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Business Plan Template

Business Plan Template






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    Business Plan Template Business Plan Template Presentation Transcript

    • Max’s Widgets Co. Investor Presentation October 19, 2009 Name #2 Title Phone Number E-Mail Name #1 Title Phone Number E-Mail Name #3 Title Phone Number E-Mail
    • Introduction
      • What does your company do? (one sentence)
      • Current status:
        • Stage of the venture. Incorporated? Funded?
          • Summary of funding (if funded)
        • Any big clients or piloting partners?
        • Testimonials?
        • Recent news? New Hires? New Product?
    • Investment Highlights
      • List the most important highlights about investing in your company.
        • Strong management team.
        • Patents and unique technology or model.
        • Unique selling proposition
        • Attractiveness of the venture for investment.
        • Market size, trends, growth rates
    • Problem or Frustration
      • Describe the problem your company aims to solve or the frustration it relieves.
      • How big is the problem? Mention data, statistics.
      • Why hasn’t it been solved before?
    • Solution
      • How does your venture solve the problem?
        • Why/how is it more effective than the current solutions, if any?
        • What is the unique selling proposition?
      • Describe your product or service in detail.
        • What is technology or unique secret behind it? Is it patented?
        • Important selling features.
        • Use simple diagrams, flow charts. Give screenshots/ pictures.
        • Value addition to complimentary products or services available currently.
    • Testimonials
      • 3 rd party proof about your product/service quality is a crucial diligence item for investors.
      • Why do your customers use you?
      • Logos of of existing clients with testimonials.
        • Only at prototype stage? Quote initial feedback.
    • Market analysis
      • Which market need are you meeting?
      • Describe the market.
        • Size? Growth rate? Stage of maturity?
      • Market Capture projections.
      • Describe a typical customer/client.
    • Marketing Strategy
      • Product positioning statement.
        • To (Target Group):
          • Demo-Psycho/Condition/Attitudes -
          • Current Usage/Behaviors -
          • Needs - [ } Is The Brand Of [ ] (Competitive Framework)
        • Competing mainly with:
        • That (Benefit/s):
        • Because (Reason-Why): 1. 2. 3.
        • The Brand Character is: (Descriptors and/or Narrative) (Dimensionalization - Celebrity, Magazine, Music, etc.)
      • Marketing strategies. How will you reach the market?
    • Business Model
      • What is the business model? Use flowcharts and diagrams.
      • How will you make money?
        • Revenue strategy and model.
        • Economies of scale.
        • Distributor/franchise rates, if applicable.
      • Operations model. Use flowcharts and diagrams
    • Competitor Analysis
      • Who else is tackling the same problem?
      • Why are you better?
      • Comparison table vs. competitors:
      Other qualities Competitor B Competitor C Price Other qualities Speed Competitor D Competitor A Your Company Attributes
    • Management Team
      • Bios by member
        • Relevant background
        • Current role
        • Track record of success
      • Future hires, timeline, hiring strategy
    • Advisors
      • Board of directors
      • Formal board of advisors
      • Partnerships
      • Legal counsel?
      • Accountants?
    • Execution Plan
      • Current status of venture
      • Strategy and top priorities that underlie the timeline
      • Detailed timeline with specific milestones for next 3-6 months
    • Risks & Mitigants
      • Table of risks & mitigants
        • Limit to top 3-5 risks
        • Do not make risks too generic – they have to be specific to your venture
        • Have specific mitigating strategies for each risk and be prepared to defend them
    • Financial Projections
      • Key Assumptions
      • Summary of financial model (5 years out)
      • Mention breakeven
    • Funding Request
      • Sources & Uses table
        • How much are you asking for?
        • What will it be used for?
        • What is the timing?
    • Conclusion
      • Summary of presentation
      • Key takeaways
      • Highlight the deal in 1-2 sentences (imagine VC partner describing the deal to a colleague in elevator)