Nathan Gold Chief Coach Investor Pitch Deck

How many? 40 13 12 10

One answer is… 13 David Rose Serial Entrepreneur Venture Capitalist

1 – Company Logo

2 – Business Overview Quick Slogan or tagline What business are you in? What problem do you solve? Why does the problem exist? What advantages do you have? Why should I or anyone care? www.poynter.org

Jeff Hunter Evangelist 3 – Team Heather Adler CEO Jack Franklin CMO Jeff Hunter Evangelist Peter Gilson CTO First Last CFO Note any gaps so you can engage the investor to help you find the missing person. Why these people will make this business happen. What have they done in the past that makes them appropriate for this new venture? Show Board Members and existing investors to add more credibility to your story.

4 – Market Opportunity How big is the problem? Can you quantify it? Use “bottom up”

5 – Product/Service/Cause Name Screen caps Demo To demo or not to demo! Depending on time, ask. Focus on what you product does and how it does it. Talk about the benefits people will get from the product. Feature---Benefit---Reason. Doing live demos can be fraught with anxiety and too many places to fail. So never do a live demo in the first meeting with an investor. Never! There are three ways to demo your product or service without being on-line. 1-Get your programmers to make everything run locally on your computer without needing an Internet connection at all. 2-Safer:Use SnagIt to capture Web pages that will play back in off-line mode, at least for navigation purposes. 3-BIG Secret: Use Camtasia to record a demo and edit out all of the extra movements and unnecessary screens. Turn off the voice and play back the video of the demo while you do a live voice over guiding your watcher every step of the way. Make the demo under 3 minutes or 2 minutes would be even better.

6 – Business Model How will you make money? Go to market strategy? How will you reach customers? What channels or verticals? How will you build momentum?

7 – Strategic Relationships Partnerships Customers LOI

8 – Competition You must have this slide! How are you different/better?

9 – Barriers to Entry What keeps others out? IP How defensible? Team

10 – Financial Overview Investments to date Simple top line 5 year projection Identify Break-even and Profitability Year 1 Year 2 Year 3 Year 4 Year 5 Revenue Expenses Net

11 – Use of Proceeds Bee Docs Timeline 3D (only on MAC) allows you to present the details in your timelines as well as the surrounding historical events as context.

12 – Capital Request Valuation should be left up to the venture capitalist or investor. You can provide “comparables” as people do in real estate to help justify the investment.

13 – Logo and Contact Information Nathan Gold nathan@democoach.com +1.510.579.8530

David Rose 13 Company Logo Business Overview (Problem) Team (or after #9) Market Opportunity Product/Service/Cause (Demo) Business Model (Go to market) Strategic Relationships (and customers) Competition Barriers to Entry Financial Overview (Rev/Exp/Net/BE/Profitable) Use of Proceeds Capital Request Logo and Contact Information (Conclusion)