candace klein - presentation venture capital conference and workshop

Candace Klein,

Founder & CEO of Bad Girl Ventures and SoMoLend

Secrets of The 5-Minute Pitch

Personal Story• Three most important things that make you better fit to run this company than anyone else

• Vulnerability• Personality• An excercise

Key Topics • The Products or Services• The Market• Sales Strategy• Management Team•  IP /Patents/Barriers for Future Competitors

• Ownership and Control• Summary Financial Info• Capital Needs

Where to Start…

•An overview of the company

– Uniqueness of product or service

– The problem it solves!

– Competitors (current & future) their products and strategies

– Unfair competitive advantage

Market & Strategy

• The Market– The target market and target customer

– The size and growth rate of the market

• Sales Strategy– The channels to be used to go to market

– Sales strategies

Leaders & IP

• Management Team– Senior managers, and their relevant skills/experience

– Any open positions, and the key skills needed

– Advisors (but only the good ones)

• Intellectual Property-- significant patents or other key intellectual property

Owners & Projections

• Ownership and Control– Board of Directors– Capitalization table

• Summary Financial Information– Five year projections– Exit scenarios

$$$• Capital Needs

– Funds already invested by management and outsiders (who are they)

– Current capital needs– Projected use of funds– Future financing plans (“Capital Access Plan”)

– Pre-money valuation of the Company and terms of the current offering

Closing

• Conclusion/Summary

– Summarize the main points

– Call to action

– Thank you

Pitfalls• No exit plan• “no competition”• Jargon/acronyms• Too many words per slide/no graphics• Not telling how you’ll make money• Unrealistic projections• “If I just capture 1% of the market…”• Reading slides• Mistakes/misspellings (not mispellings)

Were you listening???

What do investors look for in your presentation?

Canaan Pitchbook

Candace Klein, J.D.

Founder & CEOSoMoLend

Questions?

Candace Klein20-22 West 12th Street

Cincinnati, Ohio 45202

859.803.9499

Candace@SoMoLend.com