Business plan-highlights-template

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Business plan-highlights-template

  1. 1. [Company Name orLogo]Business PlanHighlightsCopy # __ for _________________________________Property of [Company Name]; not authorized for distribution.- CONFIDENTIAL -Courtesy of
  2. 2. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.Logo Here04/22/132Agenda Introduction– Overview– TheTeam– BusinessHighlights TheOpportunity– TheProblem & Pain– TheSolution– Market Summary– Customer Profile– Competition TheCompany– Productsand Services– Summary of Goals– Milestones– Marketing Plan– Financial Plan Conclusion– Risksand Responses– Expansion Potential– Next Steps– Q & A
  3. 3. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.Logo Here04/22/133Overview [Elevator pitch.]
  4. 4. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.Logo Here04/22/134The Team (1) President & CEO: [Name]– [Years& natureof experience]– [Accomplishments] VPSales: [Name]– [Years& natureof experience]– [Accomplishments] VPMarketing: [Name]– [Years& natureof experience]– [Accomplishments]
  5. 5. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.Logo Here04/22/135The Team (2) CTO/VPProduct: [Name]– [Years& natureof experience]– [Accomplishments] VPServices: [Name]– [Years& natureof experience]– [Accomplishments] TBH– CFO: ~[mm/yy]– President or COO: ~[mm/yy]– Management will adjust if theneed arises
  6. 6. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.Logo Here04/22/136The Team (3) Board of Directors([#] planned)– Chairman: [Name] [Title]– [Name] [Title]– TBD– TBD– TBD Board of Advisors(~[#] planned)– [Name] [Title]
  7. 7. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.Logo Here04/22/137Business Highlights Corecompetency Market Segment: [Commonly known namefor it] Customer base: [Businesses/Consumers/Both Businesses&Consumers] Primary revenuesource: [Product Sales/Service/etc.] ROI for customers: [Formulabased on current costs] Arethedogseating thedog food? Scalability? Strategic or nice-to-have?
  8. 8. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.Logo Here04/22/138Business Highlights (2)Secondary revenuesources– [Source]Overhead: [Low/Medium/High] Profitability expected ~[#] monthsfromincorporation Exit strategy: [IPO/Buyout/Remain Private&Profitable]
  9. 9. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.Logo Here04/22/139The Pain “[Quotefrom prospect in pain]” – [Source] “[Quotefrom analyst regarding theneed in or sizeof market]” – [Source] “[Quotefrom analyst regarding theneed in or sizeof market]” – [Source]
  10. 10. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.Logo Here04/22/1310The Pain (2)DELETE THIS NOTEInclude relevant chartsregarding the industry(i.e., where the productfits, growth of industry,bottlenecks solved, etc.)DELETE THIS NOTEInclude relevant chartsregarding the industry(i.e., where the productfits, growth of industry,bottlenecks solved, etc.)
  11. 11. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.Logo Here04/22/1311Market Summary Target market value– $[#] in [year] growing to $[#] in [futureyear] (Source)– [If additional sources, ditto above] Prospect base– [#] [companies/consumers] (Source) Significant competitors: ~[#] Total competitors: ~[#]
  12. 12. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.Logo Here04/22/1312Market Summary (2)DELETE THIS NOTEProvide a map of potentialpartners, competitors &related companiesDELETE THIS NOTEProvide a map of potentialpartners, competitors &related companies
  13. 13. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.Logo Here04/22/1313Market Summary (3) Trends– [Past trend]– [Present trend] [Usegraphicsif useful]
  14. 14. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.Logo Here04/22/1314CustomerProfile Characteristicsof customers Valueproposition Decision maker How hungry for solution?(Pre-orders, testimonials,etc.)
  15. 15. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.Logo Here04/22/1315Competition [Significant competitor name]– [Focusof their business]– Weaknesses [Weaknessand how weexploit it] [Weaknessand how weexploit it]– Strengths [Strength and how weaddressit] [Strength and how weaddressit]
