pitchbuilder
IR Writing Guide
Investment firms (AC/VC)
Glossary
Business Model
Item Importance Classification
Items proving execution capability and economic feasibility
Slide area
Storytelling and Market Validation
Slide area from an investor's perspective
How & Now
Importance (Frequency of use)
4
Is the revenue structure sustainable, scalable, and defensive?
DB Analysis-Based Core Patterns and Writing Guide
Business Model
Stability of the revenue generation structure
Key Patterns
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Disclosure of Revenue Sources → Pricing Structure → Profitability Analysis
Main contents (example)
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Proportion of subscription/ad revenue
•
Price list by Tier
•
Distribution margin structure
Writing Guide
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Define Core Revenue Sources: Clearly identify the revenue source with the highest proportion and whether that revenue is reproducible.
•
Pricing Tier: Explains how pricing strategies contribute to customer segmentation and revenue expansion.
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Margin Structure: Proof of profitability by briefly including the relevant details.
◦
Write considering the different margin structures depending on the industry (e.g., B2C commerce = distribution margin, SaaS = gross margin)
Principle
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Proving whether the revenue structure is 'sustainable and scalable'
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Sustainability is proven through indicators such as LTV/CAC (linked to the Traction section)
•
Emphasize one major revenue source (core revenue source) rather than ten minor revenue sources.
What revenue models do other startups have?
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