The Investor Presentation Formula

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How to Determine the Exact Success You'd Like
Your Business to Achieve
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Session 1
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What is the goal of the New York Giants?
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What is the goal of YOUR business?
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(No Transcript)
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Your customer-focused vision

• What you are trying to do for your customers?

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• Will it inspire you, your employees, your
  customers, and/or potential investors or
  partners?
• Does it clearly state what your company does
  (broad mission statements like we will be the
  best have little value)?
• Is it realistic/believable? (while you should
  think big, your vision must be achievable)
• Is it in line with you and/or your company's
  values?

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Write down your customer-focused vision statement
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Your business-focused vision

• What you are trying to do for yourself or your
  investors what financial success do you strive
  for?

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Your business-focused vision

• Selling your business to another entity?
• Taking your business public?
• Giving the business to your children?
• Selling or giving your business to your employees?

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Write down your business-focused vision
statement(get specific, dates, amounts, etc.)
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Financial Metricsvs.Business Assets
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Define Your Financial Metrics at Exit

• Revenues
• Revenue Growth
• EBITDA
• Market Share

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Define Your Business Assets at Exit

• Products/Services
• Distribution network
• Intellectual property
• Customer Base
• Location(s)
• Reputation/brand
• Employee talent
• Financial Operational Systems/processes
• Strategic Partnerships

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CONGRATULATIONS

• You now know exactly where you want to go
• You have a leg-up on 99 of other entrepreneurs

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Whats Left?

• Vision what you want (DONE)
• Strategy what to do (Coming up)
• Plan how to do it (Coming up)