Instructions for use Ownership This investor presentation template is the property of AECF Connect and comes with no implied or direct undertaking as to.

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Instructions for use

Ownership

This investor presentation template is the property of AECF Connect and comes with no implied or direct undertaking as to its accuracy or completeness.

Modifications

• You are authorized to make modifications to this template to suit your company.

Unauthorized use

• You may not redistribute this template without prior written permission of AECF.

Accuracy of information

• It is acknowledged by the user that the accuracy of the information to be furnished in this business plan is entirely the responsibility of the user.

Contact

• If you have any questions regarding this template please contact [email protected]

[This slide should be deleted before use]

Issue Date: October 2014

[insert your company name]Investor Presentation – [insert date]

[insert company logo]

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Executive Summary

• Statement of investment opportunity

• What the company does:• Key objectives• Main accomplishments to date

• Overview of industry

• Products and/or services

• Current and projected operating levels

• How much capital are you looking to raise, why is it an attractive opportunity for an investor

[summarise in two lines the investment opportunity]

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Executive Summary

Year -2 Year -1 Year 0 Year 1 Year 2 Year 30

5

10

15

20

25

30

35

40

0

5

10

15

20

25

Revenue and Profit growth analysis (USDollars)

Sales Gross Profit EBITDA

Years

Sa

les

an

d G

ross

Pro

fit

EB

ITD

A

[Dummy Data – double click to insert your own data]

• Summarize revenue and profit growth

• Key driver(s) of profitability

• Key assumptions in revenue growth are:• Assumption 1• Assumption 2

[summarise in two lines the financial forecasts]

Financial Requirements

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[Summarize funds required, period of financing requirement and disbursement (both timing and mode)]

Provide the following:• Basic information required to analyze your capital requirements• Financing options proposed, funds required and timing• Financial uses over the period of financing requirement

Financing uses (Planned)

USD Financing Sources (Proposed)

USD

Use no.1 (e.g.. Working capital)• Period e.g. Q2,2015• Period e.g. Q4, 2017

- Source 1• Year, stage(requested,

contracted etc.)

-

Use no.2 (e.g. Factory construction)• Period e.g. Q2,2015• Period e.g. Q2,2016

- Source 2• Year, stage(requested,

contracted etc.)

-

Total -- Total --

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The Management Team

CEO name• Academic qualifications• Previous accomplishments• Number of years of experience in this field

CFO name• Academic qualifications• Previous accomplishments• Number of years of experience in this field

Operations name• Academic qualifications• Previous accomplishments• Number of years of experience in this field

Sales and Marketing Director• Academic qualifications• Previous accomplishments• Number of years of experience in this field

[summarise in 2 lines what is attractive about the management team]

Photo

Photo

Photo

Photo

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Governance[describe in summary the strength of your governance structure and processes]

• Outline the control and ownership structure• List directors of company and/or group companies• Describe governance processes and controls

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Social Impact

Baseline

• Show current impact. This should be fact based i.e. outline using figures

e.g. 1,000 tonnes of waste per year are used by locals to fertilize 200 ha of land

• Impact no. 1 • Impact no. 2

Next

• Show potential impact after investment. Should be fact based• Impact no. 1• Impact no. 2

[summarise in 2 lines the nature and strength of the impact of your business on low income households]

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Description of Operations

Detail the following key areas• Location• Equipment • Labor• Process - describe production details

[summarise the nature and strength of the business’s operations]

Stage 1

Describe Process

Describe Process

Describe Process

Describe Process

Stage 2

Stage 3

Stage 4

Operations

[Detail your supply chain using the below as a guideline]

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[summarise the state of your supply chain, production and distribution details]

• Make or buy

• Procurement

• Purchasing

• Supplier & Contractor appraisal

Procurement

• Production strategy

• Production Activity and control

Production• Distribution strategy

• Distribution network optimization

• Transportation& Warehousing

Distribution

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Operations

Outline the following:• Barriers to entry• Value add features incorporated in

products• Operational changes necessary to

achieve objectives in business plan• Key capital and human

requirements necessary to deliver the products/services

Give summary of growth strategy guided by break even analysis

[summary of factors that give your firm competitive advantage]

