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Fund Raising Pitch Book Template
FUND RAISING PITCH BOOK TEMPLATE
2.0
CONTENTS 2.0
1 Executive summary
2 Deal overview
3 Business history
4 What problem does it solve?
5 You and your two tribes
6 The market for your products and/or services
7 Your customers
Fund Raising Pitch Book Template
CONTENTS 2.0
8 Your competition9 The supply chain and routes to market10 Scalability11 Exit strategy
12 Financials: Last 3 years + next 3 years P&L, cash flows, equity returns/IRR
13 Scenario planning & risk management14 Appendices: IP, strategic alliances
Awards, accreditations, etc. Customer testimonials
Fund Raising Pitch Book Template
EXECUTIVE SUMMARY 2.0
• Pull together the key take-away from each section
Fund Raising Pitch Book Template
EXECUTIVE SUMMARY 2.0
• Pull together the key take-away from each section
$000s Year -2
Year -1
Year 0 Year +1
Year +2
Year +3
Sales
EBITD
FCF
100% equity
Investment (in/out)
IRR
Fund Raising Pitch Book Template
DEAL OVERVIEW 2.0
• Purchase price = $X• Due at closing = $Y• Deferred payments = $Z (X-Y)• Detail: contingent, time period, etc.
• Total funding required = $A• Debt funding pledged = $B• Equity capital required = $C (A-B)• Target equity for sale = D% (C/X) or C/(X+C)
Fund Raising Pitch Book Template
BUSINESS HISTORY 2.0
• When founded• Legal status• Location• Primary activities• Current ownership• Details of key shareholders and directors• Current sales revenue and profit• Key products/services and customers• Anything else significant & key milestones
Fund Raising Pitch Book Template
WHAT PROBLEM ARE YOU SOLVING? 2.0
• Exactly what do you do and how do you do it and why does your typical customer care?
Fund Raising Pitch Book Template
LEADERSHIP & MANAGEMENT 2.0
• You: history• Key employee 1: history• Key employee 2: history• Key employee 3: history• Key employee 4: history
Fund Raising Pitch Book Template
ADVISORY BOARDS 2.0
• Advisor 1: value-add, relevant experience• Advisor 2: value-add, relevant experience• Advisor 3: value-add, relevant experience• Advisor 4: value-add, relevant experience
Fund Raising Pitch Book Template
THE ADDRESSABLE MARKET 2.0
• What higher level market are you trading in?• How big is it? (source)
• What’s your niche within the larger market?
Fund Raising Pitch Book Template
THE ADDRESSABLE MARKET 2.0
• What’s your current market share?
• What are the drivers in your market and are you best placed to take advantage of them?
Fund Raising Pitch Book Template
YOUR CUSTOMER 2.0
• Key demographics (who your avatar customer is, location, size/budget, market)
• Psychographics: primary pain point or strategic goal to achieve
Fund Raising Pitch Book Template
YOUR CUSTOMER 2.0
• The features of your products & services• A• B• C
• The advantages of your products & services• A• B• C
• The benefits of your products & services• A• B• C
Fund Raising Pitch Book Template
YOUR COMPETITION 2.0
USP Relevance Us Competitor 1
Competitor 2
Competitor 3
Competitor 4
Competitor 5
Quality High
Service Medium
Price Low
Reliability etc.
Expertise
Reputation
Stability
Location
Image
Credit policy
Others
Fund Raising Pitch Book Template
YOUR COMPETITION 2.0
• We will overcome our direct competition by
• We will overcome our indirect competition by
Fund Raising Pitch Book Template
THE INDUSTRY SUPPLY CHAIN 2.0
Raw materials
Ultimate end user
Intermediary Intermediary You Intermediary
Fund Raising Pitch Book Template
SCALABILITY: PEOPLE 2.0
You: the CEO
Head of Finance Head of Sales & Marketing Head of Operations
Accounts Payable
Accounts Receivable
Cost accountant
Payroll & admin
HR
New Business
Account Management
Key Accounts
Inside Sales
AM1
AM2
Production Manager Buyer
Marketing Manager
Marketing Manager
Social Media & Web
Events
PR
IT & Facilities Manager
Operative 1
Operative 2
Operative 3Operative 4
Operative 5
Goods IN
Goods OUT
Fund Raising Pitch Book Template
SCALABILITY: BUSINESS DEVELOPMENT 2.0
• Marketing strategy• Social media, events
• Sales funnel• Qualification process, follow up
• Lifetime customer value (LCV)
Fund Raising Pitch Book Template
SCALABILITY: OPERATIONS 2.0
• Actual versus maximum capacity• Manufacturing • Storage• Sales
• Expansion• Longer hours• Larger/more locations• More people
• What to outsource• Distribution, assembly, other ‘non-core’
Fund Raising Pitch Book Template
SCALABILITY: SYSTEMS & PROCESSES 2.0
• Your metrics• Average sales, $ production/sq. ft. Ave. cost of customer
acquisition• Your best practices
• Automation• Hard versus soft systems
Fund Raising Pitch Book Template
YOUR EXIT STRATEGY 2.0
• Trade sale• Business A, size and why?• Business B, size and why?• Current multiples of EBITD
Fund Raising Pitch Book Template
YOUR EXIT STRATEGY 2.0
• Larger investor• A• B• C
• Franchise model
Fund Raising Pitch Book Template
FINANCIALS - HISTORICAL 2.0
Fund Raising Pitch Book Template
FINANCIALS - HISTORICAL 2.0
Fund Raising Pitch Book Template
DEAL STRUCTURE 2.0
Fund Raising Pitch Book Template
FINANCIALS - FORECAST P&L 2.0
Fund Raising Pitch Book Template
FINANCIALS - FORECAST FCF 2.0
Fund Raising Pitch Book Template
EQUITY RETURNS - IRR 2.0
Fund Raising Pitch Book Template
SCENARIO PLANNING 2.0
• Plausible worst-case scenario• Revised IRR
• Break-even analysis• Revised IRR
Fund Raising Pitch Book Template
OPERATIONAL RISKS 2.0
Risk Severity Solution
Fund Raising Pitch Book Template
APPENDICES - BACK UP DETAIL 2.0
• Financial detail• P&L, cash flows and working capital assumptions• Income statement analysis• Equity return (IRR) detail
• Break-even analysis, scenario planning• Revised IRR and financial
• Patent and IP lists• Awards • Accreditations• Testimonials
Fund Raising Pitch Book Template
2.0
Fund Raising Pitch Book Template
FUND RAISING PITCH BOOK TEMPLATE
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2.0
