PROJECT REPORT

ON

“A STUDY OF EVALUATING FUND RAISING SOURCES

AND INVESTMENT PITCH’’

AT
VM INTELLECT –TECHNOLOGY SOLUTION SALES AND
SERVICES PUNE

BY
BHUMETSNA DHARWIYA

FOR THE PARTIAL FULFILLMENT OF THE COURSE

PGDM [BUSINESS ADMINISTRATION]

MITCON INSTITUTE OF MANAGEMENT

BALEWADI, PUNE - 411045

2017 – 2019

1
 DECLARATION

I hereby declare that the SUMMER INTERNSHIP PROJECT report entitled

A STUDY OF EVALUATING FUND RAISING SOURCES AND
INVESTMENT PITCH” In “VM INTELLECT –TECHNOLOGY
SOLUTION SALES AND SERVICEs PUNE .submitted for the partial
fulfillment of Degree of Post- Graduation Diploma in Management (PGDM)
is the original work conducted by me The information and data given in the
report is authentic to the best of my knowledge. This summer training report
is not being submitted to any colleges for award of any other degree,
diploma, and fellowship.
Date:
Roll Number –BA 1617
BHUMETSNA DHARWIYA

2
INSTITUTE’S CERTIFICATE

3
COMPANY’S CERTIFICATE

4
 PREFACE

Education is the process of sharpening one’s mind. Education is something,

which is not given in class rather, it is a process, which can take place any
time and at any place, but to develop positive attitude towards & education
school and colleges have to work a long way. When any subject is taught
theoretically in class it is known as academics but when it is studied with the
subject applicability in real life it is known as & equal Professional
education. I am the student of PGDM a professional degree course. PGDM
the two year post-graduation diploma management. It is the perfect degree
course for student teaching them to deal the business.

This was the great opportunity for me to know all such things and also to
know how really operation is done and

introduced in the market, what are the hurdles are in the way of development
and what are the favorable feature
supporting the development. This credit of giving me such an exposure goes
to VM INTELLECT LTD.

Finally I myself truly declare that this report is being prepared on the basis
of true information collected during the visit by me and any error in it is
regretted.

5
 ACKNOWLEDGEMENT

I have taken efforts in this project. However, it would not have been possible
without the kind support and help of
many individuals and organization. I would like to extend my sincere thanks
to all of them.I have highly indebted to Mr. VIKRAMSINHA DESAI AND
AMRUTA JOSHI for their guidance and constant supervision as well as for
providing necessary information regarding the project & also for their
support in completing the project.
It is our privilege to express our deep sense of gratitude to our institute-
Mitcon Institute of Management and our
director Dr. Ganesh Rao, our mentor Ms. Neha Dhodapkar (Professor,
MIMA) for their efforts, guidance,valuable comments and suggestions for
making this project report.
We would like to express our gratitude towards our parents & member
of VM INTELLECT LTD. for
their kind co-operation and encouragement which help us in completion of
this project.We would like to express our special gratitude and thanks to
industry persons for giving us such attention and time.Thanks and
appreciations also go to our colleagues in developing the project and people
who have willingly helped us out with the best of their abilities.

Yours Sincerely,
Bhumetsna dharwiya

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 TABLE OF CONTENTS

Chapter Number Topic Page Number

1 Executive summary 8-9

2 Industry profile 10-20
3 Company profile 21-22
4 Research problem 23
5 Review of literature 24
6 Objectives 25
7 Research methodology 26
8 Concepts of fund 27-46
raising options and
investment deck
9 Data anylsis 47-48
10 Findings 49
11 Suggestions 50
12 Limitations 51
13 Conclusion 52
14 Learning 53

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 CHAPTER 1

EXECUTIVE SUMMARY

A pitch deck is usually a 10-20 slide presentation designed to give a short

summary of your company, your business plan and your startup vision. Pitch
decks also serve very different purposes, from trying to get a meeting with a
new investor, to presenting in front of a stage, and each one of them should
follow a different structure.

A demo day presentation, for example, should be very visual and contain
very little text. It’s going to be seen from afar and you’re going to do all the
talking. On the other hand, a pitch presentation that you’re planning to
email should be completely self explanatory. It’s going to be seen on a
laptop monitor, so small font is not so bad.

In these cases it’s also very useful to track your investor’s activity on the
presentation, to figure out if they actually read the 100% of the slides; this
can be critical when determining the frequency for follow up emails. In our
case, it was key to raising our most recent round of funding. A number
of pitch deck platforms offer this as a feature.

Pitch Deck Do’s

 Do include this wording at the bottom left of the pitch deck cover page:
“Confidential and Proprietary. Copyright (c) by [Name of Company].
All Rights Reserved.”
 Do convince the viewer of why the market opportunity is large.

8
 Do include visually interesting graphics and images.
 Do send the pitch deck in a PDF format to prospective investors in
advance of a meeting. Don’t force the investor to get it from Google
Docs, Dropbox, or some other online service, as you are just putting up
a barrier to the investor actually reading it.
 Do plan to have a demo of your product as part of the in-person
presentation.
 Do tell a compelling, memorable, and interesting story that shows your
passion for the business.

Do show that you have more than just an idea, and that you have gotten
early traction on developing the product, getting customers, or signing
up partners.

 Do have a soundbite for investors to remember you by.

 Do use a consistent font size, color, and header title style throughout the
slides

9
 CHAPTER 2

INDRUSTY PROFILE

Firstly I am briefing the current investment deck and fund raising option I
am also giving brief data about investment pitch for raising fund then at last
I am giving my suggestions and recommendation India’s Gross Fixed
Capital Formation at constant prices was Rs 40.88 lakh crore (US$ 561.44
billion) in 2017-18. The Government of India forecasts capital expenditure
to increase by 30 per cent from Rs 3 lakh crore (US$ 41.2 billion) in 2017-
18 to Rs 3.9 lakh crore (US$ 53.6 billion) in 2019-20. Net investments by
Domestic Institutional Investors (DIIs) reached Rs 90.85 crore (US$ 12.48
billion) in 2017. The total number of investor accounts with 43 active mutual
fund houses rose to a record 69.9 million at the end of February 2018 as
against 55.4 million in March 2017, backed by a strong participation from
retail investors, according to the Securities and Exchange Board of India
(SEBI).India has emerged as one of the strongest performers in terms of
deals related to mergers and acquisitions (M&A). The value of M&A
activity in India is estimated to have reached US$ 46.8 billion in 2017.

