Pitch Deck
Deliverables - Timeline
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GOAL
The goal of your pitch deck is to give a snapshot of your investment opportunity, taking into consideration your impact, growth potential, viability, and the ability of your team to execute your plan.
Think of this as the most compelling elements of your executive summary presented visually and verbally.
Housekeeping
Keep in mind that you will be allotted 10 minutes or less to present and may need to adjust the content and number of slides accordingly.
Ensure slides are not text or data heavy and use at least a 30pt font.
Problem
Describe the pain of the customer (or the customer’s customer)
Outline how the customer addresses the issue today and why current solutions don’t work.
Is it costing the customer time, money, frustration… Define the pain point. ($ amount, time lost, etc.)
Solution
Demonstrate your company’s value proposition to make the customer’s life better
Provide cases, customer insights, case studies
Show scalability
Market Size/Dynamic
Identify/profile the customer you cater to
Provide bottoms-up market sizing: the number of potential customers and the price of the product sold into those customers. * The government census data is a good resource for this analysis.
Changing trends, new technologies, and forces driving this segment
Competition
Give a list of direct competitors, substitutes, or those about to emerge
Why hasn’t anyone done this before? What are the barriers to entry that keep someone from doing this and/or what would keep a competitor from imitating your product or entering your market?
Highlight your venture’s competitive advantages
Go-to-market execution
Go-to-Market Strategy
• Summarize sales, marketing, and partnership plans
Product
Product line-up (form factor, functionality, features, architecture, intellectual property)
Development roadmap
Business Model
Revenue model
Pricing
Average account size and/or lifetime value
Sales & distribution model
Customer/pipeline list
Key Milestones
Outline current milestones achieved and future milestones.
Customer research
MVP development
Product launch
Beta users
Market testing
Marketing role out/CAC
Financial Snapshot
Provide a 3 year forecast, including annual revenue, net income, and key metrics (customers and conversion rates).
Prepare supplemental information such as
Product launch
Go-to-market execution
Capital Requirements
Customer research- focus groups, surveys
MVP development
Product launch
Go-to-market execution
Team
Founders & Management
What key skills or experience that relate to the product or leading of the company
Board of Directors/Board of Advisors
Highlight spheres of influence
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Why choose LineupTax ?
10+ years of experience
Economical and Fast
Tech Enabled
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FAQs
It should cover the key points of your business plan, the products and services you provide, high-level financial projections, and funding needs. Your pitch deck should work well on its own as a visual document, but it will primarily be used as a tool to tell the story of your business.
