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Created by:

​[Sender.FirstName][Sender.LastName][Sender.Company]​

Prepared for:

​[Client.FirstName][Client.LastName][Client.Company]​

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Investment Proposal Presentation

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How to start an investment proposal presentation?

To start an investment proposal presentation, you should catch the attention of potential investors instantly with a relatable story that hooks them and makes them want to hear more. Try to include more visuals on your slides than text.

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The Story

Problem Statement

Solution

Investment Opportunity

Target Market

Target Audience

Competitors

Our Advantages

Go-to-Market Strategy

Product Roadmap

Revenue Models

Financial Forecast

Timeline

Team

Backers

Table of Contents

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How to state customer problems for an investment presentation?

State problems for an investment presentation in one or two sentences using this formula: Describe what the current state is + specify who is negatively affected by the current state + explain how the current state is negatively affecting them.

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​The Story​

Start by explaining the story of how your company or idea came to life, it's purpose, and why it's important.

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Consider our Investment Proposal Template to present your business plan, financial projections, and the potential returns on investment. Make a persuasive case for why investors should choose your venture.

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The amount of single-use plastic that is improperly disposed of on a daily basis increases exponentially every year and hurts the environment, animals, and people.

Problem Statement

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Identify the specific problem your business or idea solves, who it affects, and the impacts of the problem. Include data visualizations to put metrics to the problem size.

Once you’ve succeeded in securing your funds, use our Investment Contract Template to outline the terms and conditions of the investment, including rights and responsibilities, expected returns, and dispute resolution measures. Creating a clear and binding agreement that fosters trust and accountability between you and your investors.

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Solution

Key Features:

  • The solution is the reverse of the problem.

  • State what your solution is and how it will impact the current state for people experiencing the problem.

  • Be concise and use visuals and data to support the solution.

Explain your solution and how it will improve the current state.

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How to present an investment opportunity?

To present an investment opportunity, provide details about the funds you need, any funds you’ve already secured from investors, and data related to the traction your business already has in terms of sales, customers, and revenue.

Investment Opportunity

Communicate your ask to investors.

  • What type of funds are you asking for

  • How much, when, and how will you use the money?

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Target Market

  • Total addressable market (anyone who could use your solution)

  • Total serviceable market (anyone who is likely to use your solution)

  • Total obtainable market (those you can realistically turn into customers within the next 3-5 years)

  • Your current market share

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Market Criteria:

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Define the market opportunity to size the target market share you can achieve within 3-5 years with investor funding.

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Introduce the ideal customer for your solution — those who are most likely to buy it and benefit from it.

  • Age

  • Gender

  • Location

  • Position

  • Income

  • Goals

Target Audience

Audience Criteria:

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Detail who your main competitors are, using data points.

Company

Competitors

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​

Your company name

Competitor 1

Competitor 2

Customer Service Availability

Insert pricing

Insert pricing

Insert pricing

Price

Insert pricing

Insert pricing

Insert pricing

Feature 3

Insert pricing

Insert pricing

Insert pricing

Feature 4

Insert pricing

Insert pricing

Insert pricing

How to write competitor advantages?

To write competitor advantages, remember that an advantage is something that is difficult for competitors to copy (or at least copy quickly) and gives your business an edge in the marketplace that will either increase revenue or decrease costs.

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Describe how and why your solution and business' advantages are better than other solutions on the market.

Our Advantages

Examples:

  • Better distribution or more distribution channels

  • Better suppliers or terms

  • Recurring revenue

  • Automation

  • Intellectual property (patents, trademarks, copyrights, and/or trade secrets)

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How to make a GTM strategy slide?

Create a table and list key points to show you have a comprehensive plan in place to bring your business or idea to market successfully.

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Explain how you'll bring your solution to market or how you'll grow market share if it's already available on the market.

