welcome! [tdg.ucla.edu] 2018.pdf · investment pitch deck essentials ... •short sentences, non...
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WELCOME!
We invite you to enjoy some coffee and pastries while you network before we begin.
And DON’T FORGET to grab a NAMETAG if you didn’t bring your own.
Creating a Winning
Pitch Deck
MIKE LILLY, Director of
Business Development,
Early Growth Financial
Services
Housekeeping items:
• Please silence all phones and electronic devices
• If you need to take an urgent call, please take
your conversation outside
• Limit side conversations
• Sorry, we are unable to validate parking
The Best Pitch Decks
How to Create a Winning Pitch Deck
www.earlygrowthfinancialservices.com
3
“Startups face a huge burden in today’s
economy, often having to choose
between funneling resources toward
creating their goods and services or
managing the often complex accounting,
tax and financial strategy planning
necessary to run a successful business.
~ David Ehrenberg,
Founder and CEO
Early Growth Financial Services
www.earlygrowthfinancialservices.com
Investment Pitch Deck Essentials
• Slide 1: Logo/Mission/Positioning Line. Founders. • Slide 2: The Problem We Solve• Slide 3: The Solution• Slide 4: The Market Size• Slide 5: The Product/Technology Architecture• Slide 6: IP/Defensibility/Scalability Chart• Slide 7: Go To Market/Distribution• Slide 8: Competitor Matrix• Slide 9: Revenue Projections• Slide 10: The Advisors• Slide 11: Use of Funds• Slide 12: Exit Strategy
SV Speak: The Deck
www.earlygrowthfinancialservices.com
Slide 1: Logo/Mission/Positioning Line
SV Speak: Elevator Pitch
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Slide 1: Logo/Mission/Positioning Line
SV Speak: Investment Ready
www.earlygrowthfinancialservices.com
If you don’t know the investors......
SV Speak: Wheelhouse
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Slide 2: The Problem We Solve
SV Speak: The “aha” moment
www.earlygrowthfinancialservices.com
Slide 2: The Problem We Solve
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Slide 2: The Problem We Solve
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Slide 3: The Solution
SV Speak: Shiny New Thing
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Slide 3: The Solution
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Slide 4: The Market Size
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Slide 4: The Market Size
SV Speak: Hitting
it out of the park
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Slide 5: Product/Technology Architecture
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Slide 5: Product/Technology Architecture
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Slide 5: Product/Technology Architecture
SV Speak: The
user perspective
www.earlygrowthfinancialservices.com
Slide 6: IP/Defensibility/Scalability Chart
SV Where’s the IP?
www.earlygrowthfinancialservices.com
Slide 6: IP/Defensibility/Scalability Chart
www.earlygrowthfinancialservices.com
Pitch Tips
• Select investors that can re-up on their investment
• Short sentences, non technical speak
• Investors watch body language
• Don’t hesitate, maintain eye contact
• Defer to co-founder/CTO
• Keep consistent momentum/pace in presentation
• Control emotion, be prepared for conflict
• Be aware of your emotional timeline
• Connect with analogies and anecdotes
• Reiterate Team, Market Size and Product Fit
www.earlygrowthfinancialservices.com
Slide 7: Go To Market /Distribution
SV Speak: Block and Tackling
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Slide 8: Competitor Matrix
www.earlygrowthfinancialservices.com
Slide 8: Competitor Matrix
www.earlygrowthfinancialservices.com
Slide 8: Competitor Matrix
www.earlygrowthfinancialservices.com
Slide 9: Revenue Projections
SV Speak: Hitting the Numbers
www.earlygrowthfinancialservices.com
Slide 9: Revenue Projections
SV Speak: Get Behind
the Numbers
www.earlygrowthfinancialservices.com
Slide 9: Revenue Projections
SV Speak: Financial Runaway
www.earlygrowthfinancialservices.com
Slide 9: Key Metrics
www.earlygrowthfinancialservices.com
Slide 10: The Advisors
SV Speak: Friend of the Firm
www.earlygrowthfinancialservices.com
Slide 11: Use of Funds
www.earlygrowthfinancialservices.com
SV Speak: overcooked valuation
Slide 12: Exit Strategy
www.earlygrowthfinancialservices.com
Thank You and Q&A
www.earlygrowthfinancialservices.com
Michael Lilly
Early Growth Financial Services
510 205 9457
mlilly@egfs.co
@EarlyGrowthFS
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