[insert your company name]

Investor Presentation [insert date]

[insert
company
logo]

Executive Summary
[summarise in two lines the investment opportunity]
Statement of investment opportunity
What the company does:
Key objectives
Main accomplishments to date
Overview of industry
Products and/or services
Current and projected operating levels
How much capital are you looking to raise, why is it an attractive opportunity for an
investor

Executive Summary
[summarise in two lines the financial forecasts]
Revenue and Profit growth analysis (USDollars)
40

Sales

Gross Profit

EBITDA

25

35
20

30
25

Sales and Gross Profit

15

20

EBITDA
10

15
10

5
0

Year -2 Year -1 Year 0 Year 1 Year 2 Year 3

Summarize revenue and profit

growth
Key driver(s) of profitability
Key assumptions in revenue
growth are:
Assumption 1
Assumption 2

Years

[Dummy Data double

click to insert your own
data]

Financial Requirements
[Summarize funds required, period of financing requirement and
disbursement (both timing and mode)]
Provide the following:
Basic information required to analyze your capital requirements
Financing options proposed, funds required and timing
Financial uses over the period of financing requirement

Financing uses
(Planned)

USD

Financing Sources
(Proposed)

USD

Use no.1 (e.g.. Working capital)

Period e.g. Q2,2015
Period e.g. Q4, 2017

Source 1
Year, stage(requested,
contracted etc.)

Use no.2 (e.g. Factory

construction)
Period e.g. Q2,2015
Period e.g. Q2,2016

Source 2
Year, stage(requested,
contracted etc.)

Total

--

Total

-4

The Management Team

[summarise in 2 lines what is attractive about the management team]
CEO name
Academic
Photoqualifications
Previous accomplishments
Number of years of experience in this field

CFO name
Academic
Photoqualifications
Previous accomplishments
Number of years of experience in this field

Operations name
Academic
Photoqualifications

Previous accomplishments
Number of years of experience in this field

Sales and Marketing Director

Photoqualifications
Academic
Previous accomplishments
Number of years of experience in this field
5

Governance
[describe in summary the strength of your governance structure and
processes]

Outline the control and ownership structure

List directors of company and/or group companies
Describe governance processes and controls

Social Impact
[summarise in 2 lines the nature and strength of the impact of your business
on low income households]

Baseline

Next

Show current impact. This should be fact

based i.e. outline using figures

of

e.g. 1,000 tonnes of waste per year

are used by locals to fertilize 200 ha
land

Show potential impact after investment.

Should be fact based
Impact no. 1
Impact no. 2

Impact no. 1
Impact no. 2

Description of Operations
[summarise the nature and strength of the businesss operations]
Detail the following key areas
Location
Equipment
Labor
Process - describe production details

Stag
e1

Describe Process

Stag
e2

Describe Process

Stag
e3

Describe Process

Stag
e4

Describe Process
8

Operations
[summarise the state of your supply chain, production and distribution
details]
[Detail your supply chain using the below as a guideline]

Production
Distribution strategy

Make or buy
Procurement

Production strategy

Purchasing

Production Activity and

control

Supplier & Contractor

appraisal

Procureme
nt

Distribution network
optimization
Transportation&
Warehousing

Distributio
n
9

Operations
[summary of factors that give your firm competitive advantage]

Outline the following:

Break Even Analysis

Revenues
Barriers to entry
40
Value add features incorporated in
35
products
30
Operational changes necessary to
achieve objectives in business plan
25
Key capital and human
20 in currency
requirements necessary to deliver Amount
the products/services
15
Give summary of growth strategy guided
by break even analysis

Costs

10
5
0
Year-2

Year-1

Year 0

Year 1

Year 2

Year 3

YEARS

[Dummy Data double click

to insert your own data]
10

Products and Markets

[give an overview of demand in your industry and the market (both current
and potential)]
Outline the following:
Industry you operate in
Market in the past, present and future (projected position)
Breakdown of market per product and associated revenue in tabular form

Product

Description

Market
(Region)

Revenues
(US$)

Product 1
Product 2
Product 3

11

Target Markets
[summarize both primary and secondary markets]

Market Segments
C; 20%

A; 25%

Market subdivision and criteria for the

subdivision (e.g. geographic area,
product lines, pricing etc.)
Primary market focus
- Region
- Size in relation to total market
- Size of this segment that your
business will serve
Pie chart (can also be done in a graph)
illustration of target market, or map
showing number of geographical
markets.

B; 55%

[Dummy Data]

12

Target Markets
[summary of competitor information]
Details on direct competitors

Competitor A
insert name

Competitor B
insert name

Competitor C
insert name

Estimated Sales
Business Description
Competitive Positioning
Key Clients

13

Target Markets
[summary of market share growth strategy]

Companys potential in the market

Size of the market
Potential growth rate
Biggest growth driver for your
company
Reason for this markets
attractiveness
Statement of intent regarding market
position

[How do you sell your

product?]

Marketin
g
Strategy
[Where to sell the

[What is the product and

who is it for?]

product?]

14

Pricing
[summarize how you have developed pricing policy, description of margins
(high, low etc.) and a brief comparison to competitor pricing]
Type of pricing policy
Comparison of competitor pricing policies vs companys policy
Outline gross margins by products and main pricing drivers per product (Tabular form)
Include assumptions, if any, made in coming up with the policy

Product A

Product B

Product C

Price
Gross Margins (%)
Main price drivers

Outline strategy to stay abreast of market place changes e.g. new innovations, competition etc.

15

Timeline and Milestones

[Summarize the overall of objective(s) of the company and the proposed
completion date]
[Provide list of objectives by start and completion date and by budget.]

Milestone

Time e.g.
Q1, 2010

Milestone

Milestone

Time e.g.
Q1, 2010

Milestone

Milestone

Time e.g.
Q1, 2010

Milestone

Milestone

Milestone

Time e.g. Q1,

2010

Milestone
16

Growth Plan
[summarize demand trends expected and the corresponding plan by the firm
to cater for this increase. Brief also on plan to ensure profitability of the firm]
Detail the following:
Growth expectations (both demand & production growth)
Plan to ensure product success If new product is being introduced
Opportunities, if any, to be created for further growth

17

Financial Model
[summarise in two lines the financial forecasts]
Outline financial plan that defines your financial model and pricing assumption detailing:

Historical, current and projected views

Scaling up needs, on-going profit/loss, and break-even

Assumptions and comments

Provide pro forma 3 to 5 year financial statements (balance sheet, cash flow statement,
profit and loss account)

18

Profit & Loss Statement Projection

Profit & Loss Statement - [insert actual dates for financial years]
Calendar Year

Year -2

Year -1

Year 0

Year 1

Year 2

Year 3

Revenues
Product A
Product B
Gross Revenues
Cost of Product sold()
Gross Profit
Operating Expenses ()
Gross Operating Profit
(EBITDA)
Depreciation ()

19

Cash Flow Statement Projection

Cash Flow Statement - [insert actual dates for financial years]
Calendar Year

Year -2

Year -1

Year 0

Year 1

Year 2

Year 3

Operating Activities
Net Cash
Investing Activities
Net Cash
Financing Activities
-

20