startup board deck templates nextview ventures 1
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FOR SEED-STAGE STARTUPS
BOARD DECK
TEMPLATESC u s t o m i z a b l e S l i d e s
&T i p s f r o m t h e C s
a t
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A few things to keep in mind to put this deck to proper use for your startup:
• Use these slides to ma!e board de"! "reatio# simpler a#d easier$While each situation is different, we included the key pieces you should use, along with our opinions on
what makes a great board deck. Use this directionally, but don’t simply copy/paste this resource.
• This %as built for seed-stae startups$It’s not intended for use by laterstage startups but rather younger companies who ha!e "ust raised theirfirst round of funding.
• For some se"tio#s' %e()e offered multiple optio#s to sele"t$We’!e used green splats #shown below$ to indicate when one section has multiple options to choose
from. %e sure to delete the options you don’t use.
(Note: To remove slide background elements, go to View > Master > Slide Master)
*o% to Use This Resour"e
1Option1
&hrough
partners
commen
sticky no
the marg
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(rowth (uides are part of )e*t+iew’s series of seedstage resources intended to help founders and their
teams get more done. &his series includes tactical playbooks and templates such as this one. +isit
ie%FromSeed$"om for more.
ur goal in creating (rowth (uides is to help startups make progress more -uickly and more confidently, so
we make strong recommendations for how, e*actly, one should e*ecute. We espouse the belief that it’s better
to be done than perfect as you launch, learn, and iterate on your startup.
About Gro%th Guides
About +e,tie% e#tures
We’re a seedstage !enture capital firm in!esting in internet and mobile startups in primarily %oston and
)ew 'ork #though we in!est throughout the U$. ofounders and partners 0ob (o #e%ay, park apital$,
1a!id %eisel #About.com, +enrock$, and 2ee 3ower #2inkedIn, 4oint 5udith apital$ focus e*clusi!ely on
seed in order to better fulfill the firm’s mission, which is also the mission of this (rowth (uide:
*elp fou#ders i)e their "ompa#ies the best possible start.
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.oard De"!s /
U#dersta#di# the .asi"s
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0mporta#t .oard De"! .asi"s
Co#te#t
(enerally speaking, a good board deck is di!ided into housekeeping and maor issues!topics" 67879 of your meeting time should be housekeeping #at most$. &hese are general updates
that the board should know about or need to -uickly discuss/appro!e.
79; of your meeting time should be ma"or issues. &hese are the e your slide design. ?any directors and obser!ers prefer all information sent in one file, so be sure to include
screen shots from any spreadsheets or product mockups/features you’ll discuss.
It’s best to send !ia 41@, but if you ha!e to send !ia 4ower4oint for some reason, use basic
fonts and slide dimensions that all 44& !ersions and operating systems can cleanly read.
Remember to circulate your deck 1-2 days in advance.
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1A2OR D0SCUSS0O+
TOP0CS
how
change
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.oard Dis"ussio# O)er Time
eed 0ound eries A eries %
4re4roduct 4roduct?arket @it 0e!enue cale
3 4 5 67
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3Templates to Use
.uildi# 9our De"!
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ption
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BOARD MEETING
MM.DD.YY
Company Logortner
es
use
out of
time
ur
.
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1Housekeeping & Board Updates2High-Level Progress Dashboard
3Team Update4Current Priorities/Major Issues
Agenda
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1Item• Context if needed
2 Item
• Context if needed3 Item
• Context if needed
Housekeeping
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E,amples of *ouse!eepi#
$ Fi#a#"e :ofte# i#"luded i# dashboard;
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Finance
• Cash: $N• Burn Rate: $N• Runway: X-Y months (worst case,
assuming no revenue contribution)
Product
• Key Update #1• Key Update #2• Key Update #3
Other Core Metrics*
• Key Update #1• Key Update #2• Key Update #3
*as needed for your specific business
Other Core Metrics*
• Key Update #1• Key Update #2• Key Update #3
Optio#
Progress Dashboard
rtner
es
duct
as a
ou’re
ket fit.
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KPIs
• Product:Description of project.• Biz Dev:Description of project.• Sales/Marketing:Description of project.• Ops:Description of project.
• Team:Description of project.
