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.
See how this template is structured. As this is just an example, you can customize it.
1. Company Name
2. Company Location
3. Website
4. Contact Email
5. Product
6. Market Segment
7. Product Description
8. Attachment
1. Evaluators
1. Does this product interest us?
2. Why?
3. What are the key things to look for in the pitch?
1. Pitch Date
2. Pitch Location
1. Team
2. Product
3. Strategy
4. Current market
5. Customer validation
6. Marketing
1. Company
2. Product
3. Market
4. Consumers and Marketing
5. Financial Analysis
6. Final thoughts
7. Should we make an investment?
8. Changes we want to see
9. Attachments
1. Value
2. Participation
3. Contract terms and conditions
4. Attachments