In order to walk potential investors through your business, you need to put together marketing materials. At a minimum, you want to create the following materials:
- A pitch deck. This provides a high-level, but comprehensive view of your organization. This should be a 15-20 page deck that walks through the key attributes of your business.
- A projection model. This should be a reasonably detailed model that depicts what you project the business will look like over the next three to five years.
A one-page summary can also be helpful. You can send this early on in the process to weed out investors who won’t be a fit for your business and avoid sending a lot of sensitive information. At a minimum, a one-page summary should include:
- A quick description of what your company does and your product/service offering.
- Investment Highlights: These are concise bullet points that walk through the attractive attributes of your business.
- Date founded
- Number of employees
- High-level historical and projected financial profile (revenue and EBITDA at a minimum)
- Transaction interests
- Amount of capital you are seeking (if growth capital)
- Use of proceeds