INTRODUCTION TO SEGREGATED FUNDS Presenter name Presenter title.
1 Company Name Company Logo If possible Presenter Name.
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Transcript of 1 Company Name Company Logo If possible Presenter Name.
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Company Name
Company Logo
If possible
Presenter Name
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Elevator Pitch
Summarize the vision and mission of the company in 1-2 sentences
We are We do
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TABLE OF CONTENTS
Value Proposition Market Problem/Solution/Benefit Customers Competition Intellectual Property Leadership Financial Information Funding Milestones Exit Options Investment Highlights
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INVESTMENT HIGHLIGHTS
Value Proposition
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MARKET
Initial Target Market
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PROBLEM STATEMENT
(insert text)
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SOLUTIONS
(include appropriate detail on technology, productivity, tools)
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BENEFITS
(if possible, payback calculations of your customer)
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EXAMPLE CUSTOMER
Represents Potential Revenues of $xxxx MM
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Sales or Strategic Alliance PIPELINE
(insert text)
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COMPETITIVE LANDSCAPE
Function/Attribute Competitor 1 Competitor 2 Company Product/Service
Demonstrate why your product/ service is best
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INTELLECTUAL PROPERTY
(insert text)
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LEADERSHIP
Info on mgmt Board Advisory groups
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Financial PROJECTIONS
Year Year 1 Year 2 Year 3 Year 4
Revenue
Costs
Expense
Pretax
NI
Cash
$ $ $ $
critical assumptions for financial projections.
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FUNDING
History– Sources– Amounts
Current Round Anticipated Future Rounds (include valuation assumptions and
comparables)
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KEY MILESTONES
(assuming you get the $$$--what you do and by when---should tie to financial information and funding assumptions on previous slide)
Addresses key technical, clinical, market development or I/P issues
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EXIT STRATEGY
Is IPO possible? Sale of the company and likely interested
parties Shareholder issues that affects exit Management bias or issues
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INVESTMENT HIGHLIGHTS
Answer the question – why is the investor likely to make money by investing in your company?