Pitch Worksheet

Instructions

Fill out the following worksheet with as much detail as possible. Don’t worry about making the answers concise; just add all the context needed for someone to understand your business in detail. This page feeds into

Pitch Writer⁠

to automatically create pitches using AI.

Overall description

We’re building spend management software to help online SaaS businesses manage their daily spend. Our app lets employers issue corporate cards to their employees, set spend controls to make sure the cards are used for business purposes, and synthesize expense reports from that data.

Users can log into our app, connect their bank accounts and card accounts through Plaid’s OAuth feature, and see all their employees’ expenses. Right now we’re focused on tackling the travel expense category. Even though we have competition from a bunch of companies like TripActions and Emburse, we think there’s a way for us to crack this industry open by focusing solely on international travel.

Value propositions

Easy integration with existing accounting systems.

Intelligent categorization of expenses.

Real-time tracking and analytics.

Customizable expense approval workflows.

The ability to issue credit cards for employees, track spending and set spending limits.

Competitive Advantages

Unique integration of expense management software and credit card.

Superior user experience and customer service.

Advanced AI technology for expense categorization.

Traction

We have 100 businesses currently using our software and a waitlist of 1,000 other businesses. We expect to scale our capabilities to match all thousand businesses on the waitlist within the next 3 months.

Market size

To do a top-down calculation, the travel expense industry is around $10 billion in size within the United States. If we can capture just 1% of that market, that is a $100 million revenue opportunity in the United States alone.

Doing a bottoms-up calculation: there are 1 million businesses in the United States that need software to help their employees travel.

Strength of the Team

Founding Team

Backgrounds in Fintech, AI, and Business.

Previous startup experience and successes.

Industry knowledge and networks.

Advisory Board

Expertise in the field of financial technology, accounting, and online business.

Track record of advising successful startups.

Employees

Highly skilled and motivated team in tech, sales, and customer service.

Commitment to company culture and mission.

Gaps and Future Hiring Plans

Areas of expertise needed to take the company to the next level.

Plans for recruiting and hiring top talent.

Team Achievements

Successful product development and launch.

Positive customer feedback and testimonials

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