Sample Investor Teaser Template

Management: SaaS Co is the leading provided in Customer Resource Management (CRM)

CEO: John Smith software for more than 500 customers across 12 countries around the world. SaaS
CFO: Tom Johnson MD Co was founded in 2010 and provides solutions and services to companies so that
CTO: Dan Black they can improved sales efficiency and outreach. SaaS Co software provides robust
CRO: Jane Smith CRM features to enable sales in multiple sectors.
VP of Products: Ted Bissell
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Civibus adipisci similique an eos, cu his hinc percipitur. Alia scripta admodum mea
Industry: eu, possit invenire sapientem ut usu. Eam te cetero nostrum intellegebat, id per
omnes nonumes, mei eu lorem voluptatum. No ius nemore accumsan mentitum.
SaaS CRM
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Number of Employees:
CEO – John Smith • 18 Year SaaS / tech industry veteran
31 • multiple startup CEO – 4 successful CRO – Jane Smith
exits
• 30+ years growing SaaS businesses • Former CRO at ABC Software
and improving shareholder value. • 20+ years scaling sales teams and
Bank: Executive at ABC Co – increased achieving superior growth
B of A EBITDA 5x in 3 years VP of Products - Ted Bissell
CFO – Tom Johnson • Former Java Architect – 30 years as
• Former CFO ABC Services developer and executive
Auditor: • 30 Year CRM / ERP industry veteran / ABC Title - James Crunch
executive • Served as SaaS product manager for
PWC
• Audited financials since 2012 CTO – Dan Black several startups
• Another point here • Former SVP/GM at Google

Financing Sought:
$5-$7 m
Privately held / No debt

Use of Funds:
Development expansion,
marketing and geographic
expansion of sales
Value Proposition:
Lorem ipsum dolor sit amet, te graeci diceret duo, cum at porro invenire periculis.
Civibus adipisci similique an eos, cu his hinc percipitur. Alia scripta admodum mea
eu, possit invenire sapientem ut usu. Eam te cetero nostrum intellegebat, id per
omnes nonumes, mei eu lorem voluptatum. No ius nemore accumsan mentitum.
Nam nonumes urbanitas at. Meis exerci essent at eum.

Forecasted Projections: orem ipsum dolor sit amet, te graeci diceret duo, cum at porro invenire periculis.
Civibus adipisci similique an eos, cu his hinc percipitur. Alia scripta admodum mea
Lorem Ipsum eu, possit invenire sapientem ut usu. Eam te cetero nostrum intellegebat, id per
omnes nonumes, mei eu lorem voluptatum. No ius nemore accumsan mentitum.
Nam nonumes urbanitas at. Meis exerci essent at eum.
Market:
The market for CRM solutions is $35B with 100K potential customers at play.
Go-to-Market Strategy:
SaaS Co sells via a direct sales team and works closely with technology partners
such as ABC, Smith Co - increased staff for geographic reach and subscriptions will
drive future revenue growth
Competition:
Mainly CRM startups in the ABC niche. Current competitors are ABC CO, Test Co,
and 123 Systems.

TheSaaSCFO.com
 Sample Investor Teaser Template
TheSaaSCFO.com
SaaS Co is the leading provided in Customer Resource Management (CRM) software
for more than 500 customers across 12 countries around the world. SaaS Co was
founded in 2010 and provides solutions and services to companies so that they can
improved sales efficiency and outreach. SaaS Co software provides robust CRM
Management: features to enable sales in multiple sectors.
CEO: John Smith
Lorem ipsum dolor sit amet, te graeci diceret duo, cum at porro invenire periculis.
CFO: Tom Johnson MD
Civibus adipisci similique an eos, cu his hinc percipitur. Alia scripta admodum mea
CTO: Dan Black
eu, possit invenire sapientem ut usu. Eam te cetero nostrum intellegebat, id per
CRO: Jane Smith
omnes nonumes, mei eu lorem voluptatum. No ius nemore accumsan mentitum.
VP of Products: Ted Bissell
Nam nonumes urbanitas at. Meis exerci essent at eum.

Industry:
SaaS CRM CEO – John Smith • 18 Year SaaS / tech industry veteran
• multiple startup CEO – 4 successful CRO – Jane Smith
exits
• 30+ years growing SaaS businesses • Former CRO at ABC Software
Number of Employees: • 20+ years scaling sales teams and
and improving shareholder value.
31 Executive at ABC Co – increased achieving superior growth
EBITDA 5x in 3 years VP of Products - Ted Bissell
CFO – Tom Johnson • Former Java Architect – 30 years as
Bank: • Former CFO ABC Services developer and executive
• 30 Year CRM / ERP industry ABC Title - James Crunch
B of A veteran / executive • Served as SaaS product manager for
CTO – Dan Black several startups
Auditor: • Former SVP/GM at Google
PWC
• Audited financials since 2012
• Another point here

Financing Sought:
$5-$7 m
Privately held / No debt
Use of Funds:
Development expansion,
marketing and geographic
expansion of sales
Forecasted Projections:
Lorem Ipsum
Value Proposition:
Lorem ipsum dolor sit amet, te graeci diceret duo, cum at porro invenire periculis.
Civibus adipisci similique an eos, cu his hinc percipitur. Alia scripta admodum mea
eu, possit invenire sapientem ut usu. Eam te cetero nostrum intellegebat, id per
omnes nonumes, mei eu lorem voluptatum. No ius nemore accumsan mentitum.
Nam nonumes urbanitas at. Meis exerci essent at eum.
orem ipsum dolor sit amet, te graeci diceret duo, cum at porro invenire periculis.
Civibus adipisci similique an eos, cu his hinc percipitur. Alia scripta admodum mea
eu, possit invenire sapientem ut usu. Eam te cetero nostrum intellegebat, id per
omnes nonumes, mei eu lorem voluptatum. No ius nemore accumsan mentitum.
Nam nonumes urbanitas at. Meis exerci essent at eum.
Market:
The market for CRM solutions is $35B with 100K potential customers at play.
Go-to-Market Strategy:
SaaS Co sells via a direct sales team and works closely with technology partners such
as ABC, Smith Co - increased staff for geographic reach and subscriptions will drive
future revenue growth
Competition:
Mainly CRM startups in the ABC niche. Current competitors are ABC CO, Test Co, and
123 Systems.