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1、1/30/2023,1,Business Plan Presentation Format,The investor presentation must be clear,concise and compelling to:Generate investor interest and build confidenceLead to additional investor meetingsShould be 20-30 minutes in length Charts,graphics,pictures and verbiage should be simple and easily read(
2、no“eye tests”)Each slide should have between 3 and 6 bullets that are succinct(no paragraphs,uncluttered)Presentation format may vary depending on the company but the following format provides a reasonable order and flow it is but one approach to making investor presentations.,1/30/2023,2,Order of P
3、resentation,IntroductionProblemSolutionMarket,CustomersCompetitive landscapeBusiness and Revenue ModelsManagement TeamFinancial Projections Funding TimelineSummary,1/30/2023,3,Introduction,Briefly introduce yourself and your companyCompany name and company logoPresenters names(give titles if pertine
4、nt)Slide time:approximately 30 seconds,1/30/2023,4,Introduction-continued,this is a very important slide that requires lots of time to create because it must be succinct,comprehensive and COMPELLINGBrief overview of company(elevator pitch)What exactly the company does(stated succinctly)What products
5、 or services are offeredWhat problem is being solved,and Why these products or services are compelling,e.g.,“the only product that enables solution to the problem”Slide time:approximately 1 minute,1/30/2023,5,The Problem/Opportunity/Need,Define the problem or need in the marketDescribe how significa
6、nt or prevalent the problem may be If appropriate,describe why now is the right time for a solution Provide a“problem”scenario that provides a basis for your companys product or service Slide time:60 to 90 seconds,1/30/2023,6,The Solution(1 to 2 slides),Clearly and succinctly describe the companys p
7、roduct or service that will address the problemIllustrate the companys solution with graphics,pictures or videos as necessary(keep this very simple)Provide brief list of features,benefits and advantagesWhat is the value proposition for the customer(How well will the product or service solve the prob
8、lem)?Cost savings,convenience,reliability,etc.(be specific)Describe“barriers to entry”created by your product(e.g.,patents)Slide Time:Approximately 01:30(May require more than one slide),The Solution,Provide an understandable,practicle example of how your product/service works or what it does.,1/30/
9、2023,7,1/30/2023,8,Sample Feature-Benefits Table,Slide Time:Approximately 60 seconds,1/30/2023,9,Company Status/Progress,Build investor confidence in your companyDomain expertise of management and staffCustomers and contracts established(letters of intent)Strategic partnerships establishedProduct de
10、velopment statusdescribe milestones achieved to reduce risk(e.g.,alpha or beta testing)Other significant information to validate or reduce riskSlide Time:Approximately 60 seconds,1/30/2023,10,The Market(2 to 5 slides),Describe market size,growth,trends and maturityIndustry and market segment data(se
11、e sample,next slide)Market challengesWhat market segment(s)are served by the company?What is the companys potential in the market?Estimated Revenue Growth in graphic or tabular form(see next slides,for examples)Market share projections are optionalSlide Time:Approximately 90 seconds(More than one sl
12、ide may be required),1/30/2023,11,Global Market for your product,Slide Time:Approximately 60 seconds,1/30/2023,12,US Market with key segments,Slide Time:Approximately 60 seconds,1/30/2023,13,Customers,Describe the companys current and potential customersProfile of the optimal customerValue propositi
13、on to customerValidation of Customer AcceptanceCustomer Feedback,Survey Data,TestimonialsPurchases,Letters of IntentPartnersExample of customer,1/30/2023,14,Competition and Advantage(2 TO 3 SLIDES),CompetitionDescribe the direct(competing product or service)and indirect competition(alternative solut
