investor pitch deck learning modules - design …...a pitch deck refers to the visual presentation...

Investor Pitch Deck Learning Modules - Design Document Objective Breakdown, Suggested Strategies & Assessment

Mary Day, Jeff Lowry, Daniel Singletary, Dorothy Walters, Kristine Williams, Wenting

Weng, Nicolette Valenti Pitch Deck Modules Module 1 - Where I’ve Been 3

1.1 - Four Criteria for pitch deck 4

1.2 Common Deck Mistakes 7

1.3 - Pitch Deck Components

1.3.1 - Elevator Pitch 100

1.3.2 - Momentum/Traction/Expertise 177

1.3.3 - Market Opportunity 23 Module 1 Assessment 35

Module 2 - Where I Am 36

2.1 - Problem 37

2.2 - Product/Service 41

2.3 - Current Solutions/Competition 488 Module 2 Assessment 54

Module 3 - Where I’m Going 56

3.1 - Define Revenue 57

3.2 - Define Market & Growth Strategy 60

3.3 - Team & Key Stakeholders 63

3.4 - Determine Financial Projections 66

3.5 - Define Key Investment Worth 70 Module 3 Assessment 76

Content adapted from: Barnett, C. (2014). crowdfunder Investor Pitch Deck Template [PowerPoint Slides]. Retrieved from: https://www.forbes.com/sites/chancebarnett/2014/05/09/investor-pitch-deck-to-raise-money-for-startups/#1b5f99294427

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Screen # 000-1 Module Name: Introduction/Splash Screen

Title: Want Your Pitch to Stick? Tell Your Story <Hotspot> Click anywhere to continue.

Hotspot interaction: user taps or clicks any spot on the screen to proceed to screen #000-2


Title: Tell Your Story How your pitch deck tells your story. Text: You’ve started your company, you’ve got a product or service, or maybe just a great idea that will change the world. Now you need investment to fuel your vision. You need a Pitch Deck to get you started. Click Start to begin. <Button> Start.

Button interaction: user taps or clicks button to go to #000-3 Image Source: Coffee, Glasses, Open Book, Study, Desk, Key made available by CCO license: https://www.maxpixel.net/Study-Coffee-Desk-Glasses-Key-Open-Book-2511065

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Title <Hotspot1> Module 1: Where I’ve Been Title <Hotspot2> Module 2: Where I Am Title <Hotspot3> Module 3: Where I Am Going

Hotspot 1 GOTO #001-01 Hotspot 2 GOTO #002-01 Hotspot 3 GOTO #003-01 User clicks on any part of the title for each module to advance to the next screen Once users click on “Modules”...it takes them to the main MENU/HOME for that module Learners can go into either Module 1, 2, or 3.

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Module 1: “Where I’ve Been”

Screen # 001-01 Module Name: Module 1 Landing Page

Title: Course Module: Where I’ve Been SubTitle: Module I Text: The lessons in this module will help you formulate the opening chapters of your story. Select from the menu below to get started. <Menu Button 01> Four Criteria for a Pitch Deck <Menu Button 02> Common Pitch Mistakes Box Text: Pitch Deck Components <Menu Button 03> Elevator Pitch <Menu Button 04> Traction & Momentum <Menu Button 05> Market Opportunity <Button> Home

Menu Button 01> GOTO screen #110-01 Menu Button 02> GOTO screen #120-01 Menu Button 03> GOTO screen #131-01 Menu Button 04> GOTO screen #132-01 Menu Button 05> GOTO screen #133-01 Home Menu Button> GOTO screen #000-3

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Module 1.1 Objective:

Four Criteria Prerequisite Knowledge General Description of

Activities General Description of Assessment

By the end of this lesson, the learner will be able to: Identify 4 criteria for compelling pitch decks (concise, visual, tell a story, 10-13 slides).

What it is: What is a pitch deck? What is the purpose of the pitch deck? What are the four criteria?

Show, Don’t Tell: Learners will view an exemplary pitch deck. The exemplar will have an overlay that highlights the four criteria of a compelling pitch deck: concise, tell a story, visual, 10-13 slides. The users will be exposed to all of the parts of a pitch deck and increase their familiarity with the total product prior to in-depth instruction.

This will be reinforced throughout the modules.This can also be part of the final assessment game as the most effective ways to create a pitch deck.

Screen # 110-01 Module Name: Module 1.1 Screen: Four Criteria: Introduction & Goal

Title: Creating Your Investment Story: Pitch Deck Text: What is a pitch deck? A pitch deck refers to the visual presentation that helps you tell your story. Though, it should be able to stand on its own without your presentation. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu User taps Next to move to next screen, #

110-02 User taps Back to move to prev. screen, #001-1 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 001-01

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Screen # 110-02 Module Name: Module 1.1 Screen: Four Criteria: Introduction

Title: Creating Your Investment Story: Pitch Deck Guidelines Text: Purpose of a Pitch Deck (2 column chart) (chart title left column) What a Pitch Deck Does (left column bullets)

● Introduces investors to your vision and story ● Engages and excites investors ● Maintains the story’s clarity and focus ● Gives just enough information

(chart title right column) What a Pitch Deck does NOT do (right column bullets)

● Answer all possible questions ● Close on immediate investment ● List ONLY statistics and facts about the

product/service ● Require your presentation to be understood

<button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

User taps Next to move to next screen, #110-03 User taps Back to move to prev. screen, #110-01 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 001-01

Screen # 110-03 Module Name: Module 1.1 Screen: Four Criteria: Four Criteria

Title: Creating Your Investment Story: Four Criteria of a Compelling Pitch Deck Text: Your pitch deck should tell YOUR story. Introduce investors to your vision and get them excited! Include relevant and significant information but be concise. Leave them wanting more. Make it visually appealing; don’t overwhelm your audience with details and text. Keep your story focused; a good rule of thumb is that the pitch deck should be somewhere between 10-13 slides. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

User taps Next to move to next screen, #110-04 User taps Back to move to prev. screen, #110-02 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen #

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001-01

Screen # 110-04 Module Name: Module 1.1 Screen: Four Criteria: Show Me, Don’t Tell Me

Title: Show Me, Don’t Tell Me Text: Here is an example of an exemplary pitch deck. Click on the icon to open. As you move through the pitch deck, you will note different ways the individual accomplished the 4 criteria of a compelling pitch deck. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

User clicks on exemplar icon to open an embedded pitch deck. Hotspots bring up overlays that point out how the exemplar pitch deck achieves the four criteria. User taps Next to move to next screen, #120-01 User taps Back to move to prev. screen, #110-03 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 001-01

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Module 1.2

Objective: Common Pitch Deck

Mistakes

Prerequisite Knowledge General Description of Activities

General Description of Assessment

By the end of this lesson, the learner will be able to: List common pitch deck mistakes.

What it is: what is are the common mistakes? What should I avoid doing?

Simple Checklist: Screen will have a simplified list of “don’ts” accompanied by red x’s.

Do’s and Don’ts, drag and drop: Users will categorize and differentiate between actions that should or should not be taken when creating a pitch deck. This will assess the four criteria of a compelling pitch deck as well as the common pitch deck mistakes. The “Don’ts” will be reinforced throughout the modules. These can also be a part of the final assessment game as pitfalls to avoid.

Screen # 120-01 Module Name: Module 1.2 Screen: Common Mistakes: Introduction & Goal

Title: Creating Your Investment Story: Common Pitch Deck Mistakes Text: “By three methods, we may learn wisdom: First, by reflection, which is noblest; Second, by imitation, which is easiest; and third, by experience, which is bitterest.” --Confucius We are going to take the easy route and identify some common pitch deck mistakes based on others’ experiences. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu


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Screen # 120-02 Module Name: Module 1.2 Screen: Common Mistakes: Don’ts Checklist

Title: Creating Your Investment Story: Common Pitch Deck Mistakes Text: (accordion list) <button heading> Too Much (description under heading) Aim for 10-13 slides. You want to excite the investor but leave them wanting more; so avoid providing too much information such as product or financial details. <button heading> Too Wordy (description under heading) Make it visual! Grab the investors’ interest. Follow Kawasaki’s 10/20/30 Rule of Powerpoint: 10 slides, 20 minutes to present, 30 point font or greater. Remember to be concise! <button heading> Too Negative (description under heading) Engage the investors with your story but avoid false confidence or arrogance. Highlight the advantages of your product or service without belittling the competition. Make sure your claims are always backed up by data. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

User clicks on each button heading to reveal the description. User taps Next to move to next screen, #120-03 User taps Back to move to prev. screen, #120-01 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 001-01

Screen # 120-03 Module Name: Module 1.2 Screen: Common Mistakes: Do’s & Don’ts

Title: Do’s & Don’ts of Pitch Deck Creation Text: Categorize the actions by dragging and dropping them into the Treasure Box or the Trash Can. (Both appear to the right of the page) (List of Actions to the left of the icons) Include large amounts of text Insult competitors Go into great detail Make assumptive claims Concise but engaging Tell your story with clarity Follow Kawasaki’s 10/20/30 Rule Make it relatable

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Drag and drop the Action boxes in the correct icon (treasure chest or trash can) to show whether it is a “Do” or a “Don’t” User taps Next to move to next screen, #120-04 User taps Back to move to prev. screen, #120-02 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 001-01


Screen # 120-04 Module Name: Module 1.2 Screen: Common Mistakes: Do’s & Don’ts Feedback

Title: Creating Your Investment Story: Do’s & Don’ts of Pitch Deck Creation Text: How did you do? Check your answers below. (List of Actions correctly overlayed on top of the icons) (Treasure Chest- Do’s) Concise but engaging Tell your story with clarity Make it relatable Follow Kawasaki’s 10/20/30 Rule (Trash Can- Don’ts) Make assumptive claims Include large amounts of text Insult competitors Go into great detail <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu


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Module 1.3.1

Objective: Elevator Pitch Prerequisite Knowledge General Description of Activities


By the end of this lesson, the learner will be able to: Describe the key components of an effective pitch deck: 1)Elevator Pitch a) Describe an ‘elevator pitch’ b) Evaluate effective elevator pitches

What it is: what is your vision for this product/idea; combines vision of product/idea & mission of company. What makes it effective: short, memorable, attention-getting, relatable.

