Clean Energy Trust Investment Program Pitch Deck Resources T H I S D O
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Clean Energy Trust Investment Program Pitch Deck Resources T H I S D O C U M E N T I S M E A N T T O S E RV E A S A G U I D E O N W H AT I N F O R M AT I O N W O U L D B E U S E F U L T O I N C LU D E . I T I S N O T M E A N T T O B E R E S T R I C T I V E . S U B M I S S I O N S D O N O T H AV E T O F O L LO W T H I S F O R M AT O R O U T L I N E
Executive Summary Components Components you you may may want want to to include: include: What What [COMPANY] [COMPANY] does: does: ExampleCo ExampleCo isis aa [zero-jargon [zero-jargon description description of of product] product] used used by by [broad [broad but but addressable addressable market] market] to to [benefits]. [benefits]. We We are are focused focused on on the the [ X [ X billion billion target target niche] niche] market. market. Current Current Status: Status: We We are are [company [company stage, stage, e.g. e.g. pre-revenue, pre-revenue, pre-launch, pre-launch, etc.]. etc.]. Traction Traction to to date date :: (Month (Month or or Quarter Quarter 1): 1): XX key key metric, metric, YY key key metric metric (Month (Month or or Quarter Quarter 2): 2): XX key key metric, metric, YY key key metric metric INCLUDE INCLUDE CLEARLY CLEARLY STATED STATED VALUE VALUE PROPOSITION! PROPOSITION!
Problem Components Components you you may may want want to to include: include: What What isis the the problem problem that that you you have have observed observed your your potential potential customers customers face? face? What What isis the the PAIN PAIN POINT? POINT? How How intense intense isis it? it? What What are are the the current current potential potential solutions, solutions, and and how how are are they they broken? broken? Tip: The “problem” you are trying to fix is probably not “global warming” it may be “getting renewable energy on the grid is too expensive” (or something of that sort).
Solution Components Components you you may may want want to to include: include: What What exactly exactly isis your your product product or or service service (succinct (succinct explanation), explanation), and and how how does does itit solve solve the the problem problem you you just just described? described? What What Intellectual Intellectual Property Property have have you you developed developed // utilized? utilized? How How does does that that enhance enhance your your competitive competitive advantage? advantage? How How does does itit ease ease your your customers’ customers’ pain pain points? points? Do Do you you bring bring aa more more affordable, affordable, more more efficient, efficient, more more reliable reliable alternative? alternative? Show Show aa few few key key benefits benefits of of your your solution! solution! Tip: It may help here to show how the actions taken by your customers with your solution lead to better outcomes.
Value Proposition Components Components you you may may want want to to include: include: How How does does your your product product or or solution solution improve improve your your customers’ customers’ experience? experience? What What sets sets your your product product or or solution solution apart? apart? Why Why are are your your customers’ customers’ willing willing to to pay pay for for it? it? Tip: This goes hand in hand with your explanation of the solution (and they could be on one slide). Make sure your audience understands what you are building and why your customers should love it! If possible, try to communicate your value proposition in quantitative terms (dollars, megawatts, etc.)
Industry Analysis Components Components you you may may want want to to include: include: What What isis the the size size of of the the industry? industry? What What are are some some key key underlying underlying trends? trends? Where Where isis the the industry industry going? going? What What are are the the key key entry entry barriers barriers in in the the industry? industry? What What keeps keeps potential potential incumbents incumbents from from coming coming in? in? What What isis the the market market landscape? landscape? Current Current players, players, substitutes, substitutes, elements elements of of supply supply chain, chain, etc. etc. Is Is itit concentrated, concentrated, fragmented, fragmented, or or somewhere somewhere in in between? between? Are Are there there specific specific niches niches that that you you are are targeting targeting that that have have not not been been addressed? addressed? Tip: Investors are looking to see that you have a pulse on the industry surrounding your business and that your thoughtful plan to enter or disrupt the market makes sense.
Target Market Components Components you you may may want want to to include: include: What What isis the the total total addressable addressable market market that that your your company company isis targeting? targeting? Who Who derives derives the the greatest greatest value value from from your your product product // service service // solution? solution? WHO WHO IS IS THE THE CUSTOMER? CUSTOMER? What What isis their their willingness willingness to to pay? pay? Tip: Make sure you include a target market size estimate. Is Is there there aa difference difference between between customer customer and and end end user? user? Investors are looking to see that customers (however you define them) actually have a need for your solution and the willingness to pay to get it! Make sure that there is “fit” between your identified customer segment, your go to market plan, and your overall business model.
