Key Points

References

Key Concepts

LSP 

the IBS - Initial Benefits Statement << - potential benefits - some have found X delivered Y ( vcrst )

add who where when how 

VSP - defined, delivered, realized

VCRST - solution and operation outcomes

Client Service Goals = CBTP

elevator pitch - good for VCC, investors, team to build clarity, consensus, collaboration

https://pitchdeckcoach.com/elevator-pitch-example

1. The elevator pitch deck summarizes the market opportunity, solution strategy, challenges, expected impacts, results

2. The pitch deck should be versioned and updated every 6 months or sooner if key factors change

Elevator Pitch Template

Your company name is your solution for your target customers/users. We help your customers/users solve this problem with these benefits.

We're initially targeting your market. We make our money by your business model. We acquire customers by your primary customer acquisition strategy.

We have your team advantage, your technology advantage. your traction statement.

We're seeking your desired funding to your primary use of funds raised.

Elevator Pitch Example

Gleamr is the largest consumer marketplace for on-demand mobile auto details in the US. We help consumers get an affordable, professional auto detail wherever they are, whenever they want. And we help mobile auto detailers spend less time chasing customers and more time detailing cars.

We're initially targeting the $2B US market for on-demand mobile auto details. We make our money by collecting a 15% transaction fee from auto detailers. We acquire customers primarily through paid search and paid social ad campaigns. and estimate a 4.9x LTV return on our customer acquisition cost.

We have a complete and experienced team, deep domain expertise, patent-pending technology and a significant first-mover advantage. In our first nine months we've signed up 11,000 detailers and 82,000 consumers. We're currently at a $1.5M run rate.

We're seeking $2M in Series A funding which will fund the next 2 years of our business plan, getting us to a $29M run rate.

pitchdeckcoach - slide by slide coaching

https://pitchdeckcoach.com/pitch-deck-template

Done correctly, a pitch deck is an effective way to answer common investor questions like:

• What is your product?

• What problem do you solve, and for whom?

• Who are your competitors, and what sets your product apart?

• How big is your market, and how fast is it growing?

• How do you generate revenue, and how easily can you get to $100M in annual revenue?

• How do you acquire and retain customers efficiently and at scale?

• Why is your team the right team to build this product and business?

• What is the roadmap for your product, company and the success metrics for each stage?

• What is the strategy to manage key risks on the roadmap?

• How much capital do you need to get from where you are now to escape velocity?

Business Solution Pitch Deck Model - Full and Fast ( highlighted ) options to present

1. Domain  solutions landscape - universe of solutions in domain in VCC as SWOT value x total cost ( our target )

2. A sample domain  solution today - conceptual model of typical solution in VCC VCE XUC

3. Domain challenges with impact metrics VCRST.I for XUC GAPS

4. Domain opportunities with impact metrics VCRST.I for XUC GAPS

5. Our new  solution capability impacts metrics VCC VCRST.O for XUC GAPS as PRDs

6. Our new Solution Technologies Applied in conceptual VCC VCE solution model diagram

7. Problem 1 Our Example Solution Demo w  metrics VCRST.O for XUC GAPS as PRDs

8. Problem 2 Our Example Solution Demo w  metrics VCRST.O for XUC GAPS as PRDs

9. Our services to support client solution journey success - BANT

10. Market SWOT, TAM, SAM, SOM,

11. Solution Team, Partners & Journey

12. Solution Value and Investment with Case Study & ISR References > others found

13. Questions ? 2 way consensus

14. Summary Impacts and Next Steps

Copy of Section's AI Pitch Deck Template.pptx

Copy of Gleamr Free Pitch Deck Template v3 With Notes.pptx

A Solution Design Deck with VCE, VSP template

DLT Blockchain Concepts in 10 seconds

Cragco-Warehouse-Mgt-Solution-Concepts pitch deck example

Sample Slides for the Pitch Deck

Your pitch deck needs to address every aspect of your business that you might include in a business plan. Here's what to include on each slide:

Cover slide

Announce your big idea—the one thing you do better than anyone else. You have 10 seconds to hook your audience. Cover slide example.

