Template Investor Presentation

04/18/23 Aegis Capital Group LLC 1

PowerPoint Template and Hints

for 10-12 minute investor oriented presentation


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


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 contrastsConsider informative titles

– Not just “Market Summary” but “Billion Dollar Market Potential”


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

04/18/23

5

Sample Sequencefor 10 minute

Investor Presentation


(Company Name here)

(Presenter name here)

Insert your logo as a header or footer on every slide

Tag line or highlight of company or presentation


Business Summary Statement

Your company’s reason for beingWhy investors are interested

– 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

Add your logo to every slide


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


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


Problems and Opportunities

Identify problems that your company addresses

Define a large scope ($, %) of opportunities created by those problems


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.)


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


Competition

Summarize competition (don’t say “no competition”)

Outline your company’s competitive advantages– Cost/profit, distribution, clients,

products/services, management

Barriers to entry


Goals & Objectives

Summarize 24 month goals– Specific measurable objectives – Market share objectives– Revenue/profitability objectives

Perhaps demonstrate current track record of goals met/exceeded


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


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)


Summary of Company StrengthsMarketManagementCompetitive EdgeProducts/Services/CustomersCost/Profit

Good Luck!!

Template Investor Presentation

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Transcript of Template Investor Presentation