Rs 34.48 Rs 37.98 Rs 40.88

GFCF at trillion trillion trillion
Constant Prices (US$ 473.57 (US$ 521.59 (US$ 561.44
billion) billion) billion)

10
 Capex by BSE 200 Rs 3.28 Rs 3.96 Rs 3.96
Companies trillion trillion trillion
(US$ 44.99 (US$ 54.36 (US$ 54.36
billion) billion) billion)
2015 2016 2017

Rs 66,814.95 Rs 36,548.35 Rs 90,834.80

Net Investments by crore crore crore
DIIs (US$ 9.18 (US$ 5.02 (US$ 12.48
billion) billion) billion)

US$ 19.6 US$ 16.2 US$ 24.4

PE/VC Investments
billion billion billion

Investments/developments
With the improvement in the economic scenario, there have been quite a few
investments in various sectors along with M&A in India. Some of them are
as follows:

 In August 2018, Indian Oil Corporation announced a Rs 22,000 crore

(US$ 3.02 billion) capex plan for 2018-19.
 Mergers and acquisitions (M&A) activity in the country has reached
US$ 74.8 billion in 2018 (up to August).
 Private Equity (PE) investments in India have reached US$ 12.84
billion during January-August 2018.

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 Companies in India have raised around Rs 21,000 crore (US$ 2.88
billion) through Initial Public Offers (IPO) in 2018 (up to August).
 In July 2018, assets managed by mutual funds reached Rs 23.96
trillion (US$ 329.06 billion).
 Investments by Alternative Investment Funds (AIFs) increased 90 per
cent year-on-year between April-June 2018 to Rs 74,893 crore (US$
10.26 billion).
 Reliance Industries Limited (RIL) is planning to invest over Rs
10,000 crore (US$ 1.37 billion) in Uttar Pradesh and Rs 5,000 crore
(US$ 687 million) in West Bengal over the next three years.
 Vedanta Resources Plc is planning to invest about US$ 9 billion in
India over the next few years to expand its hydrocarbons and metals
and mining businesses.
 State Bank of India (SBI) and the World Bank have decided to
sanction credit worth Rs 2,317 crore (US$ 318.21 million) to seven
corporates towards solar rooftop projects to generate a total of 575
megawatt (MW) of solar energy.
 Bharat Petroleum Corporation Ltd (BPCL) plans to invest Rs 1.08
trillion (US$ 14.83 billion) over the coming five years for expansion
of operations across business segments, of which the company plans
to invest Rs 45,000 crore (US$ 6.18 billion) in the petrochemicals
segment.
 Bharti Airtel Ltd has planned to invest about Rs 2,000 crore (US$
274.67 million) over the next three years in Project Next, its digital

12
 innovation programme, in an attempt to strengthen its position in
India's highly competitive telecommunications market.
 Piramal Finance Ltd, an arm of Piramal Enterprises Ltd, invested Rs
485 crore (US$ 66.61 million) in the subsidiary of Apollo
International Ltd, called Apollo LogiSolutions (ALS), a logistics
solutions provider.
 Coal India (CIL) plans to invest US$ 20-25 billion in next five years
to achieve annual output of 1 billion tonnes by 2019-20.
 Reliance Industries Ltd (RIL), along with its partner BP plc, has
decided to invest US$ 6 billion for the development of new R-series
gas fields in the KG-D6 block.
 Private equity (PE) investments in the Indian real estate sector are
estimated to have crossed US$ 4 billion in 2017, supported by
Government of India's regulatory reforms over the
 Mumbai: Dry powder, or the collective pile of investible capital
available with private investors, in India is at about $40 billion,
according to an analysis by audit and consulting firm EY. The estimate
considers capital available with India-based private equity and venture
capital funds, global and Asia-focused funds with an India allocation,
and sovereign and pension funds, as well as large tech investors such as
Naspers.
 The estimates further note that Indian private equity fund managers and
non-Indian fund managers with India-focused funds have $9-10 billion
of dry powder that has to be deployed in India. This is a historical high.
According to an earlier article in Mint, the dry-powder was at a six
year high of $7.1 billion last year.
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 Such record levels of dry powder and aggregate capital raised in the
Indian market suggest an improvement in the fundraising environment,
and reflect growing interest of limited partners in the India story.
Limited partners are investors in private equity or venture capital
funds. Abundant capital also means that deal-making becomes more
difficult and competitive.

 “We are slightly behind our capital allocation schedule. This is primarily
due to pricing issues, especially given the public markets comps. Also, in
certain sectors, we do have a dynamic of too much private capital
chasing few good opportunities,” said Sameer Sain, co-founder and
CEO, Everstone Group.

 This large amount of dry powder has different implications for different
types of PE funds. Domestic fund managers with large assets under
management and co-investment pools can compete effectively for
buyout deals with the Asian and Global Funds.

 “While it is made out like that there is too much capital available for
private markets, it is not necessarily present across all segments and
styles. In terms of style, I believe that venture and late-stage, large-ticket
private equity is getting crowded. In terms of sectors, consumer and
financial services are the popular segments right now, but there is not
much capital available for infrastructure, real estate or distressed
turnaround situations,” added Sain. “When I say distressed, I don’t mean
the top few commodity-linked NCLT cases, but for the others lower

14
 down the pecking order, such as manufacturing-type businesses, which
require operational work. For them, there are hardly any takers.”

 However, there is a clear trend that buyouts are on the rise. “The $100
million-plus buyouts have become a lot more competitive as the number
of PE funds (Indian plus foreign) that want to do these deals has
increased faster than the number of investible targets,” said Vivek Soni,
partner - transaction advisory services and private equity advisory leader,
EY. And, such trends reaffirm that capital itself just can’t be a
differentiator, anymore. “It now requires a fundamental shift in how
private equity funds will implement their business strategy and manage
capital,” said a fund manager.

