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  3. Investment Presentation Template
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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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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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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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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.

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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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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

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Price

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Feature 3

Insert pricing

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Feature 4

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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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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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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

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Year 2

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Year 3

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.

Investment Presentation Template

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Use this template — free