Investment Crowdfunding PowerPoint Presentation Slides

Investment
Crowdfunding
Your Company Name

Table of Contents2
• Executive Summary 01
• Key Highlights 02
• Organizational Structure 03
• Milestones Achieved 04
• The Problem 05
• The Solution 06
• Geographical Footprint 07
• Product / Services 08
• Strong Customer Retention 09
• Market Leader in a Segment 10
• U.S.P Slide 11
• Competitive Landscape 12
• Technology Trend 13

Table Of Contents Continued …3
• Business Model 14
• Revenue Model 15
• Growth Strategy 16
• Marketing Strategy 17
• Market Size 18
• Financial Summary 19
• Financial Projection 20
• Financing 21
• Use of Funds 22
• Shareholding Pattern 23
• Exit Strategy 24
• Geographical Expansion 25
• Benefits of Funding 26

Executive Summary4
Company
Overview
▪ Company XX introduction line ▪ Company infrastructure of location advantage, if any
▪ Key USP and competitive advantage ▪ Market leader/product leader/new product/idea
▪ Key clients ▪ First to implement anything
▪ Major accreditations and certifications for the company ▪ Staff/workforce updates
Financials
Particulars ( $ MM ) FY16 FY17 FY18E FY16-18 CAGR
Net Revenue 2,022.0 3,184.5 3,476.6
30.4%
% Growth in Revenue 19.0% 57.3% 9.8%
EBITDA 361.6 746.9 781.8
40.1%
% EBITDA 17.8% 23.4% 22.3%
Pat 187.7 350.0 337.7
33.7%
% Pat 9.2% 11.0% 9.6%
Net Worth 844.8 1,017.3 1,303.3
Net Debt 1,059.4 953.8 2,119.3
ROCE (%) 18.9% 33.5% 24.6%

Key Highlights5
India’s top telecom
company
1st
Leader in automobile
components in India
1st
Only Indian company provider
having a XYZ certification
1
Amongst world’s top
10 automobile
companies
10
5 year revenue
CAGR (FY12-17)
30%
Average ROCE
(FY12-17)
24.3%
Number of certified
welders
125+
Number of countries
company XX exports to
20+

Example: Video files are too large
to e-mail. (For tech startups)
Example: 95% of companies make decision
by either guessing or using their gut. No one uses
data analytics tools. (For analytics startups)
Example: In UK, stress results in
105 MM lost workdays each year (For
Health tech startup)
Example: Price is an important
concern for customers purchasing online
(for E-commerce company)
To better illustrate your problem, as
well as convey the problem
statement to someone who’s less
immersed in it than you, consider
adding some components like 1.
What do you need? 2. Reason
behind the need. This will provide a
better understanding to the investor
for your funding requirement
The Problem6
Problem

TheSolution
Save
TimeThis slide is 100% editable.
Adapt it to your needs and
capture your audience's
attention.
Save Money
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attention.
Save Energy
attention.
If the investor has no
clue what the product
does even after getting
deep into a pitch; now
is the time for a short
explanation or demo
7

XX has a Well Planned Growth Strategy8
Industry
footprint
End
product
Target
geographies
Customer
segment
Product
mix
Financial
benefits
This slide will make the
investor understand that you
have a clear vision for growth.
We have added the most
commonly used growth
strategies which can be altered
by you as per your
requirement

Growth Strategy Summarized9
4
1
2
3
5
6
Accreditat
ions
Product
Mix
Customer
Segments
Target
Geographies
End
Products
Industry
Footprint
Future
Capabilities
Current
Capabilities
Future
Capabilities
Current
Capabilities
Present areas of Focus
Future areas of Focus
This slide is divided into two
segments: inside one will focus
on present capability areas of
your company; while outside
area will focus on Future
capabilities

10
Mar-16 Mar-17 Mar-18 Mar-19 Mar-20 Mar-21 Mar-22
Net Sales 3,476.6 4,632.6 6,421.4 8,542.4 11,451.0 14,418.8 18,109.4
Expenses
Cost Of Goods Sold 2,200.4 2,859.0 4,148.2 5,467.2 7,271.4 9,156.0 11,499.5
Employee Benefit Expense 226.5 280.5 321.1 507.2 583.9 675.3 875.4
Other Expenses 299.7 552.9 570.1 728.9 939.7 1,162.5 1,429.8
EBITDA 781.8 971.7 1,409.1 1,868.5 2,687.8 3,459.5 4,342.0
% EBITDA
Financing Cost
22.3%
273.9
20.8%
293.0
21.9%
305.3
21.8%
361.9
23.4%
423.0
23.9%
500.6
23.9%
646.0
Profit After Tax 337.7 409.5 691.5 972.9 1,614.7 2,109.5 2,361.8
% PAT 9.6% 8.8% 10.7% 11.4% 14.1% 14.6% 13.0%
Income statement (USD MM)
Financial Projections – P&L

