ABC Company

1
ABC Company

• John Entrepreneur
• President and CEO

2
Company Overview

• Provide descriptive but succinct statement about
  your business

3
Problem Identified to be Solved

• Opportunity identified
• Market trends leading to opportunity

4
Your Product or Technology

• Describe Product/Technology
• Attributes/Features/Qualities
• Benefits to end user/Uniqueness
• Stage of Development
• Feasibility Analysis/Prototype/Test/Production
• Pre-Revenue, Revenue Producing, Rapid Growth
  Stage
• Intellectual Property Position
• Source of Technology
• Third Party Substantiation/Credibility

5
Market Analysis

• Forecast Market
• Total Size
• Bar Chart Missions/Year next 5 years
• Global or Niche market?
• Market targeted

6
Go To Market Strategy

• List current or potential customers
• Describe your strategy for acquiring new
  customers and keeping existing ones
• What are your channels to market?
• Sales Distribution Strategy
• Direct sales, VARs, Distributors, etc.
• Strategic Marketing Partnerships

7
Competitive Differentiation

• Who are your competitors?
• What is their respective market share?
• What is your competitive advantage?
• Patent protection? Other barrier to entry?
• How will you maintain this advantage?

8
Business or Revenue Model

• Product sales? License model? Other?
• Show revenue and profit growth forecasts for next
  5 years

9
Management Team

• CEO
• 15 years sales with IBM, etc.
• CFO
• VP Sales/Marketing
• Chief Technologist
• Board of Directors (highest capabilities)

10
Financial Results

• Information included
• Gross Revenues
• Volumes by unit
• EBIDTA
• Net Profit
• Total 5 years
• Both historical actuals and pro forma
• Limit historical to a maximum of 2 years.

11
Capital Requirements

• Current capitalization (how many rounds)
• Specific amount of needed capital
• Overview uses and any stages
• Follow-on Investment Strategies
• Liquidity Strategy
• Be realistic and give timetable
• Projected ROI to investor

12
Summary

• Sell Management Team
• Emphasize Competitive Advantages
• Re-state Market Potential
• Describe ROI