Year-2 Year-1 Year 0 Year 1 Year 2 Year 30

5

10

15

20

25

30

35

40

Break Even Analysis

Revenues Costs

YEARS

Amou

nt in

‘cur

renc

y’

[Dummy Data – double click to insert your own data]

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Products and Markets

Outline the following:• Industry you operate in• Market in the past, present and future (projected position)• Breakdown of market per product and associated revenue in tabular form

[give an overview of demand in your industry and the market (both current and potential)]

Product Description Market (Region)

Revenues (US$)

Product 1

Product 2

Product 3

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Target Markets

• Market subdivision and criteria for the subdivision (e.g. geographic area, product lines, pricing etc.)

• Primary market focus - Region

- Size in relation to total market

- Size of this segment that your business will serve

• Pie chart (can also be done in a graph) illustration of target market, or map showing number of geographical markets.

[summarize both primary and secondary markets]

A25%

B55%

C20%

Market Segments

A B C

[Dummy Data]

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Target Markets

Details on direct competitors

[summary of competitor information]

Competitor A – insert name

Competitor B – insert name

Competitor C – insert name

Estimated Sales

Business Description

Competitive Positioning

Key Clients

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Target Markets

• Company’s potential in the market• Size of the market• Potential growth rate• Biggest growth driver for your

company• Reason for this market’s

attractiveness

• Statement of intent regarding market position

[summary of market share growth strategy]

[How do you sell your product?]

[Where to sell the product?]

[What is the product and who is it for?]

Marketing Strategy

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Pricing

• Type of pricing policy

• Comparison of competitor pricing policies vs company’s policy

• Outline gross margins by products and main pricing drivers per product (Tabular form)• Include assumptions, if any, made in coming up with the policy

• Outline strategy to stay abreast of market place changes e.g. new innovations, competition etc.

[summarize how you have developed pricing policy, description of margins (high, low etc.) and a brief comparison to competitor pricing]

Product A Product B Product C

Price

Gross Margins (%)

Main price drivers

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Timeline and Milestones

[Provide list of objectives by start and completion date and by budget.]

[Summarize the overall of objective(s) of the company and the proposed completion date]

Time e.g. Q1, 2010

Time e.g. Q1, 2010

Time e.g. Q1, 2010

Time e.g. Q1, 2010……….

Milestone Milestone MilestoneMilestone

MilestoneMilestoneMilestoneMilestone

Milestone

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Growth Plan

Detail the following:

• Growth expectations (both demand & production growth)

• Plan to ensure product success If new product is being introduced

• Opportunities, if any, to be created for further growth

[summarize demand trends expected and the corresponding plan by the firm to cater for this increase. Brief also on plan to ensure profitability of the firm]

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Financial Model

Outline financial plan that defines your financial model and pricing assumption detailing:• Historical, current and projected views• Scaling up needs, on-going profit/loss, and break-even• Assumptions and comments

Provide pro forma 3 to 5 year financial statements (balance sheet, cash flow statement, profit and loss account)

[summarise in two lines the financial forecasts]

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Profit & Loss Statement ProjectionProfit & Loss Statement - [insert actual dates for financial years]

Calendar Year Year -2 Year -1 Year 0 Year 1 Year 2 Year 3

Revenues

Product A

Product B

Gross Revenues

Cost of Product sold()

Gross Profit

Operating Expenses ()

-

-

Gross Operating Profit (EBITDA)

Depreciation ()

EBIT

Interest & Fee Income/ (Expense)

Income Taxes ()

Net Income

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Cash Flow Statement ProjectionCash Flow Statement - [insert actual dates for financial years]

Calendar Year Year -2 Year -1 Year 0 Year 1 Year 2 Year 3

Operating Activities

-

-

Net Cash

Investing Activities

-

-

Net Cash

Financing Activities

-

-

Net Cash

Beginning Cash

Change in Cash

Cash (to)/from debt reserve

Ending cash