12 Magic Slides Investor Presentation Presenting Template

Building and Delivering the Presentation
12 Magic Slides
Represents the content, flow and messaging for what the investor is used to seeing/hearing Serves as the proxy for the business, not a bunch of slides to hide behind or to merely persuade the investor Focuses your communication on the most important merits of the business for the investor to consider Demonstrates your understanding of the business and your ability to be a thoughtful/rational thinker Gets you an internal champion who will get you to the second meeting and/or to due diligence
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
Preparation
What?
Develop a few communication tools that will set-up and guide the creation of the 12 Magic Slides
Why?
Immediately positions your company at the very beginning of the presentation Pulls the audience into your world and motivates them to want to hear more Signals to the audience that you know your business
Where?
Right at the beginning either during the title slide or slide one You have 2 slides/10 words to get their attention or the meeting is over
The Tool Kit

The One Liner
5-10 word line that crisply articulates the business Place in the title slide under your company name/logo
The Elevator Pitch

2-3 sentences that defines the market, customer, problem/solution and uniqueness of the business Place on slide one (ideally displayed as succinct bullets with an illustrative graphic)
The Story
:60 second true event that establishes you and your teams deep, personal understanding of the customer and connection to their problem Use as voice over either during the title slide or slide one
The One Liner (not a tag line)

Framework (different ways to structure the line)
[Name] enables customers/end users to do X. [Name] is the Company X of the Y business.
Examples
We Networks Networks (Cisco) The Worlds Information in One Click (Google) The Computer for Everyone Else (Apple)
The Elevator Pitch

Framework
What market are you in? What urgent problem are you solving? What is the size of the opportunity? Why will you win (differentiation, barriers to entry, unfair advantage)? Where is the validation (customers, investors, etc.)?
The Elevator Pitch

Diamond develops proprietary thin film diamond products and equipment that dramatically improve heat dissipation on microprocessors, solving one of the highest priority pain points in the industry. We address growing markets that will exceed $1.5B by 2006 and will become the dominant supplier with the best team having the most comprehensive patent position in the industry. Intel is our largest current investor, and we are actively engaged with other top target customers and partners who provide very strong references.
The Story
Framework
Make it personal, compelling and memorable Why is what your company does important? How do you know it? What evidence/anecdote proves it?
Examples
Situations of ugly moments or unexpected delights Scenarios that have occurred in your career that inspire you and the company to create the solution Circumstances where you designed/implemented a solution similar solution only to find key pieces of the execution woefully lacking or all together missing
Introductions
Begin by introducing your team
:30 seconds or less Save team detail for later
Mention any common links

Referral sources, other relevant contacts
Title Slide
Name of your firm Date Name of investor firm Appropriate graphics (logo, etc.) The one liner Optional: How much money is being sought for this round?
April 2002 Seeking $5M

Slide 1: Overview
Two to five high level bullets Refer to key points to keep attention for the rest of the presentation (your elevator pitch) If you dont get their attention here, you wont get their check later
Making Business eCommerce a Reality
Automate financial processes and operations Drive transaction cost efficiencies IT Managers of Fortune 100 companies rank this as among the top five areas to invest in over the next five years Beta agreements have been signed by three Fortune 100 companies. 2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
Channel-wide Collaboration
Time & project management solution for PSOs Web based market segment projected to be 3B 60 customer; growing 30% per quarter
London
New York
Slide 2: The Problem

Compelling problem(s) to be solved
Whats the pain? revenues, costs, time, market reach Faster, better, smaller, etc. are solutions, not problems
Best to include validating quotes

Customers are best Analysts when applicable
So what? Problem must suggest a large market

Corporate Data isnt Safe
Fake Payables *Billions Lost Annually $70K Deleted40% *Up to Chart of Accounts wasted it time
Our margins depend on a secure Vendor Fake platform.
$100K
- Sam Hein, VPO XYZ Airlines
$3.7M
* IDG Group Study
Slide 3: The Solution

Describe your business
Product or service
Compelling benefits
Must-haves
not nice-to-haves
Defining graphic
Illustrating your product or service
Hooked?
If you havent set the hook by now, you are dead! JL
Solution
Intrusion Detection Access Control Easy Integration
Slide 4: Opportunity and Market

Market details
Size and growth rate for five years Focus on your segment(s) of the target market
$100M+ run rate opportunity in five years? Demonstrate defensible % of market share
Why you wont get squashed
A graph format works well

Slide 5: Technology
Translate key points from business to technical domain
Show how customers and partners fit in, if possible
Best to use animated graphics

Before and after diagrams often work well
Concentrate on essential value proposition!!

