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The documents hub

The documents hub will allow you to upload and keep updated the information that you will most commonly share with potential investors, such as:;

  • the pitch deck (a visual storybook about your business),
  • the executive summary (a short overview of your entire business plan packed into a page or two),
  • the business plan (a detailed document that outlines your goals, strategies, and how you plan to achieve them),
  • the financial statements (including the income statement, the balance sheet and the cash flow statement)
  • the term sheet (a non-binding agreement that outlines the key terms of a potential investment) and
  • the capitalization table (a detailed list of all the shareholders in your company, showing how much ownership each person or entity holds).

:::info Keep in mind that, of those, the pitch deck and your business plan will be part of your company profile, even if they won’t be public (people interesting in checking them will need to request access to you). :::

Pitch deck

A pitch deck is kind of like a visual storybook about your business. It’s a presentation with slides that helps you explain your idea in a clear and exciting way to potential investors. Think of it as your chance to show them why they should be as excited about your idea as you are.

Here’s what a typical pitch deck might include:

  • The problem: What problem are you solving with your idea? Explain about the drivers & trends of the market you are addressing.

  • The solution: How does your product fix that problem? Introduce here your unique value proposition, including:

    • your company offer (products or services) and your technology and IP (but avoid too technical details, i.e. don’t try to explain the technology but explain how it generates business).
    • your positioning in the value chain.

  • The market: Who are you selling your product to? Identify your targeted applications and market segments and the targeted customers.

  • The business model: How will your company make money? Take the chance to define your competitive positioning and your market penetration strategy.

  • The team: Who’s helping you run your business? Do you have experienced leaders, marketing experts, or friendly faces to serve customers? Show the potential of the team (i.e. your ability to execute).

  • The financials: How much money do you need to start your company, and how much do you expect to make in the future? Include only key figures (not the full tables) and the revenue perspective in 3 or 5 years.

A good pitch deck is refreshing, engaging, and leaves people wanting more. It’s your opportunity to show investors that your business is worth their time and money.

:::tip Ideally, there could be 1 slide per message (this is, don’t try to explain the full business plan in 5 minutes), use facts and figures where available and don’t oversell. Remember that your objective is that investors understand: • what problem your product/service aims at solving, • the market and the solution, and • your unique value proposition. :::

Business plan

The business plan is a detailed document that gathers your goals, strategies, and how you plan to achieve them. As a sugestion, it may include:

  • A confidentially agreement
  • An executive summary
  • Your company description, including mission, vision, goals, target market, your industry and your legal structure.
  • Your products or services, with special attention to your position in the value chain, your unique value proposition, your competitive advantages and pricing (including locations, distribution channels and a 12-month sales forecast).
  • Your marketing plan, introducing your market research, identifying the barriers to entry and the threats and opportunities (SWOT analysis). It should address too the features of your products and their benefits, your target customer (buyer persona), the analysis of your competitors, your positioning (the niche you are addressing), how will you market your product or service and the promotional budget you need.
  • Your operational plan
  • Your management and organization chart
  • Your financial plan
  • Appendices for agreements, IP, list of equipment, etc.

Think of it like this: a business plan is a comprehensive guide that helps you navigate the exciting but challenging journey of building a successful startup.

Upload documents

Documents can be uploaded by clicking the “Documents Hubs” headline in the left side menu:

  • click on the “Upload” button in the box of the specific type of document you want to upload,
  • click on the “Select” button shown in the modal that appears,
  • select the file you want to upload from your computer, and
  • click on the black “Upload your document” button.

:::info Remember that, with a similar process, you can also upload your “Pitch deck” and your “Business plan” from the “Documents” tab of the “My company profile” section. :::

Manage your documents

Once you uploaded your documents, you will be able to manage them from the list showing beneath the documents’ types boxes.

Above that list, you will see a button “All documents”. If you tap it, it will allow you to filter the documents by type or by owner (Created by me).

For each line in the list, you will see the format of the document, its type, its name, when it was uploaded and an icon with three dots. Clicking on that 3 dots icon, a list of actions for the document will diplay:

  • Preview,
  • Edit,
  • Upload a new version,
  • Edit metadata,
  • Document info,
  • Document analytics,
  • Version history,
  • Download latest version and
  • Delete.