Advisory teaser presentation

Basically have to analyze a mandate with a potential equity investment from our side if the investment makes enough sense.

Have been asked to make a presentation regarding the project and my analyses of it and whether this is something that can be looked into. Right now I have the financial model from the client who is pitching us this product.

How should I go about it. How many slides.

I am thinking of sth like this:

Slide 1: Project highlights. Brief description of what the project is about
2. Financial statements (CF, P&L snapshot)
3. Financing of project. (Debt, equity portions and how they combine with projected revenue streams to complete the project and meet funding requirement over 5 years.
3&4. Revenue assumptions being used. Sale forecasts, Projected revenues etc.
4. Cost of the project assumptions.
5. Pitfalls in assumptions and the project model.

Any other suggestions? What other slides to add?

Also would really appreciate how I could make it look more sexy. its just mostly plain text now. How can i incorporate more charts and tables and whatnot.

 
Best Response

Another alternative would be Your current slide one Current industry trend which the project is taking place and why this is promising project your slide 2 ( if you are doing and LBO or DCF highlights; this might replace just fin stat) Capitalization structure( current structure; is this the optimum structure; if not, what is your proposed structured) slide 5( risks) exit proposing( how are they exiting; what would be the value and price of exit and what is the IRR(if for PE) END; Your slide 3,4 could be an exhibit if requested because they are all implied in the valuation process and depending if your growth rates is visible in the model or not.

Recently advised my firm to reduce their bid offer or reject an investment in a company, which they agree :). The key was to touch on every aspect of the bid or investment but dont go too deep unless they want it. Also think from an investors point of view and from the banker or sellers point. Once you begin to think much more than just an analyst but as an investor and your analysis speaks to both parties, you are good.

Hope this helps

 
undefined:

Another alternative would be
Your current slide one
Current industry trend which the project is taking place and why this is promising project
your slide 2 ( if you are doing and LBO or DCF highlights; this might replace just fin stat)
Capitalization structure( current structure; is this the optimum structure; if not, what is your proposed structured)
slide 5( risks)
exit proposing( how are they exiting; what would be the value and price of exit and what is the IRR(if for PE)
END;
Your slide 3,4 could be an exhibit if requested because they are all implied in the valuation process and depending if your growth rates is visible in the model or not.

Recently advised my firm to reduce their bid offer or reject an investment in a company, which they agree :). The key was to touch on every aspect of the bid or investment but dont go too deep unless they want it. Also think from an investors point of view and from the banker or sellers point. Once you begin to think much more than just an analyst but as an investor and your analysis speaks to both parties, you are good.

Hope this helps

thaanks.
 

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