 Fund managers have now picked up their niches and styles, and are
adopting a more focused approach. Therefore, high levels of dry powder
is a huge enabler. “This high level of dry powder gives a clear visible
runway for investing over the next 3-4 years to Indian GPs. This,
coupled with significant increase in AUM by Indian PE firms that are
now more than three funds old, has enabled them to attract and retain
investing/operational talent on the back of absolute increase in
management fee pools. All this has helped them compete and perform
more effectively,” added Soni.

 But while there has been a deluge of capital, the meltdown in public
markets have turned events. “The recent meltdown in the market has
resulted in a window of opportunity. Conversations are beginning to
happen for those companies who were earlier thinking of approaching

15
 the capital markets for IPOs. So, for sure, those promoters who were
mulling an IPO are having to rethink and are increasingly approaching
us. There is a wait and watch situation now,”

 A regulatory framework is a key enabler for innovative financial instruments to

cater to options like traditional debt, asset-based and equity financing

 An emerging nation like India, with its brisk pace of economic growth and
hunger for expansion and development, has a tremendous requirement of capital
and the Government’s enterprise and inventiveness in providing safe and
innovative financing instruments for India Inc. will go a long way in providing
impetus to an already existing economic upswing.

 Big companies need access to larger and long-term commitment to capital to

boost their growth and a liquid and efficient stock market with a strong regulatory
body to promote and regulate the stock markets in addition to protecting investor

16
 interests. These go a long way to increase the effective functioning of the
financial system and to maintain financial stability. Following Harshad Mehta and
Satyam scams, the Securities and Exchange Board of India (SEBI), the regulator
for Indian stock markets created in 1992, has consistently tried to lay down
market rules in line with the best market practices to provide effective laws and a
dynamic capital market. Data from Prime Database showed that Indian companies
raised a whopping Rs 1.39 trillion from the primary market in 2017, exceeding
the previous high of Rs 1.04 trillion in 2010, reflecting the overall bull run in the
secondary market. Also Rs 65,086 crore of the funds raised till date were from 28
initial public offering (IPOs) on the main board of exchanges. Of late, rights issue,
through which existing shareholders are given rights to buy additional shares, are
also quite popular by Indian companies as they are becoming aggressive in terms
of growth and the need to raise money, while not diluting promoter shareholding,
is prompting a lot of them to take this route.The hospitality arm of Taj Group,
Indian Hotels, has recently issued a 1,500 crore rights issue to reduce its debt
levels and also use the proceeds for refurbishing and developing new and existing
properties as a part of Rs 3000 crore capex for the next five years. The very fact
that there has been a rise in the quantum of capital raised via rights issuance is a
clear sign that promoters want to invest in their own companies. It signals a
confidence in their company’s growth and the underlying India Inc growth story,
which is very positive.

 Qualified Institutional Placements (QIPs) seem to be India Inc’s favourite route

for fund-raising with the State Bank of India (SBI) joining the bandwagon by
raising a colossal Rs 15,000 crore equity capital through this route to support
growth and credit requirements till March 2019. Introduced in 2006, QIP was
aimed at reducing India’s over-reliance of foreign capital by reducing the
complexity associated with raising domestic capital. It introduced a select group
of Qualified Institutional Buyers (QIBs), which was a pool of institutional
investors such as banks that were deemed to possess the capital and ability to

17
 make rational investment decisions and were boosted by robust market sentiments
as well as good price recovery. The first eight months of this year saw QIP
fundraising reaching Rs 34,881.5 crore already as against the previous record high
of Rs 34,675 crore in 2009. Earlier Indigo and Bajaj Finance raised a huge
amount of Rs 4,000 crore and Rs 4,500 crore respectively and Kotak Mahindra
bank raised an enormous Rs 5,800 crore through India’s second largest QIP. In
addition, Yes Bank, Federal Bank, Vijaya Bank, DCB Bank and the United Bank
of India have collectively raised QIPs amounting more than Rs 8,000 crore.
Piramal Enterprises is also eyeing a QIP of Rs 5,000 crore in the near future. The
huge success of QIPs has reduced India’s dependency on overseas equity
offerings like American depository receipts (ADRs)/global depository receipts
(GDRs) and it is unlikely for overseas equity offerings to regain the popularity
they once had. Currently, 179 Indian companies are listed abroad through
ADRs/GDRs. The most recent example is that of Hinduja Foundries ltd, which
raised $ 59.94 million via this route in March 2016.

 Private equity, venture capital and angel capital are playing a vital role in India’s
economic development. According to a report by Grant Thornton, private equity
and venture capital investors invested $ 14 billion in 971 deals in 2016 focussing
on sectors like telecom, banking and financial services, real estate, IT/ITeS and
manufacturing. These sectors contributed around 78 per cent of the overall deal
value in 2016. The trend continues in 2017 with private equity firms investing a
record $11.3 billion in India in the half year ended June 30, 2017, almost reaching
the total investments over the whole previous year, in diverse sectors like
healthcare, manufacturing, insurance and business process outsourcing. Further,
over the past few years, corporates and multinational companies have been setting
up funds to invest in smaller startups, as are also marquee entrepreneurs who are
continuing to make investments in their personal capacity. National Capital
Region (NCR), Karnataka and Maharashtra received significant PE investment
interest with nearly 83 per cent of total investments while the startup sector

18
 dominated investment volumes across 15 states with Angel Investors, Sequoia
Capital and Accel Partners being the leading PE/VC funds.

 Aided by Government regulations and tax breaks, new asset classes like
alternative investment funds (AIFs) have grown in the Indian market. Registered
AIFs in India have more than doubled over the past two years and stood at
approximately 270 in 2016. AIFs have also been a significant contributor to
overall fund-raising in the Indian market and contributed to 41 per cent of the
total India-focussed funds raised in 2016, compared with only 11 per cent in
2014.

