Go to www.slidebooks.com to Download and Reuse Now an Investor Pitch Deck Template in Powerpoint | Created By ex-McKinsey & Deloitte Strategy Consultants.

1. Investor Pitch
Insert Company Name
Date:
Founders/Owners:
Address:
Email:
Phone:
08/10/2014
John Example
4 Example Road, New York
Example@business.com
04 20 30 40 50
Replace by your own
logo

2. 22
Table of content
1. Executive summary
2. Context, idea and rationale
3. Mission statement, goals and objectives
4. Market analysis
4.1. Target market
4.2. Market size
4.3. Market growth
4.4. Market profitability
4.5. Market trends
4.6. Key success factors
5. Competitor analysis
5.1. Competitor identification
5.2. Competitor comparison
5.3. Competitor positioning
5.4. Competitor ranking
5.5 key findings
6. Marketing plan
6.1. Overview
6.2. Product
6.3. Price
6.4. Place
6.5. Promotion
7. Organizational plan
7.1. Team of founders
7.2. Business legal form
7.3. Organizational form
7.4. Key personnel
7.5. Key external contacts
7.6. Office and plant locations
8. Financial plan
8.1. Overview
8.2. Set-up costs
8.3. Start-up capital
8.4. Profit and loss forecast
8.5. Cash flow forecast
8.6. Balance sheet forecast
8.7. Financial ratios
9. Action plan
10. Exhibits

3. 33
1. Executive summary
1. Executive summary
2. Context, idea and rationale
3. Mission statement, goals and objectives
4. Market analysis
4.1. Target market
4.2. Market size
4.3. Market growth
4.4. Market profitability
4.5. Market trends
4.6. Key success factors
5. Competitor analysis
5.1. Competitor identification
5.2. Competitor comparison
5.3. Competitor positioning
5.4. Competitor ranking
5.5 key findings
6. Marketing plan
6.1. Overview
6.2. Product
6.3. Price
6.4. Place
6.5. Promotion
7. Organizational plan
7.1. Team of founders
7.2. Business legal form
7.3. Organizational form
7.4. Key personnel
7.5. Key external contacts
7.6. Office and plant locations
8. Financial plan
8.1. Overview
8.2. Set-up costs
8.3. Start-up capital
8.4. Profit and loss forecast
8.5. Cash flow forecast
8.6. Balance sheet forecast
8.7. Financial ratios
9. Action plan
10. Exhibits

4. 44
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Mission Statement
& Goals
Market Analysis
Competitor
Analysis
Marketing
Plan
Organizational
Plan
Financial Plan
Timeline
• Replace by your own text
• Replace by your own text
• Replace by your own text
1. Executive summary
Context, idea and
rationale
• Insert your Main conclusion
Title

5. 55
2. Context, idea and rationale
1. Executive summary
2. Context, idea and rationale
3. Mission statement, goals and objectives
4. Market analysis
4.1. Target market
4.2. Market size
4.3. Market growth
4.4. Market profitability
4.5. Market trends
4.6. Key success factors
5. Competitor analysis
5.1. Competitor identification
5.2. Competitor comparison
5.3. Competitor positioning
5.4. Competitor ranking
5.5 key findings
6. Marketing plan
6.1. Overview
6.2. Product
6.3. Price
6.4. Place
6.5. Promotion
7. Organizational plan
7.1. Team of founders
7.2. Business legal form
7.3. Organizational form
7.4. Key personnel
7.5. Key external contacts
7.6. Office and plant locations
8. Financial plan
8.1. Overview
8.2. Set-up costs
8.3. Start-up capital
8.4. Profit and loss forecast
8.5. Cash flow forecast
8.6. Balance sheet forecast
8.7. Financial ratios
9. Action plan
10. Exhibits

6. 66
2. Context, idea and rationale
Template (1/2)
Insert a description of your background or your organization background (professional
experience, skills, etc.)
Insert the origin of your idea
Insert a brief description of your idea
Context
Idea
description

7. 7
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8. 88
2. Context, idea and rationale
Template (2/2)
Reason #1
title (e.g.
high
potential
customer
demand)
Reason #2
title (e.g.
Distribution
competitive
advantage)
Reason #3
title (e.g. Low
cost)
Describe the reason #1
Describe the reason #2
Describe the reason #3
Rationale
Insert the key reasons which explain why you think it is a
good idea

