1 / 77

Private Equity Investment Deck PowerPoint Presentation Slides

Planning a Start-up? Our private equity investment PowerPoint presentation slide is just what you need. These equity-based crowdfunding PPT templates will fill the gap between the investors and your company. Download from here: https://www.slideteam.net/private-equity-investment-deck-powerpoint-presentation-slides.html

SlideTeam
Télécharger la présentation

Private Equity Investment Deck PowerPoint Presentation Slides

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Company XX Private Equity Investment Deck 1

  2. Table of Contents Logo Here Title Title Slide No. Slide No. Business Model XX XX Executive Summary Key Highlights Revenue Model XX XX Organizational Structure Growth Strategy XX XX Milestones Achieved Marketing Strategy XX XX The Problem Market Size XX XX The Solution Financial Summary XX XX Geographical Footprint Financial Projection XX XX Product / Services Financing XX XX Strong Customer Retention Use of Funds XX XX Market Leader in a Segment Shareholding Pattern XX XX U.S.P Slide Exit Strategy XX XX Competitive Landscape Geographical Expansion XX XX 2 Technology Trend Benefits of Funding XX XX

  3. Executive Summary Logo Here Company XX introduction line Company infrastructure of location advantage, if any Market leader/product leader/new product/idea Key USP and competitive advantage Company Overview First to implement anything Key clients Major accreditations and certifications for the company Staff/workforce updates FY18E FY15-18 CAGR Particulars ($ MM) FY15 FY16 FY17 FY17 30.4% 1,703.1 2,022.0 3,184.5 3,476.6 Net Revenue % Growth in Revenue 14.4% 19.0% 57.3% 9.8% 40.1% 261.3 361.6 746.9 781.8 EBITDA % EBITDA 15.3% 17.8% 23.4% 22.3% 33.7% PAT 162.0 187.7 350.0 337.7 % PAT 9.5% 9.2% 11.0% 9.6% Financials Net Worth 405.3 844.8 1,017.3 1,303.3 Net Debt 916.5 1,059.4 953.8 2,119.3 ROCE (%) 21.0% 18.9% 33.5% 24.6% 1,703.1 2,022.0 3,184.5 3,476.6 Net Revenue 3

  4. Key Highlights Logo Here 1 10 1st 1st India’s top telecom company Leader in automobile components in India Only Indian company provider having a XYZ certification Amongst world’s top 10 automobile companies 125+ 30% 20+ 24.3% 5 year revenue CAGR (FY12-17) Average ROCE (FY12-17) Number of certified welders Number of countries company XX exports to 4

  5. The Problem Logo Here Problem 1 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Problem 2 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Problem 3 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. To better illustrate your problem, as well as convey the problem statement to someone who’s less immersed in it than you, consider adding some components like 1. What do you need? 2. Reason behind the need. This will provide a better understanding to the investor for your funding requirement Problem 4 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 5

  6. The Solution Logo Here If the investor has no clue what the product does even after getting deep into a pitch; now is the time for a short explanation or demo Save Time Save Money Save Energy This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 6

  7. XX has a Well Planned Growth Strategy Logo Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Industry footprint This slide is 100% editable. Adapt it to your needs and capture your audience's attention. End product This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Target geographies This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Customer segment This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product mix This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide will make the investor understand that you have a clear vision for growth. We have added the most commonly used growth strategies which can be altered by you as per your requirement7 Qualifications / Accreditations

  8. Growth Strategy Summarized Logo Here 1 6 2 Present areas of Focus Future areas of Focus This slide is divided into two segments: inside one will focus on present capability areas of your company; while outside area will focus on Future capabilities 3 5 4 8

  9. Financial Projections – Income Statement Logo Here Income Statement (USD MM) Mar-16 Mar-17 Mar-18 Mar-19 Mar-20 Mar-21 Mar-22 Net Sales 3,476.6 4,632.6 6,421.4 8,542.4 11,451.0 14,418.8 18,109.4 Expenses 2,200.4 2,859.0 4,148.2 5,467.2 7,271.4 9,156.0 11,499.5 Cost of Goods Sold 226.5 280.5 321.1 507.2 583.9 675.3 875.4 Employee Benefit Expense 299.7 552.9 570.1 728.9 939.7 1,162.5 1,429.8 Other Expenses EBITDA 781.8 971.7 1,409.1 1,868.5 2,687.8 3,459.5 4,342.0 % EBITDA 22.3% 20.8% 21.9% 21.8% 23.4% 23.9% 23.9% 273.9 293.0 305.3 361.9 423.0 500.6 646.0 Financing cost Profit after Tax 337.7 409.5 691.5 972.9 1,614.7 2,109.5 2,361.8 % PAT 9.6% 8.8% 10.7% 11.4% 14.1% 14.6% 13.0% 9

