The document provides guidance on creating an effective investor presentation, including recommended structure and content. It suggests the presentation should be 20-30 minutes, with simple charts and no more than 3-6 bullet points per slide. The recommended order includes an introduction, problem/opportunity, solution, market analysis, competition/advantage, business model, management team, financial projections, funding, and summary. Each section provides additional details on what information should be conveyed and in what amount of time.

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Business PlanBusiness Plan
Presentation FormatPresentation Format
The investor presentation must be clear, conciseThe investor presentation must be clear, concise
and compelling to:and compelling to:
– Generate investor interest and build confidenceGenerate investor interest and build confidence
– Lead to additional investor meetingsLead to additional investor meetings
Should be 20-30 minutes in lengthShould be 20-30 minutes in length
Charts, graphics, pictures and verbiage shouldCharts, graphics, pictures and verbiage should
be simple and easily read (no “eye tests”)be simple and easily read (no “eye tests”)
Each slide should have between 3 and 6 bulletsEach slide should have between 3 and 6 bullets
that are succinct (no paragraphs, uncluttered)that are succinct (no paragraphs, uncluttered)
Presentation format may vary depending on thePresentation format may vary depending on the
company but the following format provides acompany but the following format provides a
reasonable order and flow –it is but onereasonable order and flow –it is but one
approach to making investor presentations.approach to making investor presentations.

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Order of PresentationOrder of Presentation
IntroductionIntroduction
ProblemProblem
SolutionSolution
Market, CustomersMarket, Customers
Competitive landscapeCompetitive landscape
Business and Revenue ModelsBusiness and Revenue Models
Management TeamManagement Team
Financial Projections FundingFinancial Projections Funding
TimelineTimeline
SummarySummary

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IntroductionIntroduction
Briefly introduce yourself and your companyBriefly introduce yourself and your company
– Company name and company logoCompany name and company logo
– Presenters names (give titles if pertinent)Presenters names (give titles if pertinent)
Slide time: approximately 30 secondsSlide time: approximately 30 seconds

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Introduction--continuedIntroduction--continued
[this is a very important slide that requires lots of[this is a very important slide that requires lots of
time to create because it must be succinct,time to create because it must be succinct,
comprehensive and COMPELLING]comprehensive and COMPELLING]
BriefBrief overviewoverview of company (elevator pitch)of company (elevator pitch)
What exactly the company does (stated succinctly)What exactly the company does (stated succinctly)
What products or services are offeredWhat products or services are offered
What problem is being solved, andWhat problem is being solved, and
Why these products or services are compelling, e.g., “…Why these products or services are compelling, e.g., “…
the only product that enables [solution] to [the problem]the only product that enables [solution] to [the problem]
…”…”
Slide time: approximately 1 minuteSlide time: approximately 1 minute

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The Problem/Opportunity/NeedThe Problem/Opportunity/Need
Define the problem or need in the marketDefine the problem or need in the market
Describe how significant or prevalent theDescribe how significant or prevalent the
problem may beproblem may be
If appropriate, describe why now is the right timeIf appropriate, describe why now is the right time
for a solutionfor a solution
Provide a “problem” scenario that provides aProvide a “problem” scenario that provides a
basis for your company’s product or servicebasis for your company’s product or service
Slide time: 60 to 90 secondsSlide time: 60 to 90 seconds

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The SolutionThe Solution
(1 to 2 slides)(1 to 2 slides)
Clearly and succinctly describe the company’s product orClearly and succinctly describe the company’s product or
service that will address the problemservice that will address the problem
Illustrate the company’s solution with graphics, pictures orIllustrate the company’s solution with graphics, pictures or
videos as necessary (keep this very simple)videos as necessary (keep this very simple)
Provide brief list of features,Provide brief list of features, benefitsbenefits andand advantagesadvantages
– What is the value proposition for the customer (How well will theWhat is the value proposition for the customer (How well will the
product or service solve the problem)?product or service solve the problem)?
Cost savings, convenience, reliability, etc. (be specific)Cost savings, convenience, reliability, etc. (be specific)
Describe “barriers to entry” created by your product (e.g.,Describe “barriers to entry” created by your product (e.g.,
patents)patents)
Slide Time: Approximately 01:30 (May require more than oneSlide Time: Approximately 01:30 (May require more than one
slide)slide)