Optio#
3Progress Dashboard
Last Month This Month Next (Projected)
KPI #1 X Y Z
KPI #2 X Y Z
KPI #3 X Y Z
&
s
d
g
b
Top Projects
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Team Update
AmyCo-Founder,
CEO
BobCo-Founder,
CTO
Matt
Lead Dee!o"er
Ty!er
#eb Dee!o"er
$%m
&a!e' Mana(er
)*e+t %re
Demand-.en
Mar/eter
)Intern %re.ra"0%1
De'%(ner
er
of
t’s
n
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Team Compensation
Name Role Base Salary Equity Start Date
Amy CEO $XK $X% M/D/Y
BobHead of
Product$XK $X% M/D/Y
Matt Lead Developer $XK $X% M/D/Y
Tyler Web Developer $XK $X% M/D/Y
Jim Sales Manager $XK $X% M/D/Y
TBD HireDemand-Gen
Marketer
To approve:
$XK
To approve:
$X%M/D/Y
TBD InternGraphic
Designer$XK (small to none) M/D/Y
4artic
when
large
impo
appro
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About the +e,t Se"tio#
The follo%i# 4 slides are for Curre#t Priorities$
&here are countless factors that alter the specifics of your urrent
4riorities slide, both in terms of content and layout. %ecause of this, we
decided against proposing a single template !ersion.
Instead, we’!e included 8 different !ersions across specific situations:
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Current Priorities Pre-8au#"hStartup
1Design, build, and ship initial product
2Identify alpha customers/users
3Collect and analyze feedback• Improve feedback loop time/yield
rtner
es
focus
to
s for
. (ood
can be.
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Current Priorities Earl
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Current Priorities Earl
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Key Concerns/Help Wanted
1Concern/request #1
2Concern/request #2
3Concern/request #3It’s cru
possibl
tone fo
helps
suppor
simply
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ption 6:Ru##i# 8ist
Rob Go
o@ounder E 4artner
)e*t+iew +entures
&his approach helps you a!oid o!erly formali>ed
slides while keeping your board current on the
business and the most pressing needs and priorities. %ecause the doc can be marked by all
parties, it helps Ds and board members ha!e
a producti!e, iterati!e discussion rather than a
oneway information dump.
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About the +e,t Se"tio#
Some seed-stae startups opt #ot to se#d slides$
In fact, some in!estors prefer this approach. Instead of a full deck, you
can opt to compile a running log of important updates, with a summary at
the top, for in!estors to read and/or print. In some cases, your board may
opt to annotate different sections before the meeting and flag !arious
topics to discuss or clarify further.
0mai#e the #e,t fe% slides %ere o#e s"rolli# do"$
#?icrosoft Word, (oogle 1oc, etc.$
)ote that multiple board meetings can be contained in the same doc, withthe most recent placed at the top.
Remo)e
This
Slide
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(Company Name) Board Meeting
MM.DD.YY.
High Level Summary
Summarize some of the major progress made and/or challenges uncovered. Include both positives
and negatives for a more productive board conversation – especially critical in the seed stage.
• You should also include 3-5 important bullets for certain critical updates and data points.
#reate in ?icrosoft Word or (oogle 1ocs.$
ption < #delete this$
ption 6 #delete this$
Highlights & Big Wins
• List a few major accomplishments and/or data points showing positive traction.
Challenges & Setbacks
• List a few disappointments or difficulties. Plan to discuss these candidly, ask for help, and reviewstrategies for overcoming these together with your board.
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Housekeeping
(Refer to previous section on housekeeping for ideas of what should be included.)• Item 1: context• Item 2: context• Item 3: context
Core Metrics
Metric Name(e.g. Monthly Active Users)
Explain the data in a few short sentences above a screen shot of relevant charts, graphs, or tables.
(Include 3-5 similar sections – one per metric – depending on the specifics of yourbusiness, your goals, and your current KPIs.)
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Product Roadmap
1.Milestone #11.Context if needed
2.Milestone #21.Context if needed
3.Milestone #31.Context if needed
Hiring
• Recent hires:(job functions)• New openings:(job functions)• Recent departures:(if any)
Current Priorities/Discussion
1. Major Issue #1:(Include a few sentences to describe it.)2. Major Issue #1:(Include a few sentences to describe it.)3. Major Issue #1:(Include a few sentences to describe it.)
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Burn, Budget, and Runway
Link to a Google spreadsheet you use to track finances.
(This section will be a recurring item in each board meeting, so linking to a shared spreadsheet is aneasy way to provide this information. In most cases, this will be an FYI more than a discussion point.)
Cash: $NBurn Rate: $NRunway: X-Y months (worst case, assuming no revenue contribution)
Key Concerns/Help Wanted• Item #1• Item #2• Item #3
* * *
ption < #delete this$
ption 6 #delete this$
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AD0CE & 0+S0G*TS FOR
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