1 of 12

Company Name

One sentence that explains what you do and why it matters.

Series A · [Month Year]

1 / 10

2 of 12

01 · COMPANY PURPOSE

What We Do

Write a single declarative sentence that defines your company's mission.

The test: can a smart 12-year-old understand this?

• Avoid jargon, feature lists, and acronyms.

• If you need more than one sentence, keep editing.

Example placeholder: "[Company] makes it possible for [who] to [do what] without [pain]."

2 / 11

3 of 12

02 · PROBLEM

The Pain We're Solving

Describe the customer's world without your solution. Be specific.

Current situation

• Who is the customer? (be precise)

• What does their current workflow/solution look like?

• Why does the status quo fall short?

The cost of inaction

• Time lost, money wasted, opportunity missed — quantify if possible.

• Real customer quote or anecdote goes here.

3 / 11

4 of 12

03 · SOLUTION

Our Eureka Moment

Explain why your approach is uniquely suited to solve this problem.

The core insight

• What did you see that others missed?

• Why is this the right solution, not just a solution?

Why it endures

• Network effects, proprietary data, technical moat — what makes this defensible?

Where it goes

• Natural expansion paths: adjacent problems, new customer segments, new geographies.

4 / 11

5 of 12

04 · WHY NOW?

The Timing Is Right

What changed?

• Technology shift

• Regulatory change

• Consumer behavior shift

• Market hit critical mass

Add detail here. Why now — not 3 years ago, not 3 years from now?

Proof points

• Data point #1

• Data point #2

• Data point #3

The best "why now" answers feel obvious once stated, but weren't obvious before.

5 / 11

6 of 12

05 · MARKET POTENTIAL

The Opportunity

Size the market with a bottom-up view, not just a top-down TAM.

TAM — Total Addressable Market

• [X number of customers] × [price] = $[Y]B global opportunity

SAM — Serviceable Addressable Market

• Realistic segment you can reach in 3–5 years

SOM — Your Target

• Where you win first and why · Beachhead market

6 / 11

7 of 12

06 · COMPETITION

How We Win

Direct competitors

• Competitor A — their approach, their weakness

• Competitor B — their approach, their weakness

Indirect / status quo

• Spreadsheets / manual process

• [Legacy solution]

Be honest. Investors know your market.

Our unfair advantage

• What we do that they can't easily copy

• Proprietary data / technology / distribution

Why customers switch

• Key differentiator #1

• Key differentiator #2

Replace this with a 2x2 or comparison table if helpful.

7 / 11

8 of 12

07 · BUSINESS MODEL

How We Make Money

Keep it simple. One clear revenue model with the key levers.

Revenue model

• [SaaS / Transactional / Marketplace / Usage-based / Other]

• Price: $[X] per [seat/month/transaction]

Unit economics (if available)

• CAC: $[X] · LTV: $[Y] · LTV:CAC: [Z]x · Payback: [N] months

Go-to-market

• How you acquire customers today · What scales

8 / 11

9 of 12

08 · TEAM

Why We're the Ones to Build This

Connect your background directly to this problem. Lead with relevance, not credentials.

[Founder Name], CEO

• [X] years in [relevant industry] · [Most relevant prior role/company]

• Why this problem is personal or uniquely suited to them

[Founder Name], CTO

• [Technical background] · [Prior company/project]

Advisors / Key hires

• [Name], [brief credential] · [Name], [brief credential]

9 / 11

10 of 12

09 · FINANCIALS

The Numbers

Show what you know. Highlight growth, not just revenue.

Traction (if applicable)

• $[X] ARR · [N]% MoM growth · [N] customers · [N]% retention

24-month projection

• [Month 1–12]: $[X] → $[Y] ARR

• [Month 13–24]: $[Y] → $[Z] ARR

Use of funds

• Raising $[X] · [N] months runway

• [%] Product · [%] Sales · [%] Operations

10 / 11

11 of 12

10 · VISION

Where We're Going

If all goes well — what does the world look like in 5 years because you built this?

The 5-year picture

• [Number] customers served, [geography], [market position]

• What category have you defined or dominated?

The bigger mission

• Beyond revenue — what changes in the world?

Be ambitious. This is where conviction matters most.

11 / 11