Go-to-Market Strategy

Examples:

  • Business Objectives (sales revenue, number of customers)

  • Target Market (geographic or demographic)

  • Target Customer Audience (buyer profile from Slide 11)

  • Unique Offering (product, price)

  • Channels (place – online, brick-and-mortar retailers, resellers)

  • Marketing Strategies (promotion – digital advertising, email marketing, event marketing, loyalty marketing)

  • Success Metrics (sales, revenue, new customers, repeat customers)

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How to present your product roadmap?

Present your product roadmap as a visual timeline. Dates don’t have to be specific. For example, saying your product will launch to the public during the fourth quarter of the year is adequate.

The product roadmap slide should show a high level overview including key deliverables, the impact those deliverables will have, and a timeline for delivery.

Product Roadmap

Examples:

  • Launch minimum viable product (MVP) to beta users

  • Come out of beta and launch publicly

  • Open brick-and-mortar retail location

  • Secure reseller partners

  • Secure distribution in a specific big-box chain

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Explain how your business will make money.

Revenue Models

  • Subscription

  • Direct sales

  • E-commerce marketplace

  • Retailer

  • Fee for service

  • Pay as you go

  • Franchise

Examples:

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Enter your financial data like forecasts for total customers, sales, expenses, and profits.

Financial Forecast

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Financials

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​

Total Customers

Sales

Expenses

Profits

Year 1

Enter text

Enter text

Enter text

Enter text

Year 2

Enter text

Enter text

Enter text

Enter text

Year 3

Enter text

Enter text

Enter text

Enter text

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Create a timeline with key initiatives and corresponding implementation deliverable dates by month.

Timeline

1

2

3

4

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Describe the key leaders and members of your team to show investors the right people are in place to bring your business or idea to market successfully and profitably. Include data like number of team members and years of experience.

​

Team

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Jonah Rooney

Describe the key leaders and members of your team to show investors the right people are in place to bring your business or idea to market successfully.

Position

Shamima Gilbert

Position

Describe the key leaders and members of your team to show investors the right people are in place to bring your business or idea to market successfully.

Kristy Dawe

Position

Describe the key leaders and members of your team to show investors the right people are in place to bring your business or idea to market successfully.

Show investors they're in good company. List the other people who already support your project.

​

Backers

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Melissa Tierney

Position

Describe the key leaders and members of your team to show investors the right people are in place to bring your business or idea to market successfully.

Maxwell Walls

Position

Describe the key leaders and members of your team to show investors the right people are in place to bring your business or idea to market successfully.

Sara Hodges

Position

Describe the key leaders and members of your team to show investors the right people are in place to bring your business or idea to market successfully.

Useful resources

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FAQ

  • An investment proposal is a document or presentation slide deck that explains your business, its purposes, and its goals in order to attract investors, partners, or lenders and convince them to give you some kind of support (typically, financial support).

  • Use this investment presentation template to create your own presentation. Fill in your information and data. You’ll have to do some research to complete all of the slides, particularly slides that require financial forecasting, market analysis, competitor analysis, go-to-market strategy, timelines, and your product roadmap.

  • Writing an investment proposal presentation will require a combination of research and good old-fashioned pitching skills in order to present your vision and the market opportunities that will convince potential investors to support you financially.

  • To deliver a winning pitch, prepare and present an investment opportunity presentation in-person or virtually through a video call to an audience of potential investors, lenders, or partners. You may even deliver your pitch at a pitching event or to a startup incubator. The most important thing is to practice, know your material, and be prepared to back up all claims made in your presentation.

  • To write an investment proposal presentation, you need to do your research and include accurate information in a clear and concise way. Don’t try to put too much information on a slide. Focus on including the most important, vital information to tell your story and describe the opportunity on each slide. You’ll be able to provide details in your accompanying speech.

Investment Proposal Presentation PandaDoc

Present your idea to raise funds with this free customizable investment proposal presentation template.

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Investment Presentation Template

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Present your idea to raise funds with this free customizable investment proposal presentation template.

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