 The introduction of Real Estate Investment Trusts (REITs) and InvITs, introduced
in India as recently as 2014, help developers securitise their rental yields — lease
income — from their commercial properties by issuing shares to financial
institutions or retail investors, thereby providing a platform to investors, including
small investors, to make a safe and rewarding investment in the Indian property
market. India joins a list of 36 countries worldwide that have enacted REIT
legislation with 500 listed real estate companies included in the
FTSE/EPRA/Nareit Global Real Estate Index, with total market capitalisation of
more than $ 900 billion. Close to 283 million sq ft of office space in India is
REITable. Currently, there are 901 REIT-worthy properties in India. Modelled on
the concept of mutual funds, REITs will provide access to highly lucrative assets,
such as large-scale commercial properties and high-quality retail assets, that may
be otherwise out of reach for individual investors. Once the first REIT listings go
live in India, an increased institutional and retail investor participation can be seen
in this market, which will make REITs one of the important tools for raising funds
for infrastructure companies.

 The regulatory framework is a key enabler for the development of innovative

financial instruments to cater to a wide range of options like traditional debt,

19
asset-based and equity financing. Thus, designing and implementing effective
regulation, which balances financial stability, investors’ protection and the
opening of new financing channels for SMEs, represent a crucial challenge for
policy makers and regulatory authorities. This is especially true in case of India,
given its rapid evolution and addressing information asymmetries, increasing
transparency in the markets, incentivising capital market participants to take a
longer-term approach, and creating the right ecosystem. This will go a long way
in the development of capital raising tools for India Inc.

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 CHAPTER 3

COMPANY PROFILE

Founded in May, 2012 with a clear Vision to Partner with Customers in their
Journey of Transformation, with the help of New Age Technologies and
with our Diligent Services.,With a Team of Experienced IT & PLM
Professionals, We stand apart from the others &become a Preferred
Choice for their Technological & Services Needs. Agility &
Adaptabilityare the Key Strengths of Team VM Intellect The director of
company is Mr. Vikramsinh Desai and Mrs. Manisha Desai. Total team of
company is 50 including 29 consultants. The head office of company is at
Kothrud, Pune.VM Intellect – Technology Solutions Sales and Services
Portfolio (VMI – TSSS)
• VMI – TSSS is a division of VM Intellect, founded with clear Vision to
Support Engineering Companies to grow with the help of Best in class
Technologies in anEngineering Design and Manufacturing Processes.
• Company also Partner with Graebert GmbH is a leading developer of
Custom CAD software, solutions, and services. VM Intellect - “Lead-
Spotter” – An Inside Sales and Support Squad
• A division of VM Intellect, founded with a clear Vision to develop
Offshore /Outsourced ISS (Inside sales and Support) Centers for Corporates.
VM Intellect – “MSDP” - Management Skills Development Programs VM
Intellect – Educational Services Portfolio

21
VM Intellect – “VIA” – An Innovation and Research Hub VM Intellect –
“ESDP” (Entrepreneurship Skill Development Programs) VM Intellect –
“GET-P” (Graduate Engineering Training Programs)
VM Intellect – “SFS” (Strategic Financial Services)
VM Intellect - Strategic Financial Services (SFS)

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 CHAPTER 4

RESEARCH PROBLE

If you have years of data that suggest nurses spend an alarming amount of
time filling out paperwork and not enough time treating patients, then say so
with a single graph. Then, move on to tell your audience how much time and
money it costs one hospital, or a conglomerate of hospitals, or the whole
nation each year for nurses to get their paperwork done. These staggering
numbers will support the notion that you are dealing with a potentially
ginormous problem. You can convey more information in the discussion of
the problem than with any other single topic in your deck. Your company,
and presumably your game-changing technology, product, or service was
created to solve a pain point for someone. In your discussion of the problem,
investors will be listening for hints that this problem is worth solving, that
someone is willing to pay to have it solved, and that there are enough of
those people out there to support a viable business.Interestingly, your goal
here isn’t to talk about the problem in detail.

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 CHAPTER 5

REVIEW OF LITERATURE

Literature review is one of the prime part of dissertation .literature review

helps one to find out the path of problem solving the project of the study of
investment pitch deck is how pitch deck works and their benefits of
investors and company , limitation or disadvantages etc.For this study I used
some secondary data from various sites, various investment pitch deck
video. I used following sites for collecting and analyzing the secondary data.

www.bseindia.com

www.nseindia.com

www.vmintellectonline.com

www.scribd.com

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 CHVAPTER 6

OBJECTIVES

The objective of my project is to.

 To understand the concept of the investment pitch deck

 To find out the perception of the investors about fund raising options

 To find out the extent of their awareness about fund raising options.

 To study the current scenario of pitch deck in india.

 To analysis whether the purpose for which investment are used has
actually been achieved.

25
 Chapter 7

RESEARCH METHODOLOGY

 Data collected method: primary data as well as secondary data is used

to collect the information.

 The primary data for the project regarding the study of investment pitch
deck.

 Data is also collected by secondary sources which is already been

collected by some one or an organigation for some other purposes.

26
 CHAPTER 8

INVESTMENT PITCH DECK

If you’re raising money for your business, having an impressive pitch deck
is a key component in your fundraising toolkit. A great pitch deck gets
potential investors excited about your idea and engages them in a
conversation about your business, hopefully leading to an investment.

In this article, I’m going to give you the formula for what you should include
in your own pitch deck. I’m leveraging the knowledge I’ve gained from
listening to hundreds I’ve seen all different kinds of pitch decks and
presentation styles and found that there’s a simple formula that just works.

I’ve also built my own and presented to major Silicon Valley VC firms over
the years and have learned a lot about what works and what doesn’t.
While every business is different, I’ve found that the following format works
for most businesses and is most likely to generate interest from potential
investors.You can skip ahead but I recommend sticking around and learning
why each slide is important.

Goals for your pitch deck

This may sound counterintuitive, but the goal of your pitch deck is not to
raise money. What? I know that doesn’t sound right, but the real goal of
your pitch deck is to get to the next meeting.

Remember, your pitch deck and pitch presentation are probably some of the
first things that an investor is seeing to learn more about your company.

27
And, because investments rarely are made after just one meeting, your goal
is to spark interest in your company. You want investors to ask for more
after they hear your pitch and not just show you to the door.

So, while a solid pitch deck is critical to raising money, the key goal of the
deck is to get to the next step—another meeting and a request for more
information.

