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

Welcome aboard

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