Dissect 1 elevator pitch - Provide a solid example - Break it down into component parts - Identify each part- why it is effective - Embed the idea of knowing your audience - Identify applicable common mistakes - Identify applicable compelling pitch deck criteria

View 4 examples of elevator pitches. - Choose the MOST effective pitch - This one is more effective/least effective because… - Feedback provided on each- effective/ineffective aspects - Embed the idea of knowing your audience

Screen # 131-01 Module Name: Module 1.3.1 Screen: Elevator Pitch: Introduction Screen

Title: Creating Your Investment Story: The Elevator Pitch Text: This is it! You’re starting your narrative about how your product or service is going to change the world. The first step to telling your story is creating a great Elevator Pitch. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu User taps Next to move to next screen, #131-02

User taps Back to move to prev. screen, #120-4 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 001-01

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Screen # 131-02 Module Name: Module 1.3.1 Screen: Elevator Pitch: Goal

Title: Creating Your Investment Story: The Elevator Pitch Text: What is an elevator pitch? By the time you’re done with this lesson, you’ll know what an elevator pitch slide is and what makes it effective. First, your elevator pitch is a quick, persuasive speech that gets investors hooked on your product or service and your vision. Your slide should convey this as concisely as possible. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

User taps Next to move to next screen, #131-03A User taps Back to move to prev. screen, #131-01 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 001-01

Screen # 131-03A Module Name: Module 1.3.1 Screen: Elevator Pitch: Defined

Title: What is the elevator pitch? Text: Your elevator pitch slide is short and memorable. This is starting the conversation. Think of it as a punchy one-liner. You want your one liner to summarize your vision, your product, and the mission of your company. It should be relatable! Make the slide visual, include an image or your logo. Be careful not to make the slide cluttered. <hotspot>Click or tap to see some examples. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu


Screen # 131-03B Module Name: Module 1.3.1

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Screen: Elevator Pitch: Defined Screen Overlay

<Overlay Text> We are AirBNB for event spaces. We are the Starbucks of frozen yogurt. <Overlay Text> <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

Clicking or tapping X closes overlay, returns to 131-03A User taps Next to move to next screen, #131-04 User taps Back to move to prev. screen, #131-02 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 001-01

Screen # 131-04 Module Name: Module 1.3.1 Screen: Elevator Pitch: Pitch Example Video

Title: Creating Your Investment Story: An Elevator Pitch in Action Text: Pay attention to the presenter's slide, how they arranged their text and placed their images. Also take this opportunity to pay attention to what they said. The slide is important, but what you say and how will carry a lot of impact. Tap or click the video to watch. <Video example of an elevator pitch> <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

User taps or clicks video to watch. Embedded video player should have play, replay, & pause built in to it. User taps Next to move to next screen, #131-05 User taps Back to move to prev. screen, #131-03 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 001-01

Screen # 131-05 Module Name: Module 1.3.1 Screen: Elevator Pitch: Pitch Example - Evaluate

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Title: Creating Your Investment Story: An Elevator Pitch in Action Text: What made this pitch effective? Think about the slide, was it effective, what made it impactful. Reflect on the slide, see if you can identify what makes them effective. <placeholder for static image or mock up of pitch slide from video> <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu


Screen # 131-06 Module Name: Module 1.3.1 Screen: Elevator Pitch: Pitch Example - Review Effectiveness

The learner taps on each component box, and the text appears.

Title: Creating Your Investment Story: An Elevator Pitch in Action <Elevator Pitch slide placeholder> <Box 01 Text> A one liner that summarizes mission & product of the. You know what the presenter is selling, what their mission is and you want to know more. <Box 02 Text> Relatable! Notice how the presenter relates their business on the slide and reinforces it in the pitch. Your delivery fills in your story for investors. <Box 03 Text> Short & concise. Note how the slide is uncluttered and easy to read. It doesn’t take away from what the presenter is saying. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

User taps Next to move to next screen, #131-07A User taps Back to move to prev. Screen, #131-05 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 001-01

--START Elevator Pitch Activity Sequence--

Screen # 131-07A

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Module Name: Module 1.3.1 Screen: Elevator Pitch: Elevator Pitch - Activity

Title: Which pitch is most effective? Now you try and identify which of the following pitch slides is going to be most effective. Click or tap each one, start with the one you feel is best. Click/Tap and hold to preview. Double-click/tap to select. Box 1: <example of pitch slide - placeholder> Box 2: <example of pitch slide - placeholder> Box 3: <example of pitch slide - placeholder> Box 4: <example of pitch slide - placeholder> <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

IF user selects Box 1 THEN GOTO screen #131-07B Overlay 1 IF user selects Box 2 THEN GOTO screen #131-07B Overlay 2 IF user selects Box 3 FIRST THEN GOTO screen #131-07B Overlay 3a ELSE Overlay 3b IF user selects Box 4 THEN GOTO screen #131-07B Overlay 4 User taps Next to move to next screen, #131-08 User taps Back to move to prev. Screen, #131-06 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 001-01

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Screen # 131-07B Module Name: Module 1.3.1 Screen: Elevator Pitch: Elevator Pitch Activity Overlay Screens

Overlay 1 <pitch slide placeholder> <Button> X Text: This is a good pitch slide, but the one liner could be more relatable. It’s a little bit too technical and the investors probably won’t grasp what this candidate is pitching. Overlay 2 <pitch slide placeholder> <Button> X Text: This slide is too cluttered. The pitch may still be effective, but the investors probably won’t be hooked by this slide. Overlay 3a <pitch slide placeholder> <Button> Check Mark Good job! This is the most effective slide and you picked it right off the bat. You’re already getting the hang of it. Pay attention to how this slide is arranged and how the author gets your attention with this slide without saying a word. Overlay 3b <pitch slide placeholder> <Button> X So you didn’t pick the best slide first. That’s okay, building that perfect elevator pitch slide is tricky. Now that you’re here though, pay attention to how this slide is arranged, how the author gets your attention with this slide without saying a word. Overlay 4 <pitch slide placeholder> <Button> X See how this slide is really wordy and doesn’t use any visuals? This wouldn’t be a great way to start your presentation. Remember, first impressions are important!

User clicks/taps overlay screen or the X button screen to return to #131-07A

--END Elevator Pitch Activity Sequence--

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Screen # 131-08 Module Name: Module 1.3.1 Screen: Elevator Pitch: Pitch Summary

Title: Creating Your Investment Story: The Elevator Pitch Wrap-Up Text: Let’s quickly review what makes a great opening slide. It gets the investors interested in your story. It tells them who you are, your product or service, and you wow them with your vision. An elevator pitch is short and memorable. Create your one liner carefully and make it relatable. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

User taps Next to move to next screen, #131-09 User taps Back to move to prev. Screen, #131-07A User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 001-01

Screen # 131-09 Module Name: Module 1.3.1 Screen: Elevator Pitch: Pitch - Reflection

Title: Creating Your Investment Story: The Elevator Pitch Reflection Text: Take some time to reflect about this slide. Your elevator pitch sets the tone for the rest of your pitch. It gets your investor audience immediately interested and hungry for more. Take a moment and think about how you can build your slide, how it starts your story. Title: Extra Challenge Text: Create your slide, think about your audience, write down your elevator pitch, and practice delivering it. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

User taps Next to move to next screen, #132-01 User taps Back to move to prev. Screen, #131-08 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 001-01

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Module 1.3.2

Objective: Traction Prerequisite Knowledge General Description of Activities


By the end of this lesson, the learner will be able to: Describe the key components of an effective pitch deck: 2) Momentum, Traction, Expertise: Your key numbers

a) Describe the term ‘traction’ as it relates to an investment pitch

b) Identify the key milestones for the development of your business idea

c) Recognize significant growth metrics

What it is: Definition of traction within the context of an investment pitch; milestones in the development of an idea/product/service; What are growth metrics?

Where’s my traction?: Text explanation that traction can be embedded throughout a presentation or, separated out onto another slide. Spectrum line with different levels of development at opposite ends with suggestions of traction integration

Key Numbers Scenario: provide 4 pieces of data and the learners will drag and match it as effective traction to include or ineffective

Screen # 132-01 Module Name: Module 1.3.2 Screen: Traction: Introduction & Goal

Title: Creating Your Investment Story: Traction Text: You’ve got their attention; keep it by showing what you’ve accomplished thus far. The next step is to identify your traction and determine the MOST effective way to integrate traction into your pitch deck. By the end of this lesson, you will be able to define traction and pinpoint important development milestones and significant growth metrics for your product or service.



