Outline format for funding presentation

Re: Outline format for funding presentation

I found this online I hope it helps:

In general, the major sections you should cover in your business proposal are

Summary
Description of the business and its future
Management team
Description of the financing you seek
Risk factors of investing
Return on investment and exit
Analysis of operations and projections
Attachment: historical and current financial statements
Attachment: projections
Attachment: illustrative information

Re: Outline format for funding presentation

I like the format here are some dos and donts:

- DO have a 2 or 3 sentence description of what you do. This should be simple and straightforward. You grandparents should hear you say this and say ‘oh – I get it’.

- DO make sure you start your presentation by telling the people who you are talking to what it is you do (I’m truly amazed by the number of times it takes 6 or 10 powerpoint slides to get to the part of the presentation where I finally understand what it is the company that is presenting actually does)

- DON’T assume that the problem that you solve is obvious. Make sure you do a good job outlining what it is that you ‘fix’

- DON’T have a financial plan that shows you becoming the most successful [insert your company type here] company ever in existence. I’m amazed how many enterprise software companies show us with a plan that has them generating $50m in revenue in their 4th year . . . while at the same time insisting that their plan is ‘very conservative’

- DO make sure you do time checks – first at the beginning of the presentation to know how long you have an audience for, and then periodically to make sure you are still on schedule

- DO make sure you then organize your presentation around the time you have (which is to say, understand the meat of your presentation and make sure you get to it in the time you have allotted); a corollary to this is to make sure that you skip sections that you are asked to skip. We regularly spend 10 or 15 minutes time going through something (for example the market overview of a market we already know broadly very well) that we’ve asked an entrepreneur to skip over, only to run out of time during the real guts of the presentation (i.e., defining how the company’s technology is unique from that which we’ve seen before).

- DO make sure you practice your presentation out of order and interrupted – a lot of good presenters get completely flustered if they get off track or have to take things in a different order than they planned – you should expect that you’ll get interrupted with questions, asked to skip over sections and challenged on certain points – practice your presentation that way.

Re: Outline format for funding presentation

I would treat it like a business plan presentation:

Where we are
Where we are going
How we are going to get there
Funding amount and financial forecast