VCI - Value Chain Innovations and Key Market Impacts for Use Case Context

Investment Summary slide

Summarize the highlights of your business and investment opportunity. Provide a teaser for what's to come. Investment Summary slide example.

VCF - Value Chain Investment funds summary and Governance model

Team slide

Introduce a team with the experience and expertise to transform your opportunity into a large, profitable business. Team slide example.

VCT - Value Chain Team ( our team, our advisors, partners, vendors, community concepts too ) for the VCC

Problem slide

Describe the problem you solve. Identify your target customers (and users) and explain why they are frustrated with current solutions. Problem slide example.

VCP - Value Chain Problem Summary in the Use Cases with Key Impact Metrics

Solution slide

Explain how you provide a better solution and list the unique benefits for customers and users. Solution slide example.

VCS - Value Chain Solution Summary, Key Roles and Governance model

Product slide

Show how your product works in three simple steps. Keep it visual. Product slide example.

VCP - Value Chain Product Summary, Key Roles and Governance model

Operations Results slide

Show how your solution runs in three simple steps with 3 key impacts estimated ( save 30%, 10% faster, 40% higher customer sat impact targets ). Keep it visual. Product slide example.

VCP - Value Chain Product Summary, Key Roles and Governance model

Competition slide

List your competitors. Explain why your product is better than theirs in the eyes of your customers and users. Competition slide example.

VCSWOT - SWOT analysis Summary for the Market Use Case

Market Opportunity slide - TAM, SAM, SOM - Total Market - Our Reach - Our Forecast

Show how much money you'll make when you dominate your target market. Market Opportunity slide example.

VCEF - VCE Market Forecasts on Key Metrics with key Go To Market strategy and verifications and Governance model

Business Model slide

Explain how you make money. Business Model slide example.

VCBM - VCE for the VCC and Governance model

Traction slide

Prove that customers love your product and are willing to pay for it. Traction slide example.

VC.Status - Where we are now, Key Metrics

VCNE - Value Chain Network Effect on stakeholder groups: forecasts vs actual - data, surveys

Growth Strategy slide

Explain how you'll acquire and retain customers. Growth Strategy slide example.

VCSS - VC Solution Strategy with Forecast and key verifications and Governance model

Product Roadmap slide

Show how you'll keep your product competitive. Product Roadmap slide example.

VCPS - VC Product Strategy with Key SWOT metrics and key verifications and Governance model

Financials slide

Provide a simple model, with explicit assumptions, of how much money you can make in the next 3-5 years. Financials slide example.

VCFF - VC Financial Forecast with key milestones and metrics for verification ( startup, first revenue, first profits, sustainable growth ) > income, balance sheet, cash flow key items and Governance model

Funding slide

Ask for the money you need and explain what you'll do with it. Funding slide example.

VCFR - VC Funding Rounds - plan vs actual results and Governance model

Investment Highlights Recap slide

Restate the highlights of your business and investment opportunity as a closer. Investment Highlights Recap slide example.

VCIF - VC Investment Funding model now with key metrics and controls

Contact slide

Provide contact details for your primary investor contact. Usually the founder/CEO. Contact slide example

Appendix slide

Optional. Include a few slides with positive press mentions, happy customer quotes, a summary of your technology stack, your detailed financial model, executive and advisor bios, etc.

Business Investment Strategies

invest-metrics-1-ltse.com-Ashton Kutchers startup investment strategy revealed.pdf.    GD

Key Bullet Points from Ashton Kutcher’s Startup Investment Strategy

General Investment Philosophy

• Focuses on investing in brilliant people solving hard problems rather than specific investment stages or revenue metrics.

• Does not use complex financial models to predict returns but instead funds the best and brightest.

• Believes that working with smart and innovative people often leads to strong returns.

Kutcher’s Investment Formula

• Evaluates investments based on two key factors:

  1. Return – Potential for 6-10x returns over 5-10 years.

  2. Happiness – Enjoyment and alignment with the work.

• Investments must deliver financial returns while being personally fulfilling.

Understanding What You Don’t Know

• Avoids rigid mathematical constraints that could exclude companies with high long-term value.

• Emphasizes vision over early revenue, as major businesses can grow from low-revenue startups.

Key Qualities in Founders

1. Domain Expertise – A unique insight into the sector, often based on:

   • Deep understanding of consumer behavior.

   • Historical knowledge of the industry.

   • Strong data-driven insights.

2. Grit – The ability to persevere through challenges and navigate difficulties.

3. Purpose – The startup should align with the founder’s personal mission and beliefs.

4. Charisma – The ability to attract talent and investors, making people want to work with them.

Red Flags in Founders

1. Questionable Principles – Founders must align with values like gender equality, racial equality, and integrity.

2. Lack of Domain Knowledge – Founders must understand the economics and motivational drivers of their industry.

3. Disrespect for Time – Poor communication and lack of consideration for others' time indicate potential leadership issues.

Role of an Investor Beyond Capital

• Investors should provide expertise, intelligence, and connections, not just money.

• Startup Growth Stages and Investor Roles:

  1. Early-stage validation – Idea formation, MVP creation, and initial customer engagement.

  2. Establishing feedback loops – Refining the product through customer interaction.

  3. Building a company – Hiring, finding product-market fit, and scaling operations.

  4. Fundraising & Scaling – Managing transitions from startup to large-scale growth.

• Investors help startups navigate challenges such as:

  • Scaling the team from founder-led to structured operations.

  • Fundraising milestones to secure long-term sustainability.

  • Preparing for acquisition or IPO.

Investment Approach Summary

• Uses traditional financial metrics (TAM, IRR, NPV) but prioritizes impact and capability.

• Focuses on working with great people to solve meaningful problems, trusting that financial success will follow.

This strategy emphasizes vision, strong leadership, and long-term impact over short-term financial models. 🚀

Investment Metrics

https://www.investopedia.com/articles/fundamental-analysis/09/five-must-have-metrics-value-investors.asp

Key Takeaways

• Value investing is a strategy for identifying undervalued stocks based on fundamental analysis.

• Berkshire Hathaway leader Warren Buffett is perhaps the most well-known value investor.

• Value investors use financial ratios such as price-to-earnings, price-to-book, debt-to-equity, and price/earnings-to-growth to discover undervalued stocks.

• Free cash flow is a stock metric showing how much cash a company has after deducting operating expenses and capital expenditures.

• Value investing is a style of investing championed by Benjamin Graham in the first half of the 20th century.

https://cleartax.in/s/top-5-thumb-rules-for-investing

1. Rule of 72

We just want our money to double in value and look for ways to do so in the shortest time possible. The Rule of 72 makes estimating the number of years it would take for your money to double quite easy.

Take the number 72 and divide it by the investment product’s rate of return. The amount you will arrive at is the number of years it will take for your money to double. Let’s say you’ve invested Rs 1 lakh in a product with a 6-percentage-point return. When you divide 72 by 6, you get 12 as a result.

That means in 12 years, your Rs 1 lakh will have grown to Rs 2 lakh.

2. Rule of 114

The ‘rule of 72′ tells you how long it will take to double your income, and this rule tells you how long it will take to triple your money.

Rule of 114 has a mathematical formula that is close to Rule of 72. Divide the number 114 by the investment product’s rate of return to arrive at this result. The remaining years are the number of years it would take for your investment to triple. Hence, if you invest Rs 1 lakh in a product with a 6% interest rate, it will grow to Rs 3 lakh in 19 years according to the rule of 114.

3. Rule of 144

Two times 72 equals 144. As a result, the ‘rule of 144′ can simply be understood as a tool for calculating how many years your money can expand four times if you know the rate of return.

For example, according to Rule 144, if you invest Rs 1 lakh in a product with a 6% interest rate, it will grow to Rs 4 lakh in 24 years. To measure the number of years it would take for the money to raise four times, simply divide 144 by the product’s interest rate.

Now, as crucial as it is to understand how quickly your money rises, it is also critical to know how fast your money depreciates.

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4. Rule of 70

This is a great rule to use when estimating how much your existing wealth will be worth in 10 or 20 years. And if you do not spend or invest a single penny from it, its value would be much lower than it is now. Inflation is to blame.

Divide the number 70 by the current inflation rate to arrive at this figure. The number you arrive at represents the number of years it would take for your money to be worth half of what it is now.

Consider the following scenario: you have Rs 50 lakh, and the current inflation rate is 5%. In 14 years, your Rs 50 lakh will be worth Rs 25 lakh, according to the law of 70.

5. The 10,5,3 rule 

When we invest money or even consider investing money, we usually look for the rate of return on our investments. The 10,5,3 rule will assist you in determining your investment’s average rate of return.

Though mutual funds offer no guarantees, according to this law, long-term equity investments should yield 10% returns, whereas debt instruments should yield 5%. And the average rate of return on savings bank accounts is around 3%.

What are the best rules for success managing investments startup technology firms?

To successfully manage investments in startup technology firms, focus on thorough due diligence, building strong relationships with founders, and maintaining a long-term perspective, while also being prepared to provide ongoing support and potentially additional capital. 

Here's a more detailed breakdown of key rules for success:

1. Thorough Due Diligence & Market Analysis:

• Understand the Market:

  Conduct a comprehensive market analysis to assess the size and potential of the target market, identify key competitors, and understand the competitive landscape. 

• Evaluate the Business Model:

  Analyze the startup's business model, its scalability, and its ability to generate revenue and achieve profitability. 

• Assess the Team:

  Evaluate the experience, expertise, and track record of the founding team, as well as their ability to execute their vision. 

• Analyze Financial Projections:

  Scrutinize the startup's financial projections, including revenue forecasts, expense budgets, and cash flow statements. 

• Perform Due Diligence:

  Conduct thorough due diligence to uncover potential risks and red flags. 

2. Building Strong Relationships:

• Connect with Founders:

  Establish strong relationships with the founders and management team, and stay in regular contact to receive updates on the company's progress and challenges. 

• Provide Support and Advice:

  Be prepared to provide ongoing support and advice, as well as potentially additional capital, to help the startup succeed. 

• Network:

  Build a strong network within the startup ecosystem to access valuable information and opportunities. 

3. Long-Term Perspective:

• Be Patient: Investing in tech startups is a long-term game, requiring patience and resilience to navigate market volatility and challenges.

• Focus on Value Creation: Focus on building long-term value rather than short-term gains.

• Be Prepared for Setbacks: Recognize that not all investments will be successful, and be prepared to accept losses and learn from them. 

4. Financial Planning and Management:

• Develop a Financial Plan:

  Create a comprehensive financial plan that outlines the startup's financial goals, strategies, and key performance indicators (KPIs). 

• Manage Cash Flow:

  Monitor cash flow closely and ensure that the startup has sufficient funds to operate and grow. 

• Seek Professional Advice:

  Consult with financial advisors and accountants to ensure that the startup is on sound financial footing. 

5. Diversification and Risk Management:

• Diversify Investments: Don't put all your eggs in one basket. Diversify your investments across different startups and sectors to mitigate risk. 

• Understand Your Risk Tolerance: Assess your risk tolerance and invest accordingly. 

• Set Clear Expectations: Have realistic expectations for returns on investment in tech startups. 

Real Estate Investment Metrics

https://www.stessa.com/blog/10-real-estate-investing-metrics/

invest-metrics-The Top 10 Metrics Every Real Estate Investor Should Know (and Why) - Stessa.pdf

Potential Value Opportunities

Potential Challenges

Candidate Solutions

Step-by-step guide for Example

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