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Screen # 132-02 Module Name: Module 1.3.2 Screen: Traction: What is Traction?

Title: Creating Your Investment Story: Traction Text: What is traction? Traction is the necessary support or interest for an idea to progress or succeed.

So, how will I show traction in my pitch deck? <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu


Screen # 132-03 Module Name: Module 1.3.2 Screen: Traction: Where’s my traction?

Title: Creating Your Investment Story: Traction Centered Text: Where's my traction? IT DEPENDS Text: Consider where your traction may fall on the spectrum to determine how you would best incorporate traction into your pitch deck. Have a spectrum line: (right end text) developed product/service <Overlay/Rollover Text> Break out your traction on its own slide (left end) New Idea <Overlay/Rollover Text> Sprinkle your traction throughout your pitch deck to bolster other aspects of the pitch(1) <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu References: (1)

Left and Right end overlay/ rollover text: User clicks/taps/rollover the spot to view the pop-up text User taps Next to move to next screen, #132-04 User taps Back to move to prev. Screen, #132-02 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 001-01

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https://www.forbes.com/sites/allbusiness/2017/03/04/how-to-create-a-great-investor-pitch-deck-for-startups-seeking-financing/#228c34f82003

Screen # 132-04 Module Name: Module 1.3.2 Screen: Traction: Characteristics of Traction

Title: Creating Your Investment Story: Characteristics of Traction Characteristics of Traction (center oval) (Bubbles on opposite sides of center oval) Milestones, Growth Metrics <Overlay/Rollover Milestones> Idea development, market analysis, product requirements, research and design, prototype <Overlay/Rollover Growth Metrics> financial metrics such as revenue per user, customer lifetime value, usage data or equity; engagement metrics such as how users interact with product or service, feature and usage metrics such as frequency of interaction or efficiency of features(1) <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu References: (1) https://community.uservoice.com/blog/product-development-metrics/

Overlay/Rollover Growth Metrics and Milestones: User clicks/taps/rollover the spot to view the pop-up text User taps Next to move to next screen, #132-05 User taps Back to move to prev. Screen, #132-03 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 001-01

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Screen # 132-05 Module Name: Module 1.3.2 Screen: Traction: Key Numbers Scenario

Title: Creating Your Investment Story: Key Numbers Text: Scenario: An app has been developed that will revolutionize smart home controls for all smart devices. The app creator is trying to obtain seed financing and is pitching to angel investors and venture capitalists. The seed financing will allow for a beta test of the app on a diverse group of users. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu



Title: Creating Your Investment Story: Key Numbers Text: To create traction for the pitch deck, select the 2 most effective milestones and/or growth metrics to include. Consider the metrics that would be valued by the investors in your audience. (4 boxes, 1 for each piece of text- stacked boxes) Revenue Margins (RPU) Customer Lifetime Value Efficiency of Features Equity (area to drop- 2 ovals at the bottom of the page) MORE Effective LESS Effective <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

Drag and drop activity with feedback: Users will drag and drop the different types of metrics into a MORE or LESS effective oval at the bottom of the screen User taps Next to move to next screen, #132-07 User taps Back to move to prev. Screen, #132-05 User taps Course Menu, GOTO screen # 000-3

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User taps Module Menu, GOTO screen # 001-01


Title: Key Numbers Text: How did you do? (heading) MORE Effective (1 for each piece of text per box- grouped boxes) Revenue Margins (RPU) Customer Lifetime Value Equity (centered) Why? (centered) These are metrics that investors and stakeholders care about when first deciding to invest: financial metrics! If you do not know actual revenue per user, for example, projections would give the potential investors an adequate idea of the potential of your product or service. Remember, always consider your audience as you tailor your pitch deck. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu


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Title: Key Numbers Text: How did you do? (heading) LESS Effective (1 box) Efficiency of Features (centered) Why? (centered) While this is a great metric to have for a product of this nature, the app has not been developed to a point where this metric would have ample data to support any conclusions. Remember, avoid assumptions. Provide data to support your claims and conclusions! <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu


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Module 1.3.3

Objective: Market Opportunity

Prerequisite Knowledge General Description of Activities General Description of Assessment

By the end of this lesson, the learner will be able to: Describe the key components of an effective pitch deck: 3) Market Opportunity

a) Define your market b) Define your dollar

market size c) Define your

customer base

What is Market Opportunity? How do you define your market? What is your market size? Who is your customer base? What Macro trends are in your market? Do you have any market insights?

Slide Evaluation: User evaluates example slides to determine whether they are convey market opportunity. Depending on the answer the user is provided with feedback as to why the were correct or wrong. If a user chooses incorrectly they are provided with another chance to review the slide.

Reflection: Review of questions challenging the learner to answer the questions about their own market and customers.

Screen # 133-01 Module Name: Module 1.3.3 Screen: Market Opportunity: Introduction

Title : Creating Your Investment Story: Market Opportunity Text: What is market opportunity? Market opportunity is a need or demand you have identified in a particular market space. This slide is going to lay some groundwork of your story. You have given the investors some reasons to pay attention to you with the first two slides, now you want to: 1. Define your market. 2. Define your market size. 3. Identify your customer base. 4. Explain any macro trends in your target market. 5. Add insights you have about your market. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu


Screen # 133-02 Module Name: Module 1.3.3

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Screen: Market Opportunity: Goal

Title: The goal of your market opportunity slide Text: What’s the point of this slide in telling your story? Investors like big and established markets to invest in, and this part of your story is all about showing an understanding of your market and what kind customers inhabit that space.(1) Your goal with this slide is to assure investors that there are people out there that will buy your product or service. It’s also your first chance to show you have a plan, that you can build a customer base and that your business has growth potential (2) <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu Reference: (1) https://www.forbes.com/sites/allbusiness/2017/03/04/how-to-create-a-great-investor-pitch-deck-for-startups-seeking-financing/#59f865ce2003 (2) https://www.rockiesventureclub.org/entrepreneur/pitchdeck_1/


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Screen # 133-03 Module Name: Module 1.3.3 Screen Name: Market Opportunity: Content Example Slide 1

Text: Let’s look at a couple of examples of Market Opportunity slides that others have used in the past. We’ll start with the basics. Tap the arrows to get more information. Example 1: <Market Opportunity Slide 01> <Arrow Overlay/Rollover 01> Define the Market. <Arrow Overlay/Rollover 02> Market Size in Dollars. <Arrow Overlay/Rollover 03> Customer Base. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

User taps Next to move to next screen #133-04 User taps Back to move to prev. screen, #133-02 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 001-01 Arrow Overlay/Rollover: User clicks/taps/rollover the spot to view the pop-up text IF user clicks arrow box 1 THEN 133-06 overlay screen 01 appears IF user clicks arrow box 2 THEN 133-06 overlay screen 02 appears IF user clicks arrow box 3 THEN 133-06 overlay screen 03 appears


Text: This slide includes similar components as before, but also includes a macro trend. Tap the arrow to get more info! Example 1: <Market Opportunity Slide 02> <Arrow Overlay/Rollover 01> Define the Market <Arrow Overlay/Rollover 02> Market Size in Dollars <Arrow Overlay/Rollover 03> Customer Base <Arrow Overlay/Rollover 04> Macro Trend

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User taps Next to move to next Screen #133-05 User taps Back to move to prev. screen, #133-03 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 001-01 Arrow Overlay/Rollovers: User clicks/taps/rollover the spot to view the pop-up text IF user clicks arrow box 1 THEN 133-06 overlay screen 01 appears IF user clicks arrow box 2 THEN 133-06 overlay screen 02 appears IF user clicks arrow box 3 THEN 133-06 overlay screen 03 appears IF user clicks arrow box 4 THEN 133-06 overlay screen 04 appears



Ideally, each time they click an arrow...related text will appear.

Text: This slide includes similar components as before, but we added another concept, Market insight! Tap the arrows to get more information. Example 1: <Market Opportunity Slide 03> <Arrow Overlay/Rollover 01> Define the Market <Arrow Overlay/Rollover 02> Market Size in Dollars <Arrow Overlay/Rollover 03> Customer Base <Arrow Overlay/Rollover 04> Macro Trend <Arrow Overlay/Rollover 05> Market Insight <button> Consideration <Overlay> It’s great to include all of these concepts, but don’t let your slide get too cluttered! <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

User taps Next to move to next screen, #133-07 User taps Back to move to prev. screen, #133-04 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 001-01 Arrow Overlay/Rollovers: User clicks/taps/rollover the spot to view the pop-up text IF user clicks arrow box 1 THEN 133-06

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overlay screen 01 appears IF user clicks arrow box 2 THEN 133-06 overlay screen 02 appears IF user clicks arrow box 3 THEN 133-06 overlay screen 03 appears IF user clicks arrow box 5 THEN 133-06 overlay screen 05 appears Consideration Overlay -> Brings up text; Tapping again disappears text

Screen # 133-06 Module Name: Module 1.3.3 Screen Name: Market Opportunity: Content Example Slide Overlay Screens

<Overlay Screen 01>Title: Defines the Market Text: Ideally you already know this, because you defined your market as you developed your product or service. This is the business you are in, the space where you sell your product. Text: Click X to close screen <Button> X <Overlay Screen 02>Title: Market Size Text: This is the dollar size of the market you’ve defined and your place or niche within it. Text: Click X to close screen <Button> X <Overlay Screen 03>Title: Customers Text: Here you clearly identify your customer base, those that will buy your products or use your service. Text: Click X to close screen <Button> X <Overlay Screen 04>Title: Macro Trends Text: A macro trend is a persistent direction or phenomenon in your defined market. Including a macro trend on this slide is a way to tailor this slide to your story. Text: Click X to close screen <Button> X <Overlay Screen 05>Title: Market Insight Text: Market insight alludes to your own personal insight into your market. This could be included along with a macro trend. But remember to keep your slide concise. Text: Click X to close screen <Button> X

Open Overlay: Tap/Click on Arrow These overlay screens appear over Screens 133-03, 133-04 & 133-05. The original screen remains underneath. Close Overlay: User clicks/taps on overlay screen or clicks X to close the screen and return to #133-03, #133-04, or #133-05 respectively

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Screen # 133-07 Module Name: Module 1.3.3 Screen Name: Market Opportunity: Q&A

Title: Market Opportunity Q&A: Some questions you’ll want to answer. Text: Ask yourself a few questions before expanding this part of your story.

