Documente Academic
Documente Profesional
Documente Cultură
1-PAGE PITCH
BLUEPRINT
IDEAS DEALS
A proprietary method based on the book
PITCH ANYTHING by Oren Klaff RAISE MONEY SALES
PROJECT COMPANY TEAM
AND
TRACK-RECORD
THE DIFFICULT OUR SOLUTION
PROBLEM WE SOLVE ( HIGH LEVEL )
Get FREE online access to Oren’s New Sales Training: OREN.PITCHANYTHING.COM/NEXTSTEPS2 Pitch Anything Blueprint Page 2
THE BIG IDEA
in 47 WORDS
b FINDING A GREAT IDEA is easy. Selling it to customers and investors
is a lot harder.
But when you are trying to reach buyers you don’t know well, a different
psychology is in effect. It’s harsh but true — the quality of a pitch and how
fast you can deliver it will determine how many people will look at your
offer, consider it, and invest.
Oren Klaff
Get FREE online access to Oren’s New Sales Training: OREN.PITCHANYTHING.COM/NEXTSTEPS2 Pitch Anything Blueprint Page 3
THE PROBLEM WE ALL HAVE
CONFUSING IDEAS AND LONG PRESENTATIONS
There is a fundamental disconnect between the way a
typical sales presentation is prepared and the way it is
received by a buyer. As a result, at the crucial moment,
when it is most important to be convincing, nine out of ten
times we are not. Our most important information has a surprisingly low
chance of getting through. You need to understand why this disconnect
occurs in order to fix it, overcome it, and successfully sell your products
and ideas.
YOU MAY HAVE A STRONG OFFERING, BUT BECAUSE THE MARKET HAS
OVERWHELMED buyers with too many of every kind of deal, it’s hard to get
attention. The bottom line: a weak pitch affects your ability to close a sale
BORING AND COMPLEX
and generate revenue. DEALS DON’T DO WELL IN
TODAY’S MARKET
1 2
of 400Q as a top digital
last 14 months. Driving this slowdown is the change in the rate of income that is being offered to
across creative and media. WE SOLVE THIS PROBLEM CORE SOLUTION ELEMENTS
investors: cap rates have been steadily decreasing and there has been a corresponding drop in agency.
Organic search is excellent for Our technology creates fast access
yields. In the market for Exchange retail investors, income is a priority.
HERE’S THE 5 WEEKS JOIN A 70% FAILURE
CREATIVE MEDIA BUY SETUP/TRAIN LICENSE MEASURE ROI
driving traffic, but very difficult to
compete for.
to page 1 organic search results.
$75M
as the company’s Chief Acquisition Officer and is responsible for the IN UPFRONT COSTS
Carlsbad CA 92008
oren@intersectioncapital.com company’s extensive collateral portfolio and the document preparation
and financial review. Mr. Klaff has syndicated $100MM of real estate iand
oversees the marketing of a $300M real estate portfolio.
The jump from player to team is much harder than you would 4 KEY REASONS: WHY TECHNOLOGY IS HARD TO DELIVER
DEVELOPMENT SCHEDULE
think ... because being on a team is a little like being in a band:
1
2019 2020 2021
ASSET CLASS LOCATION ASSET BUDGET Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 lotsQ4of strong personalities need to work together smoothly. It STEAM GROUPS don’t give you enough information
RESIDENTIAL
RESIDENTIAL
LOS ANGELES
ORANGE CO.
$8.2M
$8.0M
looks fun but the work of “winning” is intense and requires hard on the team you’re signing up to play with.
work and strong sense of team; not something gamers are
2
RESIDENTIAL TBD $3.2M
RESIDENTIAL LOS ANGELES $5.4M
known for. FORUM THREADS don’t give you enough detail on
RESIDENTIAL ORANGE CO. $2.1M
RESIDENTIAL TBD $2.1M a prospective teamate.
LOS ANGELES $5.4M
3
RESIDENTIAL
Mike Smith is the account executive for REDDIT POSTS take too much time and are difficult for
DreamTeam and leads business development. Reddit novice to navigate
mike@dreamteam.zero
4
800-555-1212 FIND A PLAYER sites are too thinly populated and are
largely amatuer efforts by non-gamers.
