Notes
Slide Show
Outline
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Helping Technology Companies Develop Investor Presentations
  • NBIA 21st International Conference
  • April 4, 2007


  • Peter Abramo, Ph.D. Executive Director, CETES
  • Michael Edmondson, Ph.D., President, MEAPA
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What is CETES?
  • Business Incubator: Starting new technology companies
  • Economic Development: Providing support services to regional companies and research support to regional governments
  • Entrepreneurial Studies: Teaching students how to be entrepreneurs
  • www.cetes.org
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What is MEAPA?
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The Creative Economy Environment
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The Information Exchange Rate Is Now
Occurring In Seconds or ‘Real-Time’
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The Amount Of Information Continues To Grow
At An Unprecedented Rate
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The Amount Of Time And Effort Required To Complete Tasks Has Decreased
  • What you do with technology


  • Send and receive text messages
  • Take still pictures
  • Take video
  • Play games
  • Access the internet
  • Instant message
  • Send and receive email
  • Play and/or download music
  • Watch movies
  • Watch television
  • Read a newspaper
  • Get access to sports
  • Make phone calls
  • Upload ring tones
  • Create a web page or social network page
  • Write or contribute to a blog
  • Make travel arrangements
  • Buy a Car


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"Why you do the things..."
  • Why you do the things you do with technology


  • Find a job
  • Find a friend
  • Buy a car
  • Conduct competitive intelligence
  • Do research for homework
  • Perform market research
  • Research a medical opinion
  • Locate employment opportunities
  • Apply to a school
  • Take a class or seminar
  • Compare prices when shopping
  • Stay in touch with family/friends
  • Buy a house
  • Make an investment
  • Get access to news
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The Four Dynamics of the Creative Economy
Intersection:  Effort, Mobility, Speed and Information
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The Creative Economy Demands That You Ease The Decision-Making Process Of Your Customers
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The Creative Economy Demands That You Avoid Making The Traditional Communication Mistakes
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The Story Used for Investors Is Built On A Communication Tree
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The Investor Presentation
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What do Investors want to see?
  • Good Market Opportunity
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Contents of the Investor Presentation
  • Title
  • The Problem
  • Opportunity
  • Competition
  • The Product Solution
  • Value Proposition
  • Marketing and Sales Approach
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Market Assessment:
The Problem, The Opportunity,
The Competition
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Defining Your Market:
The “Problem”
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Market Opportunities
  • What new developments will alter the dynamics of this market?
    • Ability of one product to create a Community of Users
    • Reaction of existing Community of Users
    • Patent expiration
    • New competitor
    • Legal/regulatory changes
    • Alteration in sales position of products
    • New ways to solve the problem
    • Other
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Identifying Market Opportunities
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What groups do you target first?
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Who Will Care if you Enter the Market?
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Product Solution and Value Proposition
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Clearly Describe Your Product

  • Write a brief description of your product and its value proposition.  It should be clear and short.  Have a non-expert re-write it.


  • Having already reviewed the market, it will be clear where your product fits in this market.


  • Having already reviewed the competition, it will be easy to point out what’s unique about your product.
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You Need To Show a Clear Understanding of the Value Proposition and Positioning
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Communicate Your Value Proposition Effectively So That You Are Positioned Correctly
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Step 1 – List Your Attributes
  • Drug
    • Side Effects
    • Efficacy
    • Mechanism of Action
    • Ease of Use
    • Dosing
    • Formulation
    • Contraindications
    • Indications
    • Half-Life
    • Cost
    • Reimbursement
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Step 2 – List Competitor’s Attributes
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Step 3 – Create Attribute Canvas
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Step 3 – Create Attribute Canvas
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Step 4 – Complete Positioning Grid
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Step 5 – Identify Value Proposition
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Step 6 – Implementation
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MEAPA’s Creative Economy Pre-Business Plan Development Process
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Designing a Marketing Strategy
and Forecast
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What must happen for this strategy to be successful?
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Be clear on difference between strategy and tactics
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Determine the Impact of Your Success
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Determine the Impact of Your Success
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Determine the Impact of Your Success
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Forecast Assumptions


  • A list of the assumptions here not only explains what the forecast is base on, but becomes a discussion document if the forecast needs to be revised.


  • The forecast is based on information contained in the market evaluation tools you have created.
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Provide Multiple Forecasts
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Business Model and Management Team
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Sample Business Models
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Senior Management Staffing Plan
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Functional Staffing Plan
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Succession Plan for Key Management
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Pieces Of The Creative Economy Story
For Investors
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Explain Where the Product is in Development
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Prepare for Use of Investor’s Money
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Contact Information