Fictional example: Pignon. Documents shown in French.
The four documents in your file.
The information memorandum
The reference text for your project. It presents the market, the solution, the business model, the traction (your first evidence), the projections, the team and the risks. It can be read without you.
Your figures and the assumptions behind them. Bot Opex asks you a few questions about your business, then helps you write the plan.
The pitch deck
The short version, made to be shown. Around twelve slides in plain language, which your family and friends, your customers or your banker can read on their own.
Each way to improve opens a conversation with Bot Opex about that part.
You see your score in detail
Theme by theme, with what would raise each one. Priority themes are flagged.
You rework a part
Bot Opex asks its questions, suggests a draft and lets you approve it.
You run the assessment again
The Scorecard recalculates your score, as many times as needed.
You produce the final version
From 80 out of 100, for the memorandum and the business plan.
A preparation tool. It is neither a financial valuation nor an investment recommendation.
At 80 out of 100, your Scorecard turns black.
With the Memorandum Pack, you rework a part, run the assessment again and the score is recalculated. At 80, the card flips and you can produce the final version of your memorandum and your business plan.
61First diagnosticPignon’s first score.
72Market sized with two sourcesFirst way to improve reworked with Bot Opex.+11
80First customer feedback shownSecond way to improve reworked. The threshold is reached.+8
Final version of the memorandum and the business planFrom 80 out of 100Unlocked
Fictional example. Not every project reaches 80 out of 100.
61First diagnostic+11Market sized with two sources+8First customer feedback shown80Threshold reached
Fictional example. Not every project reaches 80 out of 100.
What the documents look like
Understated pages, in the colours of your sector.
Each document carries your project’s brand when there is one. The pages below come from the Pignon example, an app that sends a bike mechanic to your home.
The information memorandum
Memorandum, coverThe project in one sentence and the amount sought.Memorandum, the essentialsThe thirty-second pitch and the key points on one page.Memorandum, projectionsThe forecasts, their assumptions and the use of funds.
The pitch deck
Pitch deck, coverAn image of the trade and the project’s promise.Pitch deck, the solutionWhat the project does, in three steps.Pitch deck, the marketWho it concerns, and how many people.
Fictional example made for demonstration. Documents shown in French.
The pitch sheet
Your pitch, in three lengths.
Presenting your project in a few words is hard. The pitch sheet fits on one page and is meant to be said out loud. The same pitch opens your memorandum and your pitch deck.
In one sentence10 seconds, to answer “So what do you do?”.
In 30 secondsAround 75 words, for a first conversation.
In 2 minutesAround 250 words, in seven parts: the hook, the market, the solution, the evidence, the model, the team, the ask.
Fictional example: Pignon. Documents shown in French.
One file, three uses.
01
Going to see your banker
You arrive with a project that is quick to grasp, forecasts and the assumptions that explain them.
No. You pay once: €49 incl. VAT during the launch, for a limited time.
Who writes the text of the file?
You do, with Bot Opex. It asks its questions, suggests a draft and points out what is missing. You correct and approve each part, and the file remains yours.
When can I produce the final version?
From 80 out of 100, you produce the final version of your memorandum and your business plan. Below that, you keep reworking the parts the Scorecard flags.
Can I get a copy of my documents?
Yes. You export your documents to print or send them.