Monday, December 18, 2023


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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