Investor Presentation Template

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Investor Presentation Template

Writing an investor presentation is one of the most demanding parts of investor relations. It is where you can easily differentiate success and failure and can achieve or lose credibility. A single investor deck mistake can ruin everything. Follow this investor presentation template to build and maintain credibility with investors.

The very first thing you need to understand is that an investor presentation is not just a document, it is that influential tool that is going to woo your prospective investor.

Losing an investor is a common frustration for investor relations professionals. Sometimes it is because of elements out of your control, but there is one thing that you can control.

And that’s “QUALITY”.

Quality

Put yourself in the investor’s shoes for a moment.

You have just received an investor presentation from someone with whom you are planning to close the deal and this is a significant piece of information that will help you make your final decision.

What is that thing you will notice about the investor presentation? What are all the elements you look for?

What’s the goal of an effective investor presentation? To convert. From interest to support.

How do you convert? With an amazing investor presentation. Check out our investor presentation template. Visit our blog and our Investor Relations forum to learn more about writing an effective investor presentation.

Investors are backing your ability to create transferable value over the long haul. You are expected to build sustainable revenue growth and quality of earnings, which you can see impacts the Business Valuation Spectrum.

Related: Investor Presentation Tips: 11 Steps to Writing an Effective Investor Deck

Private or Public

Whether it’s your privately held company, or you represent a publicly traded company, you need to periodically check in and update investors with your story. Investors will have different levels of interest in the details of your company and it’s story. Regardless, you need to be prepared to share openly, accurately and consistently all of the relevant facts.

This is the reason to have an effective investor presentation.

The first question about this statement? What exactly does ‘effective’ mean? Can ‘effective’ be quantified?

Essentially, yes. Literally, no. The point of an effective investor presentation is to convey facts and be clear on objectives and key results (OKRs). When you do this effectively, potential investors can make informed decisions. Here is an investor presentation template to help investor understand your vision. They will know what you do, like the way you do it and trust you will succeed with it.

Facts are critical

Facts are important for plenty of reasons. Most importantly, we can all agree on facts. We don’t all necessarily agree on anything else. But facts are facts. The biggest challenge you have isn’t managing or explaining facts, it’s leveraging the facts to create a new future, a new reality. To create something that, before you and your team made it, simply didn’t exist.

This is the nature of differentiation. You can provide the people that need your solution access to it in exchange for revenue.

First you have to build it, and that takes investment. So we’re back to the point where you will be interacting with investors to tell them your story. To make them believers that you and your team are the right group to leverage the facts and create something that currently doesn’t exist. Yes, make them believe.

If you believe

My three favorite words when it comes to investor relations are “If you believe.” Why? Because the entire point of telling investors what you will do with their capital is to get their support. This makes telling your story critical. How are you going to tell them your story? This is important. The more memorable your purpose, the more memorable your solution to a big problem is, the more likely they will believe. This investor presentation template will help you wow investors.

How are you going to tell a memorable story? In writing. In your investor presentation.

Every investor relations program needs to have a written investor deck. Whether it’s to attract new investors or to update existing investors to the progress you are making, an effective investor deck is vital to build credibility. It’s the only way to tell others how you want them to view your company. But, how do you write an effective investor presentation? It’s a matter of who writes your investor deck?

Investor Presentation Template

So before you assemble it, make sure you use this investor presentation outline:

  1. Company, Purpose, Mission and History
  2. Problem, Pain or Aspiration
  3. Technology and Product Solution
  4. Competition and Substitutes Currently Used
  5. Market Opportunity and Strategy
  6. Business and Revenue Model
  7. Product Development and Regulatory Pathway
  8. Intellectual Property and Secret Sauce
  9. Leadership & Team
  10. Financials
  11. Risks and How They Will Be Mitigated

Remember you are telling your company’s story based upon the most relevant facts. The most important milestones, events and successes that power your team’s efforts to solve a problem.

Your Objective

You have an objective: establish common ground. Investors will back you if they believe in you.

However, getting started may be difficult. First you have to know what the objective of your investor presentation is. Next you have to know what information you have to present in your investor presentation.

There are many times you communicate with investors. You either want them and you want to, or you have them and you have to. Either way, it’s an opportunity.

You want to build a reputation for credibility for sharing what matters. The best way to do this is to write an effective investor presentation that accurately tells the story of your business. A story that builds confidence in your efforts and your vision of success, for instance.

Related: Is Inbound Investor Relations Right for You

Whether you are raising money or already have, writing an effective investor presentation is paramount to attracting and maintaining credibility. Credibility is paramount to earning investor support. No matter your situation, effective communication is the only investor relations strategy for you.

Let’s go.

1.Company, Purpose, Mission and History

Well, keep in mind that this is the opportunity to convey the feeling that you are the expert to all who view the investor presentation. This section must showcase your experience, skillset and most importantly your value to your customer markets.