The 11 slides to include in your pitch deck

Slide 1: Vision and value proposition

This is a quick one-sentence overview of your business and the value that
you provide to your customers. Keep it short and simple. A great way to
think about this slide is to imagine it as a short tweet—describe your
business in 140 characters in a way your parents would understand.It’s
common for tech companies to make their value a comparison to another
well-known company. For example, you see many pitches that start with
things like:

“We’re the Uber for Pets”

“We’re the Netflix for Video Games”

This can work, but be careful to make sure your comparison makes sense
and you’re not just using a high profile company like Uber to signify growth
potential. Your business model has to truly be similar to the company you
are referencing.

28
Slide 2: The problem

If you aren’t solving some problem in the world, you are going to have a
long uphill climb with your business.

Use this slide to talk about the problem you are solving and who has the
problem. You can talk about the current solutions in the market, but don’t
spend too much time on the competitive landscape on this slide—you’ll have
a chance to do that on a later slide.

Ideally, try and tell a relatable story when you are defining the problem. The
more you can make the problem as real as possible, the more your investors
will understand your business and your goals.

Slide 3: Target market and opportunity

Use this slide to expand on coustomer and how many of them there are.
What is the total market size and how do you position your company in the
market? If you can find the data, investors will want to know how much
people or businesses currently spend in the market to get a sense of the total
market size. This is where you tell the story about the scope and scale of the
problem you are solving.If it makes sense for your business, you’ll want to
divide your market into segments that you will address with different types
of marketing and perhaps different types of product offerings.Be careful
with this slide, though. It’s tempting to try and define your market to be as
large as possible. Instead, investors will want to see that you have a very

29
specific and reachable market. The more specific you are, the more realistic
your pitch will be.

Slide 4: The solution

Finally, you get to dive into describing your product or service. Describe
how customers use your product and how it addresses the problems that you
outlined on slide two.You’ll be tempted to move this slide closer to the
beginning of your pitch deck, but try and resist the temptation. This is classic
storytelling where you build up the problem and describe how bad it is for
lots of people. Now your product or service is coming to the rescue to help
solve that problem.Most entrepreneurs are very focused on their product
when instead they need to be focused on their customers and the problems
those customers face. Try and keep your pitch deck focused with this format
and you’ll tell a better story.If possible, use pictures and stories when you
describe your solution. Showing is nearly always better than telling.

Slide 5: Revenue model or business model

Now that you’ve described your product or service, you need to talk
about how it makes money. What do you charge and who pays the bills? For
some businesses (content sites, for example), advertisers pay the bills instead
of users, so it’s important to flesh out the details here.You can also
reference the competitive landscape here and discuss how your pricing fits
into the larger market. Are you a premium, high-price offering, or a budget
offering that undercuts existing solutions on the market?

30
Slide 6: Traction and validation/roadmap

If you already have sales or early adopters using your product, talk about
that here. Investors want to see that you have proven some aspect of your
business model as that reduces risk, so any proof you have that validates that
your solution works to solve the problem you have identified is extremely
powerful.You can also use this slide to talk about your milestones. What
major goals have you achieved so far and what are the major next steps you
plan on taking? A product or company roadmap that outlines key milestones
is helpful here.

Slide 7: Marketing and sales strategy

How are you planning on getting customers’ attention and what will your
sales process look like? Use this slide to outline your marketing and sales
plan. You’ll want to detail the key tactics that you intend to use to get your
product in front of prospective customers.

Finding and winning customers can sometimes be the biggest challenge for a
startup, so it’s important to show that you have a solid grasp of how you will
reach your target market and what sales channels you plan on using. If your
marketing and sales process is different than your competitors, it’s important
to highlight that here.

Slide 8: Team

Why are you and your team the right people to build and grow this
company? What experience do you have that others don’t? Highlight the key

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team members, their successes at other companies, and the key expertise that
they bring to the table.Even if you don’t have a complete team yet, identify
the key positions that you still need to fill and why those positions are
critical to company growth.

Slide 9: Financials

Investors will expect to see your financial: sales forecast, profit and loss
statement, and cash flow forecast for at least three years.But, for your pitch
deck, you shouldn’t have in-depth spreadsheets that will be difficult to read
and consume in a presentation format. Limit yourself to charts that show
sales, total customers, total expenses, and profits.You should be prepared to
discuss the underlying assumptions that you’ve made to arrive at your sales
goals and what your key expense drivers are.Remember to try and be
realistic. Investors see “hockey stick” projections all the time and will
mentally be cutting your projections in half. If you can explain your growth
based on traction you already have or compared to a similar company in a
related industry, that is extremely useful.

Slide 10: Competition

Every business has competition in one form or another. Even if you are
opening up an entirely new market, your potential customers are using
alternative solutions to solve their problems today.Describe how you fit into
the competitive landscape and how you’re different than the competitors and
alternatives that are on the market today. What key advantages do you have
over the competition or is there some “secret sauce” that you have and others

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don’t?The key here is explaining how you are differnt than the other players
on the market and why customers will choose you instead of one of the other
players on the market.

Slide 11: Investment and use of funds

Finally, it’s time to actually ask for the money. That’s why you’re doing this
pitch deck, right? I know—I said that this pitch deck isn’t about actually
getting funded. That’s still true, but your potential investors do need to know
how much money you are looking for.More importantly, you need to be able
to explain why you need the amount of money you are asking for and how
you plan on using the money. Investors will want to know how their money
is being used and how it is going to help you achieve the goals you are
setting out for your business.If you already have some investors on board,
now is when you should be talking about those other investors and why they
chose to invest.

Other slides you might include in your pitch deck

While you do want to keep your pitch deck short, sometimes you may need
or want to include a few extra slides that help explain your business. Here
are a few additional slides that are often found in investor presentations.

Exit strategy

If you are raising money from investors, you’ll need to show them how you
plan on giving them a return. You do this in the form of an “exit strategy”
slide that outlines who your potential acquirers might be if you manage to

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grow your company and be successful. Having an IPO and going public is a
viable option for some high-growth startups, while other businesses are more
likely to be bought by larger players in your market.

Partnerships

Some businesses have key strategic partnerships that are critical to their
success. This can often be in the form of intellectual property licensing from
a university or a key distribution partner who will be taking your product to
market. If your success relies on these types of partnerships, it’s important to
showcase them.

