0. Business Plan Executive Summary

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

2. 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

3. Company Background Company Name Leadership
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

4. 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

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

6. Customers & Needs Who Is Your Customer (User)? Market Research
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

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

8. 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?

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

10. 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

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

12. 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?

13. Financial Overview Balance Sheet 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)

14. 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

15. 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

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

17. Manufacturing, Quality, Regulatory
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.

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

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

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