● Who is your target customer? ● What is the population number of your target

customer? ● Who are your competitors? Remember to focus

on small companies, you’re not a big fish yet. ● Can you find out what kind of numbers the

competition are generating? ● What is the total available market (TAM)?

If you already have this information, that’s great. If you don’t, then don’t panic. Start your research at a high level and steadily dig deeper. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

User taps Next to move to next screen, #133-08A User taps Back to move to prev. screen, #133-05 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 001-01 Reference for Questions: https://econsultancy.com/how-to-create-an-irresistible-market-opportunity-in-your-pitch-deck/

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--Market Opportunity Activity Screens-- Green: Static information screen

Yellow: Branching screen Red: End screen - returns to branching screen

Screen # 133-08A Module Name: Module 1.3.3 Screen Name: Market Opportunity Activity: Introduction

Text: Now that you know what a market opportunity slide is and what its components are, let’s practice evaluating some slides, similar to the ones you’ve already seen. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu .

User taps Next to move to next screen, #133-08B User taps Back to move to prev. screen, #133-07 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 001-01

Screen # 133-08B Module Name: Module 1.3.3 Screen Name: Market Opportunity Activity: Evaluate Slide

Text: Evaluate this slide. Would it convey Market Opportunity to the investors? <Slide Placeholder> Text: This slide looks good <Button> Yes Text: Something isn’t right about the slide. <Button> No <NavButton01> Course Menu <NavButton02> Module Menu

Branching: Tapping Yes IF correct THEN user GOTO Correct screen overlay - 133-08C Tapping Yes IF wrong THEN user GOTO Identify the Mistake screen - 133-08D

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Tapping No IF correct THEN user GOTO Identify the Mistake screen - 133-08D Tapping No IF wrong THEN user GOTO ReEval Screen - 133-08E Once user has gone through all evaluation slides, GOTO Summary Screen #133-09 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 001-01

Screen # 133-08C Module Name: Module 1.3.3 Screen Name: Market Opportunity Activity: Correct Screen Overlay

Evaluate this slide. Would it convey Market Opportunity to the investors? <Slide Placeholder> <Overlay> Correct! This slide properly conveys Market Opportunity to the investors. It defines the market, the market size, and defines the customer base. The slide is also concise and makes good use of visuals. Click X or tap screen to close <Button> X

Tapping/clicking X closes overlay and returns user to Evaluate slide screen with next slide for evaluation (133-08B)

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Screen # 133-08D Module Name: Module 1.3.3 Screen Name: Market Opportunity Activity: Identify the Mistake

Text: Evaluate this slide. There is something wrong with this Market Opportunity slide, can you identify it? <Slide Placeholder> <Overlay Button> Missing Market Definition <Overlay Button> Missing Dollar Market Size Definition <Overlay Button> Customer Base Not Defined <Overlay Button> Slide Too Wordy <Overlay Button> Slide Has Too Many Details <NavButton01> Course Menu <NavButton02> Module Menu

From: 133-08B Branching: If the Evaluation Slide had a mistake, the user identifies by tapping the correct <Overlay Button> IF correct THEN user GOTO Correct Evaluation Overlay 133-08F IF wrong THEN user GOTO Corrective Feedback Overlay 133-08G User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 001-01

Screen # 133-08E Module Name: Module 1.3.3 Screen Name: Market Opportunity Activity: ReEvaluate

Text: This is a good slide, let’s take another look at it. <Slide Placeholder> Callout Text: This component defines the market. Callout Text: This component defines the dollar market size. Callout Text: This component defines the customer base. Callout Text: This component provides a

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From: 133-08B Callout boxes will appear depending on components in the evaluation slide. User taps to return to 133-08B next iteration.

market macro trend. Callout Text: This component provides market insight. <Button> Tap here to evaluate another slide

Screen # 133-08F Module Name: Module 1.3.3 Screen Name: Market Opportunity Activity: Correct Evaluation Overlay

Text: You are right! Good job. <Overlay> Correct, the slide is missing the Market Definition <Overlay> Correct, the slide is missing the Dollar Market Size Definition <Overlay> Correct, the slide has not defined the customer base. <Overlay> Correct, this slide is too wordy. <Overlay> Correct, this slide has too many details. <Button> Tap to evaluate another slide.

From: 133-08D Overlay text will vary depending on evaluation slide from 133-08D Tap hotspot returns to 133-08B for next evaluation example

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Screen # 133-08G Module Name: Module 1.3.3 Screen Name: Market Opportunity Activity: Wrong Evaluation Overlay

<Overlay> That’s not quite right. Look again and see if you can identify what is wrong with this slide. When you develop your own Market Opportunity slide, you want to be able to determine if it is:

- Defining your market - Defining your dollar market size. - Defining your customer base. - It isn’t too wordy. - Not too much detail.

<Button> X

From: 133-08D Tapping <Button> X removes the overlay screen and returns user to 133-08D

-- END Market Opportunity Activity Screens--

Screen # 133-09 Module Name: Module 1.3.3 Screen Name: Market Opportunity: Summary

Title: Market Opportunity Summary Text01:The market opportunity slide should include these elements: Definition of your market. Definition of your dollar market size. Definition of your customer base. Text 02: It can also include macro trends and market insight. Including one of these is a way to make this slide more than just numbers. Text 03: Remember: Be concise on your slide, don’t let it get cluttered! <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

User taps Next to move to next screen, 133-10 User taps Back to move to prev. screen, 133-08A User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 001-01

Screen# 133-10

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Module Name: Module 1.3.3 Screen Name: Market Opportunity: Reflection

Title: Creating Your Investment Story: Market Opportunity Reflection Text01: Take some time soon to consider each element of the Market Opportunity slide and how it applies to you. If you need to research, start doing that as soon as possible. Text 02: Additional Challenge: Create your Market Opportunity slide, add the essential elements you’ve learned. Consider how you can tailor it to tell your story. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu


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-- Module 1 Reflection Assessment -- Screen # 001-02 Module Name: Module 1.3.3 Screen: Module 1 Reflection: Pitch Deck Components

Title: Creating My Investment Story: Where I’ve Been Text: (3 Column Chart Title) How do these pieces work together? (Left Column) Elevator Pitch:

➔ What is your hook? ➔ How can you make your

product/service relatable? *Think of the way compelling stories start.They intrigue, relate, and transport people. (Middle Column) Traction:

➔ How are you going to show your progress?

➔ What data and statistics will best demonstrate the potential of your product/service?

*Consider your audience. Tailor your pitch to the investors. Think about the milestones and metrics that will be most valuable to them. (Right Column) Market Opportunity:

➔ Who are your customers? ➔ What is your market?

*Showing investors where your product/service are in the marketplace will help paint the picture of your potential. Help the investors get to know your customers; make them relatable. (Banner across the bottom of the chart) How can use these three pieces as building blocks that set the stage for the introduction of your product or service? <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu


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Module 2: “Where I Am” Working Title


Title: Course Module: Where I Am SubTitle: Module II Text: The lessons in this module will help you determine a strategy to use when showcasing your product or service to investors. Select from the menu below to get started. <Menu Button 01> Problem <Menu Button 02> Product Service <Menu Button 03> Solutions & Competition <Button> Home Menu Button 01> GOTO screen #210-01

Menu Button 02> GOTO screen #220-01 Menu Button 03> GOTO screen #231-01 Home Menu Button> GOTO screen #000-3

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Module 2.1

Objective: Problem Prerequisite Knowledge General Description of Activities


By the end of this lesson, the learner will be able to: Describe the key components of an effective pitch deck: 4) Problem

a) Identify the need that their product/service fills in the marketplace.

What are the problems or needs that your product/service intends to solve? What are types of the problems/needs? What are the challenges of solving the problems?

Exemplars: The learner will be given a real example introducing the product and analyzing the problems that the product intends to solve. The learner will watch a short video that introduces the types of problems/needs combining with the real example above.

Case Study: The learner will be given a case study evaluation including two types of questions. One includes multiple problems and multiple products or services. The learner needs to map the problems with products/services. The other is a multiple-choice question about types of problems/needs.

