PowerPoint

Template and Hints

for 10-12 minute investor
oriented presentation

11/7/2017 Aegis Capital Group LLC 1

 Display Hints
Use your companys logo, corporate
colors and corporate look and feel
Avoid font size below 20
Avoid important content at bottom
Avoid dark colors on dark background
or light colors on light background
Instead of text heavy slides:
Use graphs, charts, and pertinent visuals

11/7/2017 Aegis Capital Group LLC 2

 More Display Hints

About 10% of men are color blind

the same % as left handers
Consider patterns, rather than
colors, for bar graphs and pie charts
Avoid red/green, blue/purple &
gray/brown contrasts
Consider informative titles
Not just Market Summary but
Billion Dollar Market Potential

11/7/2017 Aegis Capital Group LLC 3

 Most Important Hints

Answer whats in it for me for the

INVESTOR audience, explicitly or
implicitly, in almost every slide, not just
the financials
% growth, profitability, high barriers to
entry, clear need, not a one trick pony,
existing clients to bear some growth cost,
management investment, etc.
Have a strong intro and conclusion

11/7/2017 Aegis Capital Group LLC 4

11/7/2017

Sample Sequence
for 10 minute
Investor Presentation

5
 (Company Name here)

Insert Tag line or highlight of

your company or presentation
logo as
a
header
or (Presenter name here)
footer
on
every
slide

11/7/2017 Aegis Capital Group LLC 6

 Business Summary
Statement
Add your Your companys reason for being
logo to
every Why investors are interested
slide
Think who, what, when, where,
why, how
Be concise
Avoid jargon. Your audience is not
your customers they may not
know your niche at all

11/7/2017 Aegis Capital Group LLC 7

 Market Summary

Educate the audience

About those market conditions ripe
for your companys profitable
solution. Examples: changes in
regulations, market players, costs,
pricing, or competition, technology

11/7/2017 Aegis Capital Group LLC 8

 The Team
List CEO and key management by
name (key information only speak
the rest)
Include previous, pertinent
accomplishments only
Dont spend too long on each person
Advisory board members who have
invested are more impressive than
known names with no commitment

11/7/2017 Aegis Capital Group LLC 9

 Problems and
Opportunities
Identify problems that your
company addresses
Define a large scope ($, %) of
opportunities created by those
problems

11/7/2017 Aegis Capital Group LLC 10

 Business Concept

Summarize key technology,

concept or strategy on which your
business is based
Highlight competitive
differentiation (your management
team, protected technology, client
list, etc.)

11/7/2017 Aegis Capital Group LLC 11

 The Successful Business

Describe the fully functioning

business: satisfied customers,
economies of scale or other
elements to help audience see
the present and the profitable
future you envision

11/7/2017 Aegis Capital Group LLC 12

 Competition

Summarize competition (dont

say no competition)
Outline your companys
competitive advantages
Cost/profit, distribution, clients,
products/services, management
Barriers to entry

11/7/2017 Aegis Capital Group LLC 13

 Goals & Objectives

Summarize 24 month goals

Specific measurable objectives
Market share objectives
Revenue/profitability objectives
Perhaps demonstrate current
track record of goals
met/exceeded

11/7/2017 Aegis Capital Group LLC 14

 Financial Plan

High-level financial plan that defines

financial model, pricing assumptions,
and past/anticipated performance (5
line items max)
Pertinent financial information
can/should be incorporated earlier as
well, in market/competitor/business
summary slides

11/7/2017 Aegis Capital Group LLC 15

 More Financial Plan hints

Avoid full page charts with tiny

numbers
Draw audiences attention to
important numbers with circles,
arrows, colors, or enlargement
Round numbers (keep slides clear
and cleanif they are too busy,
nothing will be seen)

11/7/2017 Aegis Capital Group LLC 16

 Summary of Company
Strengths
Market
Management
Competitive Edge
Products/Services/Customers
Cost/Profit
Good Luck!!

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