Silicon Valley Entrepreneurs - East Message Board › Template for an Investor Pitch
San Jose, CA
Hitting a HR on an Investor Pitch
Our speaker for Thurs 04 Nov was Ralph Patterson. In the past 5 years, he has reviewed about 1500 Executive Summaries & 300 Investor Pitches. Of these only 10% of the Executive Summaries are able to get a Pitch and only about 5% of the Pitches get the next meeting with Investors.
So what is the PURPOSE of an Executive Summary? To be able to do a Pitch? To show you have a “viable” concept. What’s the purpose of a Pitch? To get the next meeting with Investors – who go into more details on you Concept, Biz Model, etc. Some meetings may be with the Investor’s experts. Here’s what you need for . . .
#1 TITLE: Company Name & Logo, Contact Info
#2 OVERVIEW: [Elevator Pitch]
What you do. What are your advantages? Target Market, How make money?
#3 PROBLEM/PAIN + Market Size
#4 SOLUTION: Benefits, Why buy you?
#5 TECHNOLOGY: How does it work? Keep it simple. Do a non-proprietary overview.
#6 COMPETITION: Who? Why? Their Advantage; yours.
#7 BIZ MODEL: How make money? How get product/service to Customer?
#8 GO to MARKET Plan: What is the potential of Market? How get first significant amount of Customers? Freebies? How to expand? Partnerships.
#9 FINANCIALS: Anticipated Revenues for 3-5 yrs, Costs. Cash Flow (+).
#10 TEAM: Executives [Bios & Startup Experience], Board, Advisors
#11 STATUS: Previous developments, current Stage, next Steps, where you going? Vision.
#12 WHY INVEST IN YOU? Summary of Concept, Value Proposition,
#13 FUNDING SOUGHT: Amount, How you will use. Break-even point, ROI, Next Round. How much will Investor get back?
#14 ADDITIONAL INFO: to explain technology (how it works)
STEP 1: Contact Peter@Engr-Net.com 408-833-5900 for info on how he can help you write your Executive Summary for “free”. When qualified, 5 Star Services will recommend you to . . .
STEP 2: BAE Workshop: mornings for 8 weeks for $500. If qualified get $5-20K + introduction to Angels, VCs. Contact Ralph@BAEworkshop.com or call 925-200-1895.