Investor Pitch

Template

This is a template to filter pitch requests, schedule and see the pitch to analyze if it’s a good investment or not. The phases’ fields include general topics presented on pitches and general considerations to be taken while evaluating an investment.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Pitch Request Start Form

 

  • 1. Company Name

  • 2. Company Location

  • 3. Website

  • 4. Contact Email

  • 5. Product

  • 6. Market Segment

  • 7. Product Description

  • 8. Attachment

Pitch Requests

 

  • 1. Evaluators

First Analysis

 

  • 1. Does this product interest us?

    • Yes
    • No
  • 2. Why?

  • 3. What are the key things to look for in the pitch?

Schedule

 

  • 1. Pitch Date

  • 2. Pitch Location

Pitch

 

  • 1. Team

  • 2. Product

  • 3. Strategy

  • 4. Current market

  • 5. Customer validation

  • 6. Marketing

Second Analysis

 

  • 1. Company

  • 2. Product

  • 3. Market

  • 4. Consumers and Marketing

  • 5. Financial Analysis

  • 6. Final thoughts

  • 7. Should we make an investment?

    • Yes
    • Maybe
    • No
  • 8. Changes we want to see

  • 9. Attachments

Negotiation

 

  • 1. Value

  • 2. Participation

  • 3. Contract terms and conditions

  • 4. Attachments

Done

 

Rejected

 

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