1. Business Plan for My Company MyCompany Month 2001 Prepared by Name phone

2. Context  Regulatory, market conditions, etc.  Examples:  Opportunities thus exist….

3. Purpose of Plan  Identify opportunities provided ….  Audience: potential investors and partners  Contents:  The Market  The Business Opportunity & Product  The Competition  The People & The Numbers

4. The Market

5. Target Market  This target market includes organizations that ….  Segments

6. Market Drivers - Regulatory

7. Market Drivers - Business

8. Market Size - Segment 1

9. Market Size - Segment 2

10. Market Segment Size ($) Upper Bound Estimates  Total Market Higher Segment 1  Revs = units x ave price = $total revs  Total Market Higher Segment 2  Revs = units x ave price = $total revs *Assumes an average typical expenditure per product by segment

11. Target Customers  Person 1  Person 2  Person 3

12. Customer Needs  Define key needs

13. The Business Opportunity

14. Value Proposition:  Application  What it does  Customer  Who  Product  How

15. Elevator Pitch  For X who need Y, Product A does Z.  Unlike competitor(s) ABC which only provide D, Product A does E and provides the following benefits….

16. Revenue Model - 1  Software Licensing Model  Revenues derive from:  Describe how revenues are generated

17. Sample Sale  Configuration fees - $500  License fees - $2000/seat x 3 seats = $5000 (with discount)  Support and Maintenance fees @20% per year = $1000/yr  Customization fees = $4500  Revenue for client over 5 years = $15,000

18. Distribution Channels  Direct (e.g., Web)  Independent Agents  Sub-licensing  Joint Ventures  OEM

19. The Product

20. Product Features  Guides the user ….  System does….

21. Technology - Status  Has the technology been developed?  Status?

22. Technology - Protections  Legal  Trade secret  Copyrights  Trademarks  Patents  Technical  Proprietary technologies

23. Technology - Technical Specs  What is distinctive?  Platform  Architecture  Interface  DB’s  other

24. The Competition

25. CompetitionCompetition  Major forms of competition  Give examples by class

26. Competitive Advantages  MyCompany vs. Competitor 1  Cost and differentiation advantage  MyCompany vs. Competitor 2  Cost and differentiation advantage

27. Industry Structure  Barriers to Entry  Industry Concentration  Buyers

28. The People

29. Management Team  Management team  Positions to be filled through internal(I) candidates or via outsourcing (O)  Marketing and Sales (I)  Accounting and Finance (I)  Technology (I)  General Management (O)  HR (O)

30. Professional Network  Legal  Accouncting  Technical

31. Advisory Board  Will include following functional areas:  Management  Sales & Marketing  Finance  PR  Technology  HR

32. The Numbers

33. Projections  Projections for 2001-2005 are provided in the accompanying spreadsheet:  Revenues  Expenses  Gross Profits

34. Summary

35. Recap  Recap the needs of the market, the opportunity and revenues

36. Next Steps  What happens next?

37. end…  Contact Information  My company info