  10. Financial Projections – Balance Sheet Logo Here Balance Sheet (USD MM) Mar-16 Mar-17 Mar-18 Mar-19 Mar-20 Mar-21 Mar-22 1,632.4 1,856.0 3,247.5 4,220.4 5,835.2 7,944.6 10,306.4 Shareholders‘ Equity Non–current Liabilities 989.0 1,155.0 1,033.3 829.1 744.2 569.8 1,285.4 Short–term Borrowings 1,603.8 1,681.6 2,139.6 2,835.0 3,813.4 4,797.6 5,982.1 Trade Payables 433.7 682.6 852.4 1,123.4 1,494.1 1,881.4 2,362.9 Current Liabilities 2,438.1 3,258.5 4,097.1 5,434.9 7,287.5 9,170.6 11,472.5 Total Liabilities 4,730.4 5,904.1 8,012.6 10,119.1 13,501.5 17,319.7 22,699.0 Total Fixed Assets 1,751.3 2,073.3 2,734.8 2,726.7 2,848.2 2,943.7 4,462.7 Inventories 1,215.8 1,355.2 2,120.6 2,754.6 3,649.3 4,569.9 5,730.8 Trade Receivables 1,061.3 1,713.1 2,068.3 2,742.9 3,657.9 4,596.4 5,752.4 Cash and Bank Balances 258.8 264.4 375.5 1,018.9 2,288.3 3,948.9 5,287.4 Short–term Loans & Advances 131.6 290.6 325.8 387.1 456.4 530.7 623.2 Current Assets 2,747.8 3,624.0 4,890.9 6,904.1 10,052.5 13,646.5 17,394.5 Total Assets 4,730.4 5,904.1 8,012.6 10,119.1 13,501.5 17,319.7 22,699.0 10

  11. Financing Logo Here How much capital are you willing to raise? - $5 MM You need to have a clear idea on the valuation of company, and how much equity are you willing to dilute before going to any investor Valuation of the company- $10 MM Investment Terms: › Preferred Equity (convertible in to common) @ X pre- money valuation › Convertible note @ $X valuation cap; 1.5 X premium 11

  12. Use of Funds Logo Here Operational Cost This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Marketing This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 18% 30% Relevant Example: Sales & Marketing, Hire key employees, Founder Salaries; Build out/further develop technology, File patents; Achieve key milestones: 1st client? Breakeven time? 3x Revenue growth? 40% 12% New Hires Product Development This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 12

  13. Goals of Funding Logo Here › Customer Base is projected to reach 1 MM users › Annual Production will reach XX metric tones › Geographic diversification will reduce the associated risk › Increased Cash burn rate will help in addition of new customers at a faster rate Add few data points which will support the implications of after-effects of funding 20% 50% Production Capacity will increase by 5000 Operating cost will reduce by 80% Employees headcount will reach 13% Revenue will increase by Market Share will increase by 13

  14. Shareholding Pattern Logo Here Before Funding % Total Shares After Funding Total Shares % 45 85 Name 1 Name 1 35.7% 55.5% 47 41 37.3% 26.8% Name 2 09 15 7.1% 9.8% Name 3 5 12 3.3% 9.5% Name 4 13 12 10.3% 7.8% Name 5 158 100% Total 126 100% 14

  15. Exit Strategy Logo Here Acquisition: Most likely exit options for companies: › Name potential companies (any unique relationship with them) › Name type/category of companies that could acquire you? › Why would they acquire you? How do you fir in their category? › Why won’t they try to built it themselves? Financial Buyer: Will your company generate excess cash flow that could make it attractive to financial buyers to generate a return? IPO: Least likely exit for a company, but a probability. Preferred strategy only when no buyer could afford the valuation of your company. 15

  16. Organization Chart Logo Here Name Managing Director Name Executive Director Name CEO Name Head - Employee Relations & Admin Name Head - Projects Name Head - QA Name Head - Business Strategy Name Head - Customer Relations Name Head - Bending Name Head - Materials Name Head - Finance Name Production Name Quality Control 16

