Strawman for pitch
1. Introduction
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What we do…
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Why we do it…
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How we do it…
2. Track
Record / Highlights..
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Platform developed to date… capability
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Key Foundational Team
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First mover in …
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Significant barriers to entry
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IP / patents filed
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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:
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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]
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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
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Focus in …
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More…, better …, Faster… for customers
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Technology
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Industry overview and problem statement
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Solution
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Value for customers
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Value for shareholders
Management Team
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Critical Roles, Focus at company, Experience
which benefits company
Positioning
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Thoughtful and advance approach to…
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TAM, products and technology, operating model
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Solution and challenges
Financial Projections
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Externally, financial model should match the
investor valuation horizon
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Emerging models require longer term 5+ years), more
mature models 2+ years
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Near term should reflect quarterly
·
What are the necessary tactics required to
achieve model forecast over 2 to 3 years
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