1. Business Plan Preparation
Frank Moyes Leeds College of Business
University of Colorado Boulder, Colorado
Business Plan Preparation: Killer Slide Presentation

2. Killer Slide Presentation
Introduction (3 key points)
The solution
Need & Opportunity
Target Market
Competition
Sustainable Competitive Advantage
Management
Key Marketing Strategies
Risks
Financial summary
Revenue model
Funding & Offering
Conclusion (3 key points)
Business Plan Preparation: Killer Slide Presentation

3. Title Slide Name of your firm Date Name of investor firm
Optional: How much money is being sought for this round?
Appropriate graphics (logo, etc.)
10:08
Personalize your title slide to the audience
Make sure you’ve done your homework to know that the size and segments of investments fit the VC partner you are pitching (minimize wasting time on obvious non-fits)
Business Plan Preparation: Killer Slide Presentation

4. Introduction Get their attention Elevator speech (not on slide)
Value proposition (not on slide)
Introduce team
3 key points want investors to remember
Get their attention
Get their attention
Business Plan Preparation: Killer Slide Presentation

5. Need What is the pain? What problem are you solving?
Must be easily understood & communicable
Validate by referring
Customer research
Interviews – use quotes
What is the pain?
Business Plan Preparation: Killer Slide Presentation

6. Base for Marketing Plan
Opportunity
Size & growth
Trends
Focus on your segment
Base for Marketing Plan
Business Plan Preparation: Killer Slide Presentation

7. What are the unique benefits?
The Solution
Describe what you do
Key features
Benefits to target customer (could be a 2nd slide)
Future products/services
What are the unique benefits?
Business Plan Preparation: Killer Slide Presentation

8. Target Market Who's your customer
Validation - use your market research
Consumer
Demographics & psychographics
How make buying decisions
Business
Types of companies
Who's your customer
Business Plan Preparation: Killer Slide Presentation

9. Competition Positioning Identify your competitors
Current & future
Direct & indirect
Strength & weaknesses
Barriers to entry that you face
Those that you can create
Positioning
Business Plan Preparation: Killer Slide Presentation

10. Sustainable Competitive Advantage
How are you different than your competitors
Perceptual maps
Barriers to entry that you can create
Resources and capabilities
Sustainable
Business Plan Preparation: Killer Slide Presentation

11. Key Marketing Strategies (could be 2-3 slides)
High Level description
Target market
Distribution - channel
Positioning strategy
Sales strategies
Advertising & Promotion
Pricing strategy (could be in Revenue slide)
Roll out plan
Partnerships
Business Plan Preparation: Killer Slide Presentation

12. F1000 Go To Market Strategy MID-MARKET Today 18% 82% $4B Market
Distributors
6 US
10 European
2 Asian
INDIRECT SALES
18%
Strategic Partners IBM
Example Slide: ACME (overlays)
This slide contains material that allows the presenter to discuss all the attributes of an effective Go To Market Strategy
DIRECT SALES
82%
Business Plan Preparation: Killer Slide Presentation

13. F1000 Go To Market Strategy MID-MARKET Tomorrow 50% 50% $4B Market
Distributors Sirrius AvNet Support Net
F1000
MID-MARKET
$4B Market
Tomorrow
INDIRECT SALES
50%
Strategic Partners
IBM ISS
Symantec Tripwire
Independent Software Vendors
JD Edwards SAP Infinium
Overlay slide
DIRECT SALES
50%
Business Plan Preparation: Killer Slide Presentation

14. Management Key officers Who is missing? Backgrounds Accomplishments
Interim management
Business Plan Preparation: Killer Slide Presentation

15. Financial Summary

16. Revenue Revenue forecast Key elements of revenue model Market size
Market share
Growth rate
Number of customers, units, etc.
Pricing strategy
Channel discount
Etc
Business Plan Preparation: Killer Slide Presentation

17. Talk About Your Critical Assumptions
Margins
Comp’s
Key assumptions
Break-even
Major expenditures
Working Capital
Burn rate
Key drivers
Business Plan Preparation: Killer Slide Presentation

18. Risks 2 or 3 that are unique to you venture What can go wrong?
What must go right?
How will you mitigate
Business Plan Preparation: Killer Slide Presentation

19. Funding How much funding is required Major uses Product launch
Capital expenditure
Marketing campaign
Etc.
Business Plan Preparation: Killer Slide Presentation

20. Offering Different rounds Debt Exit Amount being raised % of Company
Return on Investment
Debt
Repayment terms
Interest rate
Exit
Business Plan Preparation: Killer Slide Presentation

21. Conclusion Viable company Summarize 3 key points Good investment
Questions
Viable company
Business Plan Preparation: Killer Slide Presentation

22. Operations (alternative)
How add value
Describe process
Major expenditures
Business Plan Preparation: Killer Slide Presentation

23. Benchmarks (alternative)
3 to 5 events critical to success of venture
Timeline
Business Plan Preparation: Killer Slide Presentation

24. Guidelines Use your customer surveys to support Tell a story
Use charts, graphs, simple tables
Business Plan Preparation: Killer Slide Presentation