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The PowerPoint
Pitch to Investors
Jason Tagler
www.CEOPitchCoach.com
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AGENDA
• Why am I here?
• www.CEOPitchCoach.com
• Your opening sentence
• Presentation skills
• PowerPoint slides for your verbal presentation
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Why am I here?
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CEO/FOUNDER’S CHALLENGES
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WHY DOES IT MATTER?
“if it’s a good company why does the
investor care how the CEO presents or
the quality of the pitch?”
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WHY DOES IT MATTER?
CEO Yes No
Passion and commitment?
Can sell to customers?
Leadership to recruit team?
Able to raise money in the future?
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INVESTORS ARE SELECTIVE
Angels turn down ~40 companies for each one they invest in
Venture Capital Investors turn down 100+ companies for each one they invest in
Many times you only get one chance
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MY BACKGROUND
1,000+ pitches Invested & Raised
Technology Investment
Banking (1999-2003)
$3.0 billion in IPOs12 M&A advisory
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WHY AM I HERE?
Tech companies
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CEOPitchCoach.com
“Prior to working with Jason, my fundraising success was somewhat limited. Using the resources provided by CEOPitchCoach.com, along with two coaching sessions with Jason, I’m on my way to reaching my target first raise of $1.0 million”
- Tom Strange, CEOSolution Design Group
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WHY AM I HERE?
Knowledge Practice
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CONTENT AND RESOURCES ARE NOT AVAILABLE
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CEOPitchCoach.com
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CEOPitchCoach.com
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UNLESS YOU HAVE TO
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CEO/FOUNDER
(in millions) Early Later
Pre-$ Valuation $0.5 $2.5
Investment $0.5 $0.5
Post-$ Valuation $1.0 $3.0
Investors Ownership % 50% 17%
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Opening Sentence
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OPENING SENTENCE
• Defined Offering
• Defined Audience
• Problem
• Secret Sauce
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OPENING SENTENCE
Perfecting Your One Sentence Pitch
https://vimeo.com/16447520
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OPENING SENTENCE
• Defined Offering
• Target Audience
• Problem
• Secret Sauce
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Presentation Skills
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LESS IS MORE
Less is MORE
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LESS IS NOT EASIER
“I didn't have time to write a short letter, so I wrote a long one instead.”
- Mark Twain
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LESS IS MORE
10/20/30 rule:• No more than 10 slides• No more than 20 minutes• No less than 30 point font
- Guy Kawasaki
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LESS IS MORE
• If you are worried/not sure, put extra slides
in the Appendix
• During Q&A you can reference them if
needed
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KNOW YOUR AUDIENCE
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PRACTICE
Practice with:• Colleagues• Friends
Adapt to:• Their level of knowledge• The time you have
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PREPARATION & PRACTICE
Preparation
Practice
Feedback
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ENGAGE THE AUDIENCE
Maintain eye contact with the audience• Practice until 100% memorized • Use presenter mode • Use a remote control
Avoid:• Don’t read your speech• Don’t look back at the screen
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SUMMARY – PRESENTATION SKILLS
• Less is MORE (verbal presentation)
• Know your audience
• Prep, practice and more practice
• Maintain eye contact with the audience
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Slides
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SLIDES
1. Your logo2. Problem 3. Your solution4. Revenue model5. TAM (Total
Addressable Market)
6. Secret Sauce7. Sales and marketing8. Competition9. Team 10. Financials11. Use of Funds12. Your logo
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YOUR GOAL
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LOGO (SLIDE 1)
YOUR LOGO HERE
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WHAT YOU SAY ON LOGO SLIDE (SLIDE 1)
1) Business Overview (Opening sentence)
2) CEO Bio:
Discuss roles at other companies in terms of:
1. How much did you grow revenue?2. Who were the investors?3. Did you exit and did the investors make money?
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THE PROBLEM (SLIDE 2)
Investor Audience:
• Has to understand the problem
• Has to feel the “pain point” from the customer’s
perspective
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YOU’VE GOT THEIR ATTENTION
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YOUR SOLUTION (SLIDE 3)
Be specific about:
• The type of customer
• The problem you solve for that customer
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REVENUE MODEL (SLIDE 4)
• Explain margins on one unit
• For your average customer:• How much revenue• What are your margins
• Who makes the decision to buy?
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TOTAL ADDRESSABLE MARKET (SLIDE 5)
If you sold to every potential customer how much revenue would that be per year?
• Segment the market
• Triangulate using different methodologies
• Show estimated range
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REVIEW OF FIRST 5 SLIDES
1. Founder’s bio2. Problem3. Solution4. Revenue Model5. TAM
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THE SECRET SAUCE (SLIDE 6)
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SALES AND MARKETING (SLIDE 7)
• Sales team and process
• Lead generation
• Current Customers
• Pipeline
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COMPETITION (SLIDE 8)
Feature
Feature
Feature
OUR
COMPANYCompetitor #1 Competitor #2 Competitor #3
Feature
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TEAM (SLIDE 9)
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FINANCIAL SUMMARY (SLIDE 10)
Last Year
This Year
Next Year
Bookings
GAAP Revenue
Gross Margin %
EBITDA
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USE OF FUNDS (SLIDE 11)
• How much are you raising?
• How will you spend the money?
• How far will this money take you?
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LOGO (SLIDE 12)
YOUR LOGO HERE
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YOUR GOAL FOR THE PITCH
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SUCCESS
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EQUITY INVESTMENT LIFECYCLE
Seed Fund
VentureCapital
Growth Equity
LBOFund
Angel Investors
Friends & FamilyYou
Rev
en
ue
Time
Break Even
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The PowerPoint Pitch to Investors
Jason Tagler
www.CEOPitchCoach.com
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ADVANCED PRESENTATION