7. The SolutionThe Solution
Provide an understandable, practicleProvide an understandable, practicle
example of how your product/serviceexample of how your product/service
works or what it does.works or what it does.
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Sample Feature-Benefits TableSample Feature-Benefits Table
FeaturesFeatures BenefitsBenefits
Slide Time: Approximately 60 secondsSlide Time: Approximately 60 seconds

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Company Status/ProgressCompany Status/Progress
Build investor confidence in your companyBuild investor confidence in your company
– Domain expertise of management and staffDomain expertise of management and staff
– Customers and contracts established (letters ofCustomers and contracts established (letters of
intent)intent)
– Strategic partnerships establishedStrategic partnerships established
– Product development status—describe milestonesProduct development status—describe milestones
achieved to reduce risk (e.g., alpha or beta testing)achieved to reduce risk (e.g., alpha or beta testing)
– Other significant information to validate or reduce riskOther significant information to validate or reduce risk
Slide Time: Approximately 60 secondsSlide Time: Approximately 60 seconds

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The MarketThe Market
(2 to 5 slides)(2 to 5 slides)
Describe market size, growth, trends and maturityDescribe market size, growth, trends and maturity
– Industry and market segment data (see sample, next slide)Industry and market segment data (see sample, next slide)
Market challengesMarket challenges
What market segment(s) are served by the company?What market segment(s) are served by the company?
What is the company’s potential in the market?What is the company’s potential in the market?
– Estimated Revenue Growth in graphic or tabular form (see nextEstimated Revenue Growth in graphic or tabular form (see next
slides, for examples)slides, for examples)
– Market share projections are optionalMarket share projections are optional
Slide Time: Approximately 90 secondsSlide Time: Approximately 90 seconds
(More than one slide may be required)(More than one slide may be required)

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Global Market for [your product]Global Market for [your product]
RegionRegion Demand (US $ MM)Demand (US $ MM) % Globe% Globe
AsiaAsia 17001700 3232
EuropeEurope 15001500 3030
North AmericaNorth America 13001300 2525
Latin AmericaLatin America 415415 88
AfricaAfrica 200200 44
OthersOthers 6464 11
Slide Time: Approximately 60 secondsSlide Time: Approximately 60 seconds

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US Market with key segmentsUS Market with key segments
CityCity WorldWorld
RankRank
US $ MMUS $ MM % Country% Country % World% World
New YorkNew York 11 865865 22.822.8 5.35.3
Los AngelesLos Angeles 33 300300 8.38.3 1.91.9
ChicagoChicago 44 285285 88 1.81.8
DallasDallas 2121 105105 2.82.8 0.640.64
San JoseSan Jose 2222 104104 2.82.8 0.630.63
SanSan
FranciscoFrancisco
2323 103103 2.72.7 0.620.62
San DiegoSan Diego 2626 100100 2.62.6 0.610.61
Slide Time: Approximately 60 secondsSlide Time: Approximately 60 seconds

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CustomersCustomers
Describe the company’s current andDescribe the company’s current and
potential customerspotential customers
– Profile of the optimal customerProfile of the optimal customer
– Value proposition to customerValue proposition to customer
– Validation of Customer AcceptanceValidation of Customer Acceptance
Customer Feedback, Survey Data, TestimonialsCustomer Feedback, Survey Data, Testimonials
Purchases, Letters of IntentPurchases, Letters of Intent
PartnersPartners
– Example of customerExample of customer

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Competition and AdvantageCompetition and Advantage
(2 TO 3 SLIDES)(2 TO 3 SLIDES)
CompetitionCompetition
Describe the direct (competing product or service) andDescribe the direct (competing product or service) and
indirect competition (alternative solution) for yourindirect competition (alternative solution) for your
company and its product or service.company and its product or service.
Describe specific strengths, weaknesses, andDescribe specific strengths, weaknesses, and
opportunities related to competition.opportunities related to competition.
Describe how your product, technology or serviceDescribe how your product, technology or service
differentiates itself from the competition? [very important]differentiates itself from the competition? [very important]
Competitive AdvantageCompetitive Advantage
What is the company’s competitive advantage?What is the company’s competitive advantage?
– Why will customers buy your product or service over theWhy will customers buy your product or service over the
competition?competition?
– Show a competitive matrix to illustrate differentiation (see nextShow a competitive matrix to illustrate differentiation (see next
slide)slide)
Subject Time: Approximately 2 minutes (more than 1 slide)Subject Time: Approximately 2 minutes (more than 1 slide)

