PowerPoint Template and Hints for 10-12 minute investor oriented presentation

1. PowerPoint Template and Hints for 10-12 minute investor oriented presentation Aegis Capital Group LLC

2. Display Hints • Use your company’s logo, corporate colors and corporate “look and feel” • Avoid font size below 20 • Avoid important content at bottom • Avoid dark colors on dark background or light colors on light background • Instead of text heavy slides: • Use graphs, charts, and pertinent visuals Aegis Capital Group LLC

3. More Display Hints • About 10% of men are color blind – the same % as left handers • Consider patterns, rather than colors, for bar graphs and pie charts • Avoid red/green, blue/purple & gray/brown contrasts • Consider informative titles • Not just “Market Summary” but “Billion Dollar Market Potential” Aegis Capital Group LLC

4. Most Important Hints • Answer “what’s in it for me” for the INVESTOR audience, explicitly or implicitly, in almost every slide, not just the financials • % growth, profitability, high barriers to entry, clear need, not a “one trick pony,” existing clients to bear some growth cost, management investment, etc. • Have a strong intro and conclusion Aegis Capital Group LLC

5. Sample Sequencefor 10 minute Investor Presentation

6. (Presenter name here) (CompanyName here) Tag line or highlight of company or presentation Insert your logo as a header or footer on every slide Aegis Capital Group LLC

7. Business Summary Statement • Your company’s reason for being • Why investors are interested • Think “who, what, when, where, why, how” • Be concise • Avoid jargon. Your audience is not your customers – they may not know your niche at all Add your logo to every slide Aegis Capital Group LLC

8. Market Summary Educate the audience • About those market conditions ripe for your company’s profitablesolution. Examples: changes in regulations, market players, costs, pricing, or competition, technology Aegis Capital Group LLC

9. The Team • List CEO and key management by name (key information only – speak the rest) • Include previous, pertinent accomplishments only • Don’t spend too long on each person • Advisory board members who have invested are more impressive than known names with no commitment Aegis Capital Group LLC

10. Problems and Opportunities • Identify problems that your company addresses • Define a large scope ($, %) of opportunities created by those problems Aegis Capital Group LLC

11. Business Concept • Summarize key technology, concept or strategy on which your business is based • Highlight competitive differentiation (your management team, protected technology, client list, etc.) Aegis Capital Group LLC

12. The Successful Business • Describe the fully functioning business: satisfied customers, economies of scale or other elements to help audience “see” the present and the profitable future you envision Aegis Capital Group LLC

13. Competition • Summarize competition (don’t say “no competition”) • Outline your company’s competitive advantages • Cost/profit, distribution, clients, products/services, management • Barriers to entry Aegis Capital Group LLC

14. Goals & Objectives • Summarize 24 month goals • Specific measurable objectives • Market share objectives • Revenue/profitability objectives • Perhaps demonstrate current track record of goals met/exceeded Aegis Capital Group LLC

15. Financial Plan • High-level financial plan that defines financial model, pricing assumptions, and past/anticipated performance (5 line items max) • Pertinent financial information can/should be incorporated earlier as well, in market/competitor/business summary slides Aegis Capital Group LLC

16. More Financial Plan hints • Avoid full page charts with tiny numbers • Draw audience’s attention to important numbers with circles, arrows, colors, or enlargement • Round numbers (keep slides clear and clean…if they are too busy, nothing will be seen) Aegis Capital Group LLC

17. Summary of Company Strengths • Market • Management • Competitive Edge • Products/Services/Customers • Cost/Profit Good Luck!! Aegis Capital Group LLC