  17. Milestones Achieved Logo Here FY16 Highlight 2 FY15 FY14 FY13 You can mention any significant developments that happened during this period. Highlight 3 Highlight 2 Highlight 2 You can mention any significant developments that happened during this period. You can mention any significant developments that happened during this period. You can mention any significant developments that happened during this period. Adding few success stories with the investors will grab their eyeballs and further support your pitch 17

  18. Milestones Achieved Highlight 3 You can mention any significant developments that happened during this period. FY15 Highlight 4 You can mention any significant developments that happened during this period. Highlight 1 FY14 You can mention any significant developments that happened during this period. FY17 Adding few success stories with the investors will grab their eyeballs and further support your pitch Highlight 2 You can mention any significant developments that happened during this period. FY16 18

  19. Geographical Footprint Logo Here Figure 1: Global Presence Company XX Facilities This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Russia Canada Engineering Facilities This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Business Development and Customer Support Facilities This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Brazil Australia South Africa Offshore Facility (Proposed) This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 19

  20. Geographic Expansion – Inorganic Opportunity Logo Here Overview Location Add Location Details Infrastructure Add details such as Land area, Production Capacity etc. Key Points Other relevant details about this expansion Current Status and Process Going Forward Your text here › Current Status Details › How much time will this expansion take? › Other details about expansion process Benefits Benefit 1:Sub- Point Benefit 2:Sub- Point Benefit 3:Sub- Point Benefit 4:Sub- Point Your text here Benefit 5:Sub- Point 20

  21. Emphasis Geographic & Product Expansion Logo Here Diversification This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 Better Logistics 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Investment Benefits 03 Adding few success stories with the investors will grab their eyeballs and further support your pitch This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Stable Infrastructure 04 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Location Benefits 05 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Financial Benefits 06 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Cultural Benefits 07 21 This slide is 100% editable. Adapt it to your needs and capture your audience's attention.

  22. Company XX Has Wide Range Of Products/Services Logo Here Product Segment 1 Product Segment 2 Product Segment 3 This slide is 100% editable. Adapt This slide is 100% editable. Adapt This slide is 100% editable. Adapt it to your needs and capture your it to your needs and capture your it to your needs and capture your audience's attention. audience's attention. audience's attention. Product mix by Customer Segments Adding few success stories with the investors will grab their eyeballs and further support your pitch Customers preferring Segment 1 Customers preferring Segment 2 Customers preferring Segment 3 22

  23. …along with Superior Technical Capabilities Logo Here Capability 1 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Capability 4 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Capability 2 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Capability 3 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 23

  24. …and state of the Art Infrastructure/ Manufacturing Logo Here Put Your Text Here Put Your Text Here 24

  25. Strong Customer Retention Logo Here › Comments to be added about client experiences, relationship with particular client, special events Key Customer Relationship Relationship Duration Last 5 yrs Avg. Rev. ($MM) Customer › Snapshots of client feedback could also be added in this space Customer 1 25 Years 2,723 Customer 2 22 Years 1,734 Customer 3 9 Years 2,603 Customer 4 7 Years 1,061 Customer 5 6 Years 718 FY13 FY14 FY15 FY16 Prospective Customers Customer 6 3 Years 2,769 Company XX has successfully capitalized on exiting reference list Company XX has successfully capitalized on exiting reference list to add major international clients to add major international clients 25

  26. Market Leader in a Segment Logo Here Parameters Company XX Capabilities Stringent vendor approvals and pre-Qs required List of all approvals required by customers Add the key parameters in which your company is a market leader. We have shortlisted some of them for your reference High quality standards List of all the accreditations and quality standard certifications Past experience Details on past experience with the customers / production etc. Sizable, state of the art facility required Details on company infrastructure, production size etc. Highly skilled workforce required Information on company workforce, contractual labors erc. 26

  27. Competitive Cost Advantage Logo Here Comparison Between XX and Competitors Parameter Company XX Competitor 1 Competitor 2 Remarks Parameter 1 › Add comments 120 ~130 to 140 150-160 This slide will highlight your competitive advantage in different parameters. Try to be as realistic as possible. Parameter 2 › Add comments 50-60 60-75 200-250 Parameter 3 300-310 340-350 350-410 Net cost advantage › Add comments 10-15% 30-40% 27

  28. Competitive Landscape Logo Here Direct Competitors Indirect Competitors Company Logos Company Logos Industry Segment 1 Company Logos Company Logos Industry Segment 2 Company Logos Company Logos Industry Segment 3 28

