Power point presentation on enterprise performance management
Invest Pitch
1. Invest – Post Launch
Tuesday, January 23, 2018
Pitch+
2. Today’s Objectives – Very Simple
Invest – Post Launch
Series
Build a great deck
Learn How To Pitch It
3. The Ingredients
1. Title Slide
2. The Problem
3. The Solution
4. The Demo
5. The Market
6. Competition
7. Team
8. Business Model
8. Go-To-Market
9. Sales Process / Success
10. Projections
11. Risks and Mitigants
12. Use of Proceeds
13. The Recap
14. The Close
Invest – Post Launch
Series
5. The Problem
• Be crystal clear, to the
point, measured, and
visually supported
• Graphics are more
engaging than text, use
graphics!
• And VERY BIG or VERY
EXPENSIVE Problems
only please!
Invest – Post Launch Series
6. The Solution – The White Knight
Slide – 1
Slap in the face solution statement – Elevator Pitch
Slide – 2
Actually demonstrate the product!
Embed media to show a walkthrough
Talk through the video
Use images
Stay inside PPT
Demonstrate THE VALUE PROP!
Invest – Post Launch Series
7. The Market
• Addressable markets
only!
• Illustrate both size and
growth rate
• Give customer
examples.
• Who owns the problem?
• Show off your expertise!
Invest – Post Launch Series
8. The Competition
Value Prop
Relevant
Feature A
Value Prop
Relevant
Feature B
Value Prop
Relevant
Feature C
Value Prop
Relevant
Feature D
You
Competitor A
(Exit REF)
Competitor B
(Capital Ref)
Competitor C
(Release Ref)
Competitor D
(Big Buyer Ref)
Highlight the key differentiator and speak to it
9. The Team
Invest – Post Launch Series
Management
Name Role Experience Value
John
Smith
CEO Summary of awesome
successes
Brings to the
team
Jane
Smith
CTO Summary of awesome
successes
Brings to the
team
Rick
Smith
VP
Sales
Summary of awesome
successes
Brings to the
team
Jill
Smith
VP Eng. Summary of awesome
successes
Brings to the
team
Board / Advisors
Name
Current Role
Name
Current Role
Name
Current Role
10. Business Model
1. How are you going to
make money?
2. What drives the
business model?
3. What is the ROI profile
like for your customers?
4. Have you proven that
people will pay?
5. Lifetime customer value
forecast?
Plan Pricing Features
Free $0.00 /mo ??
Bronze $14.99 /mo ???
Silver $29.99 /mo ????
Gold $49.99 /mo ?????
Invest – Post Launch
Series
11. Go-To-Market
Invest – Post Launch
Series
Current Phase 1 – Date
A – Date B
Phase 2 – Date
A – Date B
Phase 3 – Date
A – Date B
# of Customers
Headcount
Sales /
Marketing
Programs
Capital Raised
Enterprise
Value
12. Sales Successes / Processes
Site Registrations
Direct
Selling
SEM
Programs
LPR’s
Free Service - $0.00
Conversion to Bronze
– 15% - $14.99
Conversion to Silver
– 10% - $34.99
Conversion to Gold –
5% - $95.99
SEM Programs – Google, LinkedIn, Facebook
Direct Selling – Call Blocks, Lead by VP Sales
Organic Landing Page Requests
Sample Customers
AVGAcqu.Cost-$16.45LifetimeValue-$219.00
14. Risk and Mitigants
RISK
• This could happen
• The risks should be real
ones, not nonsense
• This is an opportunity to
show off your business
prowess
MITIGANT
• And we will do this to deal
with it
• The same is true of the
mitigants
• So don’t be shy
Invest – Post Launch Series
Don’t Dwell On This Slide!
15. The Ask / Use of Proceeds
Invest – Post Launch Series
60%
20%
10%
10%
Uses of Invested Capital
Sales
Marketing
R+D
Working Capital
Near Term Milestones
1. So this is
2. where you
3. outline what
4. activities are
5. going to be undertaken
6. using the investor money
7. and their timeframes
16. The Recap / Investment Highlights
1. Remind them - Big
problem, big opportunity.
2. Best in class solution
3. Awesome team / awesome
advisors
4. Great customers
5. Capital for growth
6. Etc….
Invest – Post Launch
Series
17. THE THANK YOU SLIDE
Drive the value prop and opportunity home!
18. Timing
1. Title Slide – 30sec
2. The Problem – 1Min
3. The Solution – 1Min
4. The Demo – 2Min
5. The Market – 2Min
6. Competition – 1Min
7. Team – 2Min
8. Business Model –
1Min
8. Go-To-Market -2Min
9. Sales Process / Success
– 1Min
10. Projections – 1Min
11. Risks and Mitigants –
1Min
12. Use of Proceeds -2Min
13. The Recap – 2Min
14. The Close
19. When Presenting
• Be a story teller, not a pitch man!
• Have a print and a presentation version of
your deck, always bring printed handouts
• Positive body language and eye contact
• Segue between slides, please!
Invest – Post Launch Series
20. When Presenting
• Practice, practice, practice and then practice
again
• A group settings is theatre, the boardroom it is
relationship development – Have a plan for
both
• Dress to win, not to kill
Most Importantly Have fun!!
21. Thank You - Questions?
Invest – Post Launch Series
Invest – Post Launch
Pitch+
Notas do Editor
You eat with your eyes first – Colorful, tasteful, graphically friendly – Make it look and feel as though you invested in this presentation
Graphically capture your problem Pl ant the seed
Don’t forget to include your name and your company name – Introduce yourself and your role
Light on the text heavy on the impact
Survey information, 3rd party information, never EVER heresay or assumption
Do not leverage experience here, leverage fact
Customer cases can be used here – User case etc…
Talk about the solution statement – Critical single line that distinguishes your business
TAM – Total Addressable Market
SAM – Served Addressable Market
SOM – Share of Market – Intended capture percentage / Yr 3.
Don’t get sucked into a discussion about your competitors strengths
Talk about yours
Talk about how healthy competition makes for educated consumers and proof of pain
Always use pictures
Illustrate competency, accomplishment and completeness – Been there done that!!!
When in doubt, rely on advisors for credibility
Pricing chart?
Don’t just ask, explain why the capital makes a difference
Speed, growth, acceleration, sales
Not R+D, Risk, Salaries