Sample business plan pitch to seek investments in your business

1. Sample business planpitch to seek investments in your business Presented By: Purpose – to quickly create a 10-15 minutes – Business case presentation for investment discussion Disclaimer: (delete after reading) The following information and presentation template is only to be used as a guide. Use at your own risk, feel free to add or delete or modify template as per your convenience. Add Pictures, Video’s at will and as required.

2. Disclaimer • Indicates the confidential nature of your Presentation • State the intended use of the Presentation • Disclaimer regarding the accuracy and completeness of the Presentation • Indicate the limited distribution if any • Your attorney may have a boiler plate disclaimer. For your elevated pitch List all your disclaimers – with regards to information presented & any 3rd party content. (Delete me after use)

3. Introduction –Why are we in business Company name Back ground of founders Year of establishment Number of Years in business: Organization: Proprietor, Pvt Ltd, Limited, Core Expertise: Current employee strengths Total Offices Total Factories Total Warehouse/Outlets Current Revenue: Revenue last 3 years: • Major problem/requirement/demand in market • Your solution to address problem / demand

4. Company Purpose • 4 to 5 bullets & each bullet with 6 to 7 words only. ( add picture if relevant) Your elevator pitch What you do? For whom? And What makes your business unique? (Delete me after use)

5. Problem • 4 to 5 bullets & each bullet with 6 to 7 words only. ( add picture if relevant) Describe the problem you have identified and which is an opportunity for business. Describe the customer pain and why this problem must be solved for customer? What customer losing by not solving the problem? (Delete me after use)

6. Solution • 4 to 5 bullets & each bullet with 6 to 7 words only. ( add picture/video if relevant) Tell – how you are solving the customer’s problem What is your value proposition. (Delete me after use)

7. Market Opportunity • How big is the Market? • How realistic is Total Addressable Market (TAM) • What are the Conventional way of solving problem Who is Ideal Customer? What are trends in Market to make this an attractive opportunity? Tell us about Ideal customers , Big market as you see Changes in market trends – demand/supply, living style, population etc (Delete me after use)

8. Competition • 4 to 5 bullets & each bullet with 6 to 7 words only. ( add picture if relevant) Tell us about competition • Identify your competitors • Competitive analysis / matrix • What are your competitive advantage? (Delete me after use)

9. Product & Technology • You products, Features, functionality • Why its good • Why it is liked by customers • What stage are you at with product/service development today • Since when it is selling • Do you have IP or patents rights? Tell us about your product, features, functionality • What stage are you at with the product today? • Do you have any IP or patents (delete me after use)

10. Business Model • 8 to 10 bullets & each bullet with 6 to 7 words only. ( add pictures, flow charts, videos if relevant) • How would you provide solution to them• How will you make money? • Who is your paying customer and who is your user? • What value do you provide to them ?(Delete me after use)

11. Sales & Marketing • Details of Current Sales & Marketing strategy to reach target customers • Future plans. • How do you (or will you) reach your target customers? • Do you have a sales team or distribution channel to help sell your products? (delete me after use)

12. Customers & Pipeline • Current customers & pipeline • Paying customers • Average account size • Year1, year 2, year3, year 4, year 5, projections • Who are your customers? • Who is in your pipeline? • How many customers today? • How many are paying customers? • Average account size? (delete me after use)

13. Major timelines • Time lines for product development or manufacturing set up (Excel / Table / Graph) • Time lines for sales and marketing for business expansion (excel/table/graph) • Any other important time lines • Include product status, sales, major milestones • Product development road map, etc and any other major timeline dependencies, (delete me after use)

14. Management Team • Identify your leadership/team. • How long have you known each other? • Have you worked together in the past? • How is the team qualified to build and grow your business? • List the Board of Directors and Advisors. • Include pictures of each team members (delete me after use)

15. Summary of P&L for next 10 years. Financials (in millions) YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5 REVENUE 0.49 3.05 9.31 22.59 45.10 Annual growth % 526% 205% 143% 100% GROSS MARGIN 0.34 2.13 6.52 15.81 31.57 % of revenue 70.0% 70.0% 70.0% 70.0% 70.0% EXPENSES 0.81 3.28 6.55 12.03 12.39 EBITDA (0.47) (1.15) (0.04) 3.78 19.18 % of revenue -96.8% -37.7% -0.4% 16.7% 42.5% (in actual) # of Customers 4,950 16,710 35,062 84,119 167,421 Sample Financials, prepare for 10 years Please delete after use

16. Investment required Answer all the questions listed below one by one & use graphs, pictures, tables as appropriate. How much funding are you seeking? • How much funding have you already raised and how much has your team invested? • How much funding till breakeven? • Be prepared to address the dreaded “valuation” question.

17. Fund utilization over time • Use of funds – breakdown by category (e.g. R&D, Sales & Marketing, G&A) • How long will this round of funding last? When next round of funds could be required ? And at what valuation ?

18. Exit Strategy What’s in it for an investor to put money in your business? Or why should this investor put money in your business? How his investment would grow 5x to 10x in 5 to 10 years with your growth, with GROWTH in VALUATION of your business. It is your opportunity to show that In your growth, the investor would grow many times more if he decides to invests anywhere else, like MF/stocks/bonds, property or other modes of investments. • What is your Exit Strategy that will lead to significant financial returns for your investors and shareholders? • Use “comparable” or known examples to enhance your strategy. (delete me after use)

19. Contact Information • Where can we find you? • Add your picture. • Add a “parting shot.”

20. Thank you

21. Pointers to fill the template • Each slide should contain a Logo…not too bold. • • Page numbers on each slide. • • Use of pictures and embedded short videos is encouraged…just make sure the videos work. • • Don’t assume the reader has access to WiFi while viewing the deck. A video should not be used in place of the presentation material but instead to enhance your point. • • Not all the questions in this template have to be addressed on the slides but be prepared to answer them. • • The more you pitch the more you will learn and perfect your pitch. • • There will be questions you have not anticipated. • Mentally be prepared for following: • Be ready to hear some – uncomfortable questions about your presentation, thought process and strategy • Be confident but not cocky/arrogant. • If you don’t know the answer have one of your team members answer or admit and tell them you’ll get back to them. Great reason to follow-up. • • Lastly, you are the CEO and your team are the experts! • Delete this slide – after use.

22. How Much $$$ Do I Need? • Determine start up costs and estimate monthly operating costs to determine your working capital needs

23. Financial Plan • THE PRIMARY EVALUATING TOOL • Support all information • Make conservative projections • Start-up Budget: amount needed to open • Operating Budget: ongoing expenses once open • Sources and Uses Sheet

24. Financing Your New Business

29. Thank you for working so hard today!Call the office anytime! 99 452 75 293 Pramod.Deshmukh@the-alpha-group.biz