Tech Enabled Services Investment Memorandum Template - 75 Pages
For: Tech-Enabled Service Companies selling services with a Transactional Revenue model or Subscription Revenue Model.
This comprehensive 75-slide Investor Memorandum (IM) is crafted for tech-enabled services businesses with transactional revenue or subscription revenue, that are selling services to end customers that are enabled via the company's unique (or white labelled) technology platform. This IM is designed to provide a clear picture of your tech-enabled service business, highlighting key aspects that investors expect to see in a detailed company presentation.
The ideal presentation is between 45 and 60 slides. Choose the most impactful of the slides provided for your deck (you can always provide the other slides at later stages in the process, or at the investor's request).
Ideal Company Stage: This deck is suited to a progressed Seed raise, or a Series A or Series B capital raise. A Full IM is usually required after the initial pitch meetings and the shorter form pitch deck has been provided. Please see our Tech Enabled Service Pitch Deck if you need something in a shorter form.
Key Features:
- Covers every aspect of your business: The IM provides a comprehensive technical and narrative overview of your business, structured to showcase the investment opportunity and future growth potential of the modern tech-enabled services business model.
- Essential Metrics, Data, and Projections: Featuring over 75 crucial metrics, tables, and forecasts, the IM effectively conveys the performance and strategic plans of your business.
- Customizable Slides: Choose from 45-60 slides out of 75 available, with multiple design options for key slides to best present your company's story. All graphs and graphic elements can be tailored to your brand.
- Proven Structure: The IM is built on decks that our founder has used successfully in capital raising and includes insights from over 100 other investor presentations, ensuring an optimal mix of slides, graphics, and data to captivate potential investors.
- Coaching Notes: Each presentation slide comes with detailed coaching notes, guiding you on what investors seek and why. This helps you present your data and financial statements compellingly. These coaching notes distinguish our products from other well-designed decks available, providing the equivalent of having a corporate advisor at your side.
Sections:
- Introduction: Story, Exec Summary, Key Investment Information, Founders + More
- The Company: Mission etc, Values, Journey, Team, Structure + More
- Business Model: Model, Competition, Customer Personas, Service Dynamics, Vendors, Partnerships, Customer Demographics, Pricing, IP and Regulations +More
- Market & Customer Dynamics: Addressable Market, Sales, Revenue & Profitability Metrics, Service Model and Dynamics, Customer Profitability Dynamics, Growth Plans, Efficiency + More
- Financial & Deal Information: Forecasts, Assumptions, Growth Initiative, Use of Funds + More
- Appendices
Specs:
- 75 Slides
- Editable brand design, prose, and strategy statements
- Comprehensive coaching notes on every page explaining the page and its importance
- Editable graphs and tables to illustrate your financial projections and market analysis
- Available in Canva and PowerPoint
- Google Slides can be created by importing PowerPoint
COACHING NOTES
Our resources contain comprehensive coaching notes explaining why and how we have included specific information, financial metrics and guidance. Not only do you get the 'what' you also get the 'why'.
MADE IN OZ FOR A GLOBAL AUDIENCE
Our resources are transferable to capital raising and funding topics in other countries, particularly the US. Downloads that are only relevant to Australia are clearly marked that way.
TRY OUR FREE STUFF FIRST
We give away amazing free resources that kick-start you your funding journey, so that you can be assured of the quality of our resources before you commit to paying.
BE INFORMED
Avoid long-term negative consequences of bad funding decisions.
Not to scare you, but if you take money from the wrong investor, in the wrong deal, that type of decision is near-impossible to reverse. Arm yourself with relevant, detailed information and walk into your pitch meetings and funding conversations looking (and sounding) like a pro.
BOOK A MEETING WITH OUR CREATOR
Sally can help you with any burning questions you have about funding, as it is relevant to your business. Take a meeting with Sally to explain your unique situation and she can recommend the next natural steps in your funding journey.
