Link to my Facebook Page
Link to my Linkedin Page
Link to my Twitter Page

Presentation Guidlines

Most guides to writing an executive summary miss the key point: The job of the executive summary is to sell, not to describe.

They should broadly cover the business idea and model, the problem and the solution it offers, the industry size and opportunity, competition and competitive advantage, the team, the revenue model, the ask and the current traction.

Please keep the following in mind both while preparing the deck –

What Your Pitch Deck Is For…

  • The purpose of your Investor Deck is to open our minds to your vision and get us excited to know more
  • The story you craft in your Deck gets us engaged to start filling in the blanks for ourselves
  • You want to give enough information to grab our interest, but not too much as to overwhelm or have your story lose clarity & focus
  • Give us enough to get excited about, but leave us wanting more
  • Your Deck should be able to stand on its own, without your presentation
  • Compelling Decks are concise, tell a story, are visual, 10-13 slides

Common Deck Mistakes…

  • Too many slides, too much information
  • “Wordy slides”: To avoid. Broadly follow 10 slides / 20 minutes to present the slides / 30 point font or greater
  • Too many product details, or too many financial details, but you must have answers ready
  • Avoid belittling competitors. Present competition in the right light
  • False/silly assumptions you can’t back up or don’t have data on
  • False confidence or arrogance

The template that has been provided enables you to broadly capture the following information, information that we feel is important for us before we make a decision to invest in your company.

  1. Elevator Pitch
  2. Momentum, Traction, Expertise: Your key numbers
  3. Market Opportunity: Define market size & your customer base
  4. Problem & Current Solutions: What need do you fill? Other solutions
  5. Product or Service: Your solution
  6. Business Model: Key Revenue Streams
  7. Market Approach & Strategy: How you grow your business
  8. Team & Key Stakeholders (Investors, Advisors)
  9. Financials
  10. Competition
  11. Investment: Your ‘Ask’ for funding, Basic use of funds
  12. Exit Strategy
  13. Partnership Agreements
  14. Product/Service Demo
  15. Existing Sales/Clients
  16. Your “Special Sauce”