Company Name Presenters Name Introduction Company Purpose In

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Company Name Presenter’s Name

Company Name Presenter’s Name

Introduction: Company Purpose • In one sentence, what does your company do and why?

Introduction: Company Purpose • In one sentence, what does your company do and why?

The Problem • Describe the compelling unmet need and potential market • What are

The Problem • Describe the compelling unmet need and potential market • What are the existing products and how do they not solve the need adequately?

The Solution • Describe your product or service, but limit technical jargon

The Solution • Describe your product or service, but limit technical jargon

Value Proposition • Who will benefit from your solution and how? • Multiple players

Value Proposition • Who will benefit from your solution and how? • Multiple players in Healthcare: Patient, Physician, Payer, Provider • How will it benefit each economically and in terms of outcome?

Competitive Advantage • How does your solution solve the problem better, faster, cheaper? Competitor

Competitive Advantage • How does your solution solve the problem better, faster, cheaper? Competitor 1 Metric 2 Metric 3 Competitor 2 Our Solution

Market Size and Distribution • What is the total addressable market? • What are

Market Size and Distribution • What is the total addressable market? • What are the market segments? Total Market Segment 1 Segment 2 Segment 3 Segment 4

Marketing/Distribution Plan • How are you going to get your product into the marketplace

Marketing/Distribution Plan • How are you going to get your product into the marketplace • Direct sales or distribution? Who are your target or existing Partners? • Who are the decision makers and influencers of your customers? Business Model • How will you price your product/service? Remember to consider: • • • Cost of Goods & Services (COGS) Sales and Marketing costs General and Administrative costs R&D expenses Other costs

Regulatory, Clinical Trials, Reimbursement • Describe the regulatory/clinical trial requirements and your strategy for

Regulatory, Clinical Trials, Reimbursement • Describe the regulatory/clinical trial requirements and your strategy for meeting them • How are similar products being reimbursed and at what level? • How will you obtain reimbursement codes if they don’t already exist? • Who is the likely payer? Why will they pay?

Current Traction • List Accomplished Milestones: • • Year Founded Early research and proof

Current Traction • List Accomplished Milestones: • • Year Founded Early research and proof of concept experiments Current customers, if any Funding Patents Notable Articles/Presentations/News Features Partners Support from Surveyed Key Opinion Leaders, Providers, and Payers

Path Forward • Outline major milestones to various funding points, product approval, and revenue

Path Forward • Outline major milestones to various funding points, product approval, and revenue in a Gantt or Flow chart • Show major value-add milestones and potential exit points SECTION 1 Sub-task Aug - Nov Sub-task 2 Sub-task 3 SECTION 2 Sub-task 1 Sub-task 2 Nov – End Yr Sub-task 3 Sub-task 4 - zero duration SECTION 3 Sub-task 1 Jan -Mar Sub-task 2 Sub-sections 1 Sub-sub-task 1 2016 Month Aug Sept Oct Nov Early Sept Milestone 2 Early Aug Milestone 1 Dec 2017 Jan Sub-sub-task 2 Feb 73 Mar End of Year Late Oct Milestone 3 Milestone 4 End Feb Milestone 5

Financial Projections • Show revenue, income, and expenses for at least 5 years •

Financial Projections • Show revenue, income, and expenses for at least 5 years • Clearly bullet assumptions for your models • EBIDA: Earnings Before Interest, Depreciation and Amortization • Indicate positive cash flow and potential exit points Exit 2 120 Cash Flow Positive Cash (100 s Dollars) 100 80 Series B Or Exit 1 60 40 20 0 -20 -40 1 2 Year Revenue EBIDA 3 4

Team • Management • Be sure to highlight the CEO and why he/she is

Team • Management • Be sure to highlight the CEO and why he/she is likely to be investable • Include positions you are seeking to fill • Board • Advisors • BE BRIEF. Focus on how each person adds value to the team. Don’t dwell on unimportant people.

Summary For a Public Pitch • Highlight the main reasons why this is a

Summary For a Public Pitch • Highlight the main reasons why this is a compelling company • How can the audience help you? • Seeking advice, talent, connections, customers…. • In order to not violate SEC rules, DO NOT provide any details of a current funding round • State only that you will be “fundraising soon”

Current Offering For a Private Investor Pitch • Describe prior raises and the current

Current Offering For a Private Investor Pitch • Describe prior raises and the current round • • Pre-money valuation Use of proceeds/milestones Anticipated future financing Exit strategy • Describe the reasons to invest