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Download Open Court Business Plan Executive Summary ...

  1. 1. Business Plan Executive Summary
  2. 2. Introduction <ul><li>Importantly: </li></ul><ul><ul><li>Be clear and concise </li></ul></ul><ul><ul><li>Complete all sections </li></ul></ul><ul><ul><li>Limit response to 1 slide per Topic (2 max) </li></ul></ul>Welcome to the Open Court Business Plan Executive Summary Template! Please complete this Business Plan template for your presentation at Open Court.
  3. 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. 4. Company Background <ul><li>Company Name </li></ul><ul><ul><ul><li>Company Name </li></ul></ul></ul><ul><ul><ul><li>Type of legal entity (check box), date incorporated </li></ul></ul></ul><ul><ul><ul><li>Web site Address </li></ul></ul></ul><ul><li>Leadership </li></ul><ul><ul><ul><li>Key Managers: Names, Titles </li></ul></ul></ul><ul><li>Primary Contact Information </li></ul><ul><ul><ul><li>Key Contact: Mailing/e-mail address, phone #’s </li></ul></ul></ul>
  5. 5. Executive Summary <ul><li>Brief Company (Product or Service) Description </li></ul><ul><ul><li>What is your product or service? </li></ul></ul><ul><ul><li>Stage of development </li></ul></ul><ul><ul><li>What is unique or distinct? </li></ul></ul><ul><li>Funding Request </li></ul><ul><ul><li>Dollar level of funding requested </li></ul></ul><ul><ul><li>Use of proceeds </li></ul></ul>
  6. 6. Management Team <ul><li>Management Team </li></ul><ul><ul><li>Key personnel (as a group) </li></ul></ul><ul><ul><li>Highlight collective industry experience </li></ul></ul><ul><ul><li>Past successes </li></ul></ul><ul><ul><li>Summarize key equity ownership </li></ul></ul><ul><ul><li>Capital contributed by management team </li></ul></ul>
  7. 7. Customers & Needs <ul><li>Who Is Your Customer (User)? </li></ul><ul><ul><li>Demographics </li></ul></ul><ul><ul><li>Motivations (why buy product?) </li></ul></ul><ul><ul><li>What are their needs or unmet needs? </li></ul></ul><ul><ul><li>How frequent? </li></ul></ul><ul><ul><li>In what situations or context? </li></ul></ul><ul><li>Market Research </li></ul><ul><ul><li>Any market research or independent validation </li></ul></ul><ul><ul><li>Describe </li></ul></ul>
  8. 8. Market, Channels, Internet <ul><li>Market Definition & Size </li></ul><ul><ul><li>Describe market </li></ul></ul><ul><ul><li>Current product/service choices </li></ul></ul><ul><ul><li>Market size </li></ul></ul><ul><ul><li>Market potential </li></ul></ul><ul><ul><ul><li>Revenue potential </li></ul></ul></ul><ul><ul><ul><li>Growth rate </li></ul></ul></ul><ul><li>Channels </li></ul><ul><ul><li>Where are products/services available? </li></ul></ul><ul><ul><li>How are they distributed? </li></ul></ul><ul><li>Internet </li></ul><ul><ul><li>What is the role of the internet? </li></ul></ul><ul><ul><li>What are influential web sites? </li></ul></ul>
  9. 9. Value Proposition – Your Solution <ul><li>Your Solution (Product & Service) </li></ul><ul><ul><li>How does it solve the customer problem? </li></ul></ul><ul><ul><li>What gives your company a competitive edge? </li></ul></ul><ul><li>Unique Reason Why </li></ul><ul><ul><li>What makes your business unique? </li></ul></ul><ul><ul><li>How can this be sustained/insulated? </li></ul></ul><ul><ul><li>What is the expected lifecycle of your product or service? </li></ul></ul>
  10. 10. Competition / Barriers to Entry <ul><li>Major Competitor A: </li></ul><ul><ul><li>Market Share (%, $) </li></ul></ul><ul><ul><li>Advantage: </li></ul></ul><ul><ul><li>Vulnerabilities: </li></ul></ul><ul><li>Major Competitor B: </li></ul><ul><ul><li>Market Share (%, $) </li></ul></ul><ul><ul><li>Advantage: </li></ul></ul><ul><ul><li>Vulnerabilities: </li></ul></ul><ul><li>Barriers to Entry </li></ul><ul><ul><li>How will you discourage new competition? </li></ul></ul>
  11. 11. Risk Factors <ul><li>What are the primary risk factors? </li></ul><ul><ul><li>Changes or shifts in technology </li></ul></ul><ul><ul><li>Government or regulatory policies </li></ul></ul><ul><ul><li>Labor market conditions </li></ul></ul><ul><ul><li>Business climate changes </li></ul></ul><ul><ul><li>Product liability </li></ul></ul><ul><ul><li>Computer crime </li></ul></ul><ul><ul><li>Other </li></ul></ul>
