Investor pitch deck 101

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    18-Jan-2017
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Transcript of Investor pitch deck 101

  • www.medtechchallenge.com

  • Understand key pitch deck elements Inspiration for how to visually represent

    complex ideas Tips for how to deliver a successful

    investor pitch

  • 9. System ready for full-scale deployment8. System incorporated in commercial design7. Integrated pilot system demonstrated6. Prototype system verified5. Laboratory testing of integrated system4. Laboratory testing of prototype component or process3. Critical function: proof of concept established2. Technology concept and/or application formulated1. Basic principles observed and reported

  • 9. Plausible exit8. Cash to exit7. Unit economics margin validated6. Reimbursement5. Regulatory certainty/difficulty4. IP: Patentability, FTO & block3. Attractive solution & ID of MVP2. Compelling clinical need + large market1. Effective team

  • 9. Plausible exit8. Cash to exit7. Unit economics margin validated6. Reimbursement5. Regulatory certainty/difficulty4. IP: Patentability, FTO & block3. Attractive solution & ID of MVP2. Compelling clinical need + large market1. Effective team

    9. System ready for full-scale deployment8. System incorporated in commercial design7. Integrated pilot system demonstrated6. Prototype system verified5. Laboratory testing of integrated system4. Laboratory testing of prototype component or process3. Critical function: proof of concept established2. Technology concept and/or application formulated1. Basic principles observed and reported

  • Regurgitation of business plan or technology roadmap

    A sales pitch A brainstorming tool

    or a way to collect your thoughts

  • The Big Idea The Problem The Solution The Market Market Adoption Business Model Proprietary Technology Competition Competitive Advantages Traction/Validation Milestones

    Regulatory & Reimbursement Strategy

    Who We Are Press/Testimonials Financials The Ask Summary

    Choose Wisely!

  • TaglineThink about including key information like name, title, email, mobile phone number

  • Bold, declarative statement. Ambitious.

    Big.

  • Frustration? What is broken?

    Why should your product exist?

    Whats the opportunity?

  • Show how your product works in 3 easy steps Describe your product, including key differentiators Describe the non-confidential mechanism of action Secret sauce or magic?

    Break to demo if its short and worth emphasising one or two key insights or features Tell a story future client or an example of a

    current client

  • What macro-trends, new enabling technologies, etc. give you a chance to succeed when others who tackled this pain point have failed

  • Status of any patent filings (issued, applications)

    Details of any license agreements

    Status of any other IP (e.g. trademarks, trade secret, etc.)

  • Massive (but realistic) market Data/stats on market size, existing

    proof points, etc.

    Total Addressable Market

    Serviceable Addressable Market

    Serviceable Obtainable MarketTypic

    al

    Top-

    Down

  • $36Billion

    Total Skin Cancer Diagnostic MarketSource: Some Reputable Source

    $4Billion

    Telehealth Skin Cancer DiagnosticsSource: Some Reputable Source

    $50Million

    My Product Opportunity

    $10 per use

  • Number of at risk people Something big% with smartphones SmallerPrice per report $10.00_____________________________________________Opportunity/Year at x% penetration Impressive $

  • Direct vs indirect competitors Potential entrants

    Competitive advantage

    Barriers to entry for new players? (money, time, expertise, relationships, patents)

  • Feature A Feature B Feature CYOUCoACoB

    Competitor logo Bullet point summary of model, traction, limitationsMarket shareCompetitive differentiation Defence from competitive response

    Market landscape comparison

    Feature List Comparison

  • List approaches/tactics youre going to use to get customers. Initial set plus over time. How long is sales cycle to get a client? Expected conversion rate? Average cost to acquire a customer? Lifetime value of customer?

    Key expenses/ time-efforts AUS, US or EU first? Why? Direct sales vs independent reps vs partner?

  • Total Addressable Market: [$XB industry]Distribution Strategy: [Your unique advantage + channels you plan to test

    Launch[Dates]

    Traction[Dates]

    Growth[Dates]

    Main Focus:

    Priority Tasks:

    Target Results:

    [X]

    [X]

    [X]

    [X]

    [X]

    [X]

    [Launch web & iOS app]

    [Improve signup flow Finalize user referral process Accepted to App Store Drive initial signups Measure DAU totals]

    [X initial users Convert X% of existing email list Understand DAU & optimize]

    5

  • Current product development status, what near future looks like

    Stats on, or plans for getting, initial customers

  • By 2020, over 85% of general practitioners will use cloud-based patient management software solutions

    Live Customers Implementing Pilots Prospects

    Logo Logo Logo Logo

    Logo

    Logo

    Logo

    Logo

  • Describe the regulatory pathway for your product (if applicable)

    Describe the reimbursement environment for your product or similar category products (if applicable)

  • List pics + short bio on each founder/senior team member

    Include info on board members & advisors State verbally if Board is investing (big

    points). If no, dont bring it up, have a reason for why not if asked.