  29. Product Comparison Logo Here Company Indirect Competitor XX A B C A B C Feature 1       Feature 2     Feature 3     Feature 4       Feature 5   Feature 6   29

  30. SWOT Analysis Logo Here Strengths Weaknesses S W This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. O T Opportunities Threats 30

  31. Technology Trend Logo Here Technology X Technology XY Technology XYZ Comments on why it is not used now Comments on why it is not used now Comments on why it is not used now Comments on why it is not used now Comments on why it is not used now Comments on why it is not used now Comments on why it is not used now Comments on why it is not used now Comments on why it is not used now Show the pattern in which technology has changed in this industry and how you adapted yourself with this change. Advantages of using technology XYZ over other players Parameters Technology XYZ Technical Details Parameter 1 Conclusion of using this technology This slide is 100% editable. Adapt it to Technical Details Parameter 2 Technical Details Parameter 3 your needs and capture your audience's attention. Technical Details Parameter 4 Technical Details Parameter 5 31

  32. Business Model Logo Here User Acquisition Gather User information Intelligent Suggestions User switches = Referral fee From: Includes: Based on: Fee types: › Advertising › Email › Distribution partners › History › Usage › Spending habits › Current market deals/rates › Bank A/c › Credit card › Cell phone carrier › ISP › Loan › A/c types › Spending pattern › Credit history › Demographics & preferences Company XX makes money when users make money rather than relying on creating value through added service This slide will be helpful in making the investor understand about how your company works, generates revenue and structure of your business model Future Potential: Advertising Large expected user base High quality user data Premium targeted ads Premium targeted ads + + = 32

  33. Revenue Model Logo Here Pricing? – whether you charge flat fee or %? Recurring Revenue Frequency – Once every six months / Once a year Expected conversion rate to get a paid client – 10% of total customers Expected ARPU? – $ 100 We have considered 6 most important and commonly considered factors which are expected by the investors to be a part of their revenue model Life-time value of a customer? $5000 Cost to Acquire a customer? $100 33

  34. Marketing Strategy Logo Here Social media Email marketing Search engine optimization Analytics and reporting Website design Paid advertising Blog Collaboration 34

  35. Addressable Market In Sector 1 Logo Here Addressable Market in Sector 1 XX’s addressable market (on annual basis) India 10% Expected global annual investment in Power (Nuclear, Fossil, Bioenergy, Biofuels) 250 US 15% 205 204 203 200 5.4% 180 7.3% 10.8% 8.3% 10.7% 6.1% 11.3% 9.4% Others 50% 150 27.5% Japan 3% 24.9% 20.2% 25.6% 100 Europe 13% 58.8% 57.1% 57.6% 58.9% 50 South Africa 4% China 5% 0 Show the market potential in each of your segment and try to be as realistic as possible. You can use two approaches: 1. Bottom-up approach where you calculate and show the working or 2. direct approach where do you do some secondary research for the market size 2014-2020 2021-2025 2026-2030 2031-2035 Fossil fuels Nuclear Bioenergy Biofuels USD 3.2 bn XX’s target geographies 35

  36. Xx is Targeting a large Addressable Market Logo Here Sector 1 $6.40 Sector 2 $6.30 USD XX has a large market potential of USD 16.7 bn Sector 3 $3.00 Sector 4 $1.00 36

  37. Financial Summary Logo Here Summary Financials Revenue Split › Revenue and Gross Profit › EBITDA and EBITDA Margin › PAT and PAT Margin › WC Analysis › ROCE and ROE › Quarterly Revenue Split › Revenue Spilt By Geography › Revenue Split By Product Mix › Revenue split by Segment/Sector 37

  38. Summary Financials – Revenue, EBITDA, PAT Logo Here Revenue & Gross Profit (USD MM) EBITDA & EBITDA Margin (USD MM) PAT & PAT Margin (USD MM) CAGR: 30% CAGR: 40% CAGR: 34% 1,600 0.115 23.4% 800 25.0% 36.5% 12,000 40.0% 0.11 32.3% 17.8% 35.0% 20.0% 1,200 10,000 0.105 747 30.0% 15.3% 24.9% 8,000 0.1 15.0% 25.0% 800 362 400 6,000 20.0% 0.095 10.0% 261 15.0% 3,184 4,000 350 0.09 400 2,022 10.0% 1,703 188 162 5.0% 1,168 2,000 0.085 657 5.0% 425 0 0.08 0 0.0% 0 0.0% FY01 FY02 FY03 FY 15 Revenue Gross Profit Margin FY 16 FY 17 Gross Profit FY 15 FY 16 EBITDA FY 17 EBITDA % PAT PAT% Column1 Comments on growth/decline in financial statements & ratios 38

