The PowerPoint Pitch to Investors Jason Tagler - - PowerPoint PPT Presentation

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The PowerPoint Pitch to Investors

Jason Tagler www.CEOPitchCoach.com

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AGENDA

• Why am I here?
• www.CEOPitchCoach.com
• Your opening sentence
• Presentation skills
• PowerPoint slides for your verbal presentation

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Why am I here?

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CEO/FOUNDER’S CHALLENGES

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WHY DOES IT MATTER?

“if it’s a good company why does the investor care how the CEO presents or the quality of the pitch?”

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WHY DOES IT MATTER?

CEO Yes No Passion and commitment? Can sell to customers? Leadership to recruit team? Able to raise money in the future?

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INVESTORS ARE SELECTIVE

Angels turn down ~40 companies for each one they invest in Venture Capital Investors turn down 100+ companies for each one they invest in Many times you only get one chance

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MY BACKGROUND

1,000+ pitches Invested & Raised

Technology Investment Banking (1999-2003)

$3.0 billion in IPOs 12 M&A advisory

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WHY AM I HERE?

Tech companies

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CEOPitchCoach.com

“Prior to working with Jason, my fundraising success was somewhat limited. Using the resources provided by CEOPitchCoach.com, along with two coaching sessions with Jason, I’m on my way to reaching my target first raise

• f $1.0 million”
• Tom Strange, CEO

Solution Design Group

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WHY AM I HERE?

Knowledge Practice

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CONTENT AND RESOURCES ARE NOT AVAILABLE

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CEOPitchCoach.com

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CEOPitchCoach.com

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UNLESS YOU HAVE TO

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CEO/FOUNDER

(in millions)

Early Later Pre-$ Valuation $0.5 $2.5 Investment $0.5 $0.5 Post-$ Valuation $1.0 $3.0 Investors Ownership % 50% 17%

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Opening Sentence

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OPENING SENTENCE

• Defined Offering
• Defined Audience
• Problem
• Secret Sauce

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OPENING SENTENCE

Perfecting Your One Sentence Pitch

https://vimeo.com/16447520

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OPENING SENTENCE

• Defined Offering
• Target Audience
• Problem
• Secret Sauce

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Presentation Skills

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LESS IS MORE

Less is MORE

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LESS IS NOT EASIER

“I didn't have time to write a short letter, so I wrote a long

• ne instead.”
• Mark Twain

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LESS IS MORE

10/20/30 rule:

• No more than 10 slides
• No more than 20 minutes
• No less than 30 point font
• Guy Kawasaki

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LESS IS MORE

• If you are worried/not sure, put extra slides

in the Appendix

• During Q&A you can reference them if

needed

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KNOW YOUR AUDIENCE

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PRACTICE

Practice with:

• Colleagues
• Friends

Adapt to:

• Their level of knowledge
• The time you have

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PREPARATION & PRACTICE

Preparation Practice Feedback

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ENGAGE THE AUDIENCE

Maintain eye contact with the audience

• Practice until 100% memorized
• Use presenter mode
• Use a remote control

Avoid:

• Don’t read your speech
• Don’t look back at the screen

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SUMMARY – PRESENTATION SKILLS

• Less is MORE (verbal presentation)
• Know your audience
• Prep, practice and more practice
• Maintain eye contact with the audience

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Slides

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SLIDES

• 1. Your logo
• 2. Problem
• 3. Your solution
• 4. Revenue model
• 5. TAM (Total

Addressable Market)

• 6. Secret Sauce
• 7. Sales and marketing
• 8. Competition
• 9. Team
• 10. Financials
• 11. Use of Funds
• 12. Your logo

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YOUR GOAL

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LOGO (SLIDE 1)

YOUR LOGO HERE

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WHAT YOU SAY ON LOGO SLIDE (SLIDE 1)

1) Business Overview (Opening sentence) 2) CEO Bio: Discuss roles at other companies in terms of:

• 1. How much did you grow revenue?
• 2. Who were the investors?
• 3. Did you exit and did the investors make money?

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THE PROBLEM (SLIDE 2)

Investor Audience:

• Has to understand the problem
• Has to feel the “pain point” from the customer’s

perspective

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YOU’VE GOT THEIR ATTENTION

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YOUR SOLUTION (SLIDE 3)

Be specific about:

• The type of customer
• The problem you solve for that customer

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REVENUE MODEL (SLIDE 4)

• Explain margins on one unit
• For your average customer:
• How much revenue
• What are your margins
• Who makes the decision to buy?

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TOTAL ADDRESSABLE MARKET (SLIDE 5)

If you sold to every potential customer how much revenue would that be per year?

• Segment the market
• Triangulate using different methodologies
• Show estimated range

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REVIEW OF FIRST 5 SLIDES

• 1. Founder’s bio
• 2. Problem
• 3. Solution
• 4. Revenue Model
• 5. TAM

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THE SECRET SAUCE (SLIDE 6)

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SALES AND MARKETING (SLIDE 7)

• Sales team and process
• Lead generation
• Current Customers
• Pipeline

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COMPETITION (SLIDE 8)

Feature Feature Feature

OUR COMPANY Competitor #1 Competitor #2 Competitor #3

Feature

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TEAM (SLIDE 9)

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FINANCIAL SUMMARY (SLIDE 10)

Last Year This Year Next Year Bookings GAAP Revenue Gross Margin % EBITDA

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USE OF FUNDS (SLIDE 11)

• How much are you raising?
• How will you spend the money?
• How far will this money take you?

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LOGO (SLIDE 12)

YOUR LOGO HERE

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YOUR GOAL FOR THE PITCH

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SUCCESS

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EQUITY INVESTMENT LIFECYCLE

Seed Fund Venture Capital Growth Equity LBO Fund Angel Investors Friends & Family

You

Revenue Time Break Even

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The PowerPoint Pitch to Investors

Jason Tagler www.CEOPitchCoach.com

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ADVANCED PRESENTATION