Presentation Outline

Question

Can you recommend an outline for me to develop a capital raising presentation?

Answer

I would recommend following an outline similar to this.  For an example presentation, see the PPT posted in this section for a presentation I put together for a company that I invested in and raised millions of dollars for from professional institutional investors.

 

Example outline:

 

Company Overview

  • When started
  • Brief history
  • Entity type

Market

  • Size
  • Growth
  • Unmet needs

Competition

  • Direct Substitutes
  • Profiles

Value Proposition

  • Product or service offering
  • Value creation strategy
  • Go-to-market strategy

Business Model

  • Key metrics
  • Scalability
  • Assumptions
  • Milestones

Investment Thesis

  • Risks
  • Potential returns
  • Investment rounds
  • Pre-money valuation
  • Capitalization table 
  • Potential exits

Team

  • Relevancy of experience (position, phase of company, size of company, industry)
  • Fit with each other
  • Open positions

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