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VP: Insert your logo in place of ours. VP: Right Click, select background and select omit from slide master to keep header off first slide. VP: In general, it is better to use a light colored background so colors show up if the presentation is printed. Offering Summary.
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VP: Insert your logo in place of ours VP: Right Click, select background and select omit from slide master to keep header off first slide VP: In general, it is better to use a light colored background so colors show up if the presentation is printed.
Offering Summary VP: If you have a concrete valuation in mind you may include the share numbers and price as in the offering memo, but in the end valuation will be determined by how much an investor is willing to pay. $5 million Series B Preferred Software Development, Sales Force and Business Development expansion. Chris Chase, CEO Ted Wiggins, CTO Eric Loberg, NewSeed Capital Raise Amount: Security Type: Use of Proceeds: Current Investors: VP: Insert your logo in place of ours on the slide master. In View/ Master.
MobileCord Profile VP: As with previous slide, this slide make use of the Format/ Line Spacing command to make the two columns align. Fairfax, VA December, 2001 Development of software platform for unified mobile delivery of email, voice mail, and messaging. Standish Brokerage, Hemlin Manufacturing, Storagehardware. 25 Location: Founded: Business: Current Customers: Employees:
Motivation for Capital Raise • Sales Force expansion (opening west coast office). • Greater marketing presence. • Add to strength in R&D team. • Bring on CFO to help manage growth. • Strengthen strategic ties. VP: If you include this slide, spin it in a positive way. Don’t say “Need cash to fund operating losses.”
Investment Thesis VP: Investment Thesis should be concise reasons for a potential investor to make an investment. • Many device, multi-platform mobile enterprise requires common solution for enterprise communication. • Software successfully in production with enterprise users. • Enterprise users demanding mobile access to enterprise communication tools. • Low cash burn. • Recurring Revenue Model. • Experienced Management Team.
Market Opportunity VP: Demonstrate there is a market need for your solution. Build charts in Excel and paste them into PowerPoint. Also, recognize the source of your stats (in this case, IDC). Worldwide Handheld Shipments (in millions) 33% CAGR Source: IDC
The Enterprise Dilemma VP: Present your solution in a concise graphical way. Communication Channels Mobile Users Email Messaging Voice Mail
The MobileCord Solution: MobileCord 1.0 VP: Present your solution in a concise graphical way. Also, try and get permission from your partners to use logos. We left out logos of real companies here. Communication Channels Mobile Users Email Messaging Voice Mail MobileCord’s flagship product, MobileCord 1.0, is the common platform between a user’s communication channels & the major mobile devices.
The email Solution voice mail instant messages email NameTitle Chris Chase MobileCord info Jim Purcell Design Question Amy Shaffer Meeting tomorrow Jim Purcell Client meeting Jay Spoto FWD: Phone call VP: This graphic is a little over simplified, but VCs respond well to graphics as opposed to long technical descriptions. MobileCord 1.0 interfaces between your email system & the mobile device to deliver up to date information to the user. Users may select their most recent emails they wish to read. Users may respond, forward, or compose new messages as if they were at their desks.
The Voice Mail Solution voice mail instant messages email NamePhone Number Jim Purcell 703-987-1234 Angie Palmer 212-123-7890 Unknown 312-789-1234 Barb Emory 703-398-4321 Frank Marino 212-234-56789 MobileCord 1.0 connects the users mobile device with the enterprise voice mail system to help the user prioritize tasks. Select for exact date and time of call. The voice mail feature is useful to check if important contacts have tried to get in touch with you.
The Instant Messaging Solution voice mail instant messages email NameUser Name Bill Burslem Burslem1234 We need to make a decision on the new software contract. MobileCord 1.0 enables the user to read instant messages when the user has a real time wireless connection. Users may use instant messaging in real time.
Future Functionality MobileCord will be releasing MobileCord 2.0 in Q1 of 2005 to include support for: • New versions of email, voice mail & instant messaging platforms. • Support for Convergent Devices with telephony and PDA capability. • Support for Short Message Service (SMS) as the standard continues to be adopted by US Wireless carriers.
Customers VP: This presentation of customers is acceptable, but you might want to include the company logos for presentation purposes. MobileCord plans to sell to a broad number of verticals and has already penetrated the Consulting, Financial, Manufacturing, and Technology equipment verticals. Manufacturing Hemlin Manufacturing Mankins Equipment Technology Equipment Gerdin Systems Storagehardware Consulting Mallaber Consulting Financial Neenan Insurance Standish Brokerage
Competition VP: When you do a competitive matrix, make sure your firm is up and to the right in that matrix. Also, make your logo bigger than the rest. Easy to use Solution ABC Logic Vortal Messaging Inc. Wireless emailer Difficult to use Few Communication Channels Many Channels of Communication
Case Study VP: As noted in the offering memo, client and partner references will be a key ingredient to justifying the value of your business. Standish Brokerage Challenge: Account Executives needed access to their communication channels while outside of the office. Standish IT staff also needed a mobile delivery solution of these communication channels that was easy to manage. MobileCord solution: After a successful pilot trial, Standish implemented MobileCord 1.0 in a matter of days allowing account executives to see their communication channels to use their time away from the office more effectively.
Partners Planned Partnerships: MobileCord plans to partner with IT Service firms, Wireless Providers and Device Manufactures. Current Partnerships: MobileCord has a partnership with Mallaber Consulting to sell a complete Mobile solution from implementation to maintenance. Both firms will also cross-sell products And solutions into each other’s customer base. MobileCord plans on signing similar deals over the next 6 months.
VP: We have included results for 04 and projections for 05 (copied directly from our model spreadsheet). Financial Results & Projections VP: Be frank in the presentation of your numbers, but try and spin things in a positive way. VP: When pasting things from excel, use past special – paste MS Excel object.
VP: We have included projections out to 06. (copied directly from our model spreadsheet). 5 Year Projections VP: When pasting things from excel, use past special – paste MS Excel object. VP: Be ready to forecast when you will be cash flow positive.
Pricing VP: A pricing slide is not imperative. Include it if you believe it is a strength. MobileCord generates the majority of its revenue via license fees with the following pricing structure: Up front License fee: $40,000 Up front charge per user: $50 Recurring charge per month per user: $10 MobileCord charges a recurring fee for as long as the customer uses our software.
Pricing example Using our average user base per client of 300 users, we would charge the following: Up front License fee: $40,000 Up front charge per user: $15,000 (300 * $50) Recurring Charge per year: $36,000 (300 * $10 * 12 mo) As more users are added to our platform, revenue visibility increases dramatically into future quarters.
Management Team Previous Experience COO, Iroquois Software CTO, Iroquois Software VP of Sales, Parmelee Software CEO, Loberg Tool & Die Title CEO CTO VP of Sales Director, MobileCord, Inc. General Partner, NewSeed Capital Executive Chris Chase Ted Wiggins Stacey Francis Eric Loberg
Investment Highlights VP: Investment Highlights usually included at the end of your presentation as well. • Many device, multi-platform mobile enterprise requires • common solution for enterprise communication. • Software successfully in production with • enterprise users. • Enterprise users demanding mobile access to • enterprise communication tools. • Low cash burn. • Recurring Revenue Model. • Experienced Management Team.