Icon Angels Investor Presentation Outline

Corporate Presentation DATE: MM/DD/YYYY URL: www.YOURCOMPANY.com E-mail: name@yourcompany.com Phone: (W): (M): confidential Icon Angels Investor Presentation Executive Summary The Investor Presentation is used to introduce your business opportunity to potential clients, investors, partners, or employees. Entrepreneurs are never recommended to present their entire Business Plan to a first-time audience, however if your audience shows interest in the Investor Presentation, they will want to review the detailed Business Plan. The two documents are used together and are NOT exclusive of each other so entrepreneurs should never prepare an Investor Presentation without preparing a Business Plan.   The executive summary is a ‘recap’ of your company and mission statement. It should communicate the company objective and value proposition in a brief paragraph (no more than three sentences). confidential Icon Angels Investor Presentation Market Need and Business Model   Define the problem or the market need/demand. Define your companies’ response and solution to solve the ‘problem’. confidential Icon Angels Investor Presentation Industry & Market Overview   Define the characteristics of the overall industry, market forces, market dynamics, and customer landscape. The investor needs to understand (in ONE slide) the industry of your company. confidential Icon Angels Investor Presentation Product & Services Overview   Clearly describe your line of products and/or services to the potential investors. Make sure to communicate the relevance of your product / services to market needs. confidential Icon Angels Investor Presentation Technology    Define the technology behind your product or services (past, present, and future development phases). Communicate the ‘defensibility’ of your technology (how easy is it for other companies to replicate your technology?). Describe your technology infrastructure. confidential Icon Angels Investor Presentation Competition  List and describe your competition within two categories:   Immediate Competition: Those companies that are of immediate threat. Peripheral Competition: Those companies that have overlapping services but are not considered as direct threats (however they may choose to enter the market with minimum effort if they choose). confidential Icon Angels Investor Presentation Competitive Advantage  Describe some of your companies competitive advantages:       DEFENSIBILITY: List at least THREE barriers to entry for potential competitors. The defensibility of your products, market, and/or services is critical to the final funding decision of many investors. Experienced ‘management’ or ‘board of advisory’ team. IP (pending or completed Intellectual Property rights). Competitive pricing strategy. First movers advantage (first-to-market advantage). Etc… confidential Icon Angels Investor Presentation Strategic Partners & Alliances  Who are your strategic partners? These partners should help give you a further advantage against your competitors. confidential Icon Angels Investor Presentation Management Team  Biographies of the top Management Team and list of the Board of Advisors. confidential Icon Angels Investor Presentation Benchmark for Growth & Additional Funding       How is growth measured and what are the companies milestones, short-term goals, long-term goals, and marketing strategy? In addition to capital funding, what other resources is your company looking for (marketing strategist, CFO, etc…) How much money (if any) has management put into the venture? What stage of funding is the company currently in (seed financing, Series A, Series B, etc…)? What is the planned exit strategy (IPO, merger, sale, etc…)? What is the timeframe for the exit? confidential Icon Angels Investor Presentation Financial Forecast     What is the current valuation of the company? Describe the financial status of the company (past three years – if possible). Describe the financial forecast of the company (next three years). Industry comparables? confidential Icon Angels Investor Presentation Funding Requirements     What is the level of capital funding sought during this stage (in USD, EURO, or YTL)? What is the company willing to give in return for the investment? What is the rate of return expected for the investor (X times investment)? What is the timeframe of return on investment? confidential Icon Angels Investor Presentation Summary   Summary of your business value proposition. Summary of your funding requirements. confidential Icon Angels Investor Presentation