Icon Angels Investor Presentation Outline

1
Corporate Presentation
DATE MM/DD/YYYY
URL www.YOURCOMPANY.com E-mail
name_at_yourcompany.com Phone (W) (M)
2
Executive Summary
The Investor Presentation is used to introduce
your business opportunity to potential clients,
investors, partners, or employees. Entrepreneurs
are never recommended to present their entire
Business Plan to a first-time audience, however
if your audience shows interest in the Investor
Presentation, they will want to review the
detailed Business Plan. The two documents are
used together and are NOT exclusive of each other
so entrepreneurs should never prepare an Investor
Presentation without preparing a Business Plan.

• The executive summary is a recap of your
  company and mission statement.
• It should communicate the company objective and
  value proposition in a brief paragraph (no more
  than three sentences).

3
Market Need and Business Model

• Define the problem or the market need/demand.
• Define your companies response and solution to
  solve the problem.

4
Industry Market Overview

• Define the characteristics of the overall
  industry, market forces, market dynamics, and
  customer landscape.
• The investor needs to understand (in ONE slide)
  the industry of your company.

5
Product Services Overview

• Clearly describe your line of products and/or
  services to the potential investors.
• Make sure to communicate the relevance of your
  product / services to market needs.

6
Technology

• Define the technology behind your product or
  services (past, present, and future development
  phases).
• Communicate the defensibility of your
  technology (how easy is it for other companies to
  replicate your technology?).
• Describe your technology infrastructure.

7
Competition

• List and describe your competition within two
  categories
• Immediate Competition Those companies that are
  of immediate threat.
• Peripheral Competition Those companies that have
  overlapping services but are not considered as
  direct threats (however they may choose to enter
  the market with minimum effort if they choose).

8
Competitive Advantage

• Describe some of your companies competitive
  advantages
• DEFENSIBILITY List at least THREE barriers to
  entry for potential competitors. The
  defensibility of your products, market, and/or
  services is critical to the final funding
  decision of many investors.
• Experienced management or board of advisory
  team.
• IP (pending or completed Intellectual Property
  rights).
• Competitive pricing strategy.
• First movers advantage (first-to-market
  advantage).
• Etc

9
Strategic Partners Alliances

• Who are your strategic partners? These partners
  should help give you a further advantage against
  your competitors.

10
Management Team

• Biographies of the top Management Team and list
  of the Board of Advisors.

11
Benchmark for Growth Additional Funding

• How is growth measured and what are the companies
  milestones, short-term goals, long-term goals,
  and marketing strategy?
• In addition to capital funding, what other
  resources is your company looking for (marketing
  strategist, CFO, etc)
• How much money (if any) has management put into
  the venture?
• What stage of funding is the company currently in
  (seed financing, Series A, Series B, etc)?
• What is the planned exit strategy (IPO, merger,
  sale, etc)?
• What is the timeframe for the exit?

12
Financial Forecast

• What is the current valuation of the company?
• Describe the financial status of the company
  (past three years if possible).
• Describe the financial forecast of the company
  (next three years).
• Industry comparables?

13
Funding Requirements

• What is the level of capital funding sought
  during this stage (in USD, EURO, or YTL)?
• What is the company willing to give in return for
  the investment?
• What is the rate of return expected for the
  investor (X times investment)?
• What is the timeframe of return on investment?

14
Summary

• Summary of your business value proposition.
• Summary of your funding requirements.