Investor pitch · Copy

Sample legal wording on Pitch Decks?

Alison Lewis CEO/Creative Director

July 30th, 2014

I'm working on my deck and sending it out today. I was just told I need legal wording for the front page of it to protect the ideas inside. A paragraph that let's people know this is confidential and should not be shared. Does anyone have this available or could copy paste it from their deck? I'm searching the internet for it as well. Thanks! 
As a founder, you’re always in fundraising mode (whether active or passive). In this course, we’ll teach you how to successfully raise follow-on capital, establish a valuation for your company, build an investor pipeline for your next round, and more.

Anat Baron Entrepreneur, Keynote Speaker, Filmmaker, Disruptor, Problem Solver, Human Sponge and Creative Thinker

July 30th, 2014

I agree with what Chris said. For my pitches, I created 2 decks. One that I call an investor deck which is more general and I email when asked. A second is an investor presentation. It includes the business model, financials etc. I only use it in person or in screen sharing format. It's worked well so far.

Gaurav Chawla Founder

July 30th, 2014

Hi Alison, I have following in a small font on every slide. "© | Privileged and Confidential. All rights reserved. | " Not sure if that is enough. -g

Chris Murphy Director of Corporate and Legal Affairs at E2open

July 30th, 2014

For the record, that is all fine and good to set expectations, but it won't actually give you any legal recourse unless you have an NDA (which most folks understandably will not sign) or something else showing that they AGREED they would not share the information.  There are plenty of valid reasons that investors typically won't sign such a thing, and there is good information here http://venturehacks.com/articles/plans-ndas-traction.  

Rules of thumb are (1) that ideas are just ideas and very few (no offense to anyone here) create a need to be concerned about having them stolen by an investor, and (2) for truly confidential information that could create problems for the company if the info got out (detailed financials, etc.). DON'T put that information in a pitch deck.  Save that for later meetings where you actually might be able to get an NDA. 

Jessica Alter Entrepreneur & Advisor

July 30th, 2014

Never heard of this. Just stamp "confidential" on it.

Alison Lewis CEO/Creative Director

July 31st, 2014

Understood. We're well past an idea at this point and have drawings and product images in our deck. Should we take them out if not protected? - A

Alison Lewis CEO/Creative Director

July 31st, 2014

Anat. Thanks! I'll try to figure this out and still get the message across. We are a design centric company and our product is hard to hide, so I am concerned a bit. I made a 1 pager as well to follow up or send in advance. 

Anat Baron Entrepreneur, Keynote Speaker, Filmmaker, Disruptor, Problem Solver, Human Sponge and Creative Thinker

July 31st, 2014

Alison, I think you have every right to be concerned but you can't let that stop you. Ideas can be copied but everything is in the execution. So find the best way to tell your story and do it. Just make sure you leave them wanting more. I think Executive Summaries and Decks are basically teasers to get a F2F meeting.

FRANK LEE Founder at DecoGrid.com

July 31st, 2014

If it's a product, then you might want to file some sort of patent first if you can.  

Lorella Di Vuono

August 1st, 2014

Hi Alison, you can write in the cover "Proprietary and confidential. Please do not distribute" but my advice is don't share something of really confidential in a deck.