9. 99
3. Mission statement, goals and objectives
1. Executive summary
2. Context, idea and rationale
3. Mission statement, goals and objectives
4. Market analysis
4.1. Target market
4.2. Market size
4.3. Market growth
4.4. Market profitability
4.5. Market trends
4.6. Key success factors
5. Competitor analysis
5.1. Competitor identification
5.2. Competitor comparison
5.3. Competitor positioning
5.4. Competitor ranking
5.5 key findings
6. Marketing plan
6.1. Overview
6.2. Product
6.3. Price
6.4. Place
6.5. Promotion
7. Organizational plan
7.1. Team of founders
7.2. Business legal form
7.3. Organizational form
7.4. Key personnel
7.5. Key external contacts
7.6. Office and plant locations
8. Financial plan
8.1. Overview
8.2. Set-up costs
8.3. Start-up capital
8.4. Profit and loss forecast
8.5. Cash flow forecast
8.6. Balance sheet forecast
8.7. Financial ratios
9. Action plan
10. Exhibits

10. 1010
3. Mission statement, goals and objectives
Template
• Define the purpose and the scope of the organization
• Provide long-term direction
• Reflect your beliefs, values and priorities
Mission
• State what must be done to accomplish the mission
• Identify targets
• Serve as guide for objective setting
Goal
• Restate goal into operational terms
• Quantify what and when results will
be achieved
Objective #1
• Restate goal into operational terms
• Quantify what and when results will
be achieved
Objective #2
• Restate goal into operational terms
• Quantify what and when results will
be achieved
Objective #3

11. 1111
4. Market analysis
1. Executive summary
2. Context, idea and rationale
3. Mission statement, goals and objectives
4. Market analysis
4.1. Target market
4.2. Market size
4.3. Market growth
4.4. Market profitability
4.5. Market trends
4.6. Key success factors
5. Competitor analysis
5.1. Competitor identification
5.2. Competitor comparison
5.3. Competitor positioning
5.4. Competitor ranking
5.5 key findings
6. Marketing plan
6.1. Overview
6.2. Product
6.3. Price
6.4. Place
6.5. Promotion
7. Organizational plan
7.1. Team of founders
7.2. Business legal form
7.3. Organizational form
7.4. Key personnel
7.5. Key external contacts
7.6. Office and plant locations
8. Financial plan
8.1. Overview
8.2. Set-up costs
8.3. Start-up capital
8.4. Profit and loss forecast
8.5. Cash flow forecast
8.6. Balance sheet forecast
8.7. Financial ratios
9. Action plan
10. Exhibits

12. 1212
4. Market analysis
4.1.Target market - Template
• Describe in this text block your target market(s), that is to say the group of customers that you want to market your
products to.
• To identify your target market(s), you can use customer segmentations such as:
o Geographic segmentation
o Demographic/socioeconomic segmentation: gender, age, income, occupation, education, household size, and stage in
the family life cycle)
o Attitudes
o Psychological profiles
• If you have more than one target market, you ideally will have to tailor your mix marketing (4Ps) for each one of your target
markets
Target Market description

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14. 1414
4. Market analysis
4.2.Target market size - Template
• Estimate the Total Available Market (TAM) size
• TAM refers to the global revenue opportunity available for a product or service
• Some sources of information such as government data, trade associations, financial
data from major players and customer surveys should help you to provide a rough
estimation
Total Available Market (TAM)
Total Available
Market (TAM)
Serviceable Available
Market (SAM)
• Estimate the Serviceable Available Market (SAM) size
• SAM refers to the percentage of the Total Available Market (TAM) that you can
actually serve
Serviceable Available Market (SAM)
• Estimate your Target Market size based on your estimation of the TAM and SAM size
• Target market refers to the group of customers that you want to market your products
to
Your Target MarketTarget Market
Market
Share
• Estimate your market share (in percentage and dollars) based on your unique selling
proposition and marketing plan
• Your market share refers to a percentage of your target market
Your Market Share

15. 1515
4. Market analysis
4.3.Target market growth - Template
• Estimate the Total Available Market (TAM) revenue growth
Total Available Market (TAM)
Total Available
Market (TAM)
Serviceable Available
Market (SAM)
• Estimate the Serviceable Available Market (SAM) revenue growth
Serviceable Available Market (SAM)
• Estimate your Target Market revenue growth
Your Target MarketTarget Market
Market
Share
• Estimate your market share growth
Your Market Share
• A simple way of forecasting the market
growth is to extrapolate historical data
into the future
• A more accurate way is to study growth
drivers such as demographic
information and sales growth in
complementary products - 10% every year between 2014 and 2020
+ 1% every year between 2014 and 2020
+ 10% every year between 2014 and 2020
+ 2% every year between 2014 and 2020

16. 1616
4. Market analysis
4.4.Market profitability - Template (1/2)
The Porter’s Five Forces tool is helpful to assess the attractiveness and profitability of a market by analyzing the forces
acting upon it:
Rivalry
• Insert a brief
description
Bargaining power of
Suppliers
• Insert a brief description
Bargaining power
of Buyers
• Insert a brief
description
Threat of new
entrants
• Insert a brief
description
Threat of
Substitute
products
• Insert a brief
description

