A chapter of OEN.org Oregon Entrepreneurs Network

Guidelines for Submitting to Investors

February 1st, 2011

Executive Summary Outline (not to exceed 5 pages):

  1. Need in the Market – including an overview of your company
  2. Your Product/Solution – including any information about patents/intellectual property
  3. Your Traction – highlighting the successes you’ve currently attained (i.e. money raised, customers secured, signed Letters of Intent, significant hire, significant media coverage, etc.)
  4. Your Target Market – including your addressable market, and any barriers to entering this market
  5. Your Customer Acquisition Strategy – including any data to back-up your proposed strategy
  6. Your Competition – including your value proposition
  7. Your Revenue Model – including how you will phase your growth over time
  8. Your Financial Projections – including key assumptions and the number of human resources you’ll need to reach these goals.
    • Note: You will also be required to provide your detailed financial projections as an attachment to the Executive Summary
  9. Your Management Team – highlighting successes relevant to this venture

     10. Your Key Advisers – noting if they have any ownership in your company

     11. Your Funding Needs – including your use of these funds

     12. Your Exit Strategy – including any market comparables

 

Investor Pitch Deck Outline (Presentations should take 10 minutes to deliver, and it’s important to practice you pitch. Investors need to walk away understanding the value proposition of your product – and be able to explain it to others easily. 

Slide #1:            Title Slide

Slide #2:            The Problem in the Market (tell in story format)

Slide #3:            Your Solution (your product/service)

Slide #4:            Your Business Model (how you’ll make money)

Slide #5:            Your Special Sauce (why you’re product is so unique)

Slide #6:            Your Customer Acquisition Strategy

Slide #7:            Your Competition (best to present in a matrix format)

Slide #8:            Your Team (including key advisers)

Slide #9:            Traction (key milestones you’ve met)

Slide #10:            Your Current Status and Timeline for Growth

Slide #11:            Your Financial Projections (key assumptions)

Slide #12:            Your Funding Needs (including use of funds)

Slide #13:            Your Exit Strategy (highlight comparables where appropriate

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