Recommended presentation outline for the Southwest Angel Network Title Slide: Company name, corporate structure (LLC, C-Corp, etc), your name and title, address, email and cell number Hint: In the following slides tell a business story. as simply as possible. while providing as much evidence as possible as to why your business will be wildly successful. It is all about a business story; it is not a product story. https://blog.slideshare.net/2015/08/31/the-scientific-reason-why-bullets-are-bad-for-presentations/?utm_source=slideshare&utm_medium=ssemail&utm_campaign=newsletter

Problem Describe the problem/pain that you’re alleviating The “problem” is defined as: A difficult challenge that is felt acutely by individuals who have a budget and are willing to pay you money to solve the challenge. It is something that they worry about when they go home in the evening, or if you solve it, will get them a promotion or a raise. Keep it simple Try to do it in 10 words or less A picture is worth a thousand words Note that your paying customer may have a different problem than does the beneficiary. A college may be your paying customer; under-represented college students may be the beneficiary. This slide focuses on the problem of your paying customers. Slide five addresses the beneficiaries Doing good works only works if someone pays you to do it

Your Solution and its Benefit Describe how your product or service is used by customers, and in such a way that the audience in understands that in 30 seconds. What is the customer experience? Explain the value of the pain you alleviate for the customer when they use the product Keep it simple Try to do it in 10 words or less A picture is worth a thousand words Quantify the value/benefit if possible This is a customer need and benefit slide, not a technology slide

Underlying Magic Describe the technology, secret sauce or magic behind your product or service. The less the text, and the more the diagrams, schematics and flowcharts, the better. If you have a prototype or demo, this is the time to transition to it. If a picture is worth a 1,000 words, a prototype is worth 10,000 slides At a high-level, how does your system work? This is your one engineering/techy slide. Remember, you are telling a business story Hopefully your magic provides a long-term sustainable advantage over your competitors. If that is not the case, your solution may not be so “magic”

Social Impact Succinctly describe the social impact, and define a metric your venture will use to measure the impact. How does your basic business mission make the world a better place?

Business Model Top level, how does your business work? explained very simply How does your company generate revenue and profits? Who has your money temporarily in their pocket, and how and why you are going to get it into yours How much will each customer pay you for the solution to their problem? License fee, per user fee, whatever?

Market Size Credible, addressable market Bottom up, not top down Addressed or Served market: Number of individuals who have the specific problem that you solve - times - the their individual willingness to pay

Go to Market Plan Explain how you are going to reach your customers without breaking your bank Marketing outreach tools and plans Sales channel plans What is the cost of acquiring a new customer This is good place to also discuss the accomplishments to date in penetrating the market when using this plan

Competitive Analysis Provide a complete view of the competitive landscape. Too much is better than too little Tell the business story of why you will win in the marketplace; don’t dwell on detailed features; rather demonstrate that you better solve the problem of your customers A table can be an easy-to-digest format when you have lots of data to share (competitor names in left column; major challenges experienced by customers in top row) This is a good time to discuss, at least verbally, if any of the these competitors have a history of doing acquisitions of companies like yours

Management Team Describe the key players of your management team, board of directors and board of advisors, as well as your major investors. It’s OK if you have less than a perfect team. If your team was perfect, you wouldn’t need to be pitching. In the words for each team member show evidence why this person can make the business successful. Don’t just have a list of prior jobs/education

Financial Projections and Key Metrics Slide decks without a financial model will not be accepted P&L and balance sheet summary – see next page Provide a summary P&L containing not only dollars but also key metrics, such as number of customers and conversion rate. Needs to show key revenue and cost items The model should show year-end cash balances (which ties to your fund raising request on the next slide) Years covered must include from first year of company’s existence through current year plus 2 Revenue forecast should be based upon a bottom-up analysis, not top-down.

Example of recommended general format for Finance slide First year current year Current + 2 2015 2016 2017 2018 2019 Revenue number of customers total revenue Operating Expenses Engineering Marketing and sales Adminstration Total expenses Net Income Investments Year-end cash balance Change the revenue and expenses line items to match your business. Can optionally add another year

The Ask Fund Raising Request How Money will be spent How much are you wanting to raise, and what instrument type are you requesting (e.g., preferred stock, convertible debt, royalty based financing) and Key terms (pre-money valuation for equity, and cap for convertible debt) If you raising stock/debt, what is the scenario that supports a liquidity event? Are there comparable examples of liquidity events? How you will spend the money you’re trying to raise (by department) The money raised should get you to an interesting business-result, i.e., to an inflection point that significantly increases your company’s value. It is more important to describe the business result (e.g., bringing on ’x’ customers) tied to the investment rather than the activities funded (e.g., hiring a sales team). These business results should materially de-risk your business plan, and demonstrate that that business plan will work. The use-of-funds plan is your “contract deliverables” that you are committing to the investor. Fail to achieve these and the next financing round can be an ugly down round.

Backup Slides As many as you like in the backup Keep the pre-backup slide count to 12