Screen # 210-01 Module Name: Module 2.1 Screen: Problem: Introduction

Title: Creating Your Investment Story: The Problem Text: By the end of this lesson, you will identify the real problems or needs that your product/service intends to solve. Before moving forward, pause and give yourself a few minutes to write down or consider the problems you are trying to solve with your product/service. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

User taps Next to move to next screen, # 210-02 User taps Back to move to prev. screen, # 002-01 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 002-01

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Screen #210-02 Module Name: Module 2.1 Screen: Problem: Identify the Problem

Title: Why do customers need your product/service? Text: You have several ideas. Think about how to make these ideas come true. Before you decide which idea you should develop in depth, use 3W1H and SWOT analysis to confirm your idea. 3W1H:

● What is the problem you are trying to solve? ● Why do you think your product/service could

solve the problem better than others? ● When will people start seeing the impact? ● How does your product/service solve the

problem? SWOT Analysis:

● Strengths: what are the strengths of your product/service?

● Weaknesses: what are the weaknesses of your product/service?

● Opportunities: what are the opportunities in the market for your product/service?

● Threats: what are the challenges that you will face?


User taps Next to move to next screen, # 210-3 User taps Back to move to prev. screen, # 210-1 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 002-01 Content adapted from: SWOT Analysis: Strengths, Weaknesses, Opportunities, and Threats. Retrieved from https://ctb.ku.edu/en/table-of-contents/assessment/assessing-community-needs-and-resources/swot-analysis/main The Secret Sauce Of Marketing Analytics: The 5W1H Framework (2014, June 5). Retrieved from https://marketingland.com/5w1h-marketing-analytics-5w1h-framework-86043

Screen #210-03 Module Name: Module 2.1 Screen: Problem: Case Study

Title: Creating Your Investment Story: Problem Case Study <a real case about a product in the market placeholder> Text: Read through the Case Study example. Try to use a 3W1H and SWOT Analysis as you read to help you breakdown the content and focus on the problem.

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Screen #210-04 Module Name: Module 2.1 Screen: Problem: Case Study Mini Quiz

Title: Case Study Mini-Quiz Text: Answer the questions using the information from the case study. Attempt each question until you get it right! <Mini quiz placeholder> [[After the learner selects the answer, show the answer key as an overlay box which has feedback as to why it is right or wrong and gives more information about common categories/types of problems for products/services.] Sample Question: What are the problems this product is trying to solve? [give three options: ABC] <Overlay> Feedback <Button> X <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

Click/Tap <Button> X closes overlay, GOTO screen #210-04 User taps Next to move to next screen, # 210-05 User taps Back to move to prev. screen, # 210-03 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 002-01

Screen #210-05 Module Name: Module 2.1 Screen: Problem: Reflection

Title: Creating Your Investment Story: The Problem Reflection Text: In this lesson, you have learned how to identify and analyze the problems. 3W1H and SWOT analysis methods are helpful for you to decide if your product/service solves a valuable problem. Now, utilize these methods to analyze the problems you wrote down at the beginning of this module. <button> Back

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<button> Next <NavButton01> Course Menu <NavButton02> Module Menu

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Module 2.2

Objective: Product/Service

Prerequisite Knowledge General Description of Activities General Description of Assessment

By the end of this lesson, the learner will be able to: Describe the key components of an effective pitch deck: 5) Product/Service

a) Determine a strategy to use when showcasing their product/service.

Introduce the product/service. Who is the product/service for? Who are the customers: what is their story? How will the customers use the product/service? Why do they need it?

5 Key Points: Learners will review what to include on their product/service pitch deck slide and what 5 key points to make sure that their slide communicates to investors. Infographic: For additional information about speaking to investors about their product/service, learners can peruse an infographic to learn about different strategies they can use when presenting to investors their product/service. Exemplar: They will watch an exemplar video to identify the 5 key points and what strategy the entrepreneur used.

Reflection Piece: The learner will begin to develop their product/service pitch deck slide. They will also reflect and select one of the strategies they think will best introduce their product/service when speaking to investors.

Screen # 220-01 Module Name: Module 2.2 Screen: Product/Service: Introduction

Title: Creating Your Investment Story: Product/Service Text: What are the key features of your product/service and how will customers use it? Clearly present to investors that your product/service is of value to your customers. So for this slide of your pitch deck, you want to address the following key points: 1. Showcase your product/service in action. 2. Describe your product’s/service’s purpose. 3. Define your customers. 4. Define how your customers will use and find value in your product/service. 5. Use a strategy when talking to investors about your product/service. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

User taps Next to move to next screen, # 220-02 User taps Back to move to prev. screen, # 210-05 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen #

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002-01

Screen # 220-02 Module Name: Module 2.2 Screen: Product/Service: Goal

Title: The goal of your product/service slide Text: What’s the point of this slide in telling your story? Investors are looking for a product/service that stands out. This part of your story is the main character and you want to show off its defining qualities. Introduce your product/service in a way that investors can easily see what it is, what it does, who it is for, how it is useful, and how customers will recognize its value. Your goal with this slide is to showcase your product/service to investors for the first time in a captivating way that grabs their attention and makes them see its potential in the market. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu


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Screen # 220-03 Module Name: Module 2.2 Screen: Product/Service: Show, Don’t Tell

Title: Show, Don’t Tell Text: For your pitch deck slide, show don’t tell. Here are suggestions when designing your slide:

● Use images and visuals ● Show logo (if already have one) ● Show product/service in action ● Show satisfied customer(s) using

product/service ● Limit the text ● Do not make it overcrowded or overstimulating


User taps Next to move to next screen, # 220-04 User taps Back to move to prev screen, # 220-02 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 002-01

Screen # 220-04 Module Name: Module 2.2 Screen: Product/Service: 5 Key Points

Title: Creating Your Investment Story: 5 Key Points Text: The slide should communicate on its own 5 key points about your product/service:

● What is it? ● What does it do? ● Who is the audience? ● How is it useful? ● How do customers value it?

<button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu User taps Next to move to next screen, #

220-05 User taps Back to move to prev screen, # 220-03 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 002-01

Screen # 220-05 Module Name: Module 2.2

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Screen: Product/Service: Strategies

Overlay/Rollover would be graphics, similar to the book that give hints of what the content is.

Title: Creating Your Investment Story: Product/Service Strategies Text:Find out who your investors are. When actually speaking face-to-face with investors, showcase your product/service to draw their attention so that they can relate it to themselves and to your customers. Here are example strategies you can use when introducing your product/service to investors: <Overlay/Rollover> [Click on each strategy icon presented in an infographic to find out more information.](1)

● Storytelling (book icon) Text: Deliver a quick story that is powerful, relatable, and makes a connection for investors. Address the who, what, when, where, why.

● Demo It! (spotlight on stage icon) Text: Provide a quick demonstration of your product/service in action so investors can see what it does first hand. Don’t feel that you have to talk the entire time through. Sometimes actions speak louder than words.

● Provide Customer Perspective (listening ear icon) Text: Show the product/service to investors in terms of why your customers choose you, why they use you, what value they get from using you. What is it about your product/service that stands out for your customers? [Provide customer testimonials if possible.]

● Lay Out the Unknowns (facts or statistics icon) Text: State facts or statistics that the investors may have not known and how your product/service addresses them.

● Emotional Appeal (heart icon) Text: Emotional marketing evokes sympathy and could potentially strike a nerve of investors to where they have a personal response to your product/service.

● The Pique Technique (question mark icon) Text: A persuasion tactic where you raise investors’ curiosity by asking a strange question or making an odd request to where they may give consideration for it.

● Paint a Picture (paint brush icon) Text: Put the investors in a scenario or situation that ultimately puts your product/service as the solution.

● The Power of 3 (number 3 icon) Text: Show investors 3 takeaways about your product/service, such as 3 main features, 3 things it does, 3 ways it makes life easier, etc. Limiting it to 3 is enough information to leave investors with and summarizes what is most

Users click/tap on Overlay/Rollover icons on the embedded infographic for more information User taps Next to move to next screen, # 220-06 User taps Back to move to prev screen, # 220-04 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 002-01

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important about your product/service. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu Reference: (1) https://www.yesware.com/blog/sales-pitch-examples/)

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Screen # 220-06 Module Name: Module 2.2 Screen: Product/Service: Break It Down!

Title: Break it down! [Exemplar video placeholder] Text: Here is example footage from the New Venture Competition. As you watch the video:

1. See if you can identify the 5 key points for the entrepreneur's product/service:

● What is it? ● What does it do? ● Who is the audience? ● How is it useful? ● How do customers value it?

2. Identify what strategy the entrepreneur used

when introducing their product/service. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

Users utilize player controls to view the video at their own pace User taps Next to move to next screen, # 220-07 User taps Back to move to prev screen, # 220-05 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 002-01

Screen # 220-07 Module Name: Module 2.2 Screen: Product/Service: Reflection

Title: Creating Your Investment Story: Product/Service Reflection Text: Think of your own product/service and apply one of the strategies you believe will best introduce your product/service when speaking to investors. Keep your investors in mind and craft your strategy based on who they are and how to entice them. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

User taps Next to move to next screen, # 230-01 User taps Back to move to prev screen, # 220-06 User taps Course Menu, GOTO screen # 000-3

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User taps Module Menu, GOTO screen # 002-01

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Module 2.3

Objective: Current Solutions/

Competition



By the end of this lesson, the learner will be able to: Describe the key components of an effective pitch deck: 6) Current Solutions/ Competition

a) Identify where their product/service exists in the overall market space

b) Determine how it differentiates from the competition

Competition defined Purpose of knowing your competition

Considerations: Learners will will review what to include on their solutions/competition pitch deck slide. General information about competition will be provided along with focus questions asking where they are in the market, their competition’s advantages and disadvantages, and what sets them apart. What’s My Advantage?: Learners will complete a drag and drop activity to determine what advantage(s) their product/service has over their competition.