Competition Components Components you you may may want want to to include: include: Who Who are are the the main main players players in in the the space? space? How How isis what what they they offer offer different different from from what what you you offer? offer? What What makes makes you you stand stand out out // sets sets you you apart? apart? What What are are your your company’s company’s relative relative strengths strengths and and weaknesses? weaknesses? How How does does your your company company compare compare across across key key reference reference variables? variables? Price, Price, quality, quality, efficiency, efficiency, etc etc the the appropriate appropriate measures measures depend depend on on your your company! company! Tip: Keep it comparative. investors are looking to see what sets you apart and make sure you understand what others in your field are doing and what substitutes are readily available. Be thoughtful here --- it is very rare to have an attractive opportunity with absolutely no competition or substitutes.
Business Model Components Components you you may may want want to to include: include: How How will will // does does your your company company make make money money and and how how profitable profitable can can itit be? be? What What are are the the potential potential revenue revenue sources? sources? What What are are the the primary primary expenses expenses and and costs costs of of operation? operation? What What isis the the plan plan to to scale? scale? What What key key partnerships partnerships will will need need to to be be developed? developed? Tip: Investors want to see a description of the core business activity – how do you make money? What are you selling, and to whom? For example, manufacturing, service provider, licensing, etc. The go to market strategy should be aligned with your business model!
Go To Market Strategy Components Components you you may may want want to to include: include: What What isis your your “unfair “unfair distribution distribution advantage”? advantage”? (i.e., (i.e., how how can can you you reach reach the the market market more more efficiently efficiently than than all all of of your your competitors?) competitors?) What’s What’s the the one one thing thing that that sets sets you you apart apart when when itit comes comes to to distribution? distribution? What What isis your your initial initial customer/user customer/user acquisition acquisition strategy? strategy? What What channels channels are are you you targeting? targeting? Who Who are are your your earliest earliest “true “true believers” believers” that that will will help help you you gain gain traction traction and/or and/or generate generate word-ofword-ofmouth? mouth? What What are are the the potential potential risks risks in in your your strategy? strategy? Tip: There is no need to have a fully developed marketing strategy, but your company should have a solid plan to attack the opportunity. What key distribution channels / partnerships have you identified? How will you build momentum? What are the risks involved?
Unit Economics 350.00 Unit Economics 300.00 Price 250.00 Raw materials costs 200.00 Assembly costs Storage costs 150.00 Shipping costs 100.00 Other costs (please describe) Components Components you you may may want want to to include: include: How How much much does does itit cost cost to to produce produce and and deliver deliver your your solution? solution? How How much much isis the the revenue revenue per per “unit”? “unit”? What What isis your your gross gross margin? margin? Use Use graph graph output output from from Excel Excel 50.00 0.00 Current Tip: Investors want to see that your business “makes sense” at the simplest level (one unit). From there, the goal is to have a plan to scale profitably!
Financial Summary Components Components you you may may want want to to include: include: Chart Chart of of 5-10 5-10 year year forecasts forecasts (from (from Excel) Excel) Any Any other other relevant relevant information information around around cost cost and and revenue revenue estimates estimates Tip: Keep this one simple. We are not looking for highly precise estimates – give us a sense for costs, revenue, and expense projections.
Progress & Key Milestones Components Components you you may may want want to to include: include: Have Have you you reached reached any any significant significant milestones? milestones? Think Think about: about: Product Product development development Market Market reach reach Customer Customer traction traction Prototyping Prototyping Pilots Pilots programs programs Grant Grant or or research research funding funding Talent Talent recruiting recruiting Team Team growth growth Formal Formal funding funding Other Other successes successes Competition Competition wins wins Have Have you you identified identified the the next next milestones? milestones? What What do do you you need need to to get get there? there? Tip: Showcase how far along you’ve come. Remember progress is not always just in revenue or market traction, a lot of other pieces need to be in place for a team to be successful.
Team Headshot Headshot Name, title Name, title Past company / school logo Relevant function Impressive achievement Past company / school logo Relevant function Impressive achievement Past company / school logo Relevant function Impressive achievement Past company / school logo Relevant function Impressive achievement Components Components you you may may want want to to include: include: No No need need for for full full bios bios but but include include founders, founders, management management team, team, and and current current advisers advisers (if (if applicable). aa sense Advisor want applicable). Investors Investors want to to get getAdvisor sense for for the the 1 2 team’s (business team’s qualifications qualifications (business & & technical). technical). Highlight Highlight diversity diversity of of fields, fields, range range of of experiences, experiences, diversity (some some junior?). diversity in in tenure tenure (some senior, senior,Name, sometitle junior?). Name, title