Professional Documents
Culture Documents
Delivering
the Presentation
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
Why 12 Slides?
Goal of the first meeting is to get the second meeting
Increase receptivity and find your champion
Focus
What are most important factors?
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
Introductions
Begin by introducing your team
60 seconds or less
Save team detail for later
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
Title Slide
Name of your firm
Date
Name of investor firm
Optional: How much money is being
sought for this round?
Appropriate graphics (logo, etc.)
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
April 2002
Seeking $5M
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
Slide 1: Overview
Two to five high level bullets
Refer to key points to keep attention for
the rest of the presentation (your
elevator pitch)
If you dont get their attention here, you
wont get their check later
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
So what?
Problem must suggest a large market
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
Fake
Payables
*Billions
Lost
Annually $70K
Deleted
Chart
*Up to 40%
wasted IT time
of Accounts
Our margins depend
on a secure
platform.
Fake Vendor
$100K
$3.7M
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
*IDGGroupStudy
Compelling benefits
Must-haves
not nice-to-haves
Defining graphic
Illustrating your product or service
Hooked?
If you havent set the hook by now, you are
dead!
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
Solution
Intrusion Detection
Access Control
Easy Integration
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
Market details
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
Slide 5: Technology
Translate key points from business to technical domain
Show how customers and partners fit in, if possible
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
>>> Technology
EXECUTE
ANALYZE
OPTIMIZE
PLAN
Fulfillment
Warehousing
Distribution
Manufacturing
Logistics
Procurement
Supply Chain
Inventory
Business Applications
XML
EDI
Analytics
Engine
Rules
Engine
Planning
Engine
Workflow
Engine
Platform Framework
XML
EDI
Relational Metadata
IT Infrastructure: Hosted or in-house
Data
Flow
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
ODBC
Customer Mgmt
Slide 6:
Sustainable Competitive
Advantage
Team, relationships, intellectual property, new
insights, domain expertise
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
Slide 7: Competitive
Landscape
Discuss current and potential competitors
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
Competitive Advantage
Product GA
Production
Customers
Acme
Company A
Company B
Company C
Company D
Company E
Company F
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
Highly Scalable
Architecture
>$10 per
IP-DSO
Slide(s) 8: Go to Market
Strategy
Who are the key players?
Profile the customer
Discuss critical partner relationships (current and future)
Describe who (in/out-house) sells your product or service
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
Target Market
Use your market research
Identify your segment
Consumer
Demographics & psychographics
How make buying decisions
Business
Types of companies
How make buying decisions
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
Go To Market Strategy
Today
Distributors
INDIRECT SALES
18%
6 US
10 European
2 Asian
MIDMARKET
Strategic Partners
IBM
82%
F1000
DIRECT SALES
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
$4B Market
Go To Market Strategy
Tomorrow
INDIRECT SALES
50%
Distributors
Sirrius
AvNet
Support Net
Strategic Partners
IBM
ISS
Symantec
Tripwire
MIDMARKET
Independent
Software Vendors
JD Edwards
SAP Infinium
50%
F1000
DIRECT SALES
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
$4B Market
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
Financial Overview
Revenues ($K)
Expenses ($K)
Profit ($K)
Investment ($K)
Headcount
Customers
2002
$1,500
$2,500
($1,000)
$5,000
15
5
2003
$7,000
$10,000
($3,000)
$5,000
60
20
2004
$25,000
$24,000
$1,000
Gross Profit %
Net Earnings
%
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
150
50
2005
$60,000
$49,000
$11,000
300
150
2006
$105,000
$79,000
$26,000
450
250
Expense analysis
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
FutureTimeline
March
2003
January
2003
December
2002
August
2002
July
2002
Begin Marketing
Efforts for AEDI
Complete identification
of management team
Elevate marketing of DD
to achieve sales goals
Close A-round
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
Management Team
Chuck Smith, CEO
Board of Directors
Funding
How much funding is required
Major uses
Product launch
Capital expenditure
Marketing campaign
Etc.
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
Offering
Equity - different rounds
Amount being raised
% of Company
Return on Investment
Debt
Exit
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
Current Status
Launched: January 2001, angel funding
Product Status
prospects
Wells Fargo
Password Reset
US Bank
Password Reset
Hewitt
Password Reset
Visa
Password Reset
E*TRADE
Confirmed Caller
GE Card
Services
Confirmed Caller
Customer Status
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
summary
Financing
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
2002 Deloitte & Touche LLP. Deloitte & Touche refers to Deloitte & Touche LLP and related entities.
Next Steps
Involve your team
Set format, timelines, and delegate