Jeff Sladick Profile picture
Christ follower, entrepreneur, making luxury contract furnishings in America, hospitality design & supply exec.

Nov 21, 2022, 13 tweets

What does a Self-Funded Searcher Pitch Deck look like? I found thousands of exampls of VC/Startup decks online but no great example for SFS's seeking gap equity investment. Here's what I included... what's missing?
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#searchfund #selffundedsearcher #ETA #buythenbuild #smbtwit

Slide 1. About: Rough summary of the deal (company) under LOI and the fact that I am a self-funded searcher. Light on content without financial data.

Slide 2. Industry: This is the "Problem" with facts about the industry the company operates in and current market conditions.

Slide 3. Key Strenths & Competencies: This is the "Solution" built around a deeper history of the company and the highlights about why they are desireable for acquisition, and solve the problems highlighted in the previous slide.

Slide 4. Strategic Goals: This is th 5 year plan for growing the company. Includes financial targets and operations targets.

Slide 5. Clients: Overview of where the business gets their revenue.

Slide 6. Competitors: Key metrics defining where they fit in with top competitors.

Slide 7. Business Model: This highlights how they fit into the marketplace as compared to competitors.

Slide 8. Founder: Highlights about the head of the Search Fund (me), who will take on the CEO/President role and head operator. Team info would be included here is there were additional partners.

Slide 9 Funding: Graphic showing use of funds including SBA Loan, Seller Note, Equity Investment, and Searcher Investment

Slide 10. Financials: Projected financials for 5 years covering the expected length of the investment term. Includes Gross Sales, COGS, GP, Operating Expenses, Op Income, Net Income, and EBITDA.

Slide 11. Investment Targets: Covers high-points of LLC Block Size and Quantity, Preferred Note Target, Preferred to Common Blocks/Shares Multiple, Target IRR, Target MOIC

Thats a wrap, other than the cover slide and final slide with contact detail. Would love to hear from those successful at raising equity investment for self-funded searches or those who have invested in these searches and what slides are a must when reviewing pitch decks!

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