Investor Memorandum (IM) for SaaS Businesses - 68 Pages

For: Software or Technology Companies with Recurring Revenue Subscription Business Models.

This comprehensive 68-slide Investor Memorandum (IM) is crafted for SaaS companies and other businesses with recurring revenue models. Whether you are charging annual subscriptions or have other subscription-based revenue streams, this IM is designed to provide a clear picture of your business, highlighting key aspects that investors expect to see in a detailed description.

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.

Key Features:

• Covers every aspect of your business: The IM is a complete technical and narrative retelling of your business, organized to highlight the investment opportunity and future growth potential.
• Essential Metrics, Data and Projections: With over 65 critical metrics, tables and forecasts, the IM effectively communicates the efficacy of your business model and future business plans, helping prospective investors understand the viability of your business today, and your future potential.
• Customizable Slides: Select between 45-60 slides from a choice of 68, with multiple design options available for important slides, to best tell your company's story. All graphs and graphic elements can be shaped to your brand.
• Proven Structure: The IM is based on decks our founder has successfully used in capital raising as well as analysis of over 100 other investor decks, ensuring the best combination of slides, graphics, and data to attract potential investors.
• Coaching Notes: Every presentation slide includes comprehensive coaching notes, helping you understand what investors look for during the due diligence process and why. This enables you to present your data and financial statements in the most compelling way.

This Investor Memorandum provides potential investors with a detailed description of your company, its business model, and investment opportunity. 

By using this IM, you can effectively communicate your business's future growth potential and competitive landscape to potential investors, helping them see the bigger picture and the clear investment opportunity your company presents. This document providing prospective investors with all the information they need to make an informed decision.

Sections:

• Introduction: Story, Exec Summary, Key Investment Information, Founders + More
• The Company: Mission etc, Values, Journey, Team, Structure + More
• Business Model: Model, Competition, Customers & Users, Partnerships, Demographics, Pricing, IP and Regulations +More
• Market & Customer Dynamics: Addressable Market, Sales, Revenue & Profitability Metrics, User Engagement, Growth Plans, Efficiency + More
•  Financial & Deal Information: Forecasts, Assumptions, Growth Initiative, Use of Funds + More
• Appendices

Specs:

• 68 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 (coming soon)
• Google Slides can be created by importing PowerPoint