Your Key Pitching "Assets" - The Information You Must Have.


Once your fundraising plan and your pitch list is together, make sure you have your key pitch “assets” in order.  If you can get the basics down, it’s much easier to prepare all of these documents as needed.

Elevator Pitch
Your elevator pitch is a short synopsis of your business, covering three main things:

1.  What is the problem you solve?
2.    2. What is the solution you provide?
3.   3. Who are the people you serve?


Preferably get all that down in one or two sentences and keep it to 30 seconds or even 1 minute long…no more.
Surprisingly, getting your pitch to be short, powerful and self-explanatory is quite hard to do.  For example, to describe what Netflix does you might say “We allow anyone to easily rent and watch TV programs or movies on any device.”

You will use your elevator pitch often – in introduction emails, in presentations, and during chance meetings. Keep rehearsing it and be sure to keep it short. It can be very useful.

Pitch Deck
This is a PowerPoint of your business plan. While a business plan is a long narrative of the business, the pitch deck is what you’ll use to present your concept directly to a room of investors.  The pitch deck is more visual, a maximum of 10 slides, highlighting a few key points with minimal copy. It’s particularly useful when showing off graphs and visual assets that help communicate the value of your idea.  Test it yourself by looking at it from a distance, say across the room if you can project it onto a wal; or stand 10 feet away from your laptop or desktop and if you can see it ok then it will be good to go.

Summary
The summary breaks down your business plan into just a page or two. There are usually 12 -14 sections in a business plan.  Summarise the key points as briefly as possible, using each major section of a standard business plan as a guide. This “executive” summary (as they can be called) will inform those investors that want a more detailed narrative behind your elevator pitch.

Business Plan
A time consuming process where you develop every step of your business strategy and plan from start to finish. The real value of a business plan comes from the planning, brainstorming and research that goes into crafting the plan. The result of this effort makes your new business idea far more credible.

Website
The website provides a professional view of your company, who you are and what you’re trying to accomplish. It is highly recommended to have a website in order to pitch for capital. The website provides supporting information for people interested in learning more after hearing your pitch.  You don’t put financial forecasts or secret sauce on your website unless it’s in a password protected place.

Financial Documents
The financials cover your revenue forecasts to your operational expenses to your cash flow.
   Revenue Projections. Explain where your revenue is going to come from, and within what periods. A three-year revenue projection is a good place to start. No one really knows how much revenue is going to be generated, so this is an exercise of what’s possible, not what’s guaranteed.
   Operational Expenses. As the company grows, point out where your expenses will grow. Explain how staffing, product costs, marketing and overhead (rent, supplies) will scale with the growth of your business.
   Cash Flow. Your cash flow should detail exactly when you expect cash to come in and out of the business. Be ready to provide a balance sheet, pro forma income statement (“projected” revenue and expenses) and such. As long as you’re communicating the three main tenets of the business—revenue, expenses and cash flow—you should be in good shape here.

Conclusion

It is possible to start your raising capital without all of these documents in place, but it isn’t advisable. These documents require you to do a lot of homework and preparation, which is exactly the kind of exercise you need to go through in order to become more fundable as a company.

Ray McLennan

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