  39. Summary financials – WC Analysis, ROCE, ROE Logo Here Working Capital Analysis (USD MM) ROCE and ROE 6,000 127 113 109 50.0% 47.0% 5,000 107 97 2,743 37.6% 4,000 40.0% 87 30.0% 2,068 3,000 67 30.0% 1,713 2,000 33.5% 47 2,755 1,000 2,121 20.0% 1,355 21.0% 27 18.9% 0 -852 -1,123 10.0% -683 7 (1,000) (1,123) (2,000) (13) 0.0% FY15E FY16E FY17E FY15 FY16 FY17 Inventories Trade Payables NWC Days Trade Receivables Other Net Current Assets ROCE ROE Comments on growth/decline in financial statements & ratios Comments on growth/decline in financial statements & ratios 39

  40. Revenue Split – By Quarter & Geography Logo Here Revenue Split by Quarter (USD MM) Revenue Split by Geography (USD MM) 7,000 6,421 100% 6,000 574 1,112 736 80% 2,086 4,621 5,000 60% 4,000 3,477 649 423 613 3,000 3,404 1,240 40% 722 4,335 2,000 432 433 20% 2,237 1,000 702 1,217 273 240 0 0% FY 15 FY 16 Exports FY 17 FY15 FY16 FY17 Q1 Q2 Q3 Q4 Domestic Column1 Your Text Here Your Text Here 40

  41. Revenue Split – By Product And Segment Logo Here Revenue by Product (USD MM) Revenue by Segment (USD MM) 700 16,000 579 13,808 561 559 600 14,000 12,637 1,562 336 12,000 1,380 500 444 9,987 2,350 401 10,000 400 1,382 3,241 345 285 8,000 1,460 300 6,000 203 180 168 200 9,561 157 4,000 7,572 6,800 100 141 2,000 123 123 0 0 FY15 FY16 FY17 Segment 4 FY15 FY16 Stainless steel FY17 Fitting Segment 1 Segment 2 Segment 3 Carbon steel Alloy steel Your Text Here Your Text Here 41

  42. Client Testimonials Logo Here Client 1 Client 2 Client 3 This slide is 100% editable. Adapt This slide is 100% editable. Adapt This slide is 100% editable. Adapt it to your needs and capture your it to your needs and capture your it to your needs and capture your audience's attention. audience's attention. audience's attention. 42

  43. Contact Us Logo Here Name 1 Name 1 Name 1 Email ID Contact Details Email ID Contact Details Email ID Contact Details Office 1 Address with Contact details. Office 2 Address with Contact details. 43

  44. C ffee Break 30min 44

  45. Our charts & graphs 45

  46. ✓Product 1 ✓Product 2 FY 04 70% Stacked Bar FY 03 55% ✓ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. FY 02 ✓ This slide is 100% editable. Adapt it to your 40% needs and capture your audience's attention. ✓ This slide is 100% editable. Adapt it to your FY 01 30% needs and capture your audience's attention. 0 20 40 60 80 100 46

  47. Donut Chart Logo Here 19% This slide is 100% editable. Adapt it to your needs and capture your audience's 35% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. attention. 15% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 3% This slide is 100% editable. Adapt it to your needs and capture your audience's 20% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. attention. 8% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 47

  48. Clustered Column Logo Here ✓ Product 1 ✓ Product 2 50 50 48 46 40 40 Profit (In percentage) 38 Profit (In percentage) 35 30 30 26 26 20 20 20 15 10 10 0 0 Jan Feb Mar Apr Jan Feb Mar Apr 48

  49. Stacked Column Logo Here ✓ Product 1 ✓ Product 2 600 550 500 450 400 370 350 In million 270 300 260 250 230 206 200 170 150 140 200 100 110 180 90 140 120 100 50 80 60 40 40 0 FY 01 FY 02 FY 03 FY 04 FY 05 FY 06 FY 07 FY 08 FY 09 49

  50. Scatter Bubble Chart Logo Here Highest Sale $60.00 5% 50 $50.00 15% 48 43 20% $40.00 In price 22% 30 $30.00 32% 25 23 $20.00 40% 12 46% 10 $10.00 35% $0.00 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% 50

More Related