Reflection Piece: The learner will begin to develop their solutions/competition pitch deck slide. They will also reflect and select 3 of their top advantages to conduct additional research and practice speaking on.

Screen # 230-01 Module Name: Module 2.3 Screen: Current Solutions/Competition: Introduction

Title: Creating Your Investment Story: Solutions/Competition Text: Where does your product/service exist in the overall market space? Show investors how your product/service in the market is unique and the right choice for your customers with potential company growth. So for this slide of your pitch deck, you want to: 1. Identify your competitors and their successes. 2. Describe what does not work for your competition. 3. Describe your advantages and how you differentiate from the competition. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

User taps Next to move to next screen, # 230-02 User taps Back to move to prev screen, # 220-07 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen #

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002-01

Screen # 230-02 Module Name: Module 2.3 Screen: Current Solutions/Competition: Goal

Title: The goal of your current solutions/competition slide Text: What’s the point of this slide in telling your story? Investors want to see what sets your product/service apart from the competition. Your competition affects you and the choices that you make for the rest of your story. Know your competition, own it, and don’t be afraid to address it head on to investors. Your goal with this slide is to demonstrate how your product/service stands on its own and accomplishes something that your competition cannot do. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu


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Screen # 230-03 Module Name: Module 2.3 Screen: Current Solutions/Competition: Suggestions

Title: The goal of your current solutions/competition slide Text: For your pitch deck slide, show what sets you apart from the competition. Here are suggestions when designing your slide:

● Use images and visuals ● Include your advantages over the competition ● Limit the text ● Do not make it overcrowded or overstimulating



Screen # 230-04 Module Name: Module 2.3 Screen: Current Solutions/Competition: Know Your Competition

Title: I Have Competitors! Now What? Text: A congratulations is in order for developing an idea that you want to take to the next level! Chances are though, your idea may be already taken, and that’s okay. Competition means that you have a viable product. People know about it. People are using it. You don’t have to educate investors about the market. However, you do need to show them that you understand your competition, and it is your product’s/service’s advantages that truly set it apart from the rest. Research your competition. Know who they are, what they say about themselves, and what others are saying about them. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu


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Screen # 230-05 Module Name: Module 2.3 Screen: Current Solutions/Competition: Considerations

Title: For Your Consideration (3 clickable buttons on screen with headings) “Where You Exist”, “Know the Competition”, “What Sets You Apart” (Questions to include for each button) <Button> Where You Exist Drop down Text:

● What is the current market space? ● Where do you fit in? ● Will your product/service have demand?

<Button> Know the Competition Drop down Text:

● What other product/service is already doing this?

● How does their product/service work? ● Why have they succeeded? ● What is their product/service not doing right? ● What are their disadvantages?

<Button> What Sets You Apart Drop down Text:

● What sets your product/service apart from the competition?

● How do you solve the problem better than the competition?

● Can your product or service fulfill a problem or need no one else can?

● Are there people still in need of something that yours can do but the competition cannot?

● What are your advantages? ● How does it add value? ● If your idea is similar to an already existing

product or service, how will you differentiate it? <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

Users click/tap on a button: more information to consider is provided in a drop-down list of questions. User taps Next to move to next screen, # 230-06 User taps Back to move to prev screen, # 230-04 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 002-01

Screen # 230-06 Module Name: Module 2.3 Screen: Current Solutions/Competition: Advantages

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Title: Creating Your Investment Story: My Advantages Text: Drag and drop the advantages that differentiate your product/service from your competition. [Empty box on screen entitled, “My Product/Service.” On side of screen are 12 text boxes that can be dragged into the empty box.] Labels for text boxes:

● Saves customers time ● Saves customers money ● Easier for customers to operate ● Better fulfills customer needs ● Higher quality ● More efficient/better performance ● More attractive design ● More personalized options ● Smaller/larger in size ● Safer ● Eco-friendly ● Cheaper to produce


Users drag and drop advantages that are specific to their product/service. User taps Next to move to next screen, # 230-07 User taps Back to move to prev screen, # 230-05 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 002-01

Screen # 230-07 Module Name: Module 2.3 Screen: Current Solutions/Competition: Reflection

Title: Creating Your Investment Story: Current Solutions/Competition Reflection Text: Think of your own product/service and pick out the top 3 advantages over your competition. Conduct additional research about your competition to nail down these advantages and build your confidence about speaking on them. <button> Back <button> Next

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<NavButton01> Course Menu <NavButton02> Module Menu

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-- START Module Reflection Assessment --

Screen # 002-02A Module Name: Module 2 Screen: Module 2: Review & Reflect

Title: Creating Your Investment Story: Where I Am Reflection Text:You want your pitch deck to convey your story and you want it to engage the investors to whom you’re presenting. Module 2 introduced you to three key components of the story you’re telling with your pitch deck. <Overlay/Rollover Box 01> The Problem <Overlay/Rollover Box 02> Product/Service <Overlay/Rollover Box 03> Competition How can you use them to tell your story? Tap each box to find out! <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

User clicks/taps/rollover each box to view the pop-up text User taps Next to move to next screen, # 002-03 User taps Back to move to prev screen, # 230-07 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 002-01

Screen # 002-02B Module Name: Module 2 Screen: Module 2: Reflection - FlipBox Reveals

<Overlay/Rollover Box 01>The problem slide is where you are shifting your narrative from where you’ve been to where you are. You start that by defining the problem you’re solving, and who you’re solving it for. <Button>X <Overlay/Rollover Box 02>The product/service slide is where you explain how your product or service is valued and used by your current customers.

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Overlay appearing on screen corresponds to Box 01-03 from screen #002-02 User tap/clicks X to close overlay screen.

<Button>X <Overlay/Rollover Box 03>Lastly, with the competition slide you show where you are at in the market space. You explain your advantages, why you’re unique, and why you’re the perfect fit for your customers and how you’re poised for growth! <Button>X

Screen # 002-03 Module Name: Module 2 Screen: Module 2: Reflection Questions

Title: Creating Your Investment Story: Where I Am Reflection Text: Reflect on these questions. Take some time and think about these questions as you prepare your pitch deck. Q1:How can your product/service be leveraged to address the problem more substantially than your competition? Q2: How can you use your competition’s successes and disadvantages to your advantage on solving the problem? Q3: When presenting to investors, what strategies can you use to present the problem that your product/service resolves while also tactfully touching on your competition? Challenge Text: Now would be a great time to practice mocking up some slides in PowerPoint. Using what you’ve learned so far, see if you can add the three slides presented in this module to your pitch deck. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu


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Module 3: “Where I’m Going” Working Title


Title: Course Module: Where I Am Going SubTitle: Module III Text: The lessons in this module will help you determine a strategy to use when showcasing your product or service to investors. Select from the menu below to get started. <Menu Button 01> Revenue <Menu Button 02> Market & Growth Strategy <Menu Button 03> Team & Stakeholders <Menu Button 04> Financial Projections <Menu Button 05> Investment <Button> Home

Menu Button 01> GOTO screen #310-01 Menu Button 02> GOTO screen #320-01 Menu Button 03> GOTO screen #330-01 Menu Button 04> GOTO screen #340-01 Menu Button 05> GOTO screen #350-01 Home Menu Button> GOTO screen #000-3

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Module 3.1

Objective: Define Revenue/ Business Model



By the end of this lesson, the learner will be able to: Describe the key components of an effective pitch deck: 7) Define your Revenue/ Business Model

a) Identify the product and customer with at least one example of each

Determine your Customers Define who your company/product serves.

Flip Box: Provide authentic examples to answer the following: Who is your primary customer & how do you make money?

Reflection: Consider your own customer, revenue and business model. The definition will be reinforced in the final assessment.

Screen # 310-01 Module Name: Module 3.1 Screen: Define Revenue/Business Model: Introduction & Goal

Title: Creating Your Investment Story: Define Revenue/Business Model Text: By the end of this lesson, you will discover the key customer groups and revenue sources of your product/service that you can present to investors within your pitch deck. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu


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Screen # 310-02 Module Name: Module 3.1 Screen: Define Revenue/Business Model: Real World Connections

Title: Creating Your Investment Story: Real World Connections Text: Who is your primary customer & how do/will you make money? Below you can view examples of customer groups and the revenue models that serve each group. [Flip Boxes: Authentic examples of primary customer groups and revenue streams] [Flipbox Front: Customer Group] [Flipbox Back: Revenue Model] [#1] [#2] [#3] [#4] [#5] [#6] Flipbox example #1

● Front: Retail Customers ● Back: Retail Product Sales

Flipbox example #2 ● Front: Music Lovers ● Back: Monthly/Annual Music Subscription

Flipbox example #3 ● Front: Business Travelers ● Back: Airfare and Seat Upgrades

Flipbox example #4 ● Front: Aspiring Home Chef’s ● Back: Prepared Recipe Meal Box Subscriptions

Flipbox example #5 ● Front: Morning and Evening Commuters ● Back: Rideshare Revenue

Flipbox example #6 ● Front: Small Businesses Needing a Website ● Back: Web Hosting & Design Revenue


Flip boxes 3 x 2: [Authentic examples of primary customer groups and revenue streams] Users click/tap on each box to reveal the connections between customer groups and revenue streams User taps Next to move to next screen, # 310-03 User taps Back to move to prev screen, # 310-01 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 003-01

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Screen # 310-03 Module Name: Module 3.1 Screen: Define Revenue/Business Model: Reflection

Title: Creating Your Investment Story: Key Revenue Wrap Up Text: Now that you have had a chance to view example customer groups and revenue streams, take a moment to sketch, write down or ponder: - What customer groups will your product or service serve? - What type of revenue will be generated by each? <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu


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Module 3.2

Objective: Define Market & Growth Strategy



By the end of this lesson, the learner will be able to: Describe the key components of an effective pitch deck: 8) Define your Marketing and Growth Strategy

a) Provide three examples of growth strategies that would be relevant to their product/company

Define your market. What business/space are you in? Determine your market size. What is your place/niche?