Demo and screenshots

If you have a prototype of your product, screenshots of your online service,

or any other “show and tell” opportunities, it’s great to include a placeholder
slide in your deck where you will actually show your potential investors how
your product works and what it does.

Other documentation
Keeping your pitch deck as short and succinct as possible is critical.
Remember, your goal isn’t to provide investors with all the information they
need to make an investment decision. Its primary purpose is to tell a story,
build excitement, and help get that all-important request for additional
information and a follow-up meeting.

In addition to your pitch deck, you should have more detailed, additional
information that you can provide if requested. Preparing these additional

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documents can also help ensure that you don’t try and fill your presentation
with too much overwhelming information.

It's a new year, a fresh start. Your start up has been chugging along, things are getting
accomplished, but the pace is just not there. Or, maybe you have a looming expense, like
app development or a big marketing launch that you see on the horizon this year. So,
you've decided it's now time for funding. Let's make sure you're ready. Business concept
or operating business? Check. Go to market strategy & plan for funds? Check. Know how
much you're looking to raise? Check. Have an idea of where you're going to start looking
for investors? Check. Have a pitch deck that your proud of that truly tells your startup's
story? Well?

If you don't, this is your next stop on the road to funding-ville. But when considering
putting together a pitch deck / investor deck, many founders often ask, what are my
options? When considering putting together your logo you had options (DIY, an
outsourcing design platform, a trusted designer, a branding and marketing powerhouse),
and when you put together your website or designed your app you had options (DIY, a
low budget offshore resource, a trusted local upstart, a high dollar high / value
developer). So today I am going to shed some light on what your options are for getting
your pitch deck created and some considerations when choosing which option works best
for you.

Your Pitch Deck Creation Options

1. Do-it-Yourself
2. Use a Template
3. General Designer Contractor
4. Pay-by-the-Slide Design House
5. Big Marketing and Branding House
6. Pitch Content Coach/Contractor
7. Pitch Deck Design Specialist

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My goal with this article is to delve deeply into each of these options, the pros and cons
of each, and give you some consistent criteria to compare them more easily. But before I
go into each of these, I want to give you a quick idea of the rankings I'll be using.

How I "Scored" The Options

To give you a better comparison across all of these options, I have scored them based on
a few important criteria for today's founders. Price, Time, Effectiveness, and Design
Quality.

Price

First off, I know how important cost can be to bootstrapped businesses. The funds are
limited and you want to keep a close eye on the purse strings so you don't run out of
runway before you get funded. So the first criteria I used to rank these options is "Price".
I am giving cost three ranking levels, Low Cost, Medium Cost, and High Cost. Low cost
being anything under $500, Medium cost being $500-$1,500, and High cost being
$1,500-5,000+.

Time

Another very limited resource in the life of the founder is time. You have only a finite
amount of it to spend doing all of the activities that you need to run your business, make
plans, manage team members, network with investors, sleep (don't forget about that last
one!). So we're ranking each of these options on the amount of Founders Time it takes to
get the pitch deck completed. The ranking levels begin with a Low amount of time,
medium amount of time, and a large amount of time. A low amount of time being 2-3
hours or less ranging on up to a high amount of time 60-80 hours or more.

Effectiveness
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A pitch deck is used to convey who your company is and why you are a good investment
to a potential investor. The type of investor or audience may be different, and even the
goals may be different, but they are all measured in the same way, that is how effective
they are. Does it in fact convey the information that it needs to convey? Is the investor
compelled to invest? Is the information there? Is the story clear? Effectiveness focuses on
the content of the pitch, while the last ranking "Design Quality" focused on how it is
delivered through a clear, professional and visually appealing deck. Both are important
for the success of your pitch. So to score effectiveness we have the following ranking
levels "Unclear" "Acceptable" and "Impeccable."

Design Quality

The last criteria that I will be providing rankings on for each of these pitch deck design
options is the quality of the design of the deck. Good, clear and professional design
supports and enhances your ability to convey the information that you want to convey. A
well designed deck can improve your chances of success, while a bad deck can distract,
take away from, and ruin your chances of success. It's sort of like going for an interview.
You could be the most stellar candidate in the world, but if you showed up in a bathing
suit instead of a suit, it's not going to go as well. So the ranking levels for design quality
will be rated on a similar scale to the last criteria "Unclear" "Acceptable" and
"Impeccable."

Your Pitch Deck Creation Options

Alright, let's get into it.

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Do-it-Yourself
This is the most common way the founders, especially first-time founders, attempt to put
together their pitch deck. The use case often looks like this: 1) Apply to pitch at a pitch
competition, 2) Get accepted, get excited and celebrate your inevitable success, 3) Wait
until the night before to google "what is a pitch deck?" and try to put one together
yourself before the competition. For competitions and when seeking investment, many
founders are thinking about opting for a DIY approach to their pitch deck creation. This
is the most time consuming option, but also the cheapest. You can accomplish it for free,
or with only the minimal cost of stock photos. But keep in mind that researching how to
put together a pitch deck, iterating on your content, and learning to use the tools and
struggling to design a professional pitch deck on your own can take upwards of 40 to 80+
hours to complete. There is a lot of starting from scratch here, and a lot that depends on
you and your skill set. The effectiveness and design quality are unclear becuase they are
very dependent on these factors.

If you are a professional designer, or have a keen design eye and skillsets in design tools,
you may be more well equipped to handle the task of putting together you pitch deck. On
the otherhand, many founders struggle with getting up to the 30,000 foot view on their
company and telling their story the way an investor would find enticing. So if you are a
first time founder and/or a technical founder, working with an expert may be a better
option.

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Use a Template
An attractive option for the founder DIY-ing their own pitch deck is the pitch deck
template. There are many of these floating around on the web. In fact, we have a whole
blog post on pitch deck templates. We even have a free template you can download there.
But, the problem with using a template is that while they are free, they do not provide
enough direction to ensure your deck is effective. An often stale set of common slides
will be an OK place to start, but they will not help you shine on their own. Along the
same lines, pitch deck templates utilize pre-designed slide options--some more tailored
than others--that you can "input" your content into and customize. Unfortunately many of
these are so overused, that it can be obvious when a template was used. Plus, these
designs are made to fit many brand any design styles, and will not help visually tell your
brand. The price for templates is free or low cost, but the time to put your pitch deck
together is still very high. And again, the effectiveness of your deck and the design
quality are unclear and very dependent on your personal abilities and knowledge base.

