1. There are many ways to organize a pitch that contain critical ingredients. Experiment and have fun!
Name and Company Name

2. Pitch Deck Template-Revised
I’ve revised the pitch deck from Neck in order to better reflect what we have been learning about pitches at IDEA. Thanks for the feedback and suggestions!
It is important for your team to THINK about your message and adjust this so it works for you. Do not blindly just plug in information.
Read the notes at the bottom. The original author has notes that connect to the text and I have also added notes. Please feel free to tell me more things we should add/take out.
Use the pdf example from the text as a guide…not a precise way to do it.
Feel free to ask us questions!
Dr. S
Name and Company Name

3. Name of Venture Logo Name Founder & CEO
Title Slide
The title slide should include the name of the company, logo, your name, and contact information.
Read more on page 476 of your book.
Name Founder & CEO
Contact Information

4. Combined experience or key team dynamic
Name
Title
Education
Experience
Name
Title
Education
Experience
Name
Title
Education
Experience
Team
The team slide should include a list of all team members, providing photos, their experience, and education. If you have a board of advisors, then include those names as well.
Read more on pages of your book.
Dr. S Notes: This is a really important slide! You can tell a story…connect the audience to you…share your passions…WHY YOU???
Combined experience or key team dynamic
Name and Company Name

5. Company Purpose
{Company} is ____________________ for _______________ that _________________.
{Company} sells ______________________ to ______________________ in order to ____________.
Company Purpose/Description
The purpose or vision slide is a quick overview of your company. Why does your company exist? Develop one sentence that describes what your company does.
Read more on page 477 of your book.
Name and Company Name

6. Customers’/Client/Stakeholder #1 Problem
How are you addressing the need, and how do other organizations fall short of addressing the problem?
The Problem/Need
Describe the problem that your company is solving or how you are addressing a customer need. Additionally, you should describe how the problem is currently being solved by other companies, and point out any inefficiencies in how it is being solved, or why the existing solutions are insufficient.
Read more on pages of your book.
Name and Company Name

7. Customer/Client/Stakeholder Archetype Profile
Who are they?
How do you reach them?
How will you keep them coming back?
Getting Customers
In addition to depicting the market size and showing the target market, it is essential that you demonstrate an understanding of your customers—who they are and how you will reach them. This is where you talk about your interactions with customers and what you have learned about them during the planning process. Additionally, you need to articulate what customers are willing to pay, and how you intend to keep them coming back.
Read more on page 482 of your book.
Dr. S Notes: I strongly suggest you build and present a ‘typical’ customer archetype profile, who they are and link this to the problem (pain relief, desired gain etc)
Name and Company Name

8. Value Proposition Promise-Offering Prototype The Solution
Don’t just type the solution on a slide. If possible offer a live demonstration. If the product or service is not yet fully developed, show a prototype or a picture of a prototype. If the solution is web-based, a mockup landing page is a must.
Read more on page 478 of your book.
Dr. S: This is where you get to show off your solution!
Name and Company Name

9. Why Now? Note market trends and changes Why Now?
There is a window of opportunity for many new ventures. You need to convince your audience that the time is now for your new product or service. This means pointing out trends or changes that prove that your company is timely.
Read more on page of your book.
Dr. S: Do not say “why not now?” Too weak. What is the real reason that now is a good time? And if not now, when? What would indicate that the time is right?
Name and Company Name

10. The Market-TAM, SAM, SOM
Note the total market size, target market size, and the market share your company can realistically achieve.
Market Opportunity
The solution is powerful only if there is a market of customers willing to pay for the product or service. Think through:
TAM (Total Available Market): the total market demand for a product or service.
SAM (Serviceable Available Market): the section of the TAM that your product or service intends to target.
SOM (Share of Market): the portion of SAM that your company is realistically likely to reach.
Read more on pages of your book.
Dr. S Note: For a BIC, we are less concerned that this is perfect. What we really want to know is what is your beachead and what do you think the market is one level past the beachhead. The information is welcome of course!
For BMC, this info is critical.
Name and Company Name

11. Competitive (Sub/Alt) Grid
Competitor A B C
Offerings
Service Prices
Retail Prices
Location
Expertise
Service
Turnover
Capacity
Client Base
Competitor Analysis & Differentiation
The competitor analysis shows how your company differentiates itself from others providing similar solutions, or how it has carved out a unique space that fulfills unmet needs.
Read more on page
Dr. S Notes: For the BIC, this can be alternatives/substitutes and why they are inadequate. BMC should have the competitors nailed down and fully understood.
Name and Company Name

12. Competitive (Sub/Alt) Grid
Premium Price
Basic
Luxury
Competitor Analysis & Differentiation
The competitor analysis shows how your company differentiates itself from others providing similar solutions, or how it has carved out a unique space that fulfills unmet needs.
Read more on page
Dr. S Notes: There are many ways to map competitors, substitutes and alternatives. Here, you can change the variables on the axis.
Low Price
Name and Company Name

13. Milestones- Where we have traction
Achieved
Looking Ahead
Traction
Traction describes all the work you’ve done to date to build your venture. Your audience, especially investors, want to see the actions you have taken to construct your venture and the milestones you have achieved. You could also include your future milestones or planned next steps.
Read more on page 485 of your book.
Dr. S Note: This is important for showing the work you put in!
Name and Company Name

14. X% $X Million Financials GROSS PROFIT PROFIT MARGIN YEAR 3 Year 1
Revenue $
Expenses
Gross Profit
SG&A
Net Proft X%
GROSS
PROFIT MARGIN
Financials
Your financials need to demonstrate that you have a clear understanding of potential profit and loss. It’s important to highlight the key drivers of revenue and expenses, but keep it at the highest levels for now, showing only the first three years of revenue projections.
Read more on page 486 of your book.
Dr S Note: This should be appropriate to your project. If you are using the BIC, this should be a very basic and is not the primary focus. As you go forward with VP2s, you should get more information especially as you move out of the BIC to the more advanced canvases.
$X Million
PROFIT
YEAR 3
Name and Company Name

15. Source-Use of Funds SEED CAPITAL USE AMOUNT TIMELINE Marketing Spend
12 months
Social Media Ads
$40,000
Sampling
$30,000
TOTAL
$70,000
Salaries
CEO
$50,000
CMO
$100,000
Product & Delivery
Products
$20,000
Packing & Fulfilment
$60,000
$80,000
REQUIREMENT
$250,000
Dr. S Note: This slide is much more for canvases beyond BIC. Especially for E3 and up.
Name and Company Name