Lesson 3: Preparing for Pitch

This lesson stretches over a number of days that include setting expectations for final pitch presentation materials and work days. It also outlines the details on how to create an investor packet.

Required Outcomes

  • Student teams will prepare a customized Pitch presentation.
  • Student teams will develop and prepare an investor packet of materials to be supplied to the BOD before pitch.
  • Students will practice strategies for successful public speaking.

Preparing for Pitch

Investor Packet Assignment

Each team will create an informational brochure/packet that introduces their company to the investor in order to provide the beginnings of a compelling argument to be funded.


  • Present your most up to date Business Model Canvas
  • 1 page on why your company should be funded
  • Introduce all team members
    • What are your roles/responsibilities for your company?
    • Give a brief biography of each member
    • Provide up to date picture
  • Appendices
    • provide any additional or pertinent information that will help make a compelling argument to receive funding


  1. Gather and reflect on all of the company documents that have been created throughout the year.
  2. Create an outline for your brochure that supports the argument of your company being funded. Review the following company examples for inspiration:
  3.  Complete all requirements listed in parameters above. This includes collecting digital media (e.g., textual, graphical, audio, visual, and interactive elements) that enhances the understanding of why your company should be funded.
  4. As a team, construct your informational brochure using the following Google Docs Template as a starting point:
  5. Each team member should proof read the entire document while also allowing the mentor to review. Please make sure that the appropriate share settings are in place depending on which digital medium used
  6. Submit your informational brochure to teacher (Due Friday – May 19).

The Only “10” Slides You Need

The deck below is adapted from Guy Kawasaki’s: “The Only 10 Slides You Need in Your Pitch” infographic. The number 10 is more of a guideline than a hard rule, but you definitely shouldn’t have more than 15 slides.

Funding Pitch Presentation Rubric

Visit the link below to view the comprehensive rubric by which your team will be evaluated during the academic pitch.

Pitch Presentation

Each team will make a 10 minute presentation followed by a 10-12 minute question and answer session with the Board of Directors. Suggested questions or items to cover:

  • Introduce team and company via an elevator pitch. (Business Overview)
    • What is the problem you are trying to solve? Provide statistics where necessary.
    • How will you be solving the problem (solution)?
    • Let the investors experience the solution (i.e. screenshots or actual of app/website, prototypes, etc.)
  • Who has this problem (Customer Segment and Market Size)?
    • How large is this market (TAM/SAM/Market Share)? What does the size of the market mean to investors?
  • Who are your competitors? (Differentiation Points)
    • How do you differentiate your company from your competitors (Unique Value Proposition)? Why should people buy your product?
  • What is the 3 year financial forecast of your company? (Financial Summary and Ability to Generate Revenue/Growth)
    • What are your revenue streams and revenue forecasts within your three-year model?
      • Explain how your company will be making money.
      • What marketing and/or sales strategies will you be using to grow your business?
  • How will you acquire customers?
    • What is your gross profit margin for your three-year model?
      • Explain your COGS
      • If you don’t have COGS, in a simple sentence, explain why.
  • What is your net profit margin for your three-year model?
    • Be able to discuss main SG&A costs, in detail if asked. (Ex. If you are spending 7% of revenue on technology, what are you spending it on?)
    • No need to discuss taxes, just SG&A.
  • What did you learn about your company through the Minimum Viable Product process? What evidence can you provide about your business model? (Early Results)
    • What did you do for your MVP?
    • How did your business model change as a result of your MVP? This is where you should be providing evidence (qualitative and quantitative).
  • What capital funds are required to start your business?
    • What will you be using these capital funds for (uses)?
    • Are there any other sources of these funds that the Board should be made aware of?
    • What is the proposed structure of your business?
  • How will you conclude your presentation? Discuss group dynamics and commitment level.