[Company Name or Logo] Business Plan Highlights
3/16/ Agenda Introduction – Overview – The Team – Business Highlights The Opportunity – The Problem & Pain – The Solution – Market Summary – Customer Profile – Competition The Company – Products and Services – Summary of Goals – Milestones – Marketing Plan – Financial Plan Conclusion – Risks and Responses – Expansion Potential – Next Steps – Q & A
3/16/ Overview [Elevator pitch.]
3/16/ The Team (1) President & CEO: [Name] – [Years & nature of experience] – [Accomplishments] VP Sales: [Name] – [Years & nature of experience] – [Accomplishments] VP Marketing: [Name] – [Years & nature of experience] – [Accomplishments]
3/16/ The Team (2) CTO/VP Product: [Name] – [Years & nature of experience] – [Accomplishments] VP Services: [Name] – [Years & nature of experience] – [Accomplishments] TBH – CFO: ~[mm/yy] – President or COO: ~[mm/yy] – Management will adjust if the need arises
3/16/ The Team (3) Board of Directors ([#] planned) – Chairman: [Name] [Title] – [Name] [Title] – TBD Board of Advisors (~[#] planned) – [Name] [Title]
3/16/ Business Highlights Core competency Market Segment: [Commonly known name for it] Customer base: [Businesses/Consumers/Both Businesses & Consumers] Primary revenue source: [Product Sales/Service/etc.] ROI for customers: [Formula based on current costs] Are the dogs eating the dog food? Scalability? Strategic or nice-to-have?
3/16/ Business Highlights (2) Secondary revenue sources – [Source] Overhead: [Low/Medium/High] Profitability expected ~[#] months from incorporation Exit strategy: [IPO/Buyout/Remain Private & Profitable]
3/16/ The Pain “[Quote from prospect in pain]” – [Source] “[Quote from analyst regarding the need in or size of market]” – [Source]
3/16/ The Pain (2) DELETE THIS NOTE Include relevant charts regarding the industry (i.e., where the product fits, growth of industry, bottlenecks solved, etc.) DELETE THIS NOTE Include relevant charts regarding the industry (i.e., where the product fits, growth of industry, bottlenecks solved, etc.)
3/16/ Market Summary Target market value – $[#] in [year] growing to $[#] in [future year] (Source) – [If additional sources, ditto above] Prospect base – [#] [companies/consumers] (Source) Significant competitors: ~[#] Total competitors: ~[#]
3/16/ Market Summary (2) DELETE THIS NOTE Provide a map of potential partners, competitors & related companies DELETE THIS NOTE Provide a map of potential partners, competitors & related companies
3/16/ Market Summary (3) Trends – [Past trend] – [Present trend] [Use graphics if useful]
3/16/ Customer Profile Characteristics of customers Value proposition Decision maker How hungry for solution? (Pre-orders, testimonials, etc.)
3/16/ Competition [Significant competitor name] – [Focus of their business] – Weaknesses [Weakness and how we exploit it] – Strengths [Strength and how we address it]
3/16/ Competition (2) [Significant competitor name] – [Focus of their business] – Weaknesses [Weakness and how we exploit it] – Strengths [Strength and how we address it]
3/16/ Partnerships Interested Parties – Investor: [Lead Investor Company Name] – Investor: [Venture Company Name] – [Law Firm & Attorney Name] Experienced in aggressive venture planning
3/16/ Products And Services [Product/service] – Performance characteristics – Architecture – Cost characteristics – Pricing – Delivery mechanism – Available [#]Q [year]
3/16/ Summary of Goals 1 st year – Revenue: $[#] – Burn: $[#] – Headcount: [#] – Customers: [#] 2 nd year – Revenue: $[#] – Burn: $[#] – Headcount: [#] – Customers: [#] – Achieve profitability 3 rd year – Revenue: $[#] – Burn: $[#] – Headcount: [#] – Customers: [#] – Take company public 4 th year – Revenue: $[#] – Burn: $[#] – Headcount: [#] – Customers: [#]
3/16/ Milestones (1) Stage 1: Founding the Business – [mm/yy]: Incorporated – [mm/yy]: Remaining legal documents filed – [mm/yy]: Secure angel funding $[1]m pre) – [mm/yy]: Ramp up hiring – [mm/yy]: Begin building initial product – [mm/yy]: Secure 1 st round $[15]m pre) – [mm/yy]: Beta test and rework product – [mm/yy]: Begin offering initial product – [mm/yy]: Begin marketing activity – [mm/yy]: Aggressively obtain customers DELETE THIS NOTE Replace bullets with check marks ( ) for items already completed. To do this, right-click the item and choose “Bullets and Numbering…” DELETE THIS NOTE Replace bullets with check marks ( ) for items already completed. To do this, right-click the item and choose “Bullets and Numbering…”
3/16/ Milestones (2) Stage 2: Developing the Business – [mm/yy]: Secure 2 nd round $[25]m pre) – [mm/yy]: Crank up marketing activity – [mm/yy]: Begin offering second product – [mm/yy]: Emphasize customer acquisition – Entertain any acquisition offers that arise
3/16/ Milestones (3) Stage 3: Stabilizing the Business – [mm/yy]: Shore up management – [mm/yy]: Secure 3 rd round $[100]m pre) – [mm/yy]: File for IPO – [mm/yy]: Achieve profitability
3/16/ Marketing Plan Target Market/Demographics: [Segment Description] Distribution and sales channels Pricing and positioning Branding and strategic position Media Mix: [Web Ads/Magazine Ads/Trade Shows/Billboards/TV/Radio] Marketing and sales team development
3/16/ Financial Plan (1) Pricing Model Fundamentals – [Product/Service]: $[#] per [unit(s)] [detail price evolution over time] Stabilized gross margins Gross revenue, net income and growth by year Cash flow and capitalization needs DELETE THIS NOTE Replace the bullets below with a spreadsheet if the pricing model is complex. DELETE THIS NOTE Replace the bullets below with a spreadsheet if the pricing model is complex.
3/16/ Financial Plan (2) DELETE THIS NOTE Insert a graph or spreadsheet of revenue and expense projections below. DELETE THIS NOTE Insert a graph or spreadsheet of revenue and expense projections below.
3/16/ Risks Addressed [Risk] – [Response] [Risk] – [Response]
3/16/ Expansion Potential [If there are things that can be done in the future to take the business into broader or additional markets, list them here.]
3/16/ Next Steps [Immediate and long term needs; if seeking funding, state specifics] [Decisions to be made]
3/16/ Thank You.