Talk to important but peripheral issues and details, avoid clutter
Address invent vs. integrate issues

Show that you will invent only uniquely competitive elements Show incremental development path that reduces risk, if possible
>>> Technology
EXECUTE ANALYZE PLAN Enterprise Portal Integration
Inventory Fulfillment Warehousing Distribution Manufacturing Logistics Procurement
OPTIMIZE
Customer Mgmt
Supply Chain
Business Applications
XML
Web Store Call Center Email Direct Mail Field Service Point of Sale SFA
Analytics Engine
Rules Engine
Planning Engine
Workflow Engine
XML
EDI
Platform Framework J2EE Application Server
EDI
ODBC
Relational Metadata IT Infrastructure: Hosted or in-house
ODBC
Data
Flow
Technology Overview
Slide 6: Unique Competitive Advantages

Team, relationships, intellectual property, new insights, domain expertise
Are they yours alone? Will they provide a 10X+ advantage? How long will they last? What will it take to overcome them? Why will customers care?
Unique Competitive Advantages

Team has strong background in key technical areas
q q q
CEO, Chuck Smith, 5 years of speech systems experience at Nuance VP Engineering, Dave Johnson, built enterprise software products for TenFold Team has nearly 20 years collective experience in computer telephony
Partnerships in place with dominant market players

q q q q
Speech Technology Nuance and Speechworks Voice Portals TellMe and BeVocal Authorization Software Netegrity and RSA Security Provisioning and Management BMC and M-Tech
Patenting innovations in technology and applications

q q q
Voiceprint store & forward from PC voiceprinting on internet from standard PC Voiceprint store & forward from IVR allows bolt-on rather than re-write Several other patentable innovations coming
Competitive Advantage
Next Generation PSA Strategic Management Capability 2000 V3.1 Global Enhancements
1999 Connected Service Chain
1st Generation PSA
1998 Resource Management
Global & Collaborative

Slide 7: Competitive Landscape

Discuss current and potential competitors
Demonstrate knowledge of the landscape The answer no competition red flag no market
Provide framework to differentiate

Use customer-centric attributes and dimensions Reinforce your unique competitive advantages
Upper right quadrant graphic?

VCs see em everyday risk of being clich
Quote prospective customers

What do they say about your competitors? Why would they rather buy from you?
Competitive Advantage
Product GA Production Customers Highly Scalable Architecture >$10 per IP-DSO
Acme
Company A Company B Company C Company D Company E Company F
Slide 8: Go to Market Strategy

Who are the key players?
Profile the customer Discuss critical partner relationships (current and future) Describe who (in/out-house) sells your product or service
How and what do customers buy?

Discuss high level pricing (e.g., annuity or one fee) Describe what the customer will get (today and beyond)
Marketing and sales plan

Explain value chain and sales cycle Compare and contrast to other firms
Graphics work well Emphasize external validation

Go To Market Strategy
Today
Distributors
INDIRECT SALES
6 US 10 European 2 Asian
MIDMARKET
18%
Strategic Partners
IBM
82%
DIRECT SALES
F1000
$4B Market
Go To Market Strategy
Tomorrow
Distributors
Sirrius AvNet Support Net
INDIRECT SALES
Strategic Partners
IBM ISS Symantec Tripwire
MIDMARKET
50%
Independent Software Vendors

JD Edwards SAP Infinium
50%
DIRECT SALES
F1000
$4B Market
Slide 9: Financial Roadmap

Provide high level 5 year projections
Revenues and expenses by major categories Pretax profit (loss), cash flow from operations, capital requirements
Highlight milestone targets

First revenues Cash-flow positive Tangible competitive barriers (customers, IP, etc.) $100M/yr run rate in year 5 is clich, but expected
Prepare hip pocket detail slides

Best for a second meeting, but produce if requested
Financial Overview
Revenues ($K) Expenses ($K) Profit ($K) Investment ($K) Headcount Customers 2002 $1,500 $2,500 ($1,000) $5,000 15 5 2003 2004 2005 2006 $7,000 $25,000 $60,000 $105,000 $10,000 $24,000 $49,000 $79,000 ($3,000) $1,000 $11,000 $26,000 $5,000 60 150 300 450 20 50 150 250
Investment Sought
$5M Series A: Now $5M Series B: 12-18 months after Series A
Use of Proceeds
Get product into Beta/GA, implement with 1-3 beta customers Build solid pipeline, sign initial partnership deals Stage scaling of Sales / Prof Serv / Engineering / G&A
Future Timeline
January 2003
March 2003
Begin Marketing Efforts for AEDI
Complete identification of management team
December 2002 August 2002 July 2002
Begin strategic product development
Elevate marketing of DD to achieve sales goals
Close A-round
Whats Behind the Financial Slide?

