Business Plan Highlights Template

[Company Name or Logo] Business Plan Highlights Copy # __ for _________________________________ Property of [Company Name]; not authorized for distribution. - CONFIDENTIAL - Courtesy of

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
05/26/09

Overview
[Elevator pitch.]
05/26/09

The Team (1)
President & CEO: [Name]
[Years & nature of experience]
[Accomplishments]
VP Sales: [Name]
[Accomplishments]
VP Marketing: [Name]
[Accomplishments]
05/26/09

The Team (2)
CTO/VP Product: [Name]
[Accomplishments]
VP Services: [Name]
[Accomplishments]
TBH
CFO: ~[mm/yy]
President or COO: ~[mm/yy]
Management will adjust if the need arises
05/26/09

The Team (3)
Board of Directors ([#] planned)
Chairman: [Name]
[Title]
[Name]
[Title]
TBD
TBD
TBD
Board of Advisors (~[#] planned)
[Name]
[Title]
05/26/09

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?
05/26/09

Business Highlights (2)
Secondary revenue sources
[Source]
Overhead: [Low/Medium/High]
Profitability expected ~[#] months from incorporation
Exit strategy: [IPO/Buyout/Remain Private & Profitable]
05/26/09

The Pain
“ [Quote from prospect in pain]” – [Source]
“ [Quote from analyst regarding the need in or size of market]” – [Source]
“ [Quote from analyst regarding the need in or size of market]” – [Source]
05/26/09

The Pain (2) 05/26/09 DELETE THIS NOTE Include relevant charts regarding the industry (i.e., where the product fits, growth of industry, bottlenecks solved, etc.)

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: ~[#]
05/26/09

Market Summary (2) 05/26/09 DELETE THIS NOTE Provide a map of potential partners, competitors & related companies

Market Summary (3)
Trends
[Past trend]
[Present trend]
[Use graphics if useful]
05/26/09

Customer Profile
Characteristics of customers
Value proposition
Decision maker
How hungry for solution? (Pre-orders, testimonials, etc.)
05/26/09

Competition
[Significant competitor name]
[Focus of their business]
Weaknesses
[Weakness and how we exploit it]
Strengths
[Strength and how we address it]
05/26/09

Competition (2)
[Significant competitor name]
[Focus of their business]
Weaknesses
Strengths
05/26/09

Partnerships
Interested Parties
Investor: [Lead Investor Company Name]
Investor: [Venture Company Name]
[Law Firm & Attorney Name]
Experienced in aggressive venture planning
05/26/09

Products And Services
[Product/service]
Performance characteristics
Architecture
Cost characteristics
Pricing
Delivery mechanism
Available [#]Q [year]
05/26/09

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: [#]
05/26/09

Milestones (1)
Stage 1: Founding the Business
[mm/yy]: Incorporated
[mm/yy]: Remaining legal documents filed
[mm/yy]: Secure angel funding ($[250]K @ $[1]m pre)
[mm/yy]: Ramp up hiring
[mm/yy]: Begin building initial product
[mm/yy]: Secure 1 st round (~$[2]m @ $[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
05/26/09 DELETE THIS NOTE Replace bullets with check marks (  ) for items already completed. To do this, right-click the item and choose “Bullets and Numbering…”

Milestones (2)
Stage 2: Developing the Business
[mm/yy]: Secure 2 nd round (~$[6]m @ $[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
05/26/09

Milestones (3)
Stage 3: Stabilizing the Business
[mm/yy]: Shore up management
[mm/yy]: Secure 3 rd round (~$[20]m @ $[100]m pre)
[mm/yy]: File for IPO
[mm/yy]: Achieve profitability
05/26/09

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
05/26/09

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
05/26/09 DELETE THIS NOTE Replace the bullets below with a spreadsheet if the pricing model is complex.

Financial Plan (2) 05/26/09 DELETE THIS NOTE Insert a graph or spreadsheet of revenue and expense projections below.

Risks Addressed
[Risk]
[Response]
[Risk]
[Response]
05/26/09

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.]
05/26/09

Next Steps
[Immediate and long term needs; if seeking funding, state specifics]
[Decisions to be made]
05/26/09

Thank You.
05/26/09

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Business Plan Highlights Template

by evansridge on Oct 25, 2006

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