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Pitch Template

Checklist for preparing a pitch to sell a business idea.

Pitch Design

First and last screens stay on screen the longest.

  • The design must be clean and simple.
  • Colors should match your brand identity.
  • Style carries through the entire pitch deck.

Intro

Vision and Mission: Why are you here?

  • Company name
  • Logo
  • Contact details
  • Strong tagline

Problem

Sell the importance of the problem and you won't have to sell the solution.

Positioning

Align inner voices with external messaging, then leverage distribution mechanisms to full potential.

  • Job To Be Done
  • Market Size

Job To Be Done: How strongly to you empathise with the problem in hand?

  • Ideal Journey
  • Ideal customer behaviour?
  • Truths
  • Convictions
  • Predictions
  • Effort
  • Risk
  • Reward

Market Size: How big is the problem?

  • Market size and competition
  • Distribution and Promotion
  • Pricing Power
  • Branding
  • Content Strategy
  • Marketing Technology

Token Incentive: Best strategy to build loyalty through tokens.

Platform - System

Unique combination of technology and processes that provide a competitive advantage.

Assets:

  • Proprietary Data
  • Distribution Network
  • Intellectual Property
  • Real Estate
  • Equipment
  • Raw Materials

Technology: How is technology leveraged to build a moat?

  • Business Tools
  • Zero Knowledge Proofs
  • Blockchain Strategy
  • AI Strategy
  • Cloud Compute
  • AR/VR
  • IoT

Process: Checklists, algorithms, workflows, procedures for success.

  • Product Development
  • Marketing
  • Sales
  • Customer Success
  • Staff Onboarding
  • Strategy

People

Honest and able: Why back this team?

  • Culture
  • Insights
  • Teamwork
  • Talent

Culture

  • Identity
  • Character
  • Direction

Network Effects

Teamwork:

  • Curiousity vs industriousness
  • Who is the solution targeted at?
  • What capabilities are missing from the team?
  • Who do you need to partner with?

Talents:

  • Capability
  • Experience
  • Alignment
  • Commitment
tip

Identity x Courage = Authenticity.

Progress

Profit, Traction, Prospects, Projections.

  • Revenue streams
  • Biggest expenses
  • Pricing power
  • Competition share
  • Cost of delivery
  • Assumptions and unknowns
  • Risks and mitigation

Discounted Cash Flow

Priorities

Plans:

  • Priority
  • Time to return

Capital: How much investment required?

  • Capital
  • Time & Energy
  • Capability

Decisions: How were priorities decided?

  • Consideration set?
  • Strategy vs priority?
  • What disagreements?
  • How were they resolved?

Potential

If you were maximally effective, how good could things be?

Value System

Truths, Values and Convictions.

  • Truths
  • Principles
  • Success Outcomes
  • Failure Outcomes

Belief System

  • Convictions