11 Financial Projections – Balance Sheet
Balance Sheet (USD MM)
Mar-16 Mar-17 Mar-18 Mar-19 Mar-20 Mar-21 Mar-22
Shareholders‘ Equity 1,632.4 1,856.0 3,247.5 4,220.4 5,835.2 7,944.6 10,306.4
Non–current Liabilities 989.0 1,155.0 1,033.3 829.1 744.2 569.8 1,285.4
Short–term Borrowings 1,603.8 1,681.6 2,139.6 2,835.0 3,813.4 4,797.6 5,982.1
Trade Payables 433.7 682.6 852.4 1,123.4 1,494.1 1,881.4 2,362.9
Current Liabilities 2,438.1 3,258.5 4,097.1 5,434.9 7,287.5 9,170.6 11,472.5
Total Liabilities 4,730.4 5,904.1 8,012.6 10,119.1 13,501.5 17,319.7 22,699.0
Total Fixed Assets 1,751.3 2,073.3 2,734.8 2,726.7 2,848.2 2,943.7 4,462.7
Inventories 1,215.8 1,355.2 2,120.6 2,754.6 3,649.3 4,569.9 5,730.8
Trade Receivables 1,061.3 1,713.1 2,068.3 2,742.9 3,657.9 4,596.4 5,752.4
Cash And Bank Balances 258.8 264.4 375.5 1,018.9 2,288.3 3,948.9 5,287.4
Short–term Loans & Advances
Current Assets
131.6
2,747.8
290.6
3,624.0
325.8
4,890.9
387.1
6,904.1
456.4
10,052.5
530.7
13,646.5
623.2
17,394.5
Total Assets 4,730.4 5,904.1 8,012.6 10,119.1 13,501.5 17,319.7 22,699.0

Financing12
You need to have a clear
idea on the valuation of
company, and how much
equity are you willing to
dilute before going to any
investor
Investment Terms:
• Preferred Equity (convertible in to
common ) @ x pre money valuation
• Convertible note @ $x valuation
cap; 1.5 x premium
Valuation of the
company
• $10 MM
How much capital
are you willing to
raise?
• $5 MM

Use Of Funds13
40
18
30
12
0
10
20
30
40
50
FY 01 FY 02 FY 03 FY 04
Inpercentage
Operational cost
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needs and capture your audience's attention.
New hires
Marketing
Product development
You need to have a clear
idea on the valuation of
company, and how much
equity are you willing to
dilute before going to any
investor

Goals Of Funding14
80%
Revenue will increase
by
13%
Market share will
increase by
50%
Operating cost will reduce
by
20%
Production capacity will
increase by
5000 Employees headcount will
reach
• Customer Base is projected to reach 1 MM users
• Annual Production will reach XX metric tonnes
• Geographic diversification will reduce the
associated risk
• Increased Cash burn rate will help in addition
of new customers at a faster rate
Add few data points
which will support the
implications of after-
effects of funding

Shareholding Pattern15
Total Shares 158 Total Shares 126
50%
22%
15%
12%
6%
35%
37%
7%
9%
12%
0% 10% 20% 30% 40% 50% 60%
1st Share
2nd Share
3rd Share
4th Share
5th Share
15
05
12
85
41
45
47
09
12
13
Before Funding
After Funding
In Billions
0
20
40
60
80
100
120

Shareholding Pattern16
Before Funding
85 35.7%
47 37.3%
09 7.1%
12 9.5%
13 10.3%
Total Shares %
Total Shares 158
Before Funding
85 55.5%
41 26.8%
15 9.8%
5 3.3%
12 7.8%
Total Shares %
Total Shares 158
Name 1
Name 2
Name 3
Name 4
Name 5
Total

17
• Name potential companies (any
unique relationship with them)
• Name type/category of companies
that could acquire you?
• Why would they acquire you? How
do you fir in their category?
• Why won’t they try to built it
themselves?
Acquisition: Most likely
exit options for companies:
• Will your company generate excess
cash flow that could make it
attractive to financial buyers to
generate a return?
Financial Buyer:
IPO:
• Least likely exit for a company, but a
probability. Preferred strategy only
when no buyer could afford the
valuation of your company.
Exit Strategy