  16. 16. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.Logo Here04/22/1316Competition (2) [Significant competitor name]– [Focusof their business]– Weaknesses [Weaknessand how weexploit it] [Weaknessand how weexploit it]– Strengths [Strength and how weaddressit] [Strength and how weaddressit]
  17. 17. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.Logo Here04/22/1317Partnerships Interested Parties– Investor: [Lead Investor Company Name]– Investor: [VentureCompany Name]– [Law Firm & Attorney Name] Experienced in aggressiveventureplanning
  18. 18. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.Logo Here04/22/1318Products And Services [Product/service]– Performancecharacteristics– Architecture– Cost characteristics– Pricing– Delivery mechanism– Available[#]Q [year]
  19. 19. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.Logo Here04/22/1319Summary of Goals 1styear– Revenue: $[#]– Burn: $[#]– Headcount: [#]– Customers: [#] 2ndyear– Revenue: $[#]– Burn: $[#]– Headcount: [#]– Customers: [#]– Achieve profitability 3rdyear– Revenue: $[#]– Burn: $[#]– Headcount: [#]– Customers: [#]– Take company public 4thyear– Revenue: $[#]– Burn: $[#]– Headcount: [#]– Customers: [#]
  20. 20. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.Logo Here04/22/1320Milestones (1) Stage1: Founding theBusiness– [mm/yy]: Incorporated– [mm/yy]: Remaining legal documentsfiled– [mm/yy]: Secureangel funding ($[250]K @ $[1]m pre)– [mm/yy]: Ramp up hiring– [mm/yy]: Begin building initial product– [mm/yy]: Secure1stround (~$[2]m @ $[15]m pre)– [mm/yy]: Betatest and rework product– [mm/yy]: Begin offering initial product– [mm/yy]: Begin marketing activity– [mm/yy]: Aggressively obtain customersDELETE THIS NOTEReplace bullets with checkmarks () for itemsalready completed. To dothis, right-click the itemand choose “Bullets andNumbering…”DELETE THIS NOTEReplace bullets with checkmarks () for itemsalready completed. To dothis, right-click the itemand choose “Bullets andNumbering…”
  21. 21. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.Logo Here04/22/1321Milestones (2) Stage2: Developing theBusiness– [mm/yy]: Secure2ndround (~$[6]m @ $[25]m pre)– [mm/yy]: Crank up marketing activity– [mm/yy]: Begin offering second product– [mm/yy]: Emphasizecustomer acquisition– Entertain any acquisition offersthat arise
  22. 22. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.Logo Here04/22/1322Milestones (3) Stage3: Stabilizing theBusiness– [mm/yy]: Shoreup management– [mm/yy]: Secure3rdround (~$[20]m @ $[100]m pre)– [mm/yy]: Filefor IPO– [mm/yy]: Achieveprofitability
  23. 23. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.Logo Here04/22/1323Marketing Plan Target Market/Demographics: [SegmentDescription] Distribution and saleschannels Pricing and positioning Branding and strategic position MediaMix: [Web Ads/MagazineAds/TradeShows/Billboards/TV/Radio] Marketing and salesteam development
  24. 24. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.Logo Here04/22/1324Financial Plan (1) Pricing Model Fundamentals– [Product/Service]: $[#] per [unit(s)] [detail priceevolution over time] Stabilized grossmargins Grossrevenue, net incomeand growth by year Cash flow and capitalization needsDELETE THIS NOTEReplace the bullets belowwith a spreadsheet if thepricing model is complex.DELETE THIS NOTEReplace the bullets belowwith a spreadsheet if thepricing model is complex.
  25. 25. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.Logo Here04/22/1325Financial Plan (2)DELETE THIS NOTEInsert a graph orspreadsheet of revenueand expense projectionsbelow.DELETE THIS NOTEInsert a graph orspreadsheet of revenueand expense projectionsbelow.
  26. 26. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.Logo Here04/22/1326Risks Addressed [Risk]– [Response] [Risk]– [Response]
  27. 27. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.Logo Here04/22/1327Expansion Potential [If therearethingsthat can bedonein thefuturetotakethebusinessinto broader or additional markets,list them here.]
  28. 28. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.Logo Here04/22/1328Next Steps [Immediateand long term needs; if seeking funding,statespecifics] [Decisionsto bemade]
  29. 29. Thisdocument doesnot constituteeither an offer to sell or an offer to purchasesecurities. It isfor information purposesonly.Logo Here04/22/1329Thank You.

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