How to Use Offtoa to Present to Investors

Offtoa helps entrepreneurs present their business case to investors in multiple ways.

1. Prepare solid financials. When you use Offtoa, you can be sure that the pro forma financial statements are in a format that investors are familiar with. Not only that, but Offtoa produces them automatically, based on your answers to a series of interview questions that request you to fill in values for key business assumptions.
2. Financials tied directly to assumptions. During a presentation, investors often ask, “what if . . . ”, e.g., “what if your revenues end up being 25% lower than you plan?” or “what if customers will only pay half the price you are predicting” and so on. With Offtoa open on your computer behind PowerPoint, you can easily (in real time!) change any assumption, and instantly see the effect on the revenue, profit, and cash flow. Most investors will be impressed by your ability to answer their question without hesitation.
3. Financials tied directly to business strategy. We have seen many entrepreneurs make their business case presentations to investors in which the financials bear little relation to the business strategy. Often this is the result of entrepreneur incompetence on inexperience, but more often it is the result of the constant flux that business strategies undergo . . . sometimes right up to the moment of the presentation. With strategies changing so often, it is extremely difficult to keep the financial statements in synch. With Offtoa, it is trivial: just change the assumptions underlying the strategy and instantly the new financial statements are produced.
4. Key PowerPoint slide produced. Although every company and investor group is somewhat different, most investors expect two key slides on financials: one that shows fundamental assumptions, and one that shows 5-year projections for customers (or units sold), revenues, (perhaps COGS and gross profit), expenses, EBITDA, and cash balance at end of year. Offtoa produces this key table of data for you.
5. Cap table produced. In addition to the standard pro forma financial statements, Offtoa also produces a capitalization table showing clearly the ownership distribution before and after an investment round. Investors understand this format and will appreciate that you are talking the same language as they are.
6. Getting investors to “Yes”. Not only does Offtoa give you all the powers listed above, but it gives you the confidence that you have a winning business. Investors will see that you are armed with a powerful tool, that you have done your homework, that you understand all your business assumptions, you understand your financial and where they came from, and you are confident as a result.