  • Are you the right choice to solve your customers’ problems?
  • Why should they choose you?

You need to differentiate your product or service and process from the competition. Include success stories, customer testimonials and other relevant achievements to win investors’ attention.

Here is a good place to detail your approach to providing a better solution to your customers’ problem. But make sure the details are only about the approach and not about the solution.

  • Define how you plan to meet the objective
  • Provide a rough sketch about the method you will use for execution

Be ultra-careful about not going into details, but also reveal the means by which you will fulfill your commitments.

2.Problem, Pain or Aspiration

Understanding the pain points of your customers is one of the most profitable pieces of information in business. it can help you not only retain the current customers but also opens the door for new customers.

Most people write an investor presentation focusing entirely on the deliverables that they offer to customers. But what about the prospects needs?

Take a moment and answer the following questions:

  • What are your customer’s pain points that have not been solved?
  • How will my business help to solve that point better than other competitors?

Another word for “problem” is a pain point. So instead of focusing on what you are offering, your investor presentation should focus on key problems your customer market is trying to solve.

In simple words, the beginning portion of your investor deck should address the challenges your customer wants to overcome. This will effectively turn your investor presentation into a rationale for your business and revenue model.

3.Technology and Product Solution

Describe how your product or technology solves this big problem.

Show data, results, prototype testing and evidence that the technology or product works, will work or has a very high likelihood of success.

Demonstrate to the audience that your data supports the likelihood of product success, or show its significance in leading to product success.

Describe the mechanism-of-action (non-confidential version), how it works (if you know). You don’t need to reveal trade secrets or confidential information here.

This is where you go into detail about timeline. I know it can be tricky to estimate the timeline. Remember, investors that back you do expect a profit at some point in the future. Explain the scope of your commitments. Describe what you will do and the time-frame for delivery or completion of key milestones.

Be aggressive, but realistic. This is not the time to make false promises on which you can’t deliver. Investors want someone they can trust.

Timing can make or break your value proposition. Consider carefully what you commit to. You will have to answer for it.

Related: How to Prepare Realistic Budgets and Forecasts

4.Competition and Substitutes Currently Used

Summarize the competitors and list any products or substitutes. Describe products that may be coming out in the future and from whom.

Discuss the willingness of users to change from the current status quo.

Elaborate on your product’s points-of-differentiation and discuss the significance of your advantages.

Address why you believe no one has fixed this problem yet.

5.Market Opportunity and Strategy

Estimate the market size and be prepared to describe how it is calculated or provide sources (use credible sources only).

Describe your Target Market (Persona) and your secondary market – describe how you will reach your customers.

The amount of detail here depends on the biotech sector and the condition/disease/industry you are targeting (some market sizes are well-understood).

Explain why the timing is right for your product.

6.Business and Revenue Model

Show how you are going to make money.

Describe the partnerships that are needed in order to be successful.

Discuss any distribution channels needed and the status of these relationships.

7.Product Development and Regulatory Pathway

Describe your current product development status and the progress made to date.

List your next product development milestones and the estimated timeframe to reach these.

Describe your regulatory route, timing, and issues you face and how they will be mitigated.

Briefly discuss any potential follow-on products supported by this technology.

8.Intellectual Property and Secret Sauce

Share what patents are filed or issued and indicate whether or not you have trade secrets.

If available, discuss findings from your Freedom to Operate opinion.

Share your technology license terms, royalties and milestone fees (if any).

9.Leadership & Team

Discuss your senior management team and their relevant experience and their past successes.

Describe the background of your Advisors/Consultants/Board Members if formed.

Candidly discuss whether or not your team is complete and who else is needed and with what backgrounds.

Describe any key partnerships formed or those in progress.

10.Financials

How to present financial information is possibly the most important element in your investor presentation template. This is a very important topic because it is a precise form of measurement of actual results. This is where you will decide to provide forward looking guidance or not. Remember, accounting is about the past. Finance is about the future.

Related: How to Make the Most of Your Resources with Financial Planning & Analysis

Pick your financial metrics and stick with them. Explain why you selected your preferred metrics.

Ideally, prepare a three-year financial projection of future revenue (if relevant – generally not needed for therapeutics), share your assumptions and be sure to build with “bottom-up” rather than “top-down” calculations.

Describe the total funds raised to date, and what these funds were used to accomplish, describe grant funding if awarded.

Share your estimates for future funding needs to reach commercialization, and estimate the number of additional financing rounds.

Show your generalized Use-of-Proceeds for this fund raise.

11.Risks and How They Will Be Mitigated

This slide is not always necessary, but risk mitigation issues must be addressed during the presentation or during the Q&A.

Alternatively, risk mitigation information can be incorporated within each topic as it is addressed or they can be placed in the summary slide depending on the investor audience and time allotted.

Investors know that you cannot manage a risk that you have not identified.

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