Get FREE online access to Oren’s New Sales Training: OREN.PITCHANYTHING.COM/NEXTSTEPS2 Pitch Anything Blueprint Page 4
THE SOLUTION
WHAT YOU SEND A BUYER SHOWS 3 THINGS ABOUT YOU:
1. Your ability to organize your thoughts
2. Your understanding of the sales process (don’t overwhelm me and respect my time)
3. Your professionalism
So when the request comes in: SEND ME SOMETHING, whether you send a little or a lot, you absolutely
need a one page proposal.
Provide a summary that captures all the key ideas and important value of your product
BUT STILL LEAVES ROOM for conversation e.g. another meeting.
1
IDATOR
AL WHAT’S CHANGING?
S
V
These are conscious IPO In Healthcare, there are dozens of companies interested in the
M&A
and subconscious value proposition of ANTI-INFECTION TREATMENT. We have EXIT ANALYSIS
reasons to pay identified— and explore give segments where there is a clear M&A rationale
to acquisition. Over 50 companies are represented.
attention. THE PROBLEM WE ARE WORKING TO SOLVE KEY FEATURES
HOSPITALS AND URGENT CARE FACILITIES RELY on two methods to handle
infection. If either of these treatments don’t work, your chances of getting very High-margin, high EBITDA products IPO RATIONALE
sick go up substantially. Zinc enables intercellular adhesion of the bacteria. Large new-customer pipeline >$1B
Remove the zinc, and the bacteria cannot build its protective biofilm because Products are two generations ahead of
the cellular building blocks won’t bind together. Without a protective
mechanism, bacteria is much more susceptible to antibiotics.
competitive offerings
Limited options to investors in the HPA
segment
ACME
1. Remove It. 2. Kill It. 3. Cover it.
In technical medical terms
this is called debridement. It is and includes antibiotics applied
Dressings are used in an attempt
to seal out bacteria and control
IPO
the removal—that is surgically topically (creams or foams) or moisture content. Many come
cutting out—of a patient’s dead, given intravenously. with additives to absorb excess
damaged, or infected tissue. moisture or assist in healing.
2
Y HOO IT’S A DIFFICULT INTERSECTION CAPITAL DEAL
TR
Mike Smith is the account
HEALTHCARE MARKET SIZE AND GROWTH
SUMMARY $120B executive for ACME and leads
PROBLEM TO SOLVE
EXIT ANALYSIS
HIPA RELATED PRODUCTS business development.
mike@dreamteam.zero
KS
EN
3
RRATIV
NA
E
KEY FEATURES
Explains uniqueness
and advantage in
plain English.
4
RRATIV
NA TEAM
E
Snapshot of who is
in charge and why
they are the right
person to lead.
Get FREE online access to Oren’s New Sales Training: OREN.PITCHANYTHING.COM/NEXTSTEPS2 Pitch Anything Blueprint Page 5
WHAT YOU CAN EXPECT FROM THE BLUEPRINT
THE SIX MINUTE PITCH BLUEPRINT CAN HELP YOU IMMEDIATELY CONVEY TRUST and credibility to your
new buyers. They will give you high-priority status and attention to your ideas, and all this happens
within minutes.
* Your pitch will pass through their initial screens * You will close sales faster and more efficiently
successfully and be marked as important than ever before.
materials that require evaluation.
* You will find yourself in the desirable position of
* Your cost to acquire new being able to select the best buyers
buyers will dramatically instead of taking what you can get.
fall, as the call-back rate
from your one page pitch
is much higher than with
conventional methods.
1 2
of 400Q as a top digital
across creative and media. WE SOLVE THIS PROBLEM CORE SOLUTION ELEMENTS
agency.
Organic search is excellent for Our technology creates fast access
driving traffic, but very difficult to to page 1 organic search results.
CREATIVE MEDIA BUY SETUP/TRAIN LICENSE MEASURE ROI compete for.
