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Investor Presentation
GEPI aims to catalyze Indonesias entrepreneurial ecosystem and to expand greatly the number of successful entrepreneurs, and was established in 2011 by a group of 13 prominent business leaders in Indonesia who form the Board of Founders.
A network of investors aiming to catalyze the ow of capital, mentorship, and connections to early stage companies across sectors
Agenda
Putting it in Context
Developing the Content
Making the Presentation
Agenda
Putting it in Context
Developing the Content
Making the Presentation
Core Concept Elevator Pitch Executive Summary Business Plan Investor Presentation
Startup Applica1on
Pitching Workshop
Due Diligence
Initial screen based on business plan
15 minute presentation to a group of potential investors followed by 15 minute Q & A
Based on presentation, interested investors will begin due diligence
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To convince potential investors of the value of your business, demonstrate the ability of the management team, and make the ask
Agenda
Putting it in Context
Developing the Content
Making the Presentation
Body
85% of speaking time
Conclusion
5% of total speaking time
1 slide: conclusion
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Manage rst impressions
Introduce team
Set agenda with main points
If slide is omitted, the main points should be stated
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Content to Include
Pain and solution
Product/ service concept
Uniqueness, competitive advantage
Business model
Market
Competition & Industry
Action plan/ Milestones
Management Team
Financials, including exit strategies
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Market Pain
What is the pain in the market?
Market need drives business
Products and companies do not create a market
What are potential customers doing now?
Why is now the time for your business?
Will this continue to be a pain?
Know the difference between customers and users!
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State how your solution addresses the need
Discuss the status of product development, e.g.:
Prototype in development
Final product specs in Q3
Manufacturing contract nalized, etc
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Differentiate: articulate what makes your solution different AND better than others, and why the advantage is sustainable over time
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Business Model
What is the business model?
What do you do?
How do you make money?
Partners/
Outsourced
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Target Customer
Is there an identiable, accessible buyer who is able to pay?
Does full product address full market pain?
Are auxiliary features, products, services needed?
In Discussion of Market
You must size the market and the segments
From credible, citable sources
Summary of primary research
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In Discussion of Market
Understand advantages of large markets and segments
Multiplies successful players
More exit opportunities
More nancing sources
Competition
Who do you directly compete with?
Who do you indirectly compete with?
Whose products are you substituting?
What will their response be?
How able are they to respond?
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Competition
Does competition exist?
No identiable competition = No identiable market
Alternatives to no competition
There are currently no identiable large players
Many small fragmented competitors can be good
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Industry
What are the relationships in the industry?
Value chains
Suppliers | Contract manufacturers | Technologists
Logistics partners | Sales partners | Customers
How does this help/hurt your operations?
How does industry attractiveness and dynamics affect exit?
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Management Team
Skill
Ability
Experience
Previous experience as a team
Drive, ambition
Smarts
Whats missing?
Advisory Board adds what?
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Financials
Need to demonstrate that your business model works
Based on 4 sets of information
Income statement
Balance sheet
Cash ow statement derived from IS and BS
Sources/ uses of funds snapshot in time
Financials
Discuss relevant, most interesting items
Presentation can use
Projections
Graphs
Unit costs
First sales | Breakeven point | Protability | Exit & return
Revenue
0
2013
(50,000)
Customers
0
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70
140
280
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Accomplishments to Date
Demonstrates activity
Progress is important
Shows ability to plan and execute
Can be integrated into milestones and demonstrates critical path
Builds credibility
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Risk Mitigation
Type
of
Risk
What
happens
Example
of
how
to
address
U5lize
prototypes
extensively
(Secure
preliminary
opinions
whenever
possible)
Technology
or
Science
does
not
work
repeatedly
Product
Technology
does
not
work
in
product
(Regulatory)
(Product
wont
pass
current
or
pending
regula5ons)
Market
and
Compe55on
Customers arent paying Alter pricing strategy Adop5on rates are lower More compe5tors exist or they are stronger than an5cipated Emphasize right priori5es
Management People in charge have skills that and Execu5on are misaligned to business Missing milestones Financing Insucient funds to con5nue or next round is in ques5on
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Intellectual Property
Protectable, defendable?
