Private Equity Investment Deck Powerpoint Presentation Slides

Private Equity
Investment Deck
Company XX
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Table of Contents
Executive Summary XX
Key Highlights XX
Organizational Structure XX
Milestones Achieved XX
The Problem XX
The Solution XX
Geographical Footprint XX
Product / Services XX
Strong Customer Retention XX
Market Leader in a Segment XX
U.S.P Slide XX
Competitive Landscape XX
Technology Trend XX
Business Model XX
Revenue Model XX
Growth Strategy XX
Marketing Strategy XX
Market Size XX
Financial Summary XX
Financial Projection XX
Financing XX
Use of Funds XX
Shareholding Pattern XX
Exit Strategy XX
Geographical Expansion XX
Benefits of Funding XX
Title Slide No. Title Slide No.
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Executive Summary
Net Revenue 1,703.1 2,022.0 3,184.5 3,476.6 30.4%
% Growth in Revenue 14.4% 19.0% 57.3% 9.8%
EBITDA 261.3 361.6 746.9 781.8 40.1%
% EBITDA 15.3% 17.8% 23.4% 22.3%
PAT 162.0 187.7 350.0 337.7 33.7%
% PAT 9.5% 9.2% 11.0% 9.6%
Net Worth 405.3 844.8 1,017.3 1,303.3
Net Debt 916.5 1,059.4 953.8 2,119.3
ROCE (%) 21.0% 18.9% 33.5% 24.6%
Net Revenue 1,703.1 2,022.0 3,184.5 3,476.6
Particulars ($ MM) FY15 FY16 FY17 FY18E FY15-18 CAGR
Company XX introduction line
Key USP and competitive advantage
Key clients
Major accreditations and certifications for the company
Company infrastructure of location advantage, if any
Market leader/product leader/new product/idea
First to implement anything
Staff/workforce updates
Financials
Company
Overview
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Key Highlights
India’s top
telecom company
1st
Leader in automobile
components in India
Only Indian company
provider having a
XYZ certification
1
Amongst world’s top 10
automobile companies
10
5 year revenue
CAGR (FY12-17)
30%
Average ROCE
(FY12-17)
24.3%
Number of
certified welders
125+
Number of countries
company XX exports to
20+
1st
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The Problem
Problem 2
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to your needs and capture your
audience's attention.
Problem 3
Problem 4
Problem 1
To better illustrate your problem, as
well as convey the problem
statement to someone who’s less
immersed in it than you, consider
adding some components like 1.
What do you need? 2. Reason
behind the need. This will provide a
better understanding to the investor
for your funding requirement
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The Solution
This slide is 100% editable.
Adapt it to your needs and
capture your audience's
attention.
Save Time
attention.
Save Money
attention.
Save Energy
If the investor has no
clue what the product
does even after
getting deep into a
pitch; now is the time
for a short explanation
or demo
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XX has a Well Planned Growth Strategy
Industry footprint
End product
Target geographies
Customer segment
Product mix
Qualifications /
Accreditations
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
This slide is 100% editable. Adapt it to your needs and capture your
This slide is 100% editable. Adapt it to your needs and
capture your audience's attention.
This slide is 100% editable. Adapt it to your
needs and capture your audience's attention. This slide will make the
investor understand that
you have a clear vision for
growth. We have added
the most commonly used
growth strategies which
can be altered by you as
per your requirement
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Growth Strategy Summarized
Present areas of Focus
Future areas of Focus
1
2
3
4
5
6
This slide is divided into
two segments: inside one
will focus on present
capability areas of your
company; while outside
area will focus on Future
capabilities
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Financial Projections – Income Statement
Mar-16 Mar-17 Mar-18 Mar-19 Mar-20 Mar-21 Mar-22
Net Sales 3,476.6 4,632.6 6,421.4 8,542.4 11,451.0 14,418.8 18,109.4
Expenses
Cost of Goods Sold 2,200.4 2,859.0 4,148.2 5,467.2 7,271.4 9,156.0 11,499.5
Employee Benefit Expense 226.5 280.5 321.1 507.2 583.9 675.3 875.4
Other Expenses 299.7 552.9 570.1 728.9 939.7 1,162.5 1,429.8
EBITDA 781.8 971.7 1,409.1 1,868.5 2,687.8 3,459.5 4,342.0
% EBITDA 22.3% 20.8% 21.9% 21.8% 23.4% 23.9% 23.9%
Financing cost 273.9 293.0 305.3 361.9 423.0 500.6 646.0
Profit after Tax 337.7 409.5 691.5 972.9 1,614.7 2,109.5 2,361.8
% PAT 9.6% 8.8% 10.7% 11.4% 14.1% 14.6% 13.0%
Income Statement (USD MM)
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Financial Projections – Balance Sheet