Infographic: Utilize interactive infographic in order to provide authentic examples to answer the following: - Where are your customers looking today and finding help? - Where will you get in front of them? -How will you achieve your target growth rates? The graphic will display the questions, and examples will be provided once the learner “clicks” the question.

Reflection: Provide a 3 question guideline for learners to include accurate and necessary information for investors. Learners will identify their own market & growth strategy by answering these questions.

Screen # 320-01 Module Name: Module 3.2 Screen: Define Market & Growth Strategy: Introduction & Goal

Title: Understanding Your Market & Growth Strategy Text: By the end of this lesson, you will define your marketing and growth strategy that you can then present to investors within your pitch deck. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu


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Screen # 320-02 Module Name: Module 3.2 Screen: Define Market & Growth Strategy: Infographic Reveal

Title: Creating Your Investment Story: Understanding Your Market & Growth Strategy Text: Consider the 3 questions regarding market & growth strategy. Click on the question to view an answer based on the following scenario: A startup business that sells mobile phones might answer the questions in this way... Question #1: Where are your customers looking today and finding help? <Overlay/Rollover> Example Answer #1: Many customers shop online or at big box retailers when looking to purchase a mobile phone. Question #2: Where will you get in front of them? <Overlay/Rollover> Example Answer #2: Advertisements on multiple platforms including TV, radio, newspaper, podcasts, and billboards. Question #3: How will you achieve your target growth rates? <Overlay/Rollover> Example Answer #3: Offering friend and family discounts on new phones would help grow the business in a sort of word-of-mouth fashion between families and friends. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

Users click/tap/rollover each question to view each example answer. User taps Next to move to next screen, # 320-03 User taps Back to move to prev screen, # 320-01 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 003-01

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Screen # 320-03 Module Name: Module 3.2 Screen: Define Market & Growth Strategy: Need-to-Knows

Title: Creating Your Investment Story: Market & Growth Strategy Need-to-Knows Text: Here’s what you need to know:

1. Where do your customers currently look for your product/service?

2. How will you get your product/service in front of them?

3. How will you grow your business? This information will help give investors a better insight into your product/service and how you will help them achieve a positive return on their investment! <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu


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Module 3.3

Objective: Team & Key Stakeholders



By the end of this lesson, the learner will be able to: Describe the key components of an effective pitch deck: 9) Identify their core business team and key stakeholders.

Which roles are the keys to success in your company/space? What relevant experience does each team member bring to the table?

Flip Box Reveal: Demonstrate the different roles/responsibilities team members may have and how they can work together utilizing their experiences and skills to run a successful business by showing examples of stakeholders including: - Team members - Investors - Advisors - Future Customers - Etc.

Template: Learners can enter team roles and stakeholders for their business. This would not be submitted/graded, just as a way for learners to plan/reflect on their team member roles and identifying all stakeholders involved.

Screen # 330-01 Module Name: Module 3.3 Screen: Team & Key Stakeholders: Introduction & Goal

Title: Creating Your Investment Story: Discovering Key Stakeholders & Forming Your Team Text: By the end of this lesson, you will discover your core team and key stakeholders that you can then present to investors within your pitch deck. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu


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Screen # 330-02 Module Name: Module 3.3 Screen: Team & Key Stakeholders: Defined

Title: Creating Your Investment Story: Discovering Key Stakeholders & Forming Your Team Centered Text: Who is a stakeholder? Left Aligned Text: A stakeholder is anyone with an interest in a business. Stakeholders are individuals, groups or organizations that are affected by the activity of the business. (1) <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu Reference: (1) http://www.bbc.co.uk/schools/gcsebitesize/business/environment/stakeholders1.shtml


Screen # 330-03 Module Name: Module 3.3 Screen: Team & Key Stakeholders: Real World Connections

Title: Creating Your Investment Story: Key Stakeholder Real World Connections Text: Below you can view examples of key team members and stakeholders that will help your product/service attract investors and be successful. [Flip Boxes: Authentic examples of primary customer groups and revenue streams] [Flipbox Front: Team/Stakeholder Role Title] [Flipbox Back: Role/Responsibilities] [#1] [#2] [#3] [#4] [#5] [#6] Flipbox example #1

● Front: Team Project Manager ● Back: Helps keep the team on track toward

project goals. Flipbox example #2

● Front: Accountant ● Back: Keeps track of the businesses finances.

Flipbox example #3 ● Front: Customers ● Back: Key revenue stream.

Flip boxes 3 x 2: [Authentic examples of primary customer groups and revenue streams] Users click/tap on each box to reveal the connections between customer groups and revenue streams User taps Next to move to next screen, # 330-04 User taps Back to move to prev screen, # 330-02 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen #

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003-01

Flipbox example #4 ● Front: Investors ● Back: Key to continued investment and

guidance of the business. Flipbox example #5

● Front: Team Designers/Developers ● Back: Design and develop products and

services as well as keep them running. Flipbox example #6

● Front: Team Marketing ● Back: Responsible for product/service branding

and messaging to both investors and customers. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

Screen # 330-04 Module Name: Module 3.3 Screen: Team & Key Stakeholders: Wrap Up

Title: Creating Your Investment Story: Team & Key Stakeholders Text: Now that you have had a chance to view example stakeholders and team members, take a moment to utilize the template below for possible team members and stakeholders you will be working with. You can then add this information to your pitch deck for investors. Team Role

● Title: ● Name: ● Past Experience: ● Domain Expertise:

Stakeholder

● Title/Group: ● Importance to Business:


Users can use the Team Role and Stakeholder template as a form that could be filled out, printed or copied. There is not a certain number of each as businesses will have different numbers of team members / stakeholders. User taps Next to move to next screen, # 340-01 User taps Back to move to prev screen, # 330-03 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 003-01

Module 3.4

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Objective: Determine Financial Projections



By the end of this lesson, the learner will be able to: Describe the key components of an effective pitch deck: 10) Determine financial projections

a) Identify the concepts related to financial projections

b) create financial projections for the learner’s own product/service

Basic mathematical knowledge Excel skills including calculation and data graphics creation What are financial projections?

Component Video Examples: Short videos will be given to learn the concepts which include total expense, total revenue, EBITDA, customer conversion, market penetration percentage. Mini-Quiz: Learners will be given multiple choice questions assessing the concepts such as EBITDA.

Concept Map Summary: Learners will review the concepts of financial projections at their own pace. They will be able to rollover/tap on each component to view pertinent information.

Screen # 340-01 Module Name: Module 3.4 Screen: Determine Financial Projections: Introduction & Goal

Title: Creating Your Investment Story: Determine Financial Projections Text: By the end of this lesson, you will be able to: 1) Identify the concepts related to financial projections 2) Create financial projections for your own pitch deck <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu


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Screen # 340-02 Module Name: Module 3.4 Screen: Determine Financial Projections: Concepts

Title: Creating Your Investment Story: Financial Projections Concepts <Right side of screen> Text 01: A financial projection is a forecast of future revenues and expenses. There are several concepts applied to create a financial projection. <Left side of screen> [One component per box] <Box 01> Expense <Box 02> Revenue <Box 03> EBITDA <Box 04> Customer Conversion <Box 05> Market Penetration Percentage <Box 06> Case Study [Under Text 01 Box] <Overlay Button> Click HERE to learn about each component. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

Users tap/click on Overlay Button to open an example video followed by a 2 question mini-quiz User taps Next to move to next screen, # 340-03 User taps Back to move to prev screen, # 340-01 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 003-01

Screen # 340-03 Module Name: Module 3.4 Screen: Determine Financial Projections: How-To

Title: Creating Your Investment Story: Determine Financial Projections How-To Text: Watch the video about creating financial projections. <Financial projections video placeholder> <After playing the video, 3-5 multiple-choice questions will be popped out on the screen. The goal of the questions is to help the user make connections between the different

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projections and how they can strengthen their pitch deck>

Screen # 340-04 Module Name: Module 3.4 Screen: Determine Financial Projections: How-To Mini-Quiz

Title: Creating Your Investment Story: Determine Financial Projections How-To Text: Answer the following questions using your understanding of financial projections from the video. <Mini-Quiz placeholder> [After playing the video, 3-5 multiple-choice questions will be popped out on the screen. The goal of the questions is to help the user make connections between the different projections and how they can strengthen their pitch deck.] [Feedback for each answer will be provided as an Overlay to that screen.]