Status: led, provisional, granted
Type: use, design, process
On what portion of the product/business
Advantage is not in HAVING intellectual property
Advantage is EXECUTING on intellectual property
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PEST
Political can include regulatory
Economic
Social can include environmental
Technological
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You need the right message for the right audience at the right time clearly articulated and delivered with PASSION!
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Agenda
Putting it in Context
Developing the Content
Making the Presentation
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Presentation Details
Audience: A group of angel investors from different sectors, potentially including your own
Format: 15 minute presentation followed by 15 minute Q & A
2-3 companies will pitch for each investor meeting
Visuals (i.e. PPT, etc) encouraged, but be prepared for technology failure
Interested investors will be in contact with you after the presentation
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Speakers main focus is the audience NOT the presentation
Handing off
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The Delivery
Utilize multiple channels
Multimedia
Examples of product or technology
Variation is critical
In slides
In vocal quality
In pace
In data
Delivery
Get the audiences attention
Develop & build relationship
Credibility is critical
Demonstrate ability to think on your feet
Involve and engage audience
Eye contact is critical
Humor can be a useful tool
Energy and passion sell
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Delivery: Verbal
Practice and get feedback
Be aware of verbal habits
Eliminate um and ah
So is not a transition
Speak slowly Pause to separate, emphasize ideas Adhere to time limits No Excuses!
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Delivery: Attitude
This is YOUR company
Explicitly establish credibility
Be the industry and market expert
This is not make believe
Eliminate: we hope, we believe, we think
Delivery: Non-verbal
Be open
Make and maintain eye contact
Dont worry about the hands too much
Use your hands to color words
Move some
Dont pace
Designing Slides
Use medium to dark background with light print or
Black text on white or lightest gray background
Develop brand recognition and use slide template
Use builds economically on busy slides
Note on PowerPoint slide transitions
Not always needed but always consider FLOW
Use one boring transition, unless you have a good reason
Designing Slides
Use sans serif font
Helvetica
Arial
Tahoma
Designing Slides
Few colors per slide
Keep font size at least 18 point in text
Do you have to include attribution on slides?
Depends
Deployable in rivers and oceans Non-obtrusive Robust Design Ecologically benign Low dependence on condi5ons High energy Density
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Talk to audience not screen
If you must, carry note cards not paper
Fewer distractions are better
Graphical representations almost always better
Less is more
One main idea with 7 chunks per slide
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Technology
Your PowerPoint presentation WILL fail, or lock up, or freeze video
KNOW your material = only way to emerge positively through technical failure
NOTE to Mac acionados: you need to convert to PowerPoint/Windows a full DAY before your scheduled presentation
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Back-up Slides
As many as you like
Index ALL slide numbers
Know keystrokes
[shift] B or [shift] W
# Enter: Jump to any number slide
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Handling Q & A
Know your approach before presenting
Quarterback | Expert | Whatever
Try to anticipate questions in advance and have back-up slides prepared where helpful
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Handling Q & A
Maintain control
Maintain credibility
Ask for clarity
Parse complex or multi-part questions
Answer honestly
Answer briey
Thank the audience
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I dont know
Say I dont know without delivering a negative or uninformed message
Its okay to not know
Dont make up answers
Use this as an opportunity to demonstrate knowledge of complex and interrelated issues and relationships
Try: Thats a very important issue for us, and were trying to get our arms around that.
Follow-up with answer if you say you will
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Finally
Have fun
Be passionate
Be honest
Over-deliver when possible
Show energy and enthusiasm
GOOD LUCK!
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Core Concept Elevator Pitch Executive Summary Business Plan Investor Presentation
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ANY QUESTIONS?