Understanding the Angel 
       Investment Process
   2                                                                 ©2015
                         Sourcing/Networking
     One Page            Sourcing/Networking
     Summary             Business Applications
                         Business Applications
     Business            Initial Deal Screening
     Plan                Initial Deal Screening
                        Codified Business Plan
     Pitch              Codified Business Plan
                      Deal Review at Pitch Meeting
                      Deal Review at Pitch Meeting
     Business                 Due Diligence
     Documents                Due Diligence
                          Final Terms Agreed
     Agreements Final Terms Agreed
                                  Closing
                                  Closing
                     Support/Advisory/Monitoring
                     Support/Advisory/Monitoring
     Acknowledgements
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        Presentation includes aggregated wisdom from 
        angels/VC’s :
         500 Startups
         AngelHub
         Angel Investor Forum
         Arc Angel Fund
         Canaan Partners
         Centripetal Capital Partners
         Harvard Business School Angels
         New York Angels (David Rose)
         Reitler Law
         OneMatch Ventures
         RRE Ventures
         TechStars
         Worldwide Investor Network
       The Pitch Deck Outline
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        1) Cover 
        2) Elevator Pitch 
        3) Market Opportunity
        4-7) Market Problem / Current Solutions, Your Unique 
        Solution
        8) Competitive Matrix                                 18 slides 
        9) Customer Traction / Proof of Concept                    = 
        10) Key Revenue Streams                              15 minutes
        11) Profit Model
        12) Marketing : Customer Acquisition Plan & Costs
        13) Financial Projections
        14) Team
        15) Board Members / Advisers / Future Hires 
        16) Exit Strategy
        17) The Ask :  Capital Raise / Valuation / Use of 
        Proceeds
        18) Closing
     Possible Extra Slides (Appendix)
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     Timeline: History, Milestones & Prior Funding
     More Detailed Financial Projections
     Life-time Value of Customer vs. Cost to Acquire 
       Customer
     Breakeven Analysis : Base Plan vs. Up case vs. Down 
       case.  
     Pipeline of potential clients, (revenue & % likelihood 
       of closing)
     Product/service details not discussed in core deck
     Capital Structure : Ownership of founders & current 
       investors
     Competitors Capital Raises & Investors
     Review of Intellectual Property in the space
     Detailed customer case studies/commentary
     Head Count ( # Employees) Projections linked to Key 
       Hires Needed
          Cover
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             Logo / Name of Company / .com
             Purpose of Presentation: “Investor Presentation” 
             Date
             Optional : 
                •  Logos of accelerator, awards, publications 
                   featuring company
                •  Slogan 
                •  Name of Presenter / CEO