1. Month, Year Company Name
Introductory VC Pitch
Month, Year
Company Name

2. Overall Guidance
Demonstrate your domain expertise with your understanding of the market
Use the slides to lead, not read
Ask questions; be a good listener
“Less is More” slides
Keep it Simple
Emphasize momentum/milestones that confirm progress
A Picture’s worth a thousand words

3. Cover Sheet A brief one-line mission statement
E.g.: Updata Partners is a venture capital firm that invests in early and growth stage companies that provide innovative IT software and services.
Contact information

4. The Elevator Pitch
What is value proposition for customers to buy your offering?
Example:
“XYZ develops software solutions which help school
districts better manage their special education programs
by ensuring compliance, increasing revenues and reducing administrative time and expense”
Why is it compelling now?

5. Company Background The management team Summary of the organization
Is this a high performance team?
Articulate team members’ relevant experience
Areas where the team needs additional help?
Summary of the organization
Headcount by Dept (include FTEs)
Office location's
Date Company was founded
Board Members and/or Advisors
What credibility do they add?
Why did they choose to be involved?

6. Market Opportunity Market need – define customer “pain” and drivers
Market Size-“Keep it Real!”
Total size
TAM (Total Addressable Market) – what subset is relevant to Company
% of market you will own
Growth rate
Segmentation
Company Positioning

7. Competition “Know Your Market Cold” The competitive landscape
Who are your competitors? Collaborators?
Too little competition is not necessarily good
Competitive differentiator
What is your “secret sauce” or unique advantages?
How sustainable are these advantages?

8. Sales Model Vertical or Horizontal play? To whom do you sell
What Titles are decision makers and influencers?
How do you get to them (Direct, Inside Sales, Telemarketers)
Length of sales cycle
How do you generate leads and awareness?
Channels/Indirect Sales
Mix
Cost
Partnerships

9. Customers Number of current customers or Pilot/Beta Sales pipeline
Lighthouse clients
Customer Concentration
Customer Retention/Attrition
Sales pipeline
What’s the momentum in new opportunities and bookings?
What’s Visibility for Forward 12 Months?
Win/Loss Ratio
Brief case study can help
Company Name:
Pain Point:
Solution/Features:
Result/ROI:

10. Technology/Solution/Service Offering
How does it work and what’s different?
One page architectural diagram or logical description
Is there defensible “barrier” and have you protected it?
By placing the technology section further in the presentation, you are assured that the previous information gets discussed. Then, you have the luxury to spending the remaining time on this topic and not rushing through important business issues.

11. Product Development Status of product (Alpha, Beta, 1.0,…)
Product/Service mix
Product Roadmap
Key milestones and expected completion/release dates
Dependency on external technologies/partners; key vendor licenses

12. Economic Model What is your economic model?
Recurring or Transactional?
Direct or Indirect?
Highlight economic model assumptions
-Revenue Growth
-Margins
-Where’s leverage in the Model?
-Key Performance Assumptions
Bottom line: How do you make money?

13. Sample Economic Model Specify the cash flow breakeven point
Monthly burn rate: gross & net

14. Risks What keeps you up at night?
What’s the biggest risk of NOT raising money?
If the business doesn’t take off, what will be the reasons?
Who are the latent competitors, including customer “make” decisions (vs. buying your product)
Who loses if you win?
Be Honest!

15. Financing History Capitalization table
Amounts previously raised w/ dates
Security type: Common Equity, Series A, Series B, Convertible Debt
Any special provisions, terms held by prior shareholders
Post-money valuation on last round
Are your valuation expectations realistic?

16. Proposed Financing Total amount to be raised
Amount already committed from prior investors or new lead
How far does it get you?
Expected future financings
What do you need in an investor?

17. Use of Proceeds & Exit Breakdown of proceeds usage on
R&D
Sales & marketing
Acquisitions
Other
Exit scenarios and timeline
IPO vs. M&A
Who are the buyers
Why will they buy you

18. Summary Bullet point summary of deal highlights
Why is now the time to invest?
Key momentum indicators
Market Size and Opportunity
Team Qualifications/Previous Success
Barriers To Entry