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Investment teaser pitch

Below is a one page investment teaser that can be used to excite a potential investor. If all the salient facts can be recorded in this form, it means that there is a clear and cohesive understanding of the business that is capable of being communicated.

 

Company name:     
Sector:     
Stage of Development:    
Employees:     
Investment Sought:     €x

Investment Highlights

  • A solution provider of XXX to yyyy companies in the xxxxx sector
  • It has excellent customer validation through sales in Europe and US for amounts up to €xm and recently secured a partnership agreement with xxxxxx.
  • The Company now seeks €x million to accelerate its expansion and exploit growing market opportunity.
  • Liberalisation/ deregulation/ privatisation are key demand drivers worldwide.
  • Sector is a strong buyer of related solutions
  • Company has customers in key market
  • Partnerships in place with industry leaders
  • Significant interest as illustrated by article in leading publication

Business Overview

  • Founded in xxx, company designs/delivers yyy product to xxxx sized companies in wwww to solver particular problem/need
  • Revenue model is:
  • The company’s distribution strategy is direct/indirect/partners/oem and traction is proved with recent deal with SSSSSSS

Key Customers
The company has won substantial customer validation (mostly through competitive tenders) with an impressive customer base such as XXXX. A strong customer pipeline amounts to €XXm qualified prospects within the next 12 months (x times last years forecast revenues).
Management

  • Name 1 – CEO: A strong business manager XXX background specialising in XXXX. A qualified XXXX
  • Name 2- VP Eng. Has been creating successful solutions for sector for over x years. Formally with xyz as head of
  • Name 3 – SVP Sales & Marketing: has a proven sales record, ex- company name
  • Other Key management include: name, responsibility, former experience

Product Offering/Service/Solution

Competition
The main source of competition comes from incumbent vendors. Its primary competitors are: xxx, yyy, zzz Its proposition is fundamentally different to these competitors, as demonstrated in its success in competitive tenders such as aaaa, bbb, cccc.

Its primary differentiators are: its customer focus/ efficiency/ technology/ design/ MIS/ etc/ etc.

Market Opportunity
The industry is undergoing a period of unprecedented liberalisation/ deregulation/ privatisation/ change forcing company’s to focus on operating efficiencies/ customer service/ regulatory returns. Recent market research conducted by XXXX estimates an annual spend in this space of €000 million. The company has estimated the global market for its product suite at over €0000m
Financial Projections

Financial Projections

Dec-09

€millions

Dec -010

€millions

Dec-011

€millions

Dec-012

€millions

Dec-013

€millions

Revenue

EBIT

Free Cash Flow

0.0

00

0.0

0.0

0.0

0.0

0.0

0.0

0.0

0.0

0.0

0.0

0.0

Free Cash Flow

  • The company is on target to achieve profitability in Q4, 20xx.
  • Projected monthly cash burn following funding: € xx
  • Peek funding requirement: €x in May 20xx

Funding Requirement
Company now seeks to raise €xx to accelerate its expansion. Although, capable of growing on its own resources these funds will allow company increase discretionary expenditure aimed at capturing a significant market share in this growing market.

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