Deep understanding of the business model Be prepared to discuss key assumptions
Revenue analysis market penetration and timing

Top-down (supportable percentages) Bottom-up (pipeline, revenue by customers, validation) Validate with comparable companies, as available
Expense analysis
Other (capital equipment, A/R & A/P turnover, etc.) Detailed proforma backup (P&L, cash flow, balance sheet, use of proceeds & headcount)
Slide 10: The Team

Previous relevant accomplishments
Include academic credentials
How does this team work together? Be honest - whos missing?

Discuss your hiring plan to fill key slots
Relate to unique competitive advantages Emphasize what YOU bring to the table
The CEO is the most critical team member Demonstrate your competence through your presentation
Management Team
Chuck Smith, CEO
q q q q
9 years enterprise systems expertise IBM 10 years call center systems expertise ROLM/IBM and Tandem 5 years speech solutions expertise Nuance BS Mathematics, Loyola University, Los Angeles 6 years telecom & imbedded systems expertise Tanner 6 years enterprise software integration expertise TenFold BS Engineering, CalTech 20 years of sales success in Call Center market Teknekron and Teloquent Sales process expert with 8 years sales management experience BA Philosophy, Bloomfield College, NJ Mike Baker, Chairman of Blue Note Software Bruce Davidson, retired VP Sales, Nuance Charlie Clay , board member SRI
Dave Johnson, VP Engineering

q q q
Herman Lewis, VP Sales

q q q
Board of Directors
q q q
Slide 11: Current Status

Highlight milestones achieved to date What have you already accomplished with other investors money?
Investors like to see efficient, productive use of resources
Historical timeline format can be useful Emphasize where you go from here
Show you are in position for some key next steps
Current Status
Launched: January 2001, angel funding Product Status
q q q
prospects
Wells Fargo US Bank Hewitt Visa Password Reset Password Reset Password Reset Password Reset
Password Reset announced 5/01, available 9/01 Confirmed Caller announced 2/02, available 4/02 Voice Secure Web prototype available
Customer Status
q q
Hartford Life Password Reset 9/01 Bank of America Password Reset 1/02
E*TRADE GE Card Services
Confirmed Caller Confirmed Caller
Partnerships complete and functional

q q
Nuance and Speechworks both contributing funding Netegrity, RSA Security and BMC
Seed team effective and efficient

Slide 12: Summary

Summarize your three strongest points
Have these distilled down to memorable sound bites Highlight synergies with prospective investor (portfolio, GP background, domain expertise, etc.)
Solicit feedback
Identify and address concerns
Call to action
Ask about the process, and what it takes to do a deal
Next steps
Determine conditions for second meeting Set up follow-up meeting, if possible
summary
Great opportunity to impact security market

q q
Voiceprints are best authentication approach Proprietary advantages in place
Proven team and initial results

q q
Delivering products to paying customers Established partnerships with market leaders
Seeking support to capture the opportunity

q q
Financing Building management team

12 Magic Slides Investor Presentation Presenting Template

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What are the main components of an effective presentation to investors?

What are the main components of an effective presentation to investors?

What are some examples of effective one-liners?

What are some examples of effective one-liners?

Building and Delivering the Presentation

The Tool Kit

The Elevator Pitch

The One Liner (not a tag line)

The Elevator Pitch

The Elevator Pitch

Mention any common links

April 2002 Seeking $5M

Making Business eCommerce a Reality

Slide 2: The Problem

Best to include validating quotes

So what? Problem must suggest a large market

Corporate Data isnt Safe

- Sam Hein, VPO XYZ Airlines

* IDG Group Study

Slide 3: The Solution

Slide 4: Opportunity and Market

A graph format works well

Best to use animated graphics

Concentrate on essential value proposition!!

Address invent vs. integrate issues

Platform Framework J2EE Application Server

Relational Metadata IT Infrastructure: Hosted or in-house

Slide 6: Unique Competitive Advantages

Unique Competitive Advantages

Partnerships in place with dominant market players

Patenting innovations in technology and applications

1999 Connected Service Chain

1st Generation PSA

1998 Resource Management

Global & Collaborative

Slide 7: Competitive Landscape

Provide framework to differentiate

Upper right quadrant graphic?

Quote prospective customers

Slide 8: Go to Market Strategy

How and what do customers buy?

Marketing and sales plan

Graphics work well Emphasize external validation

Independent Software Vendors

Slide 9: Financial Roadmap

Highlight milestone targets

Prepare hip pocket detail slides

Begin Marketing Efforts for AEDI

Complete identification of management team

December 2002 August 2002 July 2002

Begin strategic product development

Elevate marketing of DD to achieve sales goals

Whats Behind the Financial Slide?

Slide 10: The Team

How does this team work together? Be honest - whos missing?

Dave Johnson, VP Engineering

Herman Lewis, VP Sales

Slide 11: Current Status

E*TRADE GE Card Services

Confirmed Caller Confirmed Caller