17. 1717
4. Market analysis
4.4.Market profitability - Template (2/2)
• Insert a more comprehensive
description
Bargaining power of Suppliers
• Insert a more comprehensive
description
Bargaining power of Buyers
• Insert a more comprehensive
description
Rivalry among firms
• Insert a more comprehensive
description
Threat of Substitute products
• Insert a more comprehensive
description
Threat of new entrants

18. 1818
4. Market analysis
4.5.Market trends - Template
• Insert the description of the trend #1
Insert the title of the trend
#1
• Insert the description of the trend #2
Insert the title of the trend
#2
• Insert the description of the trend #3
Insert the title of the trend
#3

19. 19
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20. 2020
4. Market analysis
4.6.Key success factors (KSF) - Template
• Insert the description of the KSF #1Insert the title of the KSF #1
• Insert the description of the KSF #2Insert the title of the KSF #2
• Insert the description of the KSF #3Insert the title of the KSF #3

21. 2121
5. Competitor analysis
1. Executive summary
2. Context, idea and rationale
3. Mission statement, goals and objectives
4. Market analysis
4.1. Target market
4.2. Market size
4.3. Market growth
4.4. Market profitability
4.5. Market trends
4.6. Key success factors
5. Competitor analysis
5.1. Competitor identification
5.2. Competitor comparison
5.3. Competitor positioning
5.4. Competitor ranking
5.5 key findings
6. Marketing plan
6.1. Overview
6.2. Product
6.3. Price
6.4. Place
6.5. Promotion
7. Organizational plan
7.1. Team of founders
7.2. Business legal form
7.3. Organizational form
7.4. Key personnel
7.5. Key external contacts
7.6. Office and plant locations
8. Financial plan
8.1. Overview
8.2. Set-up costs
8.3. Start-up capital
8.4. Profit and loss forecast
8.5. Cash flow forecast
8.6. Balance sheet forecast
8.7. Financial ratios
9. Action plan
10. Exhibits

22. 2222
5. Competitor analysis
5.1.Competitor identification - Template
• Competitor A
• Competitor B
• Competitor C
• Competitor D
1.Key National Competitors
• Competitor E
• Competitor F
• Competitor G
• Competitor H
2.Key International Competitors
• Competitor L
• Competitor M
• Competitor N
• Competitor O
4.New Entrants
• Competitor I
• Competitor J
• Competitor K
3.Substitutes

23. 2323
5. Competitor analysis
5.2.Competitor comparison - Template (1/2)
Criteria
Revenue Profit Market share Main activity
Number of
employee
Product
quality
Insert your
own text
Competitor A
Insert your
own text
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own text
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own text
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own text
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own text
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own text
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own text
Competitor B
Insert your
own text
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own text
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own text
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own text
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own text
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own text
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own text
Competitor D
Insert your
own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
Compare your competitors with relevant criteria

24. 2424
5. Competitor analysis
5.2.Competitor comparison - Template (2/2)
0
0.5
1
1.5
2
2.5
3
3.5
4
Competitor A Competitor B Competitor C Competitor D Competitor E
Revenue Profit
Competitor Revenue and Profit
Insert your key message
You can edit the data chart with the following process:
>Double click on the graph > click Design > Click on “Edit
Data” >Update the table with your own data

25. 25
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26. 2626
5. Competitor analysis
5.3.Competitor positioning - Template
20
15
10
5
0
-5
A
B
C
Gaining market share
Losing market share
Average
market
growth
0 10 20 30 40 50
CompanyGrowth(%)
Market Share (%)
Insert your key message
60
Position your competitors with a 2 by 2 or 3 by 3 matrix
using relevant criteria
D

27. 2727
5. Competitor analysis
5.4.Competitor ranking - Template
Rank your top 3 competitors and insert their logo in the slide

28. 2828
5. Competitor analysis
5.5.Key findings - Template
• Insert the description of the key finding #1
Insert the title of the key
finding #1
• Insert the description of the key finding #2
Insert the title of the key
finding #2
• Insert the description of the key finding #3
Insert the title of the key
finding #3

29. 2929
6. Marketing plan
1. Executive summary
2. Context, idea and rationale
3. Mission statement, goals and objectives
4. Market analysis
4.1. Target market
4.2. Market size
4.3. Market growth
4.4. Market profitability
4.5. Market trends
4.6. Key success factors
5. Competitor analysis
5.1. Competitor identification
5.2. Competitor comparison
5.3. Competitor positioning
5.4. Competitor ranking
5.5 key findings
6. Marketing plan
6.1. Overview
6.2. Product
6.3. Price
6.4. Place
6.5. Promotion
7. Organizational plan
7.1. Team of founders
7.2. Business legal form
7.3. Organizational form
7.4. Key personnel
7.5. Key external contacts
7.6. Office and plant locations
8. Financial plan
8.1. Overview
8.2. Set-up costs
8.3. Start-up capital
8.4. Profit and loss forecast
8.5. Cash flow forecast
8.6. Balance sheet forecast
8.7. Financial ratios
9. Action plan
10. Exhibits

