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Investor Presentaiton

Best Practices The Presentation is your opportunity to present yourself in your best possible light and as you want to be seen. Just as first impressions are made when you first meet someone, your presentation materials make a first impression and investors will draw conclusions from them. An investor's impressions are an important part of their decision-making process. The Presentation is also your opportunity to leave behind the specific information that you want the investor to remember. If you rely on the investor taking notes during your presentation, then its impossible to know what information they have retained. It is usually best to actually use the Presentation during your meetings. You have spent time and effort organizing your thoughts around the investment opportunity while preparing the Presentation and it should represent all of your important investment considerations. In addition, by using the presentation during your meeting, you will be reinforcing to the investor which information you think is important and where the investor can find it later should they want to use it in for an internal write-up or conversation. Some best practice considerations for a Presentation (see Appendix for more detailed descriptions) include: Design and Formatting Vision Path to Executable Returns Concrete and Supportable Information Delivery and Meeting Dynamics Regulatory and Legal Standards Grou Note: Shorter is best but there is no "right" number of pages - be as short as possible (1 to 2 pages per Topic) but as long as is required to convey important (ie: concrete supporting) information. Covered Topics There is a basic format for most Presentations which covers the breadth and depth of an investor's initial inquiry. Within this relatively standard framework, each Presentation will have varying degrees of emphasis and detail depending upon circumstances. Therefore, different structures and different stage companies will use different specific information to create the investor bridge. These areas include: See: Presentation Templates - Company / Fund for Examples of Specific Information Vision • Vision Statement / Summary Sales Points Problem / Market Opportunity •Solution / Growth Opportunity •Macro Analysis / Market Size • Competitive Analysis / Advantage Value Proposition • Investment Opp / Process / Attractive Characteristics / Why Now? • Pipeline / Case Studies /Traction / Sourcing • Concrete Plan / Operations / Risk Management Who & What • Financials / Important Assumptions/Track Record Team Biographies Summary Terms & Conditions/Current Capital Info Use of Funds •Appendix: Footnotes Financials, Returns, Data, etc 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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