Sample investment deck

Ruby Consulting

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OverviewThis sample deck is designed as a short aid to the

key issues and thoughts you should discuss when you are with a potential investor in your company.

It is targeted at early stage companies primarilyRemember, a sales deck and the messages therein

are usually different from investment sales messages – different tone, language, information

Important note– this deck will not get you invested – but it might get you the next cup of coffee with the investor!

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Intro slideYour logo, company name and presenters

nameLogos of any partners/investors, logos of any

prizes/awardsIntroduce yourself briefly. Any co-presenters

should intro themselves here also. Current role only needed here

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The painIf you are providing a product/service to a problem

that doesn’t exist, you need to go to Narrative capability 2.0 to push that message.

Everyone else – describe the problem, who has it, how many people have it, how much does it cost them.

Is it a need to have or a nice to haveWithin the multi billion € market, what is the 1st

subsector market that is worth €100m that you are going to own 30% of?

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Your solutionDescribe your product/service hereWhat stage of developmentWhat pilot data or plans do you haveAttribute it back to the pain you have just describedFeature-benefit: if you have features that are not

explained as being relevant to the pain, why are you doing it?

You can also describe here your brief development pathway

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Who is going to deliver thisDescribe your team in terms of current role

and your history. Validate that you can do what you need to do for the startup

Describe briefly any advisors Corporate legal, IP, Accountants (not your local

bank!) Board type advisors or industry partners. Outline

their time commitment and reason to be involved

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Business modelDescribe revenue modelDescribe market access activity

Sales plan (pipeline is often good here) Marketing plan

Outline simple figures – revenue, cost of sales, unit sales/users

Proposed team development

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ConclusionInvestment need/use of fundsFunding plan3 months/18 months sales targetsSummary of pain and solution

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Further notesAppendix slides- more detail on each of the aboveDiagrams often useful for concepts, sales pipelines,

describing value chains etcOther key docs to work on:

1-3 page exec summary – why not follow this decks format?

15-20 page business plan – appendix with good labels everything else

Sales proposal template Photo deck

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Ruby ConsultingStrategy, Innovation, Connectivity partners

Get in touch if you have any questions or tips and suggestions

Alan.Costello@ruby-consulting.ieIe.linkedin.com/in/alanjcostello

• ie.linkedin.com/in/alanjcostello• ie.linkedin.com/in/alanjcostello