YOUR NAME(S)TITLE

CONTACT INFORMATION

Friday, April 21, 2023

Organization Name

Problem

Describe the pain that you’re taking away. The goal is to get everyone nodding and “buying in.”

Try to personalize the problem

Example: “If you go to five travel sites, you will be presented with five completely different offers. Visiting each site and comparing trip packages is time-consuming and confusing.”

Solution

Explain how you take away this pain. Ensure that the audience clearly understands what you sell and your value proposition (how does your solution create value for the customer?)

Describe the technology, secret sauce, or magic behind your product or service

Example: “We are a discount travel website. Our software searches all the other travel sites and collates price quotes into one report.”

Business Model

Explain how you make money: who pays you, channels of distribution, and gross margins

Generally, a unique, untested business model is a scary proposition

If you truly have a revolutionary business model, explain it in terms of familiar ones

Think of eBay: “We charge a listing fee plus a commission.”

Positioning

Describe your position in the marketplace: What do you want to first come to mind when your customer thinks of your company or product/service?

What stories are the competitors selling?

What story will you tell potential customers?

Example: “Wal-Mart is telling the story of low prices everyday.”

Marketing and Sales

Explain how you are going to identify and reach your customers

Convince the audience that you have an effective go-to-market strategy

Example: “We can reach the majority of the primary buyers of our educational software through two national trade shows and four primary regional shows.”

Competition

Provide a complete view of the competitive landscape

What is your competitive advantage?

Don’t dismiss your competition — customers, investors, employees want to hear why you’re good, not why the competition is bad

The Team

List the key players of your management team, board of directors, advisors, as well as any major investors

Discuss your team’s production, marketing, and financial expertise

Discuss what are the holes in the team and how you plan to fill them

Financial Projections

Key Assumptions: Assumption 1 Assumption 2 Assumption 3Note: To edit the spreadsheet, right click and then open Excel worksheet object. You can either type numbers directly on Tab 7 b of the Excel file or

attempt to complete the entire Excel workbook which then fills in Tab 7b . Make sure to save with Tab 7b showing.

First Year Second Year Third YearProjected Number of CustomersProjected Employee Headcount

Revenue -$ 100% -$ 100% -$ 100%

Cost of Goods Sold -$ 0% -$ 0% -$ 0%

Gross Margin -$ 0% -$ 0% -$ 0%

Payroll -$ 0% -$ 0% -$ 0%Operating Expenses -$ 0% -$ 0% -$ 0%

Net Income/Loss -$ 0% -$ 0% -$ 0%

Milestones

Current status of your product or service

Any accomplishments to date

What the near term future looks like

If you are seeking money from investors, what would you spend the money on?

Next steps