14、ion)for your company and its product or service.Describe specific strengths,weaknesses,and opportunities related to competition.Describe how your product,technology or service differentiates itself from the competition?very importantCompetitive AdvantageWhat is the companys competitive advantage?Why
15、 will customers buy your product or service over the competition?Show a competitive matrix to illustrate differentiation(see next slide)Subject Time:Approximately 2 minutes(more than 1 slide),1/30/2023,15,Competitive Comparison(see next slide for optional approach),1/30/2023,16,Competitive Matrix,1/
16、30/2023,17,Competitive Positioning,End First Section,1/30/2023,18,1/30/2023,19,Business Model and Marketing Plan(2 TO 5 SLIDES),Describe the companys business and revenue modelWhat is the overall business strategy?How will you sell your product or service(distributors,internet)?How will the company
17、generate revenue for its product or service?Describe the sales cycle for the companys product or serviceDescribe the Marketing Plan(if appropriate)What is the go-to-market strategy?What is the pricing model?Gross margin?How will you access customers?(including advert.and promo.)How will your product
18、 or service be distributed?What customer support will be needed?Note any commitments from partners,distributors,granting agencies,etc.regarding benefits of your productSlide Time:Approximately 90 seconds,1/30/2023,20,Regulatory Issues(not necessarily included in all investor presentations),Include p
19、ertinent info regarding FDA,FTC,or other pertinent government agency,1/30/2023,21,Management Team,Advisors,Build investor confidence with teamCredentials,proven track record,domain experience(do not include weak credentials)Describe skill and experience gaps to be filled List the companys leadership
20、 teamInclude name,position,experience(abbrev.)These are credentialed expertsList of company Directors and AdvisorsInclude name,summary of experience,1/30/2023,22,Financial Projections,Provide 3-5 year financial projections for the company(abbreviated chart or graphsee next slide)Include financial pr
21、ojections to show year-to-year growth(show a basic income statement tablesee next slide for an example)Is the company overstating or understating market share and/or growth?Can the company scale its operations as it grows?List major facts and assumptionsAre the assumptions believable and achievable?
22、Slide Time:Approximately 90 seconds,1/30/2023,23,Financial Projections:Income Statement Summary,1/30/2023,24,Financial Projections:Break Even Analyis,B/E(Quantity)=,Total Fixed Cost,Price per Unit Var.Cost per Unit,Break-EvenTR=TC,Units Sold,Revenue,Variable Cost,1/30/2023,25,Funding,What funding ha
23、s the company received to date?Amounts and sourcesHow will the company be financed?How much money is the company currently seeking from Investors?How will the funds be used?(use tabular formatsee next slide for an example)What key value-building milestones will be achieved with funds(market test,mar
24、ket expansion,etc.)Anticipated future funding needsWhat are the exit strategies for the company?(when?)What is the expected ROI for investors Slide Time:Approximately 2 minutes(this section is more than one slide),1/30/2023,26,Startup Budget/Use of Proceeds,1/30/2023,27,Use of Proceeds Breakdown,1/3
25、0/2023,28,Timeline,Use a Gantt Chart for key milestones or use the preferred model shown on the next slide.,Timeline of Milestones,JAN,FEB,MAR,APR,MAY,JUN,JUL,AUG,SEP,OCT,NOV,DEC,IdeaPrimary ResearchFeasibility AnalysisRelationships SecuredBusiness PlanPrototype Install(Fall Gardens)Funds RaisedNeig
26、hborhood Mkt.Initial Contracts,1/30/2023,30,2007,2008,Beta TestMilestone,Break-evenMilestoneJuly,DevelopmentMilestone 1December,2nd ProductDevelopmentMilestoneSept.,Sales MilestoneDecember,Value-Added Milestones Timeline(Sample),Product 1Partnered*,*Company retains co-dev./co-promotion rights,Produc
27、t 1First Sales,1st Financing$660K,2nd Financing$1Million,1/30/2023,31,Summary,What do you want your audience to remember about the company?Unique and Sizeable OpportunityUnique product or serviceCompetitive Advantage,StrengthsMarketing Approach,Customers,Sales PipelineIntellectual propertyManagement teamOther,
