(10-15 slides)


Cover Page
  • The cover page should have the name of your research and a one sentence description
research overview
  • Include a brief explanation of what you do and what your vision is.
  • Describe the focus and purpose of the research and the current stage of development.
  • Briefly introduce the researchers including pictures of the team members, titles, and a short summary of prior employment that showing domain experience, track record, and relevant expertise.
  • Include the names of advisors and consultants.
  • Identify the key positions that you still need to fill and why those positions are critical to growth.
  • Clearly articulate the problem you are solving, who is experiencing the problem, a few statistics to show the scope and gravity of the problem. Also include why it’s important to address this problem now.


  • The size of the market opportunity (units and $).
  • The Total Addressable Market (TAM) and market drivers (dynamics).
  • The possibility of defining a distinct product based on the invention.
  • A description of your ideal customer.
Technology and Product


  • A technology description with a focus on how the technology is unique or novel compared to other technologies.
  • The stage of technology’s development (milestone reached)
  • Preliminary data that validates the technology (results, or prototype testing and evidence that your technology or product works).
  • The time to develop the technology.
  • The approach and progress that you have achieved so far and milestones that you aim to hit.
  • The product’s key differentiated features and product roadmap.
  • An emphasis on the scalability of your product.
  • The willingness of users to change from the current solutions.
  • Potential applications
Value Proposition
  • Explain how your research solves customers’ problems and deliver specific benefits.
  • Describe how the proposed solution differs from existing solutions.
Competitive Advantage
  • Explain the key advantages you have over the competition and how you differentiate your research from the competition.
  • Highlight the “secret sauce” that you have and others don’t.
  • Describe why the solution can’t be easily copied.
Competitive Landscape
  • Illustrate what other alternatives to your research exist in the market.
  • Divide your competition into distinct categories
  • Identify the barriers to entry
  • If your competitors have been acquired, list acquisition prices and who acquired them.
IP Status
  • Include your current IP position, and key intellectual property rights your research has (patents, patents pending, copyrights, trademarks, domain names) and the possibility to strengthen it with other methods/mechanism.
  • Please list patents and corresponding patent numbers for reference.
Regulatory path
  • Describe your regulatory route, timing and address the regulatory challenges associated with your research.
Customer Traction
  • Identify sales or early adopters using your technology (collaborations, pilots, customers, etc.).
  • Identify the metrics that matter for your research to succeed.
Exit Strategy
  • Include the time to liquidity (IPO, M&A, Licensing etc.), elected potential acquires/partners, and information about comparable exit transactions.
  • Include the financial forecast for the next 3-5 years (revenue, expenses and headcount).
  • Include your burn rate, break even point, product margins, and how many users you need to make a profit.
  • Include your funding history (dilutive and non dilutive), funding plan, use of funds, and research milestones that can be implemented within budget and timeline.
  • Summarize all the most interesting facts about your research, as well as any huge milestones or achievements you may have hit.

Questions about Requirements?