The PowerPoint Pitch to Investors Jason Tagler www.CEOPitchCoach.com JASON TAGLER | PAGE 1
AGENDA • Why am I here? • www.CEOPitchCoach.com • Your opening sentence • Presentation skills • PowerPoint slides for your verbal presentation JASON TAGLER | PAGE 2
Why am I here? JASON TAGLER | PAGE 3
CEO/FOUNDER’S CHALLENGES JASON TAGLER | PAGE 4
WHY DOES IT MATTER? “if it’s a good company why does the investor care how the CEO presents or the quality of the pitch?” JASON TAGLER | PAGE 5
WHY DOES IT MATTER? CEO Yes No Passion and commitment? Can sell to customers? Leadership to recruit team? Able to raise money in the future? JASON TAGLER | PAGE 6
INVESTORS ARE SELECTIVE Angels turn down ~40 companies for each one they invest in Venture Capital Investors turn down 100+ companies for each one they invest in Many times you only get one chance JASON TAGLER | PAGE 7
MY BACKGROUND 1,000+ pitches Invested & Raised Technology $3.0 billion in IPOs Investment Banking 12 M&A advisory (1999-2003) JASON TAGLER | PAGE 8
WHY AM I HERE? Tech companies JASON TAGLER | PAGE 9
CEOPitchCoach.com “Prior to working with Jason, my fundraising success was somewhat limited. Using the resources provided by CEOPitchCoach.com, along with two coaching sessions with Jason, I’m on my way to reaching my target first raise of $1.0 million ” - Tom Strange, CEO Solution Design Group JASON TAGLER | PAGE 10
WHY AM I HERE? Knowledge Practice JASON TAGLER | PAGE 11
CONTENT AND RESOURCES ARE NOT AVAILABLE JASON TAGLER | PAGE 12
CEOPitchCoach.com JASON TAGLER | PAGE 13
CEOPitchCoach.com JASON TAGLER | PAGE 14
UNLESS YOU HAVE TO JASON TAGLER | PAGE 15
CEO/FOUNDER Early Later (in millions) Pre-$ Valuation $0.5 $2.5 Investment $0.5 $0.5 Post-$ Valuation $1.0 $3.0 Investors Ownership % 50% 17% JASON TAGLER | PAGE 16
Opening Sentence JASON TAGLER | PAGE 17
OPENING SENTENCE • Defined Offering • Defined Audience • Problem • Secret Sauce JASON TAGLER | PAGE 18
OPENING SENTENCE Perfecting Your One Sentence Pitch https://vimeo.com/16447520 JASON TAGLER | PAGE 19
OPENING SENTENCE • Defined Offering • Target Audience • Problem • Secret Sauce JASON TAGLER | PAGE 20
Presentation Skills JASON TAGLER | PAGE 21
LESS IS MORE Less is MORE JASON TAGLER | PAGE 22
LESS IS NOT EASIER “I didn't have time to write a short letter, so I wrote a long one instead .” - Mark Twain JASON TAGLER | PAGE 23
LESS IS MORE 10/20/30 rule: • No more than 10 slides • No more than 20 minutes • No less than 30 point font - Guy Kawasaki JASON TAGLER | PAGE 24
LESS IS MORE • If you are worried/not sure, put extra slides in the Appendix • During Q&A you can reference them if needed JASON TAGLER | PAGE 25
KNOW YOUR AUDIENCE JASON TAGLER | PAGE 26
PRACTICE Practice with: • Colleagues • Friends Adapt to: • Their level of knowledge • The time you have JASON TAGLER | PAGE 27
PREPARATION & PRACTICE Feedback Preparation Practice JASON TAGLER | PAGE 28
ENGAGE THE AUDIENCE Maintain eye contact with the audience • Practice until 100% memorized • Use presenter mode • Use a remote control Avoid: • Don’t read your speech • Don’t look back at the screen JASON TAGLER | PAGE 29
SUMMARY – PRESENTATION SKILLS • Less is MORE (verbal presentation) • Know your audience • Prep, practice and more practice • Maintain eye contact with the audience JASON TAGLER | PAGE 30
Slides JASON TAGLER | PAGE 31
SLIDES 1. Your logo 6. Secret Sauce 2. Problem 7. Sales and marketing 3. Your solution 8. Competition 4. Revenue model 9. Team 5. TAM (Total 10. Financials Addressable 11. Use of Funds Market) 12. Your logo JASON TAGLER | PAGE 32
YOUR GOAL JASON TAGLER | PAGE 33
LOGO (SLIDE 1) YOUR LOGO HERE JASON TAGLER | PAGE 34
WHAT YOU SAY ON LOGO SLIDE (SLIDE 1) 1) Business Overview (Opening sentence) 2) CEO Bio: Discuss roles at other companies in terms of: 1. How much did you grow revenue? 2. Who were the investors? 3. Did you exit and did the investors make money? JASON TAGLER | PAGE 35
THE PROBLEM (SLIDE 2) Investor Audience: • Has to understand the problem • Has to feel the “pain point” from the customer’s perspective JASON TAGLER | PAGE 36
YOU’VE GOT THEIR ATTENTION JASON TAGLER | PAGE 37
YOUR SOLUTION (SLIDE 3) Be specific about: • The type of customer • The problem you solve for that customer JASON TAGLER | PAGE 38
REVENUE MODEL (SLIDE 4) • Explain margins on one unit • For your average customer: • How much revenue • What are your margins • Who makes the decision to buy? JASON TAGLER | PAGE 39
TOTAL ADDRESSABLE MARKET (SLIDE 5) If you sold to every potential customer how much revenue would that be per year? • Segment the market • Triangulate using different methodologies • Show estimated range JASON TAGLER | PAGE 40
REVIEW OF FIRST 5 SLIDES 1. Founder’s bio 2. Problem 3. Solution 4. Revenue Model 5. TAM JASON TAGLER | PAGE 41
THE SECRET SAUCE (SLIDE 6) JASON TAGLER | PAGE 42
SALES AND MARKETING (SLIDE 7) • Sales team and process • Lead generation • Current Customers • Pipeline JASON TAGLER | PAGE 43
COMPETITION (SLIDE 8) OUR Competitor #1 Competitor #2 Competitor #3 COMPANY Feature Feature Feature Feature JASON TAGLER | PAGE 44
TEAM (SLIDE 9) JASON TAGLER | PAGE 45
FINANCIAL SUMMARY (SLIDE 10) Last This Next Year Year Year Bookings GAAP Revenue Gross Margin % EBITDA JASON TAGLER | PAGE 46
USE OF FUNDS (SLIDE 11) • How much are you raising? • How will you spend the money? • How far will this money take you? JASON TAGLER | PAGE 47
LOGO (SLIDE 12) YOUR LOGO HERE JASON TAGLER | PAGE 48
YOUR GOAL FOR THE PITCH JASON TAGLER | PAGE 49
SUCCESS JASON TAGLER | PAGE 50
EQUITY INVESTMENT LIFECYCLE Revenue Break Even Time Seed Growth Angel Venture LBO Friends You Fund Capital Equity Investors Fund & Family JASON TAGLER | PAGE 51
The PowerPoint Pitch to Investors Jason Tagler www.CEOPitchCoach.com JASON TAGLER | PAGE 52
ADVANCED PRESENTATION JASON TAGLER | PAGE 53
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