Pop Quiz I want to start a new venture because: a)My
invention/discovery will help mankind. b)I want to build a company
dominant in the market. c)I want to get rich. d)All of the
above
Slide 3
Recommended Documents (In order of importance) 1.Investor
Presentation 2.Elevator Speech 3.Business Plan 4.Executive Summary
5.One Page Summary 6.Customer Brochure
What they want to know 1.What is the technology? 2.How big is
the market? 3.Who is on the Management Team? 4.Is this a good deal?
Venture Investment 101
Slide 6
Investor Presentation Single most important aspect of fund
raisingSingle most important aspect of fund raising Play to your
audiencePlay to your audience Be respectful of timeBe respectful of
time Business attireBusiness attire Objectives:Objectives: Not to
close the deal Invitation to talk Build investor confidence in
you
Slide 7
Typical South Texas Format Presentation: 20
minutesPresentation: 20 minutes Q&A: 20 minutesQ&A: 20
minutes Investor discussion: 20 minutesInvestor discussion: 20
minutes Youre not in the room Timekeeper usually presentTimekeeper
usually present BTW: This is a somewhat universal format for angel
groupsBTW: This is a somewhat universal format for angel
groups
Slide 8
Content Elements The problem?The problem?
Product/ServiceProduct/Service Value propositionValue proposition
MarketMarket CompetitionCompetition Competitive
advantageCompetitive advantage Management teamManagement team
Revenue modelRevenue model Revenue received Funding requestFunding
request Uses of fundingUses of funding Funding milestonesFunding
milestones Pre-money cap tablePre-money cap table
Slide 9
Content Timing Every deal is differentEvery deal is different
Its your message and your dealIts your message and your deal
However,However, Management Technology Market Financials
Slide 10
Coaching Tips Show passionShow passion Show confidenceShow
confidence Demonstrate knowledgeDemonstrate knowledge Minimize
hyperboleMinimize hyperbole Name dropping Its a business deal not
an inventionIts a business deal not an invention Presentation Team
membersPresentation Team members Consistent team attireConsistent
team attire
Slide 11
More Coaching Tips Graphics, color, & photosGraphics,
color, & photos No hard to read slidesNo hard to read slides
10-20-30 rule Do not read the slidesDo not read the slides Watch
the audience Well choreographedWell choreographed Numbers all
footNumbers all foot Copies for audienceCopies for audience show
& tellshow & tell Practice timingPractice timing
Slide 12
Q&A Coaching Tips Short direct answersShort direct answers
No piling onNo piling on Backup slidesBackup slides Cheat sheet
Curve ballsCurve balls May be asked for a term sheet Avoid
technical discussions Dont get defensive or angry
Slide 13
Aprs-Presentation Do a post mortem on each presentation givenDo
a post mortem on each presentation given Build an inventory of
slidesBuild an inventory of slides Be prepared to give many
presentationsBe prepared to give many presentations Remember you
are only looking for a few investorsRemember you are only looking
for a few investors Expect stay in touchExpect stay in touch
Slide 14
Why a Business Plan? Business Strategies Product Development
Sales & Marketing FinancialOthers Management in sync (Equity
Funding World) Sell the venture Due Diligence
Slide 15
Preliminary Remarks No proprietary warnings About 20 pages
without exhibits About 6500 -7500 words 10 or 12 pt Times New Roman
Spellchecker Flesch-Kincaid Readability
