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Investment Proposal Presentation
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
Start by explaining the story of how your company or idea came to life, it's purpose, and why it's important.
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
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.
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.
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?
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
Market Criteria:
Define the market opportunity to size the target market share you can achieve within 3-5 years with investor funding.
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:
Detail who your main competitors are, using data points.
Company
Competitors
| 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 |
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)
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)
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
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:
Enter your financial data like forecasts for total customers, sales, expenses, and profits.
Financial Forecast
Financials
| 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 |
Create a timeline with key initiatives and corresponding implementation deliverable dates by month.
Timeline
1
2
3
4
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
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
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.
