo,
Existing Sales/Clients, Your “Special Sauce”
Per “Crowdfunder”
RAL Advisory Services
17. RAL Advisory Services
Gary’s 10 Slides
1. Title
2. Problem/Opportunity
3. Value Proposition
4. Underlying Magic
5. Business Model
6. Go-to-Market Plan
7. Competitor Analysis
8. Management Team
9. Financial Projections
10.Current Status (Accomplishments to date, Timeline, Use of Funds)
22. RAL Advisory Services
Software Companies Need Sales and Marketing More!
• Common Misperceptions
• Founders/leads come from tech- product first
• Marketing seen as fluff luxury
• Great products sell themselves/early adopters
• …But R&D doesn’t generate income!
• Marketing Reaches People You Don’t Know
• Have a plan ready when time to scale up
• Cant just “turn on marketing”
• Who? Pain points? How to reach?
• Systematic. Trial and Error. Takes time
23. RAL Advisory Services
The Big Boys spend more on Marketing than R&D!
• Dell spends 8 times as much on G&A than R&D
• 1H 2014 – HubSpot spent $9M on R&D; $33M on Sales/Marketing
• 2014 – SalesForce spent 15% on R&D; 53% on sales & Marketing
31. PR OB LEM
Weak Inventory
Management
Money left
on the table
No single buy/
sell platform
Too slow and
complicated
Too many
middlemen
Seller
RAL Advisory Services
33. B U SIN ESS MOD EL
Uploads
Inventory
Auction
Campaign
Tools
Search
10 – 15% Commission
Net Proceeds
6/17/15 RAL Advisory Services
34. U N D ER LYIN G MA GIC
Campaign planning/
media buying tools
Inventory
management
Collecting
Payments
Tracking
analytics/trends
Closing Sale
Executes
auction model
RAL Advisory Services
35. C O M P E T I T O R M AT R I X
Features
One-Stop Shop (Buy/Sell)
Management System
Campaign Planning Tools
Available Inventory On-Line
On-Line, RT Auction
Near Real-Time
Transactions
Demographic Targeting
Monetize Unsold
Inventory
Smart Phone Access WIP
Analytics / Data Mining WIP
RFP Process
Not
necessary
35
36. Software
Fully
operational
CURRENT STATUS, ACCOMPLISHMENTS TO
DATE, TIMELINE AND USE OF FUNDS
Beta testing in
first niche market
(Balt/Wash, DC)
$$ for enhanced
website front end,
Marketing, SG&A
$BETA
Launch
2012
Software Concept
Developed
Digital Sign Expo
Las Vegas
Successful Demo’s
to Inventory owners
Finalize Business Plan
Seek External Funding
Summer
Beta/Launch DC/
Baltimore October
Launch Dallas,
Ft Worth & Chicago
2013 2014 2015
37. SUMMARY: EVERY PITCH HAS PURPOSE
Not to answer all possible questions, nor close immediate investment.
• Open investors minds to your vision and get them excited to know more.
• The story you craft in your Deck gets them engaged to start filling in the
blanks for themselves
You want to give enough information to grab their interest, but not too
much as to overwhelm them or have your story lose clarity & focus.
Give them enough to get excited about, but leave them wanting more.
Compelling Decks are concise, tell a story, are visual, 10-13 slides
RAL Advisory Services
38. RAL Advisory Services
Bill Gross, Idealab (Ted Talk-March 2015)
• Why do some succeed and some not?
• Gathered Data from hundreds of companies
• Ranked on 5 key factors
• One factor stood out as success determinant…?
• Funding
• Business Model
• Idea “Truth” Outlier
• Team Execution
• Timing
39. RAL Advisory Services
• Funding 14%
• Business Model 24%
• Idea “Truth” Outlier 28%
• Team Execution 32%
• Timing 42%
Factors Matter Most for Startup Success?
https://goo.gl/yFHyhu
40. Strive to be excellent not only in your “pitches” but in all you do!
I appreciate you taking the time to listen to what I had to share…
RAL Advisory Services