This slide needs to serve as a hook; it should highlight 2 or 3 things which compel the reader to continue through the meat of the document. That said, if a prospective buyer has reviewed the teaser and signed an NDA, they have already seen and responded positively to this information. At the bottom of the page, there is a graphical opportunity to hammer home the forward looking growth, revenue, and EBITDA highlights.
A basic outline should include:
Employee count, HQ location, and founding year;
Nature of the business;
Customer count and SaaS metrics (if relevant): LTV, CAC, and churn;
Market TAM statement, and market cycle phase and growth trend;
Explanation over growth limiters, typically the lack of outside capital;
Summary of technology platform;
Shareholder dynamics and capitalization
Some of the top highlights in this example are:
Full POS integration; although we've broadly anonymized this example, the solutions in this space must have POS integration as a matter of course, and for the additional benefit of channel sales;
Enterprise grade levels of churn @ 3%, and a high LTV:CAC ratio, suggesting an under-investment in growth (which is true for this company, never having taken on outside capital);
Sustained, high levels of recurring revenue growth;
Trend to must-have in a market with a defensibly large TAM;
Current technology platform base (Ruby on Rails);
Single shareholder with presumably nominal or low cost base
Want to keep reading? See Industry Trends, the next in this series.