1 Cover Slide Company Name Company Contact info Tagline This template provides a basic outline for a short investor pitch. Focus on visuals, graphs, and telling a story whenever possible as opposed to lots of words and descriptions. You should be able to present a tight, concise summary like this in about 5 minutes. If you are going into a more detailed meeting, please refer to the “Long Business Overview Pitch Template Form” for a more detailed template.

2 Vision & Value Proposition Vision Statement –Use a vision and/or mission statement to highlight what makes your company stand out Value Proposition –Your success will make your customer’s life better because…

3 Define Problem Describe the nature of the problem you address. –What is the problem you are trying to solve? –Briefly profile your target customer: who has this problem?

4 Define Market What is your market opportunity and how big is it? –How big is the problem you are trying to solve and how many customers have that problem? –Describe the market characteristics; does this market currently exist or does it need to be developed? –The main question an investor will have in their mind is “is the big enough?” so convince them that it is

5 Management Team Describe your management team? –List names and their experience List current gaps in your management team –Add a statement on how you plan to fill the gaps List any advisors who provide key value to your organization If you have a Board of Directors, list your members. –Use this slide to convince your audience that your team is qualified to solve this problem

6 Current “State of the Business” Where is the business currently? –e.g. Idea stage, development stage, selling product or services –List any key metrics to demonstrate key success at particular stage of development –List any future key milestones –List any current key customers or customer wins

7 Your “Ask” What would be the best outcome of this meeting? What are you asking for? –If this is an investor meeting, be clear about the amount of money you need, the use of funds, and what percent of equity the investor will receive. –You should know what the associated valuation of your company is based on this ask (e.g. if you are asking for $250,000 for 25% of your company, your assumed valuation is $1M)