Organization Chart
Name
Production
Name
Managing
Director
Name
Executive
Director
Name
Head -
Projects
Name
Head -
Employee
Relations
And Admin
Name
Head
- QA
Name
Head -
Finance
Name
Head -
Bending
Name
Head -
Materials
Name
Head - Business
Strategy
Name
Quality
Control
Name
Head -
Customer
Relations
18
Name
CEO

Milestone Achieved19
Highlight 1
You can mention any
significant developments
that happened during
this period.
Highlight 2
You can mention any
this period.
Highlight 3
You can mention any
this period.
Highlight 4
You can mention any
this period.
FY14
FY15
FY16
FY17
Adding few success
stories with the
investors will grab
their eyeballs and
further support your
pitch

Milestone Achieved20
FY17
Highlight 1
You can mention any
this period.
FY16
Highlight 2
You can mention any
this period.
FY15
Highlight 3
You can mention any
this period.
FY14
Highlight 4
You can mention any
this period.
Adding few success
stories with the
investors will grab
their eyeballs and
further support your
pitch

30%
40%
10%
20%
South
America
North
America
Asia
Australia
GeographicalFootprint
Offshore Facility (Proposed)
Company XX Facilities
Business Development And
Customer Support Facilities
Engineering Facilities
21

22
Benefits
Benefit 1:Sub- Point
Current Status and Process Going Forward
› Current Status Details
› How much time will this expansion take?
› Other details about expansion process
Overview
Key Points
Other relevant details
about this expansion
Location
Add Location Details
Infrastructure
Add details such as Land area,
Production Capacity etc.
Geographic Expansion - Inorganic Opportunity

Emphasis on Geographic & Product Expansion23
Diversification
Better logistics
Investment benefits
Stable infrastructure
Location benefits
Financial benefits
Cultural benefits
We have added some
common factors that
are the most probable
reason behind
geographic expansion

Company XX Has Wide Range Of Product/Services24
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editable. Adapt it to
your needs and
capture your
audience's attention.
Product
Segment 1
This slide is 100%
your needs and
capture your
Product
Segment 2
This slide is 100%
your needs and
capture your
Product
Segment 3
Product mix by Customer Segments
Product Mix Customer Segments
Segment 1 Customer preferring Segment 1
Explain in detail about
the products, some
photos/visuals will help
in giving a better clarity
and will further support
your pitch

…along with Superior Technical Capabilities25
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and capture your audience's attention.
Capability 3
Capability 4
Capability 1
Capability 2

This slide is 100%
your needs and
capture your
This slide is 100%
your needs and
capture your
This slide is 100%
your needs and
capture your
This slide is 100%
your needs and
capture your
…and State of the Art Infrastructure/
Manufacturing

Strong Customer Retention27
Customer
Logos
Customer
Logos
Customer
Logos
Customer
Logos
Prospective
Customer
Logos
FY16 FY17 FY18 FY19 Prospective Customers
Key Customer Relationship
Customer
Relationship
Duration
Last 5 yrs agg rev
($MM)
Customer 1 25 years 2,723
Customer 5 6 years 718
Company XX has successfully capitalized on exiting reference list to add major international clients
• Comments to be added
about client experiences,
relationship with
particular client, special
events
• Snapshots of client
feedback could also be
added in its space

28 Market Leader in a Segment
Parameters Company XX Capabilities
Stringent vendor approvals
and pre-Qs required
List of all approvals required by customers
High quality standards List of all the accreditations and quality standard certifications
Past experience Details on past experience with the customers / production etc.
Sizable, state of the art
facility required
Details on company infrastructure, production size etc.
Highly skilled workforce
required
Information on company workforce, contractual labors erc.
Add the key parameters in
which your company is a
market leader. We have
shortlisted some of them
for your reference

29 U.S.P Slide (e.g. Competitive Cost Advantage)
Comparison Between XX and Competitors
Parameter Company XX Competitor 1 Competitor 2 Remarks
Parameter 1 120 ~130 to 140 150-160 • Add comments
Parameter 2 50-60 60-75 200-250 • Add comments
Parameter 3 300-310 340-350 350-410 • Add comments
Net cost advantage 10-15% 30-40% • Add comments
Comments such as company XX is one of the lowest cost manufacturer of automobile components
This slide will highlight
your competitive
advantage in different
parameters. Try to be
as realistic as possible.