General Designer Contractor

Many founders realize that their own design capabilities are lacking, and choose to utilize
a contract designer to design their pitch deck. The most affordable way to get your pitch
deck designed is by using a contract designer. These are often found on large freelancing
platforms or by asking collegues who they've worked for in the past. These designers
generally have a wide breadth of collateral they can/will design including logos,
marketing collateral, and other general design needs. The skill level and cost of general
designers varies wildly, but on average their price points for a pitch deck-size project is
medium, or $500-$1500. More often than not the skill level and experience of the

39
designer coorrelates to the price point charged. Some designers will charge hourly, while
others a flat project rate. You may be working with a local designer, or one from half way
across the world. For the most part generalist designers will improve the quality of the
design of your deck, it will be more visually appealing.

One thing that general designers lack is knowledge of and experience with pitch decks
specifically, business acumen, understanding of the investor perspective, and sometimes
lack of understanding of powrpoint or other slide deck mediums. This means that not
only will you likely get little to know assistance with your story, the messaging, but also
the deck may be more suited to a printed format rather than amore flexible, presentable
slide-based one. If you have a strong knowledge of what your pitch should say, the
content included, the flow of the deck, and feel you can closely direct your designed to
get the results you are looking for, this can be an affordable option. For this reason I've
ranked their effectiveness unclear (it depends heaviliy on you) as well as the time and a
medium duration of time (you'll more than likely be spending significant time putting
together the skeleton deck that you want redesigned prior to working with your designer
as well as design revisions to get the look-feel right).

Pay-by-the-Slide Design House

A new model that I have seen popping up more an more is the pay-by-the-slide model. It
can be another affordable design option for the founder with a really solid grip on the
content, story and flow of his/her pitch deck. Here again you'll need to spend a significant
amount of time putting together a truely stellar outline or skeleton pitch dack, along with
a clear idea of how you want it to look once designed.

40
The way the pay-by-the-slide companies work, is that you submit a certain number of
pre-written slides with the copy you wish those slides to contain. (copy is industry slang
for the words you want on the slide). You may or may not be given the ability to provide
overall design direction along with your brand logos, colors, and style guides. The
company will then outsource or push the slides tobe designed out to on-staff designers
(often based in lowerwage countries around the world) to complete the work. You can a
set price per slide, and sometimes an additional fee for slide edits. The designers often
use a bank of pre-made slide templates that they choose from and tailore your slide to fit
your brand colors and content. The deck is then returned to you for your review. Some
companies also charge for additional revisions.

Like general designers, the pay-by-slide designers may or may not know pitch decks
specifically, the investor audience, etc. Without a detailed discovery session discussing
your project, the product you receive will likely be visually appeally, but may lack a
uniqueness and flow that will help your company shine. This option is sort of a hybrid of
a template and a designer. The price is in the medium range and depends a lot on how
many slides you need completed. Your time is somewhat significant as you will need to
prepare the content for the pitch on your own first. The effectiveness of the deck depends
a lot on your experience and quality content, and the design quality will be good, but
likely not stellar as templates are often used to keep the per slide costs low.

41
Big Marketing and Branding House
Now we get into some of the more costly, but often higher value options for having your
pitch deck created. There are many large marketing agencies that provide full-service
design assitance for any and all of your design needs. Many lock clients into a long-term
or monthly project that covers a certain number of design hours per month. These guys
have impressive design chops, and are often very good at what they do. They focus
primarily on large branding and logo design projects, website development, and
marketing collateral. Oftentimes they add-on pitch deck design services at the request of
clients who are looking for help. The pitch deck that a marketing & branding design
house will provide will be really well designed, it will be professional and highly visually
appealing. Accordingly, the price for those services will be high. You would be hard
pressed to find an agency like this to work with you on a pitch deck for less
than $2000, possibly over $5000 per project. On the otherhand, these designers do not
have specific experience with pitch decks, and may have only completed a few decks in
the past as add-ons for other clients. They will not be able to assist with any of the
content creation, or ensure that your messaging fits an investor audience. The
effectiveness of the deck is therefore up to you, and the amount of time you spend put
into putting it together.

An interesting side note: Because these designers are more comfortable designing in
other design tools (like adobe illistrator and photoshop) unless you specifically ask for a
powerpoint file, they may only provide other less slide-focused files or worse un-editable
files. This can be dangerous when with the ups and downs of your fund raising round,
you have small changes to your financials or a small wording change or slide order
change you wish to make. Here, you'll be stuck hiring the original designer for costly
edits over time.

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Pitch Content Coach/Contractor

A very new service I have seen more and more of over the last few years is the pitch
content coach / contractor. This individual is often a previous startup founder, a startup
mentor, or otherwise experienced individual who is offering their assistance to startups
seeking funding. I think some of these people come out of mentors who were tired of
giving thir recommendations and feedback on decks to founders for free, and are seeking
to monetize their knowledge base. Some provide feedback and coaching sessions, and
others actually sit down and help put together the content for your pitch for you. All of
them focus on the story, the message, what kinds of information your potential investor
group wants to hear. They can help founders to get up at a 30,000 foot view on their
business and be able to translate that into a skeleton deck. Alsmost all, leave you with
either just their notes or at most a skeleton deck. That is, the copy, the words, the flow,
and the order of the slides. Not the design.

They do not do any deck design work. These guys just simply aren't designers. You'll be
on your own either to design your slides yourslef, or to find another design to work with
to make the deck visually appealing. These coaches are usually somewhat expensive, but
your deck will likely be very effective at conveying what it needs to convey. The design
quality here is unclear, because you'll need to find an alternative way to solve that piece
of the puzzle. Because of this, your time needed to work with them is still somewhat
significant because you'll need to handle the rest of the pitch deck completion after
working with the content-focused contractor. If you have an in-house design team or a
designer you are really comfortable with, doing a project each with the pitch content
coach / contractor and that design resource may be a good fit. That said, two separate
projects could be one of the leaset economical options in terms of overall price and they
time you spend.