3 4
THE KEY CHALLENGE KEY FEATURES
We deal with the difficulty of 1. Fast implementation 2. Low cost
$5,660,000 REDUCTION getting page 1 placement. 3. Measureable results 4. Reporting +1 800-555-1212
IN UPFRONT COSTS oren@pitchanything.com
Get FREE online access to Oren’s New Sales Training: OREN.PITCHANYTHING.COM/NEXTSTEPS2 Pitch Anything Blueprint Page 6
PITCHANYTHING
HERE’S WHAT’S INCLUDED
1-PAGE PITCH
BLUEPRINT
IDEAS DEALS
A proprietary method based on the book
PITCH ANYTHING by Oren Klaff RAISE MONEY SALES
PROJECT COMPANY TEAM
SOCIAL PROOF
detailed income projections are provided on page 4 SOCIAL PROOF SOCIAL PROOF
ROI, KEY ECONOMICS AND MOST IMPORTANT NUMBERS
10% 20% 30%
NEXT STEPS
STARTING POINT FORECAST BY YEAR AND RATE Summary of next steps, time
constraint and other control
elements.
YEAR 1 YEAR 2 YEAR 3
Why we think this forecast will hold true and what current trendlines are in the market
ALSO INCLUDED are four real world examples of 1-pagers that have sold deals, raised money and created
large deals. These show how it was done in Consulting, Medical Technology, Start-Up, Real Estate Deals.
IN THE DEVELOPED MARKETS
INTERSECTION CAPITAL DEAL IPO In Healthcare, there are dozens of companies interested in the
M&A
REAL ESTATE FUND
MAJOR METROS - CALIFORNIA SUMMARY value proposition of ANTI-INFECTION TREATMENT. We have
identified— and explore give segments where there is a clear M&A rationale
EXIT ANALYSIS
THERE ARE 250 MILLION VIDEO GAME PLAYERS
to acquisition. Over 50 companies are represented.
KEY INVESTMENT MERITS DETAIL THE PROBLEM WE ARE WORKING TO SOLVE KEY FEATURES
MANY/MOST/ALOT WANT TO JOIN A COMPETITIVE TEAM, SO THERE
RESIDENTIAL REHAB
HOSPITALS AND URGENT CARE FACILITIES RELY on two methods to handle
infection. If either of these treatments don’t work, your chances of getting very
sick go up substantially. Zinc enables intercellular adhesion of the bacteria.
High-margin, high EBITDA products
Large new-customer pipeline >$1B
IPO RATIONALE SHOULD BE 50 MILLION TEAMS. BUT THERE ARE ONLY 1M. WHY?
Remove the zinc, and the bacteria cannot build its protective biofilm because Products are two generations ahead of
the cellular building blocks won’t bind together. Without a protective
mechanism, bacteria is much more susceptible to antibiotics.
competitive offerings
Limited options to investors in the HPA
segment
ACME HOW ARE 49M+ PLAYERS FAILING TO JOIN COMPETITIVE TEAM PLAY?
1. Remove It. 2. Kill It. 3. Cover it.
In technical medical terms Dressings are used in an attempt IPO HERE’S THE 5 WEEKS JOIN A 70% FAILURE
this is called debridement. It is and includes antibiotics applied to seal out bacteria and control
the removal—that is surgically
cutting out—of a patient’s dead,
topically (creams or foams) or
given intravenously.
moisture content. Many come
with additives to absorb excess
BASIC MATH
$15 AVG. COST TEAM AFTER 90 DAYS
damaged, or infected tissue. moisture or assist in healing.
2
the Department of Molecular Biochemistry and
GEOGRAPHIC FOCUS LOS ANGELES HEALTHCARE IT
Microbiology. Dr. Smith focuses his research in
mechanistic studies of cellular adhesion and known for. FORUM THREADS don’t give you enough detail on
INVESTMENT FOCUS SHORT HOLD HIGH YIELD receptor-mediated signaling to include the a prospective teamate.
