1. [This slide should be deleted before use]
Instructions for use
Ownership
This investor presentation template is the property of AECF Connect and comes with no implied or direct undertaking as to its accuracy or completeness.
Modifications
You are authorized to make modifications to this template to suit your company.
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You may not redistribute this template without prior written permission of AECF.
Accuracy of information
It is acknowledged by the user that the accuracy of the information to be furnished in this business plan is entirely the responsibility of the user.
Contact
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[This slide should be deleted before use]
Issue Date: October 2014

2. [insert your company name]
Investor Presentation – [insert date]
[insert company logo]

3. Executive Summary [summarise in two lines the investment opportunity]
Statement of investment opportunity
What the company does:
Key objectives
Main accomplishments to date
Overview of industry
Products and/or services
Current and projected operating levels
How much capital are you looking to raise, why is it an attractive opportunity for an investor

4. Executive Summary [summarise in two lines the financial forecasts]
Summarize revenue and profit growth
Key driver(s) of profitability
Key assumptions in revenue growth are:
Assumption 1
Assumption 2

5. Financial Requirements
[Summarize funds required, period of financing requirement and disbursement (both timing and mode)]
Provide the following:
Basic information required to analyze your capital requirements
Financing options proposed, funds required and timing
Financial uses over the period of financing requirement
Financing uses (Planned)
USD
Financing Sources (Proposed)
Use no.1 (e.g.. Working capital)
Period e.g. Q2,2015
Period e.g. Q4, 2017 -
Source 1
Year, stage(requested, contracted etc.)
Use no.2 (e.g. Factory construction)
Period e.g. Q2,2016
Source 2
Total --

6. The Management Team
[summarise in 2 lines what is attractive about the management team]
CEO name
Academic qualifications
Previous accomplishments
Number of years of experience in this field
CFO name
Operations name
Sales and Marketing Director
Photo
Photo
Photo
Photo

7. Governance
[describe in summary the strength of your governance structure and processes]
Outline the control and ownership structure
List directors of company and/or group companies
Describe governance processes and controls

8. Social Impact
[summarise in 2 lines the nature and strength of the impact of your business on low income households]
Baseline
Next
Show current impact. This should be fact based i.e. outline using figures
e.g. 1,000 tonnes of waste per year are used by locals to fertilize 200 ha of land
Impact no. 1
Impact no. 2
Show potential impact after investment. Should be fact based
Impact no. 1
Impact no. 2

9. Description of Operations
[summarise the nature and strength of the business’s operations]
Detail the following key areas
Location
Equipment
Labor
Process - describe production details
Stage 1
Describe Process
Stage 2
Describe Process
Stage 3
Describe Process
Stage 4
Describe Process

10. Operations Production Distribution
[summarise the state of your supply chain, production and distribution details]
[Detail your supply chain using the below as a guideline]
Make or buy
Procurement
Purchasing
Supplier & Contractor appraisal
Production strategy
Production Activity and control
Production
Distribution strategy
Distribution network optimization
Transportation& Warehousing
Distribution

11. Operations
[summary of factors that give your firm competitive advantage]
Outline the following:
Barriers to entry
Value add features incorporated in products
Operational changes necessary to achieve objectives in business plan
Key capital and human requirements necessary to deliver the products/services
Give summary of growth strategy guided by break even analysis

12. Products and Markets
[give an overview of demand in your industry and the market (both current and potential)]
Outline the following:
Industry you operate in
Market in the past, present and future (projected position)
Breakdown of market per product and associated revenue in tabular form
Product
Description
Market (Region)
Revenues (US$)
Product 1
Product 2
Product 3

13. Target Markets [summarize both primary and secondary markets]
Market subdivision and criteria for the subdivision (e.g. geographic area, product lines, pricing etc.)
Primary market focus
- Region
- Size in relation to total market
- Size of this segment that your business will serve
Pie chart (can also be done in a graph) illustration of target market, or map showing number of geographical markets.
[Dummy Data]

14. Target Markets [summary of competitor information]
Details on direct competitors
Competitor A – insert name
Competitor B – insert name
Competitor C – insert name
Estimated Sales
Business Description
Competitive Positioning
Key Clients

15. Target Markets [summary of market share growth strategy]
[How do you sell your product?]
[Where to sell the product?]
[What is the product and who is it for?]
Company’s potential in the market
Size of the market
Potential growth rate
Biggest growth driver for your company
Reason for this market’s attractiveness
Statement of intent regarding market position
Marketing Strategy

16. Pricing
[summarize how you have developed pricing policy, description of margins (high, low etc.) and a brief comparison to competitor pricing]
Type of pricing policy
Comparison of competitor pricing policies vs company’s policy
Outline gross margins by products and main pricing drivers per product (Tabular form)
Include assumptions, if any, made in coming up with the policy
Outline strategy to stay abreast of market place changes e.g. new innovations, competition etc.
Product A
Product B
Product C
Price
Gross Margins (%)
Main price drivers

17. Timeline and Milestones
[Summarize the overall of objective(s) of the company and the proposed completion date]
[Provide list of objectives by start and completion date and by budget.]
Milestone
Milestone
Milestone
Milestone
Time e.g. Q1, 2010
Time e.g. Q1, 2010
Time e.g. Q1, 2010
Time e.g. Q1, 2010
……….
Milestone
Milestone
Milestone
Milestone
Milestone

18. Growth Plan
[summarize demand trends expected and the corresponding plan by the firm to cater for this increase. Brief also on plan to ensure profitability of the firm]
Detail the following:
Growth expectations (both demand & production growth)
Plan to ensure product success If new product is being introduced
Opportunities, if any, to be created for further growth

19. Financial Model [summarise in two lines the financial forecasts]
Outline financial plan that defines your financial model and pricing assumption detailing:
Historical, current and projected views
Scaling up needs, on-going profit/loss, and break-even
Assumptions and comments
Provide pro forma 3 to 5 year financial statements (balance sheet, cash flow statement, profit and loss account)

20. Profit & Loss Statement - [insert actual dates for financial years]
Profit & Loss Statement Projection
Profit & Loss Statement - [insert actual dates for financial years]
Calendar Year
Year -2
Year -1
Year 0
Year 1
Year 2
Year 3
Revenues
Product A
Product B
Gross Revenues
Cost of Product sold()
Gross Profit
Operating Expenses () -
Gross Operating Profit (EBITDA)
Depreciation ()
EBIT
Interest & Fee Income/ (Expense)
Income Taxes ()
Net Income

21. Cash Flow Statement - [insert actual dates for financial years]
Cash Flow Statement Projection
Cash Flow Statement - [insert actual dates for financial years]
Calendar Year
Year -2
Year -1
Year 0
Year 1
Year 2
Year 3
Operating Activities -
Net Cash
Investing Activities
Financing Activities
Beginning Cash
Change in Cash
Cash (to)/from debt reserve
Ending cash