Competitive Landscape30
Industry Segment 1
Industry Segment 2
Industry Segment 3
Direct
Competitors
Indirect
Competitors

31 Product Comparison
Company Feature 1 Feature 2 Feature 3 Feature 4 Feature 5 Feature 6
Company XX
Competitor A
Competitor B
Competitor C
Indirect Competitor A
Indirect Competitor B
Indirect Competitor C

SWOT Analysis32
Weaknesses
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your needs and capture your
Threats
Opportunities
Strengths

Technology Trend33
Advantages of using technology XYZ over other players
Parameters Technology XYZ
Parameter 1 Technical Details
Technology XYZ
• About this technology/
main benefits/advantage
Technology XY
• Comments on why the
trend is changing
Technology X
• Comments on why it is
not used now
Conclusion of using this
technology
Market moving towards XYZ
technology
Show the pattern in
which technology has
changed in this
industry and how you
adapted yourself with
this change.

Business Model ( Example Slide)34
Company XX makes money when users make money rather than relying on creating value through added service
Future Potential: Advertising
High
profit
potential
Premium
targeted
ads
High
quality
user data
Large
expected
user base
• Advertising
• Email
• Distribution partners
From:
User
Acquisition
• A/c types
• Spending pattern
• Credit history
• Demographics &
preferences
Includes:
Gather User
Information
• History
• Usage
• Spending habits
• Current market
deals/rates
Based on:
Intelligent
Suggestions
• Bank A/c
• Credit card
• Cell phone carrier
• ISP
• Loan
Fee types:
User Switches
= Referral Fee
This slide will be helpful in
making the investor
understand about how your
company works, generates
revenue and structure of
your business model

Pricing?
Whether you charge flat fee or %?
Recurring Revenue Frequency
Once every six months / once a year
Expected conversion rate to get a paid client
10% of total customers
Life-time value of a customer?
$100
Expected ARPU?
$5000
Cost to Acquire a customer?
$100
Revenue M del35

36
Marketing
Strategy
Blog
Website design
Search engine
optimization
Social media
Email marketing
Paid advertising
Analytics & reporting

Addressable Market In Sector 137
XX’s target geographies: USD 3.2 Bn
USD 6.4 Bn
10%
15%
3%
13%
4%5%
50%
India
US
Japan
Europe
Middle EastLatin America
Others
XX’s addressable market (on annual basis)
Comments/conclusion/critical reason behind this slide
58.9% 58.8% 57.1% 57.6%
25.6%
27.5% 24.9% 20.2%
9.4%
8.3% 10.7%
11.3%
6.1%
5.4% 7.3% 10.8%
180
204
205 203
0
50
100
150
200
250
2014-2020 2021-2025 2026-2030 2031-2035
• Fossil fuels • Nuclear • Bioenergy • Biofuels
Expected global annual investment in power
Addressable market in sector 11
Show the market potential in each
of your segment and try to be as
realistic as possible. You can use
two approaches: 1. Bottom-up
approach where you calculate
and show the working or 2. direct
approach where do you do some
secondary research for the
market size

XX is Targeting a Large Addressable Market38
(USD 6.4 Bn)
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it to your needs and capture your
(USD 6.3 Bn)
(USD 3.0 Bn)
(USD 1.0 Bn)
Sector
1
Sector
2
Sector
3
Sector
4
XX has a
large market
potential of
USD 16.7 Bn

Financial Summary39
Summary Financials
• Revenue and Gross Profit
• EBITDA and EBITDA Margin
• PAT and PAT Margin
• WC Analysis
• ROCE and ROE
Revenue Split
• Quarterly Revenue Split
• Revenue Spilt By Geography
• Revenue Split By Product Mix
• Revenue split by Segment/Sector

Summary Financials - Revenue, EBITDA, PAT40 1
Comments on
growth/decline in financial
statements and ratios
1b. EBITDA and EBITDA margin (USD MM)
261
362
747
15.30%
17.80%
23.40%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
0
100
200
300
400
500
600
700
800
900
1000
FY 15 FY 16 FY 17
• EBITDA • EBITDA
1c. PAT and PAT Margin (USD MM)
162
188
350
9.50%
9.20%
11.00%
8.0%
8.5%
9.0%
9.5%
10.0%
10.5%
11.0%
11.5%
0
50
100
150
200
250
300
350
400
FY 15 FY 16 FY 17
• PAT • PAT %
1a. Revenue & gross profit (USD MM)
1,703
2,022
3,184
425
657
1,168
24.90%
32.30%
36.50%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
40.0%
0
500
1,000
1,500
2,000
2,500
3,000
3,500
4,000
FY 15 FY 16 FY 17
• Revenue • Gross Profit • Gross Profit Margin

Summary Financials - Analysis ,ROCE , ROE41
Comments on growth/decline in
financial statements and ratios
1,355
2,121
2,755
1,713
2,068
2,743
-683
-852 -1,123
(1,123)
97
109 113
(13)
7
27
47
67
87
107
127
(2,000)
(1,000)
0
1,000
2,000
3,000
4,000
5,000
6,000
FY15E FY16E FY17E
3,2532,501
1,695
• Inventories
• Trade payables
• Trade receivables
• Other net current assets
• NWS days
1d. Working capital analysis (USD MM)
Comments on growth/decline in
financial statements and ratios
• ROCE • ROE
21.0%
18.9%
33.5%
47.0%
30.0% 37.6%
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
FY15 FY16 FY17
1e. ROCE and ROE

Revenue Split - By Quarter And Geography42 2
Comments
2a. Revenue Split by Quarter (USD MM)
16.00% 11.90%
22.00%
25.40%
21.40%
22.70%
24.90%
30.30%
20.40%
33.70% 36.40% 34.90%
0%
20%
40%
60%
80%
100%
FY 15 FY 16 FY 17
1,703 2,022 3,184
• Q1 • Q2 • Q3 • Q4
Comments
2b. Revenue split by geography (USD MM)
2,237
1,217
4,335
1,240 3,404
2,086
3,477
4,621
6,421
0
1,000
2,000
3,000
4,000
5,000
6,000
7,000
FY 15 FY 16 FY 17
32.5%
67.5%
73.7%
26.3%
35.7%
64.3%
• Domestic • Exports

Revenue Split - By Product And Segment43 2
Comments
123 123
141
285
180
401
559 561 579
168 157
203
0
100
200
300
400
500
600
700
FY15 FY16 FY17
• Segment 2• Segment 1 • Segment 3 • Segment 4
Comments
2c. Revenue by Product (USD MM)
6,800
7,572
9,561
1,460
3,241
2,350
345
444
336
1,382
1,380
1,562
9,987
12,637
13,808
0
2,000
4,000
6,000
8,000
10,000
12,000
14,000
16,000
FY15 FY16 FY17
• Alloy steel• Carbon Steel • Stainless steel • Fitting
2d. Revenue by Segment (USD MM)

Client
Testimonials
CEO
John Doe
Financial Advisor
Julie Star
• This slide is 100% editable. Adapt it to your needs
44

Contact Details45
Office 1 Office 2
Email ID
Contact Details
Address with
Contact details
Address with
Contact details
Email ID
Contact Details
Address with
Contact details
Address with
Contact details
Email ID
Contact Details
Address with
Contact details
Address with
Contact details

46
Coffee Break

Equity Crowdfunding Icon Slide47

Equity Crowdfunding Icon Slide48

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Our Missi n
60

61
Manager
Lily
CEO
John Doe
Editor
Jasmine
Our Team
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62
• This slide is 100% editable. Adapt it
to your needs and capture your
• This slide is 100% editable. Adapt it
About Our
Company

Satisfaction
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Communication
Values
Our Main Goals

Female
79%
Male
21%
VS
Comparison64

65
87%
2017
68%
2016
50%
2015
43%
2014
Financial
• This slide is 100% editable. Adapt it to your

Dashboard66
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editable. Adapt it to your
needs and capture your
20%
This slide is 100%
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Quote67
Technology should
not aim to replace
humans, rather amplify
human capabilities.
Doug Engelhard

68
USAMap
New Mexico
North
Dakota
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California
15%
20%
25%
40%

Timeline69
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2014 2015 20172016
2013

Puzzle70
attention.
attention.
attention.
attention.
71% 60% 34%55%

Circular71
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100%
editable.

72
Our Target

Mind Map73
audience's attention. 01 02
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MagnifyGlass
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Great Idea

Silhouettes76

attention.
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HighMatrix
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Bar Graph78
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FY 01 FY 02 FY 03 FY 04
Inpercentage
• Product 1 • Product 2

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Funnel
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