Based on five years experience in the syndication of assets with EXIT DATE 2020 LAB/DIAGNOSTICS study of bio receptor disease. He has over 40
3
stabilized cash-flow to retail investors, primarily in residentiall assets, TARGET SIZE $30M
Peer Reviewed publications and 2 patents to
his name.and a PhD in Molecular Biophysics
Mike Smith is the account executive for REDDIT POSTS take too much time and are difficult for
Intersection has identified a green field opportunity in this market that MARKET SHARE TARGET $80M from Yale University and was a Postdoctoral DreamTeam and leads business development. Reddit novice to navigate
TARGET PROJECT COMMITMENT $5M Fellow at the California Institute of Technology. mike@dreamteam.zero
4
800-555-1212 FIND A PLAYER sites are too thinly populated and are
TIME TO CAPITAL MARKETS EVENT
yield for investors, and significantly improved profitability for our largely amatuer efforts by non-gamers.
investors.
S
While investor demand remains high, sellers are turning their product too slowly, erodingTItheir
margins. Both the velocity and volume of equity absorption in the market has slowed over the
Y
SEC
last 14 months. Driving this slowdown is the change in the rate of income that is being offered to
investors: cap rates have been steadily decreasing and there has been a corresponding drop in
yields. In the market for Exchange retail investors, income is a priority.
$75M
Carlsbad CA 92008 as the company’s Chief Acquisition Officer and is responsible for the
oren@intersectioncapital.com company’s extensive collateral portfolio and the document preparation
and financial review. Mr. Klaff has syndicated $100MM of real estate iand
oversees the marketing of a $300M real estate portfolio. CONSULTING AGREEMENT: SUMMARY OF CONTRACT
DEVELOPMENT SCHEDULE
ASSET CLASS
RESIDENTIAL
LOCATION
LOS ANGELES
ASSET BUDGET
$8.2M
Q1 Q2
2019
Q3 Q4 Q1 Q2
2020
Q3 Q4 Q1 Q2
2021
Q3 Q4
MARKETING & AD PLACEMENT NET PROGRAM
COST TO DEVELOP
MEDIA AND LAUNCH $2M
Actual COST in
ROI MARKETING TARGET
RESIDENTIAL ORANGE CO. $8.0M
RESIDENTIAL TBD $3.2M
RESIDENTIAL LOS ANGELES $5.4M
RESIDENTIAL
RESIDENTIAL
ORANGE CO.
TBD
$2.1M
$2.1M
REDUCTION OF COSTS summarized OUR VALUE & METHOD
We are a digital marketing agency offering
CURRENT PERFORMANCE TARGET SPEND & ROI
RESIDENTIAL LOS ANGELES $5.4M
customer acquisition services for companies
DOCUMENT PREPARATION WEEK 1 $470K looking to generate leads and sell products
online. Everything we do is in support of the
DIGITAL MARKETING WEEK 1 $250K final conversion delivering the right
message at the right time.
ANNUAL MINIMUM WEEK 2 28% $2,100,000 $6,440,000
CONTRACT PERIOD WEEK 3 2018 FULL YR.
TARGET CPI WEEK 3 $1.25 COST REDUCTION
TARGET ROI WEEK 4 3.15X Organic Search is like a snowball, or
flywheel, the more you push and turn, the
TOTAL SPEND Q1 WEEK 4 $1,700,000 greater the results. While search engines
evolve, the principles are still the same
VOLUME REDUCTION WEEK 5 -18% today - answer questions & deliver the best $199,600,000 $139,150,000
Sarah Jones is CEO of possible user experience.
Bryan Smith is an Internet
entrepreneur with almost 400Q a top advertising
20 years of experience agency in the U.S. that has CURRENT CLIENTS INCLUDE $12,100,000 $10,900,000
pioneering digital compa- helped its clients capitalize
nies, and a track record for on industry changes.
growing businesses in During her 12-year tenure
disruptive markets, Sarah has lead the agen- b Once your website is properly aligned with technical and optimization standards, the ongoing
including the meteoric rise cy’s adaptability, building efforts focus on growing the voice and authority of your business.
best in class practices
1 2
of 400Q as a top digital
across creative and media. WE SOLVE THIS PROBLEM CORE SOLUTION ELEMENTS
agency.