Mar-16 Mar-17 Mar-18 Mar-19 Mar-20 Mar-21 Mar-22
Shareholders‘ Equity 1,632.4 1,856.0 3,247.5 4,220.4 5,835.2 7,944.6 10,306.4
Non–current Liabilities 989.0 1,155.0 1,033.3 829.1 744.2 569.8 1,285.4
Short–term Borrowings 1,603.8 1,681.6 2,139.6 2,835.0 3,813.4 4,797.6 5,982.1
Trade Payables 433.7 682.6 852.4 1,123.4 1,494.1 1,881.4 2,362.9
Current Liabilities 2,438.1 3,258.5 4,097.1 5,434.9 7,287.5 9,170.6 11,472.5
Total Liabilities 4,730.4 5,904.1 8,012.6 10,119.1 13,501.5 17,319.7 22,699.0
Total Fixed Assets 1,751.3 2,073.3 2,734.8 2,726.7 2,848.2 2,943.7 4,462.7
Inventories 1,215.8 1,355.2 2,120.6 2,754.6 3,649.3 4,569.9 5,730.8
Trade Receivables 1,061.3 1,713.1 2,068.3 2,742.9 3,657.9 4,596.4 5,752.4
Cash and Bank Balances 258.8 264.4 375.5 1,018.9 2,288.3 3,948.9 5,287.4
Short–term Loans & Advances 131.6 290.6 325.8 387.1 456.4 530.7 623.2
Current Assets 2,747.8 3,624.0 4,890.9 6,904.1 10,052.5 13,646.5 17,394.5
Total Assets 4,730.4 5,904.1 8,012.6 10,119.1 13,501.5 17,319.7 22,699.0
Balance Sheet (USD MM)
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Financing
Investment Terms:
› Preferred Equity (convertible in to common) @ X pre-
money valuation
› Convertible note @ $X valuation cap; 1.5 X premium
How much capital are you willing to raise? - $5 MM
Valuation of the company - $10 MM
You need to have a
clear idea on the
valuation of company,
and how much equity
are you willing to dilute
before going to any
investor
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40%
18%
30%
12%
Use of Funds
New Hires
Operational Cost
Marketing
Product Development
Relevant Example: Sales
& Marketing, Hire key
employees, Founder
Salaries; Build out/further
develop technology, File
patents; Achieve key
milestones: 1st client?
Breakeven time? 3x
Revenue growth?
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Goals of Funding
› Customer Base is projected to reach 1 MM users
› Annual Production will reach XX metric tones
› Geographic diversification will reduce the associated risk
› Increased Cash burn rate will help in addition of new customers at a faster rate
Market Share
will increase by
13%
Employees
headcount will reach
5000
Production Capacity
will increase by
20%
Operating cost
will reduce by
50%
Revenue will
increase by
80%
Add few data points
which will support
the implications of
after-effects of
funding
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Shareholding Pattern
Before Funding After Funding
%
Name 1
85 55.5%
41 26.8%
15 9.8%
5 3.3%
12 7.8%
45 35.7%
47 37.3%
09 7.1%
12 9.5%
13 10.3%
Total
158 100% 126 100%
Name 1
Name 2
Name 3
Name 4
Name 5
Total Shares %
Total Shares
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Exit Strategy
Financial Buyer:
Will your company generate excess cash flow that could make
it attractive to financial buyers to generate a return?
Acquisition:
Most likely exit options for companies:
› Name potential companies (any unique relationship with them)
› Name type/category of companies that could acquire you?
› Why would they acquire you? How do you fir in their category?
› Why won’t they try to built it themselves?
IPO:
Least likely exit for a company, but a probability. Preferred strategy
only when no buyer could afford the valuation of your company.
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Organization Chart
Name
Head - Projects
Name
Managing Director
Name
Head - Employee
Relations & Admin
Name
Executive Director
Name
Head - QA
Name
CEO
Name
Production
Name
Head -
Customer
Relations
Name
Head -
Bending
Name
Quality Control
Name
Head -
Finance
Name
Head -
Business
Strategy
Name
Head -
Materials
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Milestones Achieved
Highlight 3
You can mention any
significant developments that
happened during this period.
FY15
Highlight 2
You can mention any
FY14
Highlight 2
You can mention any
FY13
Highlight 2
You can mention any
FY16
Adding few success
stories with the
investors will grab
their eyeballs and
further support your
pitch
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Milestones Achieved
FY17
You can mention
any significant
developments that
happened during
this period.
Highlight 1
FY15
You can mention
any significant
developments that
happened during
this period.
Highlight 3
FY16
You can mention
any significant
developments that
happened during
this period.
Highlight 2
FY14
You can mention
any significant
developments that
happened during
this period.
Highlight 4
Adding few success
stories with the
investors will grab
their eyeballs and
pitch

