Pitch Builder
pitchbuilder
IR Writing Guide
Investment firms (AC/VC)
Glossary

Roadmap / Milestones

Slide area
  1. Planning and Risk
Slide area from an investor's perspective
When & Safety
Importance (Frequency of use)
3.5
"When investment funds are injected, in what order, when, and what is achieved?"
DB Analysis-Based Core Patterns and Writing Guide
Roadmap / Milestones
📍
Future Growth and Exit Plan
Key Patterns
•
Establishing a timeline → Presenting key milestones → Suggesting an exit strategy
Main contents (example)
•
Product Feature Launch Plan
•
Market expansion plan
•
Staffing plan
•
Next round point
Writing Guide
•
Focus on 18-Month Milestones: Clearly present 4 to 5 key goals to be achieved within the next 12 to 18 months, along with their timelines, rather than focusing on long-term goals.
•
Highlights by Industry Group:
◦
Deep Tech Field: Technology Verification/Patents
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B2C Sector: Market Expansion / Achievement of Metrics
•
Exit Implication: Indirectly suggests the timing of an M&A or IPO in the final stage of the roadmap.
•
Deep tech field: Milestones that resolve uncertainties leading to technology commercialization, such as the proof-of-concept (PoC) phase, clinical trials, and patent acquisition timing, are the most important.
◦
Write focusing on technology development verification milestones and patent/certification acquisition timing. Addressing the risks leading to technology commercialization is also a good strategy.
Principle
•
Focus on short-term goals for the next 18 months
What plans do other startups have?
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