  12. 12. Brand & Go-to-Market Strategy <ul><li>Brand Name </li></ul><ul><ul><li>Brand Name </li></ul></ul><ul><li>Go-to-Market Strategies – How will launch grow or expand your business? </li></ul><ul><ul><li>Strategy #1: </li></ul></ul><ul><ul><li>Strategy #2: </li></ul></ul><ul><ul><li>Strategy #3: </li></ul></ul>
  13. 13. Product Pipeline & Infrastructure <ul><li>Product/Service Pipeline </li></ul><ul><ul><li>What other products/services are in development? </li></ul></ul><ul><ul><li>Technology </li></ul></ul><ul><ul><li>Time to market </li></ul></ul><ul><ul><li>Cost to complete development </li></ul></ul><ul><li>Infrastructure </li></ul><ul><ul><li>Existing sales force </li></ul></ul><ul><ul><li>Accounting & financial systems </li></ul></ul><ul><ul><li>Office or production space </li></ul></ul><ul><ul><li>How do you plan to expand your workforce? </li></ul></ul>
  14. 14. Financial Overview <ul><li>Projected Revenues and Expenses </li></ul><ul><ul><li>Table format – past 3 years, 3-5 years projected </li></ul></ul><ul><ul><li>Gross margins, operating margins (% of revenues) </li></ul></ul><ul><ul><li>When will company break even in terms of profitability and cash flow? </li></ul></ul><ul><li>Balance Sheet </li></ul><ul><ul><li>Cash on hand </li></ul></ul><ul><ul><li>Debt </li></ul></ul><ul><li>Capital Requirements </li></ul><ul><ul><li>Equipment (internal or outsourced) </li></ul></ul><ul><ul><li>Intellectual property (patents or other) </li></ul></ul>
  15. 15. Funding Sought - Use of Proceeds <ul><li>Funding Request </li></ul><ul><ul><li>$ Level requested </li></ul></ul><ul><ul><li>Use of proceeds </li></ul></ul><ul><ul><li>Pre-money valuation </li></ul></ul><ul><li>Previous Funding </li></ul><ul><ul><li>$ Level received </li></ul></ul><ul><ul><li>Types of equity/debt financing in place </li></ul></ul><ul><li>Shares Outstanding </li></ul><ul><ul><li># Shares outstanding – fully diluted </li></ul></ul><ul><ul><li>Describe any option plans </li></ul></ul>
  16. 16. Intellectual Property <ul><li>Legal Counsel </li></ul><ul><ul><li>Name, key contact </li></ul></ul><ul><li>Trademarks or Copyrights </li></ul><ul><ul><li>Name, date issued </li></ul></ul><ul><li>Patents </li></ul><ul><ul><li>Brief description, status </li></ul></ul><ul><ul><li>Patent counsel </li></ul></ul><ul><li>Know-how </li></ul><ul><ul><li>Briefly describe unique know-how </li></ul></ul>
  17. 17. Alliances or Partnerships <ul><li>What alliances or partnerships have you entered? </li></ul><ul><ul><li>Joint ventures </li></ul></ul><ul><ul><li>Marketing alliances </li></ul></ul><ul><ul><li>Licensing arrangements </li></ul></ul><ul><ul><li>Selling/distribution agreements </li></ul></ul><ul><ul><li>Channel partnerships </li></ul></ul><ul><ul><li>Software agreements </li></ul></ul><ul><ul><li>Other </li></ul></ul>
  18. 18. Manufacturing, Quality, Regulatory <ul><li>Manufacturing </li></ul><ul><ul><li>Where is product manufactured? </li></ul></ul><ul><ul><li>Cost of goods analysis </li></ul></ul><ul><li>Quality </li></ul><ul><ul><li>Quality control requirements/status </li></ul></ul><ul><ul><li>Quality assurance requirements/status </li></ul></ul><ul><li>Regulatory </li></ul><ul><ul><li>Any regulatory approvals required? </li></ul></ul><ul><ul><li>Permits/licenses required? </li></ul></ul>Only complete this page if your business idea is a product, not a service.
  19. 19. Exit Strategy <ul><li>What are your probable exit scenarios? </li></ul><ul><ul><li>IPO </li></ul></ul><ul><ul><li>M&A possibilities </li></ul></ul><ul><ul><li>Potential targets </li></ul></ul><ul><ul><li>Timing </li></ul></ul><ul><ul><li>Price </li></ul></ul>
  20. 20. Final thoughts <ul><li>What have we forgotten? </li></ul><ul><li>Add anything else you believe would be helpful. </li></ul>
  21. 21. Thank You! Upload your completed document at the How To Apply page of www.OpenCourt.biz Open Court Contact Information: Beth Downing [email_address] T: 610-336-0514

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