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Geographical Footprint
19
Figure 1: Global Presence
Russia
Canada
Australia
Brazil
South
Africa
Company XX Facilities
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and capture your audience's attention.
Business Development and Customer
Support Facilities
Engineering Facilities
Offshore Facility (Proposed)

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Geographic Expansion – Inorganic Opportunity
Your text here
Your text here
Location
Add Location Details
Infrastructure
Add details such as Land area,
Production Capacity etc.
Key Points
Other relevant details
about this expansion
Overview
Benefits
Benefit 1:Sub- Point
Current Status and Process Going Forward
› Current Status Details
› How much time will this expansion take?
› Other details about expansion process
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Emphasis Geographic & Product Expansion
Diversification
Investment Benefits
Location Benefits
Cultural Benefits
Financial Benefits
Stable Infrastructure
Better Logistics
02
04
06
01
03
05
07
Adding few success
stories with the
investors will grab
their eyeballs and
pitch
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Company XX Has Wide Range Of Products/Services
Product Segment 1 Product Segment 2 Product Segment 3
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it to your needs and capture your
Customers preferring
Segment 1
Segment 2
Segment 3
Product mix by Customer Segments
Adding few success
stories with the
investors will grab
their eyeballs and
pitch
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…along with Superior Technical Capabilities
Capability 1
Capability 4
Capability 2
Capability 3
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…and state of the Art Infrastructure/ Manufacturing
Put Your Text Here Put Your Text Here
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Strong Customer Retention
Company XX has successfully capitalized on exiting reference list
to add major international clients
Prospective
Customers
FY13 FY14 FY15 FY16
Customer 1 25 Years 2,723
Customer 5 6 Years 718
Customer
Relationship
Duration
Last 5 yrs Avg. Rev.
($MM)
Key Customer Relationship
› Comments to be added
about client experiences,
relationship with particular
client, special events
› Snapshots of client feedback
could also be added in this
space
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Market Leader in a Segment
High quality standards List of all the accreditations and quality standard certifications
Past experience Details on past experience with the customers / production etc.
Sizable, state of the art
facility required
Details on company infrastructure, production size etc.
Highly skilled
workforce required
Information on company workforce, contractual labors erc.
List of all approvals required by customers
Stringent vendor approvals
and pre-Qs required
Parameters Company XX Capabilities
Add the key
parameters in which
your company is a
market leader. We
have shortlisted some
of them for your
reference
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Competitive Cost Advantage
Parameter Company XX Competitor 1 Competitor 2 Remarks
Comparison Between XX and Competitors
Parameter 1 120 ~130 to 140 150-160 › Add comments
Parameter 2 50-60 60-75 200-250 › Add comments
Parameter 3 300-310 340-350 350-410
Net cost
advantage
10-15% 30-40% › Add comments
This slide will highlight
your competitive
advantage in different
parameters. Try to be
as realistic as
possible.
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Competitive Landscape
Direct Competitors Indirect Competitors
Industry Segment 1
Company
Logos
Company
Logos
Industry Segment 2
Company
Logos
Company
Logos
Industry Segment 3
Company
Logos
Company
Logos
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Product Comparison
Feature 1
Feature 2
Feature 3
Feature 4
Feature 5
Feature 6

 

 






