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Business Plan Executive Summary. Introduction Importantly: Be clear and concise Complete all sections Limit response to 1 slide per Topic (2 max) Welcome.

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Presentation on theme: "Business Plan Executive Summary. Introduction Importantly: Be clear and concise Complete all sections Limit response to 1 slide per Topic (2 max) Welcome."— Presentation transcript:

1 Business Plan Executive Summary

2 Introduction Importantly: Be clear and concise Complete all sections Limit response to 1 slide per Topic (2 max) Welcome to the Open Court Business Plan Executive Summary Template! Please complete this Business Plan template for your presentation at Open Court.

3 Topic Areas 1.Company Background 2.Executive Summary 3.Management Team 4.Customers, Segments & Needs 5.Market, Channels, Internet 6.Value Proposition, Your Solution 7. Competition / Barriers to Entry 8.Risk Factors 9.Brands & Go-to-Market Strategy 10.Pipeline & Infrastructure 11.Financial Overview 12.Funding Sought – Use of Funds Summary 13.Alliances or Partnerships 14.Intellectual Property 15.Manufacturing, Quality, Regulatory 16.Exit Strategy 17.Final Thoughts – Additional Information

4 Company Background >Company Name –Company Name –Type of legal entity (check box), date incorporated –Web site Address >Leadership –Key Managers: Names, Titles >Primary Contact Information –Key Contact: Mailing/ address, phone #s

5 Executive Summary >Brief Company (Product or Service) Description What is your product or service? Stage of development What is unique or distinct? >Funding Request Dollar level of funding requested Use of proceeds

6 Management Team >Management Team Key personnel (as a group) Highlight collective industry experience Past successes Summarize key equity ownership Capital contributed by management team

7 Customers & Needs >Who Is Your Customer (User)? Demographics Motivations (why buy product?) What are their needs or unmet needs? How frequent? In what situations or context? >Market Research Any market research or independent validation Describe

8 Market, Channels, Internet >Market Definition & Size Describe market Current product/service choices Market size Market potential oRevenue potential oGrowth rate >Channels Where are products/services available? How are they distributed? >Internet What is the role of the internet? What are influential web sites?

9 Value Proposition – Your Solution >Your Solution (Product & Service) How does it solve the customer problem? What gives your company a competitive edge? >Unique Reason Why What makes your business unique? How can this be sustained/insulated? What is the expected lifecycle of your product or service?

10 Competition / Barriers to Entry >Major Competitor A: Market Share (%, $) Advantage: Vulnerabilities: >Major Competitor B: Market Share (%, $) Advantage: Vulnerabilities: >Barriers to Entry How will you discourage new competition?

11 Risk Factors >What are the primary risk factors? Changes or shifts in technology Government or regulatory policies Labor market conditions Business climate changes Product liability Computer crime Other

12 Brand & Go-to-Market Strategy >Brand Name Brand Name >Go-to-Market Strategies – How will launch grow or expand your business? Strategy #1: Strategy #2: Strategy #3:

13 Product Pipeline & Infrastructure >Product/Service Pipeline What other products/services are in development? Technology Time to market Cost to complete development >Infrastructure Existing sales force Accounting & financial systems Office or production space How do you plan to expand your workforce?

14 Financial Overview >Projected Revenues and Expenses Table format – past 3 years, 3-5 years projected Gross margins, operating margins (% of revenues) When will company break even in terms of profitability and cash flow? > Balance Sheet Cash on hand Debt >Capital Requirements Equipment (internal or outsourced) Intellectual property (patents or other)

15 Funding Sought - Use of Proceeds >Funding Request $ Level requested Use of proceeds Pre-money valuation >Previous Funding $ Level received Types of equity/debt financing in place >Shares Outstanding # Shares outstanding – fully diluted Describe any option plans

16 Intellectual Property >Legal Counsel Name, key contact >Trademarks or Copyrights Name, date issued >Patents Brief description, status Patent counsel >Know-how Briefly describe unique know-how

17 Alliances or Partnerships >What alliances or partnerships have you entered? Joint ventures Marketing alliances Licensing arrangements Selling/distribution agreements Channel partnerships Software agreements Other

18 Manufacturing, Quality, Regulatory >Manufacturing Where is product manufactured? Cost of goods analysis >Quality Quality control requirements/status Quality assurance requirements/status >Regulatory Any regulatory approvals required? Permits/licenses required? Only complete this page if your business idea is a product, not a service.

19 Exit Strategy >What are your probable exit scenarios? IPO M&A possibilities Potential targets Timing Price

20 Final thoughts >What have we forgotten? >Add anything else you believe would be helpful.

21 Thank You! Upload your completed document at the How To Apply page of Open Court Contact Information: Beth Downing T:


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