Organic search is excellent for Our technology creates fast access
driving traffic, but very difficult to to page 1 organic search results.
CREATIVE MEDIA BUY SETUP/TRAIN LICENSE MEASURE ROI compete for.
3 4
THE KEY CHALLENGE KEY FEATURES
We deal with the difficulty of 1. Fast implementation 2. Low cost
$5,660,000 REDUCTION getting page 1 placement. 3. Measureable results 4. Reporting +1 800-555-1212
IN UPFRONT COSTS oren@pitchanything.com
Get FREE online access to Oren’s New Sales Training: OREN.PITCHANYTHING.COM/NEXTSTEPS2 Pitch Anything Blueprint Page 7
INTRODUCING A REAL ESTATE DEAL
(insert your own picture over the logo!)
INTERSECTION CAPITAL
REAL ESTATE FUND
DEAL
MAJOR METROS - CALIFORNIA SUMMARY
KEY INVESTMENT MERITS DETAIL
RESIDENTIAL REHAB
S
While investor demand remains high, sellers are turning their product too slowly, erodingTItheir
margins. Both the velocity and volume of equity absorption in the market has slowed over the
Y
SEC
last 14 months. Driving this slowdown is the change in the rate of income that is being offered to
investors: cap rates have been steadily decreasing and there has been a corresponding drop in
yields. In the market for Exchange retail investors, income is a priority.
$75M
Carlsbad CA 92008 as the company’s Chief Acquisition Officer and is responsible for the
oren@intersectioncapital.com company’s extensive collateral portfolio and the document preparation
and financial review. Mr. Klaff has syndicated $100MM of real estate iand
oversees the marketing of a $300M real estate portfolio.
DEVELOPMENT SCHEDULE
2019 2020 2021
ASSET CLASS LOCATION ASSET BUDGET Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
RESIDENTIAL LOS ANGELES $8.2M
RESIDENTIAL ORANGE CO. $8.0M
RESIDENTIAL TBD $3.2M
RESIDENTIAL LOS ANGELES $5.4M
RESIDENTIAL ORANGE CO. $2.1M
RESIDENTIAL TBD $2.1M
RESIDENTIAL LOS ANGELES $5.4M
Get FREE online access to Oren’s New Sales Training: OREN.PITCHANYTHING.COM/NEXTSTEPS2 Pitch Anything Blueprint Page 8
CONSULTING AGREEMENT: SUMMARY OF CONTRACT
NET PROGRAM
COST TO DEVELOP $2M
MARKETING & AD PLACEMENT MEDIA AND LAUNCH Actual COST in
ROI MARKETING TARGET
20 years of experience
pioneering digital compa- helped its clients capitalize
nies, and a track record for on industry changes.
growing businesses in During her 12-year tenure
disruptive markets, Sarah has lead the agen- b Once your website is properly aligned with technical and optimization standards, the ongoing
cy’s adaptability, building efforts focus on growing the voice and authority of your business.
CONSULTING AND SERVICES AGREEMENT
Page 9
IN THE DEVELOPED MARKETS
Page 10
IPO In Healthcare, there are dozens of companies interested in the
M&A
value proposition of ANTI-INFECTION TREATMENT. We have EXIT ANALYSIS
identified— and explore give segments where there is a clear M&A rationale
to acquisition. Over 50 companies are represented.
THE PROBLEM WE ARE WORKING TO SOLVE KEY FEATURES
HOSPITALS AND URGENT CARE FACILITIES RELY on two methods to handle
infection. If either of these treatments don’t work, your chances of getting very High-margin, high EBITDA products IPO RATIONALE
sick go up substantially. Zinc enables intercellular adhesion of the bacteria. Large new-customer pipeline >$1B
Remove the zinc, and the bacteria cannot build its protective biofilm because Products are two generations ahead of
the cellular building blocks won’t bind together. Without a protective competitive offerings
mechanism, bacteria is much more susceptible to antibiotics. Limited options to investors in the HPA ACME
segment
Page 11