Investor Business Proposal Pitch Presentation

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PITCH DECK

Your Company Name


(Your Name)
(Title)
(Address)
(Email)

(Website)
(Phone)

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10 Slides You Need for Your Pitch Deck


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FINANCIAL PROJECTIONS
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TITLE
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FINANCIAL PROJECTIONS

PROBLEM / OPPORTUNITY

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MANAGEMENT TEAM

VALUE PROPOSITION

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COMPETITIVE ANALYSIS

UNDERLYING MAGIC

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GO TO MARKET PLAN
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BUSINESS MODEL
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Problem Template 1
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Sail Boat Owners


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Sailing Enthusiasts
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Problem Template 2
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First Problem
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Second Problem
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Market Gap Opportunity Template


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Text Here
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Text Here
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Market
Opportunity

Text Here
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Market Gap Opportunity Template


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Solution Template
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Solution 1

Solution 2

Solution 3

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Value Proposition Product Benefits


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Product Benefit 4

Product Benefit 1

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100%

Product Benefit 3
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Product Benefit 2
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Value Proposition Product Benefits


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Benefit 01
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Benefit 03
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Benefit 05
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Benefit 02
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Benefit 04
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Benefit 06
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Underlying Magic
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UNDERLYING MAGIC
Describe the technology,
secret sauce or underlying
magic behind your product or
service
Visualize-show, dont tell

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10

Business Model Template 1


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Deliver Financial
Results
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Targeted Land Buying


And Effective Planning
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Industry Leading
Customer Experience

Outstanding
Design

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Innovative Sales And


Marketing
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Construction Excellence
And Efficiency
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Business Model Template 2


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01

02

03

04

Research & Plan

Price Compare

Book

On The Trip

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Business Model Template 3


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Designed For Dropbox inc.


Key Activities
Key
Partners

Key
Propositions

Key Resources

Cost Structure

Customer
Relationships

Customer
Segments

Channels

Revenue Streams

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Go To Market Plan
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What

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Get
Strategy

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How

Who
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Customized Value Propositions


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Go-to-Market Strategy Roadmap


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Provocation

Key
Question:

Outcomes

Diagnostic

Design

Recommendation

What Are We Trying


To Accomplish?

What Are The


Potential Markets?

Where Should We
Compete And What
Must We Deliver?

What Go To Market
Aooroach Is
Optimal?

What Is Winning
Worth?

Clarify Desired
Outcomes/
Objectives

Identify Market
Attractiveness
Factors, And As Is
Situation

Understanding The
Opportunity To
Create Deferential
Advantage

Identify And Assess


Market Channel
Options

The Best Channel


Approach

Focus:

Inputs/
Tasks:

Discovery

Review Market Data


Validate Project
Approach
Design & Schedule
Work Plan
Organize Core &
Steering Teams

Identify Define, & Map


Markets
Determine Buying
Processes And Choice
Drivers

Asses Addressable
Markets W/
Attractiveness Criteria
Determine Companys
Ability To Compete In
Attractive Markets
Identify Key Buying
Influencers & Desired
Behavioral Objectives

Determine The
Optimal Offering &
Positioning For Target
Markets
Determine Ideal
Channel Partner
Criteria
Identify, Assess And
Prioritize Potential
Channel Partners By
Targets Markets

Develop
Recommendation For
Go To Market
Approach
Market-channel
Positioning Platform
Tested
Organizational
Alignment Assessed

Verify The Nature Of


The Market
Opportunity

Identify How You Will


Measure Results
(Metrics)

Goal
Alignment/Validation

Determine How You


Will Win

Determine How You


Will Play (GTM
Model)

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Go-to-Market Strategy Roadmap


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Your Text
Here

YOUR TEXT HERE

TEXT HERE

YOUR TEXT HERE

TEXT HERE

YOUR TEXT HERE

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Go-to-market Strategy- Market Segmentation


