Investor Presentaiton

DESIGN & FORMATING Look and Feel is Important to Success Keep slides simple and easy to read Header of each slide should be Active & Easy to Read - Understand Pitch by Just Reading Headers: Rather than "Problem" Say: "Problem: Market Lacks XXX" Say in a few words what can be said in a few words: Avoid Prepositions ("of", "to") Keep pages interesting: Use Graphics, Cartoons, Product Pictures, Tables, Maps, Testimonials, etc -: Avoid Long Bullet Point Lists Ensure that all fonts (styles, sizes, etc) are consistent for each information level Decide on color scheme and use throughout / too many colors make information hard to read Final review that only looks at formatting to ensure all formatting is consistent VISION Path to Executable Returns Keep investment thesis and value add simple Ensure enough data to support thesis - without data a presentation becomes very generic and does not provide enough tangible information for an investor to have a meaningful opinion: Market analysis Peer Analysis Performance Information Pipeline Executive Biographies Goal is to keep investor engaged and to agree to do more due diligence - goal is not to provide all information for an investment decision. Additional information will be provided in data room and Due Diligence Checklist - Company / Fund CONCRETE & SUPPORTABLE INFORMATION Provide Concrete Supported Data More concrete and tangible information gives investors greater comfort - e.g. Rather than "$XXX million Pipeline" State the Pipeline: $XX (Code) Name / Stage (Any Evidence of commitments - MOU, Draft Agreement, etc) Most important part of financial information is the historical performance/track record and/or assumptions Historical performance / track record provides the foundation for making future assumptions Assumptions should be supported by external information: historical data / track record, agreements (MOU, Draft, Signed), market or peer analysis Anybody can make a model - hard to support assumptions Convey financial and other data in charts, graphics, tables whenever possible DELIVERY & MEETING DYNAMICS Spotlight On-One Hour to Convince Delivery matters - BE ORGANIZED (use Presentation) Speak slowly conveys authority and is effective - Questions - Start meeting by asking questions - sets the stage so you know what might be important to highlight during presentation/starts a dialogue Questions - Encourage questions by leaving space for them - asking for questions/checking during presentation Questions - End meeting with questions so that next steps and current impressions are clear REGULATORY AND LEGAL STANDARDS Ensure that information adheres to regulatory & legal requirements DEER ISLE GROUP, LLC 2 West 46th Street, Suite 402 New York, New York 10036 Tel: (212) 488-0555 Email: [email protected] Copyright 2018 Deer Isle Group, LLC All Rights Reserved

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