Investment Story Key Points
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MatchToGrow is a synergy-driven matchmaking and investment platform focused on transparency and growth, based on a Liechtenstein legally compliant brokerage model.
Key Elements
This illustration below is easy to use in practice and provides a good framework for developing the investment story. The nine key points described form the foundation and ultimately lead to the core product and benefit. This is logically linked to all of the nine points in one way or another. The outer circle is defined by the KPIs that can be derived from this model, which must be well-founded, arguable and comprehensible to investors.Â
Key Elements of a Compelling Investment Story (& Pitch Deck)
| Market & Idea | Describe market dynamics and the idea for your solution in a clear, understandable way – the main aim here is to convince investors of the uniqueness of the business idea and its market relevance. |
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Market Opportunity (Problem-Solution Fit) |
The market opportunity raises the question of which segments are attractive at all (in terms of market size and profitability). On the other hand, you have to critically examine in which segments you are in a position to develop competitive strength. |
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Competition |
A clear and concise presentation of the most relevant competitors is also essential for a convincing investment story – and it is usually necessary to think outside the box. |
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Purpose (WHY, Why Now) & Value Proposition |
Defining the WHY is usually one of the most difficult tasks. Why? Because it is about the deeper meaning and vision behind the business idea – in essence, the element that makes a brand and its products truly outstanding in the long term. |
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Target Segments & Success Factors |
Identifying the target segments and the success factors that convert them into users and ideally turn them into convinced ambassadors for the product is crucial. To do this, it is often advisable to carry out appropriate market research. |
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Business Model (Offerings & Revenue Streams) |
In terms of offers and revenue streams, we are moving into the area of the business model. This exercise is so important because it forces you to define concrete offers or products and to derive realistic sales potentials. Together with the required activities, this results in an overview of the most important key points and a basis for subsequent business planning. |
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Marketing & Go-to-Market |
The marketing strategy shall define the cornerstones of product, positioning & user journey; the go-to-market approach translates the business model into operational implementation of market entry and market development – ideally for the first 3 to 5 years. A time horizon parallel to the business plan seems sensible in that it always refers to a corresponding activity plan. |
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Team, Traction & Roadmap |
The team is one of the most critical points, as it is ultimately responsible for the success or failure of the project. An external, objective evaluation of the team’s capabilities is highly recommended. The results to date and the planned roadmap are also the best way to provide sound evidence of these skills. |
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Financials & Structure |
The financial plan and financing requirements should be derived conclusively from the expected revenue streams and expenses – it is expedient to show the investment areas in detail and back them up with arguments and a targeted corporate structure. If the project launches a token, the token utility concept and the distribution (“tokenomics”) should also be defined at this point according to a specific scheme – and ideally tested in simulations. |
Market Opportunity Portfolio
The graphical illustration of the market opportunity portfolio provides a good and clear overview of the target segments that can ensure the desired growth and on which the strategic focus must be placed as a result. Experience has shown that it makes sense to expand this perspective to include the aspect of deal complexity.
About MatchToGrow
All projects on MatchToGrow will benefit from the entire compendium of the investment story template. As soon as a project has registered and been accepted, it receives free access. Registration is very simple via https://matchtogrow.com/get-listed/
We welcome all founders and teams who want to make use of MatchToGrow to develop, improve and get the funding they need for their project.
We wish you a lot of energy in building up and much success in the process!