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Pitch Deck Design Specialist

One of the best options for getting your pitch deck completed is using a pitch deck design
specialist. A pitch deck design specialist is highy experienced in putting together pitch
decks for clients seeking funding. These individuals and companies know the investing
space, they deeply understand business, business models, go to market strategies and
ways to define your market size. Some offer add-on services with financial and/or
research help, or pitch coaching for live presentations. But primarily, they specialize in
creating stellar professional and visually appealing pitch decks.

The price for working with pitch deck design specialist varies a little, usualy ranging
from $2000-3000. Some pitch experts may charge higher price points. Pitch decks
created by pitch experts are highly effective, and good pitch deck designers will walk you
through the content creation of your pitch. They will ensure the message is clear, and that
your telling a compelling story to the potential investor. In addition, the design quality
will also be impeccable (expecially when working with highly experienced teams). They
know good design and create beautiful graphically focused decks that are professional
and usable. A good pitch deck designer also has clear process by which they work with
you to ensure that you work closely on the project, but at the same time they do not use
too much of your time. This is one of the least time-intensive options because these guys
know pitching and design and can execute on both with minimal input.

When deciding on a pitch deck design specialist, be sure to work with a designer or
company that will be providing you your editable files. If not, you will be beholden to
them for any edits or changes to the deckover time. They should provide your deck in an
editable and usable form, like powerpoint. For many entreprenuers, this options is the
most bang for your buck. While not cheap, the services are highly valuable; the end
product is highly usable and effective while being professional and visually stunning,
plus your time speant on the project is less than any other option.

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Choosing the Option That Best Fits You and Your Company

So with all of these options to complete your startup's investor presentation, how do you
choose the solution that works best for your needs? It can feel hard to make a decision,
especially with such nuanced differences between these options. I recommend that you
first consider the importance of and relative importance of the criteria to you and your
business.

Price: Do you have the funds to acquire the services you need? How much funds can you
sivert to this cause? What value would a stellar pitch deck provide to you? Will you be
able to reuse the documents for other valuable tasks? With a great pitch deck, can you get
funding faster? How much does one less month of burned runway save?

Time: How much time do you have? Are you busy working on other key functions of
your business? How much is your time worth? Are you already confident with your
knowledge of pitch decks and capabilities in design? If not, factor in 2-3X learning curve
time.

Effectiveness: This one is kind of a no-brainer. How important is an effective deck to

your business? What are you using your pitch deck for? Will it be helping you to
successfully acquire thousands? millions?

Design Quality: Think about the last advertisement you saw, chances are it was well
designed. We live in a world where our eyes are trained to pay attention to clean and
professional work, and avoid or think less of sloppy, messy collateral. Will you be
showing this deck to investors? Large audiences? What do you want them to think of
your company? Investors see startup pitches day in and day out, how valuable would it be
to stand out, and to get the coveted "in-person meeting" with more potential investors?
How would that effect your speed to funding and your valuation?

Consider all of these factors and you should have a good idea of the solution that works
best for your needs. If you land on working with a pitch deck design specialist, consider
working with us here at Pitch Deck Fire. We have worked with hundreds of founders in

45
all different industry across the world to better tell their story with professionally
designed pitch decks. Our clients have won pitch competitions, gained key partners and
clients, and have raised millions. Find out more at Pitchdeckfire.com/get-started. Let's
hop on an initial call and find a solution that works well for your n

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 CHAPTER 9

DATA ANALYSIS

Impressing investors is a tall order If you’re a first-time founder, you’ve

probably never given such an important speech in your life The pressure
can get to you Beyond the basics of practicing your pitch and knowing
your business numbers, you also need to come across like a real human
being Capture the audience with your perso They may think your idea is
great and your pitch was well put-together, but if they don’t see a way to
make money from you, they won’t invest According to a study from the
University of Bath, only 1 to 10 startup investment deals actually return
a decent profit. The other 90% fail or produce minimal returns Investors
need to choose carefully The world’s highest-valued startups are well-
known, but you don’t hear about the failures.

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Here some screenshots of my work which I done data sheet of company
information and details to contact them so that we can share the presentation
with companies situations and also we can explain them about investment
ideas and planning which will be helpful for investors .

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 CHAPTER 10

FINDINGS

*Only 14.7% of people invest in fundraising plans

*Only 26.5% of sample size investment plans in fund raising market

*31.1% of people think that investment in fundraising plan is very risky .

*only 33.33% of people aware about the strategies used while investing in
fund raising plans

*only 29.%out of 330 people undergone by training in fundraising from

NSE & BSE or any other fund raising options market nrfore starting
investing in investment banking.

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 CHAPTER 11

SUGGESTIONS

 The awareness about investment pitch among investor should be

increased by conducting various awareness and aducational
programs.
 The company can conduct seminars to promote their services along
with educating them about fund raising investment they also they can
start off with new investors .
 Company should target the the existing investors and provide them
enough information on investment ideas and wnable them to invest in
the same
 This will help company to increase clients and revenue.
 The company has to create and maintain a database of existing
customers from time to time ,to keep track of people falling in
different income levels and their investing patterns. this is possible if
continuous contact are maintained with the customers.

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 CHAPTER 12

LIMITATOINS

 This is a study conducted within a period of 45 days.

 During this limited period of study , the study may not be a detailed
 The study contains some assumptions based on the demands of the
analysis.
 The study was conducted in pune only .

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 CHAPTER 13

CONCLUSION

 Investment pitch in india is growing rapidly unlike equity market

 Investment in fund raising options require more understanding of
finance than other thing about investment .
 Investment pitch is less risky as comparing to equity market but the
investors are invested in equity market only because they has a
knowledge about the equity market and they have less awareness
about the investment pitch fund raising options .
 Being new to to market maximum number of investors have
implications of investment in fund fundraising options

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 CHAPTER 14

LEARNINGS

 Learned the concept of fund raising investment pitch and how the
investment pitch deck works.
 Current position of investment deck
 How to handle the different type of investors
 Suggest the investments according to potential income and risk
bearing capability
 When we talk to the investors always focus on the benefits of the
investment ideas
 How to organize the seminar for investors

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