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NovusNovusFoliumFolium Venture Partners Venture Partners
Bridging Innovation to MarketsBridging Innovation to Markets
Prospective Investment Opportunity
Preface for this TemplatePreface for this Template
Utilize this as a method to communicate your opportunity to our partners
The guidelines in this template are just that. They are not literal but an outline for you to consider
The information contained is public unless otherwise covered under NDA
All suggestions are welcome
Please plan for this material to take 30 minutes to present with 15 minutes for questions
AgendaAgenda
Specifically what you will cover in this presentation
TeamTeam
Management team - We invest in people
Past accomplishments – companies• $ Value built and for whom
Team development and common knowledge which will be applied to the opportunity• What brought you together
Weaknesses and areas that are not covered• Potential areas for hire
Business Opportunity Business Opportunity OverviewOverview
This should be in the form of an elevator pitch
• Focus on clarity and simplicity• Business speak not technical speak
Capital Funding Background Capital Funding Background
First round or if second background on first
Other relevant information related to milestones met for funds spent etc.
ValuationValuation
Logic applied for valuation
Market OpportunityMarket Opportunity
Business pain• 30, 60, 90, 120 day(s)
Technology need
Vision/Solution/ValueVision/Solution/Value
How you address the Pain/Need
• Product, service, both
Market dynamics and your vision for how you will lead it as it evolves
Your innovation/breakthrough that changes or leads these dynamics
Customer Examples Customer Examples
From the customers perspective how is your solution repeatable and scalable
• What you do that is so compelling and unique
Can you deliver a ROI or IRR?
Is there a payback calculation or other economic benefit consideration?
If no customers yet create a real world example
Market Size Market Size
Total available market
• Sources
Addressable Market
• Bottoms up and basis behind these assumptions
Segmentation
• Your choice
CompetitionCompetition Known competitors Suspected Focus on Unique differentiation
• Business model disruption• And Technology – not just technology
Competitors barrier to entry• What makes that barrier sustainable?
• IP, Patents?
SIMPLICITY IS KEY FOR THIS SECTION
Position yourself in the GridPosition yourself in the GridGartner Business Information Quadrant is an exampleGartner Business Information Quadrant is an example
Challenges Leaders
Niche Players Visionaries
Completeness of Vision
Go To MarketGo To Market
Sales
• Direct
• Indirect
Marketing
ChannelsChannels Strategic partnering
• Prospective exit companies
Technology or R&D partners
Distribution channels and partners
• Multipliers for scale
ManufacturingManufacturing
Uses 100% of existing manufacturing line equipment and process with little reengineering
Requires new manufacturing processes
• Capital expenditure
• Market adaptation cycle
Business ModelBusiness Model
How you make money?
Pricing and packaging?
• Competitive landscape
Cost of customer acquisition/sale
• Resources required
FinancialsFinancials
P&L, Cash Flow
– One year by quarter minimum
– Plus annual up to 5 years thereafter
• Directional only – to show how big the business can be, growth rate
• Minimum suggested information / detail as needed for the above
– Key Milestones
• EG
– product shipment, versions etc
– Key hires
– etc
– Headcount
– Bookings
– Revenue
• May need to break out things like Services depending on your business
– Gross Margin
– Expenses
• Major categories like R&D, Sales, Marketing, G&A shown as needed
– Profit/Loss
– Cash
Cash RaiseCash Raise
Should fall out of Financials
• Use of proceeds if not already clear from Financials
Typically 18 months of runway
Highlight key milestones that would set up for next round
CAP TableCAP Table
Any key terms to highlight Cap Table (as appropriate)
Major elements, summarizing:
Existing investors %
Founders %
Existing team %
Remaining option pool %
ExitExit
Potential acquirers
- Their motivations
Recent transactions in the space
-$ paid and valuations basis
Comparable valuations for private / public cos
-Data for these
Revenues, growth rates, market cap
SummarySummary
Why this is a good investment!
• Remember: We invest in uniquely qualified teams going
after large new markets based on Carbon Nano Based Technologies and other advanced materials. Our interest lie in generating a profit for our investors and the portfolio company founders and employee’s.