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Screen # 340-05 Module Name: Module 3.4 Screen: Determine Financial Projections: Concept Map Summary

Title: Creating Your Investment Story: Financial Projections Summary Text: After hitting several key concepts that would be used in making a financial projection, it is time to make your own financial projection for your pitch deck. The concepts map below may help you better review the connection among each. <Concepts map showing connections among different components placeholder> Centered Oval Text: Financial Projections Concepts Text: (1) Expense, (2) Revenue, (3) EBITDA, (4) Customer Conversion, and (5) Market Penetration Percentage


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Module 3.5

Objective: Investment Prerequisite Knowledge General Description of Activities


By the end of this lesson, the learner will be able to: Describe the key components of an effective pitch deck: 11) Investment “Ask”

a) Describe the key components of an effective investment slide

b) Build an effective investment slide

How much capital is being raised? What are the general terms of that capital raise? Who are the investors? What are the key uses of proceeds?

Building Blocks: Break down the components of the Investment slide. Exemplars Examination: User reviews example slides which explain the purpose and characteristics of the Investment slide.

Reflection: Review the purpose for the slide and the major components that are involved in creating the Investment “Ask” slide.

Screen # 350-01 Module Name: Module 3.5 Screen: Investment “Ask”: Introduction

Title: Creating Your Investment Story: Investment “Ask” Text: This is the big one. You’ve used all of your previous slides to tell your story and it has all been leading up to this point: Asking for the money. This is the slide that’s going to help you do that! Centered Text: What makes a great investment slide? <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu


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Screen # 350-02 Module Name: Module 3.5 Screen: Investment “Ask”: Purpose

Title: Creating Your Investment Story: Purpose of the Investment Slide Text: Once you’ve completed this lesson, you’ll know all about getting your investment slide prepared, what to include, and what everything is for. This slide is the one where you tell investors how much money you need and why you need that amount. This informs investors on how their money will help you achieve your vision and goals. This is also the time you want to tell them about any investors you already have on board and why they chose to invest. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu


Screen # 350-03A Module Name: Module 3.5 Screen: Investment “Ask”: Build It!

Title: Creating Your Investment Story: Build the Investment Slide Text: In order to get a good response from the investors, there are a few things you need to have on your investment slide. [Blocks build a pyramid] <Building Block Icon #1> Text: How much Capital are you raising? Specify the general terms of that Capital: Equity, Debt, or Convertible Note. <Building Block Icon #2> Text: Provide the timeframe of your Capital raise. If you have existing investors, list them here. Be prepared to explain why they invested. <Building Block Icon #3 Overlay Button> Tap/Click to see examples of key uses of proceeds Text: Explain how you will use the proceeds. Break this down as a percentage. This is a great

<Button> Launches overlay screen 350-03B User taps Next to move to next screen, # 350-04 User taps Back to move to prev screen, # 350-02 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 003-01

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place for a chart! <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

Screen # 350-03B Module Name: Module 3.5 Screen: Investment “Ask”: Investment Slide Overlays

Title: Key Use of Proceeds Text: Founder salaries Sales & Marketing New hires Technology Product or Service development Capital expenses & equipment <Button> X

Overlay appears over #350-03A <Button> X closes overlay, GOTO screen #350-03A

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Screen # 350-04 Module Name: Module 3.5 Screen: Investment “Ask”: Example Video

Title: The Investment Slide Text: Let’s look at an example of the investment portion of a pitch. Then we’ll examine the slide in more detail. <Video example placeholder> <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

<Video Example Placeholder> Player has play/pause control User taps Next to move to next screen, #350-05 User taps Back to move to prev. screen, #350-03A User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 003-01

Screen # 350-05 Module Name: Module 3.5 Screen: Investment “Ask”: Examination of the Investment Slide #1

Title: Creating Your Investment Story: Examination of the Investment Slide #1 Text: Now that you’ve seen the pitch in action, let’s take a closer look at the slide the presenter used. This slide is a good example because… <Left side of Screen: Example Slide 01 - Placeholder> <Callout Box01> It states how much Capital the presenter wants to raise and the timing. <CalloutBox02> It shows how much investment currently exists and who invested. <CalloutBox03> A chart that clearly breaks down by percentage where the investment money is going. <CalloutBox04> Another chart that shows where future investment will be used. <Button> Click or tap the slide to see another

<Button> Brings up a new example slide. This changes the callout boxes’ text to correspond with what is on the example slide. User taps Next to move to next screen, #350-06 User taps Back to move to prev. screen, #350-04 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 003-01

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example. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

Screen # 350-06 Module Name: Module 3.5 Screen: Investment “Ask”: Examination of the Investment Slide #2

Title: Creating Your Investment Story: Examination of the Investment Slide #2 Text: Let’s examine another slide used by a different presenter. Try to identify the MOST effective aspects. This slide is a good example because… <Left side of Screen: Example Slide 02 - Placeholder> <Callout Box01> It states how much Capital the presenter wants to raise and the timing. <CalloutBox02> It shows how much investment currently exists and who invested. <CalloutBox03> A chart that clearly breaks down by percentage where the investment money is going. <CalloutBox04> Another chart that shows where future investment will be used. <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

<Button> Brings up a new example slide. This changes the callout boxes’ text to correspond with what is on the example slide. User taps Next to move to next screen, #350-07 User taps Back to move to prev. screen, #350-05 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 003-01

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Screen # 350-07 Module Name: Module 3.5 Screen: Investment “Ask”: Summary

Title: The Investment Slide Summary Text 01: You’ve seen how the investment pitch slide is used in a live presentation, and you’ve seen some examples of good slides. This is your money slide! Remember: <Overlay Button>Tap or Click for more Text 02:This slide helps you… - Tell the investors how much money you need - Plan for your use of the money - Show who has already invested - Explain why others have invested <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu


Screen # 350-08 Module Name: Module 3.5 Screen: Investment “Ask”: Reflection

Title: Creating Your Investment Story: Where Your Story is Going Text: Now that you know what the investment slide is all about, start thinking about how you’ll populate these fields and how you can use this slide to wrap up your narrative, your story, so investors know where you’re going and choose to invest! <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

User taps Next to move to next screen, #003-02A User taps Back to move to prev. screen, #350-07 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 003-01

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-- START Module 3 Reflection Assessment -- Screen # 003-02A Module Name: Module 3 Screen: Module 3: Assessment/Reflection

Visual Designers:

Title: Creating Your Investment Story: Reflect On Where You Are Going Text 01: You’ve been learning about crafting your story with a pitch deck, building a narrative that tells your exciting story that’s built around your product or service. Text 02: Module 3 introduced five slides that will help you create the final part of your story. These slides, taken together, show investors where you are going. Let’s review these slides. [Flip Box Reveals] <Overlay/Rollover Box 01> Revenue Model <Overlay/Rollover Box 02> Marketing & Growth Strategy <Overlay/Rollover Box 03> Team <Overlay/Rollover Box 04> Financials <Overlay/Rollover Box 05> Investment <button> Back <button> Next <NavButton01> Course Menu <NavButton02> Module Menu

Users click/tap/rollover each topic box to review information for each pitch deck slide. User taps Next to move to next screen, #003-03 User taps Back to move to prev. screen, #350-07 User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 003-01

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Screen # 003-02B Module Name: Module 3 Screen Name: Module 3: Assessment Flip Box Reveals

<Overlay Text 01>Your revenue model slide sets up the other slides to craft the story of where you’re going. Here you’re providing the backdrop that’s going to be proven in the next three slides. <Button>X <Overlay Text 02>A foundation was set about where you’re going in the revenue model slide. With the marketing and growth strategy slide, you’re going to explain to your investors how you’re going to build on that foundation. <Button>X <Overlay Text 03>You set the foundation of your future and showed how you’re going to build on that foundation. The team slide is where you’re going to highlight the people who are going to help you do this. <Button>X <Overlay Text 04>The financials slide conveys where you’re going with numbers. A 3-5 year projection of your financials will show investors you’ve thought about your future. <Button>X <Overlay Text 05>You’ve learned that the goal of your pitch slide isn’t to secure investment. However, this is the part of your story where you explain how much money you need to raise. And just as importantly, how you’re going to use that investment capital. <Button>X

Overlay appearing on screen corresponds to each Overlay Box clicked on Screen #003-02 User tap/clicks X to close overlay screen.

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Screen # 003-03 Module Name: Module 3 Screen: Module 3: Reflection Questions

Title: Creating Your Investment Story: Module 3 Reflection Text: Take some time and think about these questions as you prepare your pitch deck. Question #1: These five slides of your pitch deck are going to be number heavy and you don’t want to drone on about them. How are you going to make this part of your deck an engaging part of your story? Question #2: Your customers are more than numbers. How are you going to integrate them as characters in your story? How is your company going to fit in their lives, and how are you going to provide a different experience from what is already out there? Question #3: When presenting to investors, what strategies can you use to present your financials in a way that excites them? Can you build a narrative that combines from the other slides? Challenge Text: Now would be a great time to practice mocking up some slides in PowerPoint. Using what you’ve learned so far, see if you can build the five slides presented in this module. <button> Back <NavButton01> Course Menu <NavButton02> Module Menu

User taps Back to move to prev screen, # 003-02A User taps Course Menu, GOTO screen # 000-3 User taps Module Menu, GOTO screen # 003-01

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investor pitch deck learning modules - design …...a pitch deck refers to the visual presentation...

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