To ensure a fast turnaround time and effective review process for selection for an in-person presentation by company representatives, it is recommended that the Executive Summaries and Power Points contain the following essential elements:
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Clear and concise executive summary highlighting key points and objectives.
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Well-structured and visually appealing PowerPoint slides with relevant content.
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In-depth analysis and data to support the presentation's key messages.
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Engaging visuals and graphics to enhance understanding and retention.
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Consistent formatting and professional design to reflect the company's image.
By integrating these crucial elements into the materials, such as compelling visuals, engaging narratives, and interactive components, the content can effectively communicate the intended message. This comprehensive approach enhances the overall quality of the materials and significantly boosts the chances of being selected for an in-person presentation.
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Start with Why?, What? And How?
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Problem being addressed
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Market need, size, and your solution
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Product or Service explained
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Technology
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Competition Analysis
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Marketing & Sales Strategy
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Intellectual Property (what is protected and how)
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Management team
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What is the “ASK” & Terms – plus use of proceeds
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Deal Structure – Priced Round / CN etc..
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Exit strategy and horizon
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Financial overview and assumptions (see example below)
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Revenue Projections ($000) YR 1 – YR 2 – YR 3 – YR 4 – YR 5
Include in your application:
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Full Cap Table with names and total invested
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Make sure you do not include SAFE or CN on Cap Table add it in current debt
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Draft Term Sheet
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Draft Subscription agreement
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IP Documentions
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Industry Research papers
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Any other relevant information to support your business.
