Business Basics-Investor Presentation Checklist

by Robert Aholt

When you are presenting to potential investors it is imperative that your presentation answers all the questions listed below:

√ What product will you be selling? — explain your concept and the sales/manufacturing/distribution processes

√ What are the advantages provided by your service, and how does that benefit the buyer? — we’re  looking for something that’s cheaper/better/faster.

√ Who are your expected customers? — specify those that are in the fold now.

√ Any evidence that customers and users need the offering enabled with your service?

√ What is your marketing plan?  – how will you get folks to buy your product?

√ Who are the competitors?  What competitive advantages do you have? —  IP, business process, 1st to market, etc.

√ What are the financial projections?

√ Who are your principal team members? — described mainly in terms of  their qualifications to do their jobs the company.

√ What are the uses of this investment?  Do you need any additional monies?  What do you expect to do w/ the additional funding?

√ Do you have a proposed deal? — investment terms, including pre-money valuation.

√ What is your exit strategy? — potential purchasers and list some comparable sales (if available).

Are there any other items that you believe are critical? Please add your comments below.