    Include info on future hires Outline division of responsibilities

  • o How much are you raising now?o How much have you raised previously?o What will you use the money for?o When and how do investors get a return on

    their investment?

  • List 3-5 of your strongest points, distilled down to memorable sound bites

    What is your call to action

  • founders@yourcompany.com0413 467 201

  • What We Do: ExampleCo is a [zero-jargon description of

    product] used by [broad but addressable market] to [benefits].

    We are focused on the [$X billion target niche] market.

    Current Status:We are [company stage, e.g. pre-revenue, pre-launch, etc.].

    Traction to date includes: (Month or Quarter 1): X key metric, Y key

    metric (Month or Quarter 2): X key metric, Y key

    metric

    Currently Raising: [$X-Y million] seed round. Previously raised [$X million] from

    [investors].

    Team Experience

    Pilot Customers/Partners

    Logos of Past Companies & Top Schools

    Logos of Past Companies & Top Schools

    Logos or Other Proof of Early Traction

    Logos or Other Proof of Early Traction

    Borrowed from NextView Ventures

  • ($000)

    Milestones Month Expenditures Customers RevenuePrototype Jan 16 $150 0 $0Clinical Trial Jun 16 $100 0 $0Reg Approval Jan 17 $100 0 $0Launch Jan 17 $100 10 $100

    Feb 17 $100 100 $1,000Breakeven Mar 17

    2016 2017 2018Unit SalesConsumablesRevenueGross ProfitOPEX

    Sales & Marketing Customer Service Product Development

    EBIT

  • Amount % of TotalFounders InvestmentsAngel InvestorsVCBank LoansNon-Dilutive

    o Grants_______________________________________TOTAL CAPITALISATION

  • TacticTactic

    TacticTactic

    TacticTactic

    # Cu

    stom

    ers

    Time

    TacticTacticTacticTactic

    TacticTactic

    TacticTactic

    [X]Customers

    TacticTactic

    TacticTactic

    12

    Path to [X] Customers

    Borrowed from NextView Ventures

  • HeadshotHeadshot

    HeadshotHeadshot

    LogoLogo

    LogoLogo

    Quote.

    Quote.

    Test Customer LogosTest Customer Logos

    Proof of concept data point Proof of concept data point Proof of concept data point Proof of concept data point

    17Borrowed from NextView Ventures

  • StartupStartup

    BuyerBuyer

    acq. by

    [$X]

    VCVC

    VCVC

    StartupStartup

    BuyerBuyer

    acq. by

    [$X]

    VCVC

    VCVC

    StartupStartup

    BuyerBuyer

    acq. by

    [$X]

    VCVC

    VCVC

    Public CoPublic Co

    [market cap]

    Public CoPublic Co

    [market cap]

    Public CoPublic Co

    [market cap]

    Startups in the [industry niche] space are acquisition targets for companies such as[Examples], at valuations around [N] times price/sale.

    21Borrowed from NextView Ventures

  • Explain how you have taken risk out of the project, list the remaining major risks.

    o Technical Risko Market Risko Execution Risk

    Specific Risk

    Specific Risk

    Specific Risk

    Mitigation Strategy

    Mitigation Strategy

    Mitigation Strategy

  • Detailed value proposition to clients/users/partners

    Pipeline of potential clients, % likelihood of closing, revenue potential from pipeline

    Partnerships/agreements/structures Proprietary aspects not discussed in core

    deck Additional strategy slides: ex) how to

    avoid/limit circumvention

  • Competitors capital raises/investors Head count (# employees) projection/key

    hires needed Additional screen shots from demo Testimonials (key opinion leaders, potential

    future partners, potential future acquirers) Unit economics analysis Details on research, publications (without

    being too academic)

  • Passionately & clearly communicate a visionDont oversell - investors can easily see through crapFocus on your strengths & remain candid

    Send one or two high-level me