30. 3030
Target Market
6. Marketing plan
6.1.Overview - Template
The Marketing Plan will cover the 4 Ps:
Promotion
Product
Place
Price

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32. 3232
6. Marketing plan
6.2.Product - Template (1/3)
Product category #1
Describe your product category
with your own text
Product A
Product B
Product E
Product F
Product category #3
Describe your product category
with your own text
Product range
Describe your product range with your own
text
Product C
Product D
Product category #2
Describe your product category
with your own text

33. 3333
6. Marketing plan
6.2.Product - Template (2/3)
Product A
Product B
Product C
Use your own text for describing
the key attributes of your product
Description
(key attributes)
Use your own text
Key Customer Benefits
Use your own text (note:
different products can have the
same USP)
Unique Selling Proposition (USP)
Use your own text for describing
the key attributes of your product Use your own text
Use your own text (note:
different products can have the
same USP)
Use your own text for describing
the key attributes of your product Use your own text
Use your own text (note:
different products can have the
same USP)

34. 3434
6. Marketing plan
6.2.Product - Template (3/3)
Product D
Product E
Product F
Use your own text for describing
the key attributes of your product
Description
(key attributes)
Use your own text
Key Customer benefits
Use your own text (note:
different products can have the
same USP)
Unique selling proposition (USP)
Use your own text for describing
the key attributes of your product Use your own text
Use your own text (note:
different products can have the
same USP)
Use your own text for describing
the key attributes of your product Use your own text
Use your own text (note:
different products can have the
same USP)

35. 3535
6. Marketing plan
6.3.Pricing - Template
• Describe your pricing strategy which can be a combination of the several pricing strategies described in the previous slides
• Explain why you think it is the right strategy (e.g. “It will reflect the exclusiveness of our products…”)
Pricing Strategy
Insert the
product A price
Product A
Insert the
product B price
Product B
Insert the
product C price
Product C
Insert the
product D price
Product D
Insert the
product E price
Product E
Insert the
product F price
Product F
• Describe your discount strategy which can be a combination
of several discount strategies described in the previous
slides
• Explain why you think it is the right discount strategy
Discount Strategy
Product price
If you have a lot of
products, only mention
the key ones

36. 3636
6. Marketing plan
6.4.Promotion - Template (1/2)
• Insert your promotional purpose
Promotional purpose
• Insert your annual budget (it can be express as a percentage of your
revenue)
Annual Budget
Advertising
(40% of the
budget)
Public
relations
(20% of the
budget)
Sales
Promotion
(10% of the
budget)
Personal
selling
(30% of the
budget)
Direct Mail Sponsorship
Internet
Marketing
  X  XX

37. 3737
• Describe your personal selling strategy
• Describe your sales promotion strategy
• Describe your Public relations strategy
• Describe your advertising strategy
6. Marketing plan
6.4.Promotion - Template (2/2)
Advertising
(40% of the budget)
Public relations
(20% of the budget)
Sales Promotion
(10% of the budget)
Personal selling
(30% of the budget)
Zoom on the type of promotion used:

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39. 3939
6. Marketing plan
6.5.Place - Template (1/6)
• Describe in this text block your production plan
• This part should answer questions such as:
o What plant and equipment will you need to operate your business?
o How will you plan to finance your plant and equipment (rental, lease or buy)?
o What will be the ongoing operating costs and maintenance requirements?
o Where will you produce your products?
o How will you manufacture your products?
o When will you manufacture your products?
o In which quantity will you produce?
o Which raw material will you need?
o Who will be your suppliers and what terms do they offer?
o What will be the overall cost of production?
o What will be the cost of production per unit?
o Have you documented standard procedures?
o What quality control measures will you use?
o Do you have any strategies for new product development?
o Where will you store your products before distribution?
o What are your storage requirements (e.g. capacity, access, regulations, safety, product deterioration)?
o What inventory control system will you use?
Production plan

40. 4040
6. Marketing plan
6.5.Place - Template (2/6)
• Describe in this text block your distribution plan
• This part should answer questions such as:
 Where will you distribute your products? Why?
 How will you distribute your products?
 When will you distribute your products?
 Who will be your main clients/customers?
 What will be the overall cost of distribution?
 What will be the cost of distribution per unit?
Distribution plan

41. 4141
6. Marketing plan
6.5.Place - Template (3/6)
Production site Planes and trucks Wholesalers
Worldwide production and
distribution map1
1.Hundreds of maps are available on www.slidebooks.com

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