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Competitive ComparisonCompetitive Comparison
(see next slide for optional approach)(see next slide for optional approach)
ProductProduct AdvantagesAdvantages DisadvantagesDisadvantages
Product AProduct A
~$12/100 units~$12/100 units
Product BProduct B
~$30/100 units~$30/100 units
Product CProduct C
~$17/100 units~$17/100 units
My CompanyMy Company
ProductProduct
~$9/100 units~$9/100 units

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Competitive MatrixCompetitive Matrix
Product Feature A Feature B Feature C Feature D Feature
E
MY PRODUCT ● ● ● ● ●
Product 1 ● ●
Product 2 ● ● ●
Product 3 ● ● ●
Product 4 ● ● ●
Product 5 ● ● ●
Product 6 ● ●

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Competitive PositioningCompetitive Positioning
Your Company, Inc.
Gizmo
Gadget.com
Yippee
Flexibility
Functionality
Yikes
Zowie
Thingamabob

18. End First SectionEnd First Section
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Business Model and Marketing PlanBusiness Model and Marketing Plan
(2 TO 5 SLIDES)(2 TO 5 SLIDES)
Describe the company’s business and revenue modelDescribe the company’s business and revenue model
– What is the overall business strategy?What is the overall business strategy?
– How will you sell your product or service (distributors, internet)?How will you sell your product or service (distributors, internet)?
– How will the company generate revenue for its product or service?How will the company generate revenue for its product or service?
– Describe the sales cycle for the company’s product or serviceDescribe the sales cycle for the company’s product or service
Describe the Marketing Plan (if appropriate)Describe the Marketing Plan (if appropriate)
– What is the go-to -market strategy?What is the go-to -market strategy?
– What is the pricing model? Gross margin?What is the pricing model? Gross margin?
– How will you access customers? (including advert. and promo.)How will you access customers? (including advert. and promo.)
– How will your product or service be distributed?How will your product or service be distributed?
– What customer support will be needed?What customer support will be needed?
Note any commitments from partners, distributors,Note any commitments from partners, distributors,
granting agencies, etc. regarding benefits of your productgranting agencies, etc. regarding benefits of your product
Slide Time: Approximately 90 secondsSlide Time: Approximately 90 seconds

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Regulatory IssuesRegulatory Issues
(not necessarily included in all investor(not necessarily included in all investor
presentations)presentations)
Include pertinent info regarding FDA, FTC,Include pertinent info regarding FDA, FTC,
or other pertinent government agencyor other pertinent government agency

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Management Team, AdvisorsManagement Team, Advisors
Build investor confidence with teamBuild investor confidence with team
– Credentials, proven track record, domainCredentials, proven track record, domain
experience (doexperience (do notnot include weak credentials )include weak credentials )
– Describe skill and experience gaps to be filledDescribe skill and experience gaps to be filled
List the company’s leadership teamList the company’s leadership team
– Include name, position, experience (abbrev.)Include name, position, experience (abbrev.)
– These are credentialed expertsThese are credentialed experts
List of company Directors and AdvisorsList of company Directors and Advisors
– Include name, summary of experienceInclude name, summary of experience

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Financial ProjectionsFinancial Projections
Provide 3-5 year financial projections for theProvide 3-5 year financial projections for the
company (company (abbreviatedabbreviated chart or graph—see nextchart or graph—see next
slide)slide)
– Include financial projections to show year-to-yearInclude financial projections to show year-to-year
growth (show a basic income statement table—seegrowth (show a basic income statement table—see
next slide for an example)next slide for an example)
– Is the company overstating or understating marketIs the company overstating or understating market
share and/or growth?share and/or growth?
– Can the company scale its operations as it grows?Can the company scale its operations as it grows?
List major facts and assumptionsList major facts and assumptions
– Are the assumptions believable and achievable?Are the assumptions believable and achievable?
Slide Time: Approximately 90 secondsSlide Time: Approximately 90 seconds

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Financial Projections:Financial Projections:
Income Statement SummaryIncome Statement Summary
2008 2009 2010 2011 2012
Revenue 500 5,207 12,203 25,565 51,894
COGS 402 3,270 7,179 14,395 29,145
Gross ProfitGross Profit 102 1,937 5,024 11,170 22,749
Oper Exp 4,318 3,572 4,229 8,165 16,445
Net Income (4,216) (1,635) 795 3,005 6,304

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Financial Projections:Financial Projections:
Break Even AnalyisBreak Even Analyis
B/E(Quantity) =B/E(Quantity) =
Total Fixed CostTotal Fixed Cost
Price per Unit – Var. Cost per UnitPrice per Unit – Var. Cost per Unit
0
200
400
600
800
1000
1200
0 20 40 60 80 100
Fixed Cost
Total Cost
Total Revenue
Break-EvenBreak-Even
TR = TCTR = TC
Units Sold
Revenue
[ ]
} Variable Cost

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FundingFunding
What funding has the company received to date?What funding has the company received to date?
– Amounts and sourcesAmounts and sources
How will the company be financed?How will the company be financed?
How much money is the company currently seeking fromHow much money is the company currently seeking from
Investors?Investors?
– How will the funds be used? (use tabular format—see next slideHow will the funds be used? (use tabular format—see next slide
for an example)for an example)
– What key value-building milestones will be achieved with fundsWhat key value-building milestones will be achieved with funds
(market test, market expansion, etc.)(market test, market expansion, etc.)
Anticipated future funding needsAnticipated future funding needs
What are the exit strategies for the company? (when?)What are the exit strategies for the company? (when?)
What is the expected ROI for investorsWhat is the expected ROI for investors
Slide Time: Approximately 2 minutes (this section is moreSlide Time: Approximately 2 minutes (this section is more
than one slide)than one slide)

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Startup Budget/Use of ProceedsStartup Budget/Use of Proceeds
First year Budget Cost
Salaries 510,000
Repairs & maintenance 8,400
Local Advertising 5,000
Marketing 51,400
Accounting and legal 5,000
Rent 17,798
Internet & Telephone 5,940
Equipment 48,000
Domain Name 10
Total $651,548

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Use of Proceeds BreakdownUse of Proceeds Breakdown
Use of Funding Proceeds
78%
1%
1%
1%
7% 0%
0%
0%
1%
8%
3%
0%
Salaries (includes payroll taxes)
Repairs & maintenance
Local Advertising
Marketing
Accounting and legal
Rent
Internet & Telephone
Taxes (Real estate, etc.)
Depreciation
Equipment
Domain Name
Miscellaneous expenses

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TimelineTimeline
Use a Gantt Chart for key milestones orUse a Gantt Chart for key milestones or
use the preferred model shown on theuse the preferred model shown on the
next slide.next slide.

29. Timeline of MilestonesTimeline of Milestones
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
Idea
Primary Research
Feasibility
Analysis
Relationships
Secured
Business Plan
Prototype Install
(Fall Gardens)
Funds Raised
Neighborhood
Mkt.
Initial Contracts

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2007 2008
Beta Test
Milestone
Break-even
Milestone
July
Development
Milestone 1
December
2nd
Product
Development
Milestone
Sept.
Sales Milestone
December
Value-Added Milestones Timeline (Sample)
Product 1
Partnered*
* Company retains co-dev./co-promotion rights
Product 1
First Sales
1st
Financing
$660K
2nd
Financing
$1Million

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SummarySummary
What do you want your audience to rememberWhat do you want your audience to remember
about the company?about the company?
– Unique and Sizeable OpportunityUnique and Sizeable Opportunity
– Unique product or serviceUnique product or service
– Competitive Advantage, StrengthsCompetitive Advantage, Strengths
– Marketing Approach, Customers, Sales PipelineMarketing Approach, Customers, Sales Pipeline
– Intellectual propertyIntellectual property
– Management teamManagement team
– Other…Other…