Business Plan Template


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Business Plan Template

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