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Market

Market Segments

9%

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17

Channel Strategy
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E- Commerce

You

Direct
Personal
Selling

You

Retail (On/
Offline)

You

Indirect

You

Component
Or Private
Label

You

Customer

Sale Person

Customer

Retailer

Distributor

Customer

Sale Person

OEM

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Customer

Customer

18

Marketing Strategy
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Social Media

Search Engine
Optimization

Website Design

Blog

Email Marketing

Digital
Marketing
Strategy

Analytics &
Reporting

Paid Advertising

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19

Marketing Strategy Template


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Objectives

Strategies

Tactics

1. Strategy

Tactic A
Tactic B
Tactic C

2. Strategy

3. Strategy

Tactic F
Tactic D
Tactic G

1. Objective
2. Objective

Tactic D
Tactic E
Tactic F
Tactic G

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20

Competitive Analysis Template 1


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Competitive
Factor

Your
Business

Competitor1

Competitor2

Competitor3

Years Of
Existence
Location

Products Or
Service
Quality
Price ($)
Services
Warranty
(Years)
Business
Reputation
Sale Funnel

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21

Competitive Analysis Template 2


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Competitor1

Navigation

Competitor2

Competitor3

Competitor4

High

Medium

Low

High

Content Hierarchy

Medium

High

Low

Medium

Labeling And
Taxonomy

Medium

High

Medium

Low

Site Search

Low

Low

High

Medium

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22

Competitive Analysis Template 3- SWOT Analysis


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Strengths
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Weaknesses
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TEXT HERE

S
Opportunities

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T
Threats
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23

Competitive Analysis Template 4- Scatter Chart/Radar Chart


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Our software

Our Software

competitor

competitor

competitor

competitor

competitor

competitor

competitor

competitor

Our Software

competitor

competitor

competitor

competitor

competitor

competitor

competitor

Our Software

Our Software

Our Software

competitor
competitor

competitor

competitor

competitor

competitor

competitor

competitor

competitor

competitor

competitor

competitor

competitor

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competitor
competitor

24

Competitive Analysis Template 5- Comparison Table


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Factors

My Business

Competitor 1

Competitor 2

Competitor 3

Competitor 4

Factors 1
Factors 2
Factors 3
Factors 4
Factors 5
Factors 6
Factors 7
Factors 8

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25

Competitive Analysis Template 6- Scatter Chart


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Users Interface
Data Import

Example
Pricing
Support

Update
Tutorials
Easy to use

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26

Portative Analysis Template 7- Bubble Chart


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12.00

10.00
Product 1
8.00
Product 3

6.00

4.00

Product 2

Product 5

Product 6

2.00

Product 4

0.00
0

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27

Comptitive Analysis Template 8- Matrix Chart


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Our Business

Competitor 1
Competitor 2
Competitor 3
Competitor 4
Competitor 5
Competitor 6

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28

Management Team Template 1


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JOHAN SMITH

(CEO)

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ANITA SMITH

(CEO)

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CAROL SMITH

(CEO)

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Management Team Template 2


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ANITA SMITH

MARY SMITH

JOHN SMITH

CAROL SMITH

CEO

CEO

CEO

CEO

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Management Team Template 3


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01

YOUR TEXT HERE


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RICK STARK

YOUR TEXT HERE


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02

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MIE NGUYEN
31

Management Team Template 4


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PETER SMITH

CAROL SMITH

CAROL SMITH

JOHN SMITH

JOHN SMITH

MARY SMITH

MARY SMITH

PETER SMITH

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Management Team Template 5


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PETER SMITH

ANITA SMITH

MARY SMITH

ALI SMITH

CAROL SMITH

JOHN SMITH

JASMIN SMITH

JENNY SMITH

STEVEN SMITH

JULIE SMITH

ANITA SMITH

MARK SMITH

EVEN SMITH

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33

Management Team Template 6


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Our Team
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JOHN SMITH

ANITA SMITH

ADAM SMITH

JOB TITLE HERE

JOB TITLE HERE

JOB TITLE HERE

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PETER SMITH

CAROL SMITH

MARY SMITH

JOB TITLE HERE

JOB TITLE HERE

JOB TITLE HERE

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34

Financial Projections And Key Metrics


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Year 1

Year 2

Year 3

Year 4

Year 5

# of Customers

# of Employees

Sales
Expenses
Profits

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35

Financial Projection Graph


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Annual Sales, Gross Margin, Net Profit


$6.00
$5.00

$4.00
$3.00
$2.00
$1.00
$0.00
Year 1
Total Sales

Year 2
Gross Margin

Year 3
Net Income

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36

Financial Projection Graph


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Annual Sales Forecast


$2.5000

$2.0000

$1.5000

$1.0000

$0.5000

$0.0000
Year 1

Year 2

Year 3

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37

Financial Projections Table 1


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Financial Projections
($000)

2015

2016

2017

2018

Clients

31

87

120

172

Revenue

$530

1,580

3,450

4,320

Net

$530

1,580

3,450

4,320

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38

Financial Projections Table 2


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($000)

2013

2014

2015

2016

2017

Customers

10

14

22

Revenue

$507

2,451

3,481

7,446

14,305

Ebitda

$62

1,534

2,420

5007

12,065

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39

Key Metrics
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71%
80%

20%

85%

68%

15%

32%

Your Text Hare


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29%
Company Overall

4%

Tech

Non -Tech

Leadership

2% 2%1%

White
Asian & Indian

Your Text Hare 22%

Hispanic

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Black
Two More Races
67%

Other Not Disclosed

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40

Conversion Rate Template 1


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INQUIRIES

+ 142
From Last Year

79%

GROSS REVENUE

9,362.74

NET REVENUE

6,734.89

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41

Conversion Rate Template 2


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20 People

Conversion Rate Template


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Conversion
Rate 70%

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14
Sales

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42

Current Status Of Product


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your needs and capture


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Accomplishments To Date
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Jan
2016

May
2016

July
2016

Sept
2016

Product
Development Began

Demo
Completed

Live Testing With


5 Companies

Beta
Release

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Roadmap For Future


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Use Of Funds
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New Hires
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12%
Operational Cost
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Marketing

40%
30%

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18%
Product Development
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Additional
SLIDES
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About Us
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Marry Smith

Anita Smith

Peter Smith

JOB TITLE HERE

JOB TITLE HERE

JOB TITLE HERE

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Dashboard
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15%

20%

25%

35%

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TEXT HERE

TEXT HERE

TEXT HERE

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Timeline
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Timeline One

Timeline Three

Timeline Five

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2014

2016

2018

2015

2017

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Timeline Four

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2019

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News Paper
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NEWSPAPER
xxxxxxx xxxxx xxxxx
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Industry
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03
02

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04

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capture your audience's attention.

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01

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Circular
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Agenda
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Impact
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Ongoing Research
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05
Stakeholder
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Deployment
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03

Technologies
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Venn
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Customer Analytics
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Testing And
Personalization

Customer Experiences
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Targeting

Customer
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Customer Communications
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Matrix
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High

Strategic
Items

Non-Critical
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Bottleneck
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Profit Impact

Leverage
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Low

High

Supply Risk

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Silhouettes
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attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your
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Swimlanes
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Your Text Here

Text Here

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Yes

No

Text Here

QUESTION
DATA?

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QUESTION
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No

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Magnifying Glass
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Uncertainty
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Complex Systems
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50%

65%

Statistical Modeling
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83%

30%

Lateral Thinking
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10%

Mathematical Analysis
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57

Funnel
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Interest
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Desire
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03

Customers
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Thank
You
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Download this Deck as an Editable PowerPoint

Presentation on SlideTeam

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Proposal Pitch
60

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