Strawman for pitch

1.      Introduction

§  What we do…

§  Why we do it…

§  How we do it…

2.      Track Record / Highlights..

§  Platform developed to date… capability

§  Key Foundational Team

§  First mover in …

§  Significant barriers to entry

§  IP / patents filed

§  SaaS or recurring revenue model / funded development while retaining IP ownership

3.      Target Large and Growing Markets

4.      Challenge in the Industry, Increasing Costs, Delayed Time to Information

5.      Solution to Challenge, How do we do it, Benefits vs Conventional approach

6.      Deeper dive into technology solution, What did we create, How is it better, faster, cheaper and solve the challenge

7.      How does our solution compare against alternative solutions in the market

8.      Deeper dive on team and reason why we are perfect to solve this challenge vs others

9.      How are we protected from others in the market catching up or duplicating what we are doing or invest more $ and pass us by

10.   How do we engage with customers

11.   Go to market strategy

12.   Three case studies with use cases, including:

§  Company name, company problem, how we engaged, how we helped, what was the solution, how did they use the output of the proof of concept, how are we engaged today (i.e. follow on engagement as a result of success) [if no follow on, why not]

§  Path to recurring relationship and economic model

13.   Explain the solution and how this offering enables economic benefits for the customer

14.   Product roadmap will enable more opportunities ….

15.   Broader markets could also use this solution ….

16.   Why are we like other successful companies in the market, map our value proposition to how others created value with others

17.   Management team deeper dive and open slots expected to be added and when and why

18.   Financial history – economic model how we engage and expect to expand with accounts as a recurring revenue

19.   Financial forecast, assumptions, client growth requirements and attach rate to users or other to support five year model

20.   What tactics are required to achieve forecast model, both technical evolution of product (investment) and sales / customer acquisition process.

21.   Target financial model near term (within 24 months) and longer term at five years.

Additional comments…

Our Company Summary

·        Focus in …

·        More…, better …, Faster… for customers

·        Technology

·        Industry overview and problem statement

·        Solution

·        Value for customers

·        Value for shareholders

 Management Team

·        Critical Roles, Focus at company, Experience which benefits company

 Positioning

·        Thoughtful and advance approach to…

·        TAM, products and technology, operating model

·        Solution and challenges

 Financial Projections

·        Externally, financial model should match the investor valuation horizon

·        Emerging models require longer term 5+ years), more mature models 2+ years

·        Near term should reflect quarterly

·        What are the necessary tactics required to achieve model forecast over 2 to 3 years

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TRANSPARENCY INITIATIVES

 

The most profitable companies prioritize “Organization Effectiveness”.

 

Organization effectiveness should be reviewed on a recurring basis to optimize performance.

 

Transformation Project

 

Transparency Initiatives:

 

The Phase One process includes the following:

Clarity of Organization Structure

Roles and Responsibilities of functions

Roles and Responsibilities of Leaders and team members

Accountability and Ownership (defined)

Decisions Rights

As part of the decision rights analysis it would be helpful to define a decision matrix for key decisions within each group to define which items require elevation for approval and which require presentation into defined management forums.

 

The Second Phase includes define and review of key processes within the group and across the organization

Select examples may include:

The sales to contracting process

The bookings and revenue forecasting process

The budgeting process, and quarterly forecasting process

The reporting of results vs plan

The workforce planning cycle and reporting

The employee lifecycle (identification of a need, recruitment, hiring, onboarding, objectives setting, clarity of role and decision rights, incentives alignment, monitoring and measurement, role progression, growth opportunities, etc…)

The objectives setting, performance monitoring, measurement and appraisal process

The rank ordering of companywide employee requests and selection process for support (Enterprise Applications, Facilities, People, Legal, Accounting, Finance, etc..), framework and filter of requests for execution timing decisions

The selection of Enterprise Systems for deployment, modifications and enhancements, system Architecture design and selection reviews for scale and effectiveness, security requirements, etc…)

The procurement process and delegated decision rights, negotiation framework

Manager and employee training including certification process to follow policies

Exceptional items approval request process, etc….

 

The Third Phase includes proposed future state of designing improvements or redesign to processes for a more clear and effective organization.

 

The Fourth Phase is selection and implementation of a more effective process.