Company Indirect Competitor
XX A B C C
B
A
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SWOT Analysis
O
Opportunities
W
Weaknesses
T
Threats
S
Strengths
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editable. Adapt it to your
needs and capture your
This slide is 100%
This slide is 100%
This slide is 100%
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Technology Trend
Parameter 1 Technical Details
Advantages of using technology XYZ over other players
Parameters Technology XYZ
Conclusion of using this
technology
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your needs and capture your audience's
attention.
Technology X Technology XY Technology XYZ
Comments on why it is not used now
Show the pattern in
which technology has
changed in this
industry and how you
adapted yourself with
this change.
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Business Model
Company XX makes money when users make money rather than relying
on creating value through added service
Future Potential: Advertising
+ + =
Large
expected
user base
High quality
user data
Premium
targeted ads
Premium
targeted ads
From:
› Advertising
› Email
› Distribution partners
User Acquisition
Includes:
› A/c types
› Spending pattern
› Credit history
› Demographics &
preferences
Gather User information
Based on:
› History
› Usage
› Spending habits
› Current market
deals/rates
Intelligent Suggestions
Fee types:
› Bank A/c
› Credit card
› Cell phone carrier
› ISP
› Loan
User switches = Referral fee
This slide will be helpful
in making the investor
understand about how
your company works,
generates revenue and
structure of your
business model 32

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Revenue Model
Pricing? –
whether you charge flat fee or %?
Recurring Revenue Frequency –
Once every six months / Once a year
Expected conversion rate to get a paid client –
10% of total customers
Expected ARPU? –
$ 100
Life-time value of a customer?
$5000
Cost to Acquire a customer?
$100
We have considered 6
most important and
commonly considered
factors which are
expected by the
investors to be a part
of their revenue model
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Marketing Strategy
Website design
Analytics and
reporting
Email
marketing
Social media
Paid
advertising
Collaboration
Blog
Search engine
optimization
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Addressable Market In Sector 1
58.9% 58.8% 57.1% 57.6%
25.6%
27.5% 24.9% 20.2%
9.4%
8.3% 10.7%
11.3%
6.1%
5.4% 7.3%
10.8%
180
204 205 203
0
50
100
150
200
250
2014-2020 2021-2025 2026-2030 2031-2035
Fossil fuels Nuclear Bioenergy Biofuels
Expected global annual investment in Power (Nuclear,
Fossil, Bioenergy, Biofuels)
Addressable Market in Sector 1
XX’s addressable market (on annual basis)
India
10%
US
15%
Japan
3%
Europe
13%
South Africa
4%
China
5%
Others
50%
USD 3.2 bn
XX’s target
geographies
Show the market potential in
each of your segment and try to
be as realistic as possible. You
can use two approaches: 1.
Bottom-up approach where you
calculate and show the working
or 2. direct approach where do
you do some secondary
research for the market size
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Xx is Targeting a large Addressable Market
$1.00
$3.00
$6.30
$6.40
Sector 4
Sector 3
Sector 2
Sector 1
USD
XX has a large
market potential of
USD 16.7 bn
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Financial Summary
Summary Financials
› Revenue and Gross Profit
› EBITDA and EBITDA Margin
› PAT and PAT Margin
› WC Analysis
› ROCE and ROE
Revenue Split
› Quarterly Revenue Split
› Revenue Spilt By Geography
› Revenue Split By Product Mix
› Revenue split by
Segment/Sector
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Summary Financials – Revenue, EBITDA, PAT
Comments on growth/decline in financial statements & ratios
Revenue & Gross Profit
(USD MM)
1,703 2,022
3,184
425 657 1,168
24.9%
32.3%
36.5%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
40.0%
0
2,000
4,000
6,000
8,000
10,000
12,000
FY 15 FY 16 FY 17
Revenue Gross Profit
Gross Profit Margin
CAGR: 30%
EBITDA & EBITDA Margin
(USD MM)
261
362
747
15.3%
17.8%
23.4%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
0
400
800
FY 15 FY 16 FY 17
EBITDA EBITDA %
CAGR: 40%
PAT & PAT Margin (USD
MM)
CAGR: 34%
162 188
350
0.08
0.085
0.09
0.095
0.1
0.105
0.11
0.115
0
400
800
1,200
1,600
FY01 FY02 FY03
PAT PAT% Column1
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Summary financials – WC Analysis, ROCE, ROE
1,355
2,121
2,755
1,713
2,068
2,743
-683
-852 -1,123
(1,123)
97
109
113
(13)
7
27
47
67
87
107
127
(2,000)
(1,000)
0
1,000
2,000
3,000
4,000
5,000
6,000
FY15E FY16E FY17E
Inventories Trade Receivables
Trade Payables Other Net Current Assets
NWC Days
Comments on growth/decline in financial statements &
ratios
Working Capital Analysis (USD MM)
21.0%
18.9%
33.5%
47.0%
30.0%
37.6%
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
FY15 FY16 FY17
ROCE ROE
Comments on growth/decline in financial statements &
ratios
ROCE and ROE
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Revenue Split – By Quarter & Geography
273 240
702
432
433
722
423
613
649
574 736 1,112
0%
20%
40%
60%
80%
100%
FY15 FY16 FY17
Q1 Q2 Q3 Q4
Revenue Split by Quarter (USD MM)
Your Text Here Your Text Here
Revenue Split by Geography (USD MM)
2,237
1,217
4,335
1,240 3,404
2,086
3,477
4,621
6,421
0
1,000
2,000
3,000
4,000
5,000
6,000
7,000
FY 15 FY 16 FY 17
Domestic Exports Column1
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Revenue Split – By Product And Segment
123 123 141
285
180
401
559 561 579
168 157
203
0
100
200
300
400
500
600
700
FY15 FY16 FY17
Segment 1 Segment 2 Segment 3 Segment 4
Revenue by Segment (USD MM)
Your Text Here
6,800 7,572
9,561
1,460
3,241
2,350
345
444
336
1,382
1,380
1,562
9,987
12,637
13,808
0
2,000
4,000
6,000
8,000
10,000
12,000
14,000
16,000
FY15 FY16 FY17
Carbon steel Alloy steel Stainless steel Fitting
Your Text Here
Revenue by Product (USD MM)
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Client Testimonials
Client 1 Client 2 Client 3
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Contact Us
Name 1
Email ID
Contact Details
Name 1
Email ID
Contact Details
Name 1
Email ID
Contact Details
Office 1
Address with
Contact details.
Office 2
Address with
Contact details.
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✓ This slide is 100% editable. Adapt it to your
needs and capture your audience's attention.
Stacked Bar
0 20 40 60 80 100
FY 01
FY 02
FY 03
FY 04
✓ Product 2
✓ Product 1
70%
55%
40%
30%

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Donut Chart
35%
attention.
20%
attention.
8%
attention.
15%
attention.
19%
attention.
attention.
3%
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Clustered Column
20
35
26
46
0
10
20
30
40
50
Jan Feb Mar Apr
Profit
(In
percentage)
✓ Product 1
15
26
38
48
0
10
20
30
40
50
Jan Feb Mar Apr
Profit
(In
percentage)
✓ Product 2
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Stacked Column
40 40 60 80 100 120 140
180 200
90 110
140
170
206
230
260
270
370
0
50
100
150
200
250
300
350
400
450
500
550
600
FY 01 FY 02 FY 03 FY 04 FY 05 FY 06 FY 07 FY 08 FY 09
In
million
✓ Product 1 ✓ Product 2
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Scatter Bubble Chart
12
10
30
50 48
43
25
23
$0.00
$10.00
$20.00
$30.00
$40.00
$50.00
$60.00
0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50%
In
price
5%
15%
20%
22%
32%
40%
46%
35%
Highest
Sale
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Pie Chart
30%
25%
20%
10%
15%
Product 1
Product 2
Product 5
Product 3
Product 4
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0%
100%
200%
300%
400%
500%
600%
FY01 FY02 FY03 FY04
In
percentage
Clustered
Column - Line
✓ Product 1 ✓ Product 2 ✓ Product 3

53
0
10
20
30
40
50
60
70
80
90
100
FY01 FY02 FY03 FY04 FY05 FY06 FY01
In
percentage
50%
✓ Product 1 ✓ Product 2
Area Stacked

54
Jan
Feb
Mar
Apr
May
Jun
✓ Product 1
✓ Product 2
Radar Chart

✓ This slide is 100% editable. Adapt it to your needs
✓ This slide is 100% editable. Adapt it to your needs
OUR
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Our Awesome Team
Marry Dsouza
Director
Lora Peter
Manager
John Carter
CEO & Founder
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Elisabeth Finder
Designer
capture your audience’s
attention.
Parth Disuza
Assistant Manager
attention.
Jessica Parker
Advisor
attention.
About Us
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Comparison
Female
attention.
Male
attention.
VS
35% 65%
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Finance
45%
Minimum
75%
Medium
95%
Maximum
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Quotes
It’s not just about being better. It’s about
being different. You need to give people a
reason to choose your business.
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Dashboard
Medium
Low
High
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Location
attention.
attention.
attention.
attention.
Brazil
Nigeria
China
United
States
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Post It
attention.
attention.
attention.
attention.
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Timeline
2012 2013 2014 2015 2016 Today
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Puzzle
01
02
03
04
05
attention.
attention.
attention.
attention.
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Circular
01
02
03
04
05
06
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Target
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