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CssFounder.comCssFounder.com
Website designing company in IndiaWebsite designing company in India
Website designing company in MumbaiWebsite designing company in Mumbai
08/24/1708/24/17 11
08/24/1708/24/17 22
Business PlanBusiness Plan
Presentation FormatPresentation Format
The investor presentation must be clear, conciseThe investor presentation must be clear, concise
and compelling to:and compelling to:
– Generate investor interest and build confidenceGenerate investor interest and build confidence
– Lead to additional investor meetingsLead to additional investor meetings
Should be 20-30 minutes in lengthShould be 20-30 minutes in length
Charts, graphics, pictures and verbiage shouldCharts, graphics, pictures and verbiage should
be simple and easily read (no “eye tests”)be simple and easily read (no “eye tests”)
Each slide should have between 3 and 6 bulletsEach slide should have between 3 and 6 bullets
that are succinct (no paragraphs, uncluttered)that are succinct (no paragraphs, uncluttered)
Presentation format may vary depending on thePresentation format may vary depending on the
company but the following format provides acompany but the following format provides a
reasonable order and flow –it is but onereasonable order and flow –it is but one
approach to making investor presentations.approach to making investor presentations.CssFounder.com
08/24/1708/24/17 33
Order of PresentationOrder of Presentation
IntroductionIntroduction
ProblemProblem
SolutionSolution
Market, CustomersMarket, Customers
Competitive landscapeCompetitive landscape
Business and Revenue ModelsBusiness and Revenue Models
Management TeamManagement Team
Financial Projections FundingFinancial Projections Funding
TimelineTimeline
SummarySummary
CssFounder.com
08/24/1708/24/17 44
IntroductionIntroduction
Briefly introduce yourself and your companyBriefly introduce yourself and your company
– Company name and company logoCompany name and company logo
– Presenters names (give titles if pertinent)Presenters names (give titles if pertinent)
Slide time: approximately 30 secondsSlide time: approximately 30 seconds
CssFounder.com
08/24/1708/24/17 55
Introduction--continuedIntroduction--continued
[this is a very important slide that requires lots of[this is a very important slide that requires lots of
time to create because it must be succinct,time to create because it must be succinct,
comprehensive and COMPELLING]comprehensive and COMPELLING]
BriefBrief overviewoverview of company (elevator pitch)of company (elevator pitch)
What exactly the company does (stated succinctly)What exactly the company does (stated succinctly)
What products or services are offeredWhat products or services are offered
What problem is being solved, andWhat problem is being solved, and
Why these products or services are compelling, e.g., “…Why these products or services are compelling, e.g., “…
the only product that enables [solution] to [the problem]the only product that enables [solution] to [the problem]
…”…”
Slide time: approximately 1 minuteSlide time: approximately 1 minuteCssFounder.com
08/24/1708/24/17 66
The Problem/Opportunity/NeedThe Problem/Opportunity/Need
Define the problem or need in the marketDefine the problem or need in the market
Describe how significant or prevalent theDescribe how significant or prevalent the
problem may beproblem may be
If appropriate, describe why now is the right timeIf appropriate, describe why now is the right time
for a solutionfor a solution
Provide a “problem” scenario that provides aProvide a “problem” scenario that provides a
basis for your company’s product or servicebasis for your company’s product or service
Slide time: 60 to 90 secondsSlide time: 60 to 90 seconds
CssFounder.com
08/24/1708/24/17 77
The SolutionThe Solution
(1 to 2 slides)(1 to 2 slides)
Clearly and succinctly describe the company’s product orClearly and succinctly describe the company’s product or
service that will address the problemservice that will address the problem
Illustrate the company’s solution with graphics, pictures orIllustrate the company’s solution with graphics, pictures or
videos as necessary (keep this very simple)videos as necessary (keep this very simple)
Provide brief list of features,Provide brief list of features, benefitsbenefits andand advantagesadvantages
– What is the value proposition for the customer (How well will theWhat is the value proposition for the customer (How well will the
product or service solve the problem)?product or service solve the problem)?
Cost savings, convenience, reliability, etc. (be specific)Cost savings, convenience, reliability, etc. (be specific)
Describe “barriers to entry” created by your product (e.g.,Describe “barriers to entry” created by your product (e.g.,
patents)patents)
Slide Time: Approximately 01:30 (May require more than oneSlide Time: Approximately 01:30 (May require more than one
slide)slide)
CssFounder.com
The SolutionThe Solution
Provide an understandable, practicleProvide an understandable, practicle
example of how your product/serviceexample of how your product/service
works or what it does.works or what it does.
08/24/1708/24/17 88CssFounder.com
08/24/1708/24/17 99
Sample Feature-Benefits TableSample Feature-Benefits Table
FeaturesFeatures BenefitsBenefits
Slide Time: Approximately 60 secondsSlide Time: Approximately 60 seconds
CssFounder.com
08/24/1708/24/17 1010
Company Status/ProgressCompany Status/Progress
Build investor confidence in your companyBuild investor confidence in your company
– Domain expertise of management and staffDomain expertise of management and staff
– Customers and contracts established (letters ofCustomers and contracts established (letters of
intent)intent)
– Strategic partnerships establishedStrategic partnerships established
– Product development status—describe milestonesProduct development status—describe milestones
achieved to reduce risk (e.g., alpha or beta testing)achieved to reduce risk (e.g., alpha or beta testing)
– Other significant information to validate or reduce riskOther significant information to validate or reduce risk
Slide Time: Approximately 60 secondsSlide Time: Approximately 60 seconds
CssFounder.com
08/24/1708/24/17 1111
The MarketThe Market
(2 to 5 slides)(2 to 5 slides)
Describe market size, growth, trends and maturityDescribe market size, growth, trends and maturity
– Industry and market segment data (see sample, next slide)Industry and market segment data (see sample, next slide)
Market challengesMarket challenges
What market segment(s) are served by the company?What market segment(s) are served by the company?
What is the company’s potential in the market?What is the company’s potential in the market?
– Estimated Revenue Growth in graphic or tabular form (see nextEstimated Revenue Growth in graphic or tabular form (see next
slides, for examples)slides, for examples)
– Market share projections are optionalMarket share projections are optional
Slide Time: Approximately 90 secondsSlide Time: Approximately 90 seconds
(More than one slide may be required)(More than one slide may be required)
CssFounder.com
08/24/1708/24/17 1212
Global Market for [your product]Global Market for [your product]
RegionRegion Demand (US $ MM)Demand (US $ MM) % Globe% Globe
AsiaAsia 17001700 3232
EuropeEurope 15001500 3030
North AmericaNorth America 13001300 2525
Latin AmericaLatin America 415415 88
AfricaAfrica 200200 44
OthersOthers 6464 11
Slide Time: Approximately 60 secondsSlide Time: Approximately 60 secondsCssFounder.com
08/24/1708/24/17 1313
US Market with key segmentsUS Market with key segments
CityCity WorldWorld
RankRank
US $ MMUS $ MM % Country% Country % World% World
New YorkNew York 11 865865 22.822.8 5.35.3
Los AngelesLos Angeles 33 300300 8.38.3 1.91.9
ChicagoChicago 44 285285 88 1.81.8
DallasDallas 2121 105105 2.82.8 0.640.64
San JoseSan Jose 2222 104104 2.82.8 0.630.63
SanSan
FranciscoFrancisco
2323 103103 2.72.7 0.620.62
San DiegoSan Diego 2626 100100 2.62.6 0.610.61
Slide Time: Approximately 60 secondsSlide Time: Approximately 60 seconds
CssFounder.com
08/24/1708/24/17 1414
CustomersCustomers
Describe the company’s current andDescribe the company’s current and
potential customerspotential customers
– Profile of the optimal customerProfile of the optimal customer
– Value proposition to customerValue proposition to customer
– Validation of Customer AcceptanceValidation of Customer Acceptance
Customer Feedback, Survey Data, TestimonialsCustomer Feedback, Survey Data, Testimonials
Purchases, Letters of IntentPurchases, Letters of Intent
PartnersPartners
– Example of customerExample of customer
CssFounder.com
08/24/1708/24/17 1515
Competition and AdvantageCompetition and Advantage
(2 TO 3 SLIDES)(2 TO 3 SLIDES)
CompetitionCompetition
Describe the direct (competing product or service) andDescribe the direct (competing product or service) and
indirect competition (alternative solution) for yourindirect competition (alternative solution) for your
company and its product or service.company and its product or service.
Describe specific strengths, weaknesses, andDescribe specific strengths, weaknesses, and
opportunities related to competition.opportunities related to competition.
Describe how your product, technology or serviceDescribe how your product, technology or service
differentiates itself from the competition? [very important]differentiates itself from the competition? [very important]
Competitive AdvantageCompetitive Advantage
What is the company’s competitive advantage?What is the company’s competitive advantage?
– Why will customers buy your product or service over theWhy will customers buy your product or service over the
competition?competition?
– Show a competitive matrix to illustrate differentiation (see nextShow a competitive matrix to illustrate differentiation (see next
slide)slide)
Subject Time: Approximately 2 minutes (more than 1 slide)Subject Time: Approximately 2 minutes (more than 1 slide)CssFounder.com
08/24/1708/24/17 1616
Competitive ComparisonCompetitive Comparison
(see next slide for optional approach)(see next slide for optional approach)
ProductProduct AdvantagesAdvantages DisadvantagesDisadvantages
Product AProduct A
~$12/100 units~$12/100 units
Product BProduct B
~$30/100 units~$30/100 units
Product CProduct C
~$17/100 units~$17/100 units
My CompanyMy Company
ProductProduct
~$9/100 units~$9/100 units
CssFounder.com
08/24/1708/24/17 1717
Competitive MatrixCompetitive Matrix
Product Feature A Feature B Feature C Feature D Feature
E
MY PRODUCT ● ● ● ● ●
Product 1 ● ●
Product 2 ● ● ●
Product 3 ● ● ●
Product 4 ● ● ●
Product 5 ● ● ●
Product 6 ● ●
CssFounder.com
08/24/1708/24/17 1818
Competitive PositioningCompetitive Positioning
Your Company, Inc.
Gizmo
Gadget.com
Yippee
Flexibility
Functionality
Yikes
Zowie
Thingamabob
CssFounder.com
Thank you For EverythingThank you For Everything
08/24/1708/24/17 1919CssFounder.com
08/24/1708/24/17 2020
Business Model and Marketing PlanBusiness Model and Marketing Plan
(2 TO 5 SLIDES)(2 TO 5 SLIDES)
Describe the company’s business and revenue modelDescribe the company’s business and revenue model
– What is the overall business strategy?What is the overall business strategy?
– How will you sell your product or service (distributors, internet)?How will you sell your product or service (distributors, internet)?
– How will the company generate revenue for its product or service?How will the company generate revenue for its product or service?
– Describe the sales cycle for the company’s product or serviceDescribe the sales cycle for the company’s product or service
Describe the Marketing Plan (if appropriate)Describe the Marketing Plan (if appropriate)
– What is the go-to -market strategy?What is the go-to -market strategy?
– What is the pricing model? Gross margin?What is the pricing model? Gross margin?
– How will you access customers? (including advert. and promo.)How will you access customers? (including advert. and promo.)
– How will your product or service be distributed?How will your product or service be distributed?
– What customer support will be needed?What customer support will be needed?
Note any commitments from partners, distributors,Note any commitments from partners, distributors,
granting agencies, etc. regarding benefits of your productgranting agencies, etc. regarding benefits of your product
Slide Time: Approximately 90 secondsSlide Time: Approximately 90 seconds
CssFounder.com
08/24/1708/24/17 2121
Regulatory IssuesRegulatory Issues
(not necessarily included in all investor(not necessarily included in all investor
presentations)presentations)
Include pertinent info regarding FDA, FTC,Include pertinent info regarding FDA, FTC,
or other pertinent government agencyor other pertinent government agency
CssFounder.com
08/24/1708/24/17 2222
Management Team, AdvisorsManagement Team, Advisors
Build investor confidence with teamBuild investor confidence with team
– Credentials, proven track record, domainCredentials, proven track record, domain
experience (doexperience (do notnot include weak credentials )include weak credentials )
– Describe skill and experience gaps to be filledDescribe skill and experience gaps to be filled
List the company’s leadership teamList the company’s leadership team
– Include name, position, experience (abbrev.)Include name, position, experience (abbrev.)
– These are credentialed expertsThese are credentialed experts
List of company Directors and AdvisorsList of company Directors and Advisors
– Include name, summary of experienceInclude name, summary of experience
CssFounder.com
08/24/1708/24/17 2323
Financial ProjectionsFinancial Projections
Provide 3-5 year financial projections for theProvide 3-5 year financial projections for the
company (company (abbreviatedabbreviated chart or graph—see nextchart or graph—see next
slide)slide)
– Include financial projections to show year-to-yearInclude financial projections to show year-to-year
growth (show a basic income statement table—seegrowth (show a basic income statement table—see
next slide for an example)next slide for an example)
– Is the company overstating or understating marketIs the company overstating or understating market
share and/or growth?share and/or growth?
– Can the company scale its operations as it grows?Can the company scale its operations as it grows?
List major facts and assumptionsList major facts and assumptions
– Are the assumptions believable and achievable?Are the assumptions believable and achievable?
Slide Time: Approximately 90 secondsSlide Time: Approximately 90 seconds
CssFounder.com
08/24/1708/24/17 2424
Financial Projections:Financial Projections:
Income Statement SummaryIncome Statement Summary
2008 2009 2010 2011 2012
Revenue 500 5,207 12,203 25,565 51,894
COGS 402 3,270 7,179 14,395 29,145
Gross ProfitGross Profit 102 1,937 5,024 11,170 22,749
Oper Exp 4,318 3,572 4,229 8,165 16,445
Net Income (4,216) (1,635) 795 3,005 6,304
CssFounder.com
08/24/1708/24/17 2525
Financial Projections:Financial Projections:
Break Even AnalyisBreak Even Analyis
B/E(Quantity) =B/E(Quantity) =
Total Fixed CostTotal Fixed Cost
Price per Unit – Var. Cost per UnitPrice per Unit – Var. Cost per Unit
0
200
400
600
800
1000
1200
0 20 40 60 80 100
Fixed Cost
Total Cost
Total Revenue
Break-EvenBreak-Even
TR = TCTR = TC
Units Sold
Revenue
[ ]
} Variable Cost
CssFounder.com
08/24/1708/24/17 2626
FundingFunding
What funding has the company received to date?What funding has the company received to date?
– Amounts and sourcesAmounts and sources
How will the company be financed?How will the company be financed?
How much money is the company currently seeking fromHow much money is the company currently seeking from
Investors?Investors?
– How will the funds be used? (use tabular format—see next slideHow will the funds be used? (use tabular format—see next slide
for an example)for an example)
– What key value-building milestones will be achieved with fundsWhat key value-building milestones will be achieved with funds
(market test, market expansion, etc.)(market test, market expansion, etc.)
Anticipated future funding needsAnticipated future funding needs
What are the exit strategies for the company? (when?)What are the exit strategies for the company? (when?)
What is the expected ROI for investorsWhat is the expected ROI for investors
Slide Time: Approximately 2 minutes (this section is moreSlide Time: Approximately 2 minutes (this section is more
than one slide)than one slide)
CssFounder.com
08/24/1708/24/17 2727
Startup Budget/Use of ProceedsStartup Budget/Use of Proceeds
First year Budget Cost
Salaries 510,000
Repairs & maintenance 8,400
Local Advertising 5,000
Marketing 51,400
Accounting and legal 5,000
Rent 17,798
Internet & Telephone 5,940
Equipment 48,000
Domain Name 10
Total $651,548
CssFounder.com
08/24/1708/24/17 2828
Use of Proceeds BreakdownUse of Proceeds Breakdown
Use of Funding Proceeds
78%
1%
1%
1%
7% 0%
0%
0%
1%
8%
3%
0%
Salaries (includes payroll taxes)
Repairs & maintenance
Local Advertising
Marketing
Accounting and legal
Rent
Internet & Telephone
Taxes (Real estate, etc.)
Depreciation
Equipment
Domain Name
Miscellaneous expenses
CssFounder.com
08/24/1708/24/17 2929
TimelineTimeline
Use a Gantt Chart for key milestones orUse a Gantt Chart for key milestones or
use the preferred model shown on theuse the preferred model shown on the
next slide.next slide.
CssFounder.com
Timeline of MilestonesTimeline of Milestones
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
Idea
Primary
Research
Feasibility
Analysis
Relationships
Secured
Business Plan
Prototype Install
(Fall Gardens)
Funds Raised
Neighborhood
Mkt.
Initial Contracts
CssFounder.com
08/24/1708/24/17 3131
2007 2008
Beta Test
Milestone
Break-even
Milestone
July
Development
Milestone 1
December
2nd
Product
Development
Milestone
Sept.
Sales Milestone
December
Value-Added Milestones Timeline (Sample)
Product 1
Partnered*
* Company retains co-dev./co-promotion rights
Product 1
First Sales
1st
Financing
$660K
2nd
Financing
$1Million
CssFounder.com
08/24/1708/24/17 3232
SummarySummary
What do you want your audience to rememberWhat do you want your audience to remember
about the company?about the company?
– Unique and Sizeable OpportunityUnique and Sizeable Opportunity
– Unique product or serviceUnique product or service
– Competitive Advantage, StrengthsCompetitive Advantage, Strengths
– Marketing Approach, Customers, Sales PipelineMarketing Approach, Customers, Sales Pipeline
– Intellectual propertyIntellectual property
– Management teamManagement team
– Other…Other…
CssFounder.com

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Website designing company in india

  • 1. CssFounder.comCssFounder.com Website designing company in IndiaWebsite designing company in India Website designing company in MumbaiWebsite designing company in Mumbai 08/24/1708/24/17 11
  • 2. 08/24/1708/24/17 22 Business PlanBusiness Plan Presentation FormatPresentation Format The investor presentation must be clear, conciseThe investor presentation must be clear, concise and compelling to:and compelling to: – Generate investor interest and build confidenceGenerate investor interest and build confidence – Lead to additional investor meetingsLead to additional investor meetings Should be 20-30 minutes in lengthShould be 20-30 minutes in length Charts, graphics, pictures and verbiage shouldCharts, graphics, pictures and verbiage should be simple and easily read (no “eye tests”)be simple and easily read (no “eye tests”) Each slide should have between 3 and 6 bulletsEach slide should have between 3 and 6 bullets that are succinct (no paragraphs, uncluttered)that are succinct (no paragraphs, uncluttered) Presentation format may vary depending on thePresentation format may vary depending on the company but the following format provides acompany but the following format provides a reasonable order and flow –it is but onereasonable order and flow –it is but one approach to making investor presentations.approach to making investor presentations.CssFounder.com
  • 3. 08/24/1708/24/17 33 Order of PresentationOrder of Presentation IntroductionIntroduction ProblemProblem SolutionSolution Market, CustomersMarket, Customers Competitive landscapeCompetitive landscape Business and Revenue ModelsBusiness and Revenue Models Management TeamManagement Team Financial Projections FundingFinancial Projections Funding TimelineTimeline SummarySummary CssFounder.com
  • 4. 08/24/1708/24/17 44 IntroductionIntroduction Briefly introduce yourself and your companyBriefly introduce yourself and your company – Company name and company logoCompany name and company logo – Presenters names (give titles if pertinent)Presenters names (give titles if pertinent) Slide time: approximately 30 secondsSlide time: approximately 30 seconds CssFounder.com
  • 5. 08/24/1708/24/17 55 Introduction--continuedIntroduction--continued [this is a very important slide that requires lots of[this is a very important slide that requires lots of time to create because it must be succinct,time to create because it must be succinct, comprehensive and COMPELLING]comprehensive and COMPELLING] BriefBrief overviewoverview of company (elevator pitch)of company (elevator pitch) What exactly the company does (stated succinctly)What exactly the company does (stated succinctly) What products or services are offeredWhat products or services are offered What problem is being solved, andWhat problem is being solved, and Why these products or services are compelling, e.g., “…Why these products or services are compelling, e.g., “… the only product that enables [solution] to [the problem]the only product that enables [solution] to [the problem] …”…” Slide time: approximately 1 minuteSlide time: approximately 1 minuteCssFounder.com
  • 6. 08/24/1708/24/17 66 The Problem/Opportunity/NeedThe Problem/Opportunity/Need Define the problem or need in the marketDefine the problem or need in the market Describe how significant or prevalent theDescribe how significant or prevalent the problem may beproblem may be If appropriate, describe why now is the right timeIf appropriate, describe why now is the right time for a solutionfor a solution Provide a “problem” scenario that provides aProvide a “problem” scenario that provides a basis for your company’s product or servicebasis for your company’s product or service Slide time: 60 to 90 secondsSlide time: 60 to 90 seconds CssFounder.com
  • 7. 08/24/1708/24/17 77 The SolutionThe Solution (1 to 2 slides)(1 to 2 slides) Clearly and succinctly describe the company’s product orClearly and succinctly describe the company’s product or service that will address the problemservice that will address the problem Illustrate the company’s solution with graphics, pictures orIllustrate the company’s solution with graphics, pictures or videos as necessary (keep this very simple)videos as necessary (keep this very simple) Provide brief list of features,Provide brief list of features, benefitsbenefits andand advantagesadvantages – What is the value proposition for the customer (How well will theWhat is the value proposition for the customer (How well will the product or service solve the problem)?product or service solve the problem)? Cost savings, convenience, reliability, etc. (be specific)Cost savings, convenience, reliability, etc. (be specific) Describe “barriers to entry” created by your product (e.g