A template outline for building investor decks for CRE transactions... possibly of interest...
Like writing a paper for school, start with an outline and fill in the blanks. I also find that writing the executive summary - eg your overview/argument - last as you may learn things/adjust things as you fill in the gaps.

* Executive Summary
   * Whats the ask? Be specific: "we are seeking to capital contributions of $X in return of membership interests (eg equity) equal to X% of the Company"
   * Transaction background/overview: what it is? how you sourced it?
   * Why you think its a good deal - very brief
   * The IRR - need to make them turn the page
   * Who you are/team
* Investment highlights
   * bullets on why a good deal. Thing of this as the outline for everything you will backup later in the presentation: "below replacement cost basis", "returns", "great location"
* Property Overview - picture and building specs
* Location Map
* Transaction Overview &amp; Returns
   * Sources and Uses
   * Business Plan
      * where you would drop things like market vs in-place rents back up, reno budget detail (if applicable)
   * Management plan - third party/self
   * Operating Cash flows 
   * Deal level unlevered and levered cash flows
   * Investor terms
      * Description of waterfall and fees
      * Investor Cash flows
* Comps / Market Overview
* Team
* Contact
* Exhibit: Market Overview (more detail if necessary - eg if smaller market that investors may not now)

There a lot of different ways to do it and it changes based on the deal. No pride in ownership

\*\*\*\*

If you found this helpful, I would love some feedback on our pipeline saas tool (slack+evernote meets pipeline management): [pline.ai](https://pline.ai) 

How to use: 

start with the drop down in the upper left. From there add template fields:

* Workflow Settings --&gt; add template / edit flow (change name/add/remove categories is in the Stage Settings)
* Stage Settings --&gt; edit categories 
* Deal Custom Field Settings --&gt; add template for "Overview" tab in deal pages / edit fields (this is pretty rough UI FYI, bare with us)

PM me for questions on how to use it if the below does not get you squared away!

Thanks
[{"id": "huvphe7", "text": "Wait I\u2019m confused are you selling a CRM tool or a PowerPoint template?", "replies": [{"id": "huvs4mf", "text": "giving advice on ppt presentation...\n\nAsking for people to check out/provide feedback on my pipeline tool... I built for my company and have been using for 8 months. Now curious what other might think..", "replies": [{"id": "huvs9m7", "text": "Cool deal. Will check it out. Like the PowerPoint template buildout, similar to what we use.", "replies": [], "depth": 3}], "depth": 2}], "depth": 1}, {"id": "huvtwt3", "text": "Awesome. Very appreciated. No pride in ownership. Happy to hear the good and the bad", "replies": [], "depth": 1}]