PowerPoint

Template and Hints

for 10-12 minute investor
oriented presentation

01/06/23 1
 Display Hints
 Use your company’s 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

01/06/23 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”

01/06/23 3
 Most Important Hints
 Answer “what’s 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

01/06/23 4
01/06/23

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

01/06/23 6
 Business Summary
Statement
Add your  Your company’s 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

01/06/23 7
 Market Summary

Educate the audience

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

01/06/23 8
 The Team
 List CEO and key management by
name (key information only – speak
the rest)
 Include previous, pertinent
accomplishments only
 Don’t spend too long on each person
 Advisory board members who have
invested are more impressive than
known names with no commitment

01/06/23 9
 Problems and
Opportunities
 Identify problems that your
company addresses
 Define a large scope ($, %) of
opportunities created by those
problems

01/06/23 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.)

01/06/23 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

01/06/23 Aegis Capital Group LLC 12

 Competition

 Summarize competition (don’t

say “no competition”)
 Outline your company’s
competitive advantages
– Cost/profit, distribution, clients,
products/services, management
 Barriers to entry

01/06/23 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

01/06/23 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

01/06/23 15
 More Financial Plan hints
 Avoid full page charts with tiny
numbers
 Draw audience’s attention to
important numbers with circles,
arrows, colors, or enlargement
 Round numbers (keep slides clear
and clean…if they are too busy,
nothing will be seen)

01/06/23 16
 Summary of Company
Strengths
 Market
 Management
 Competitive Edge
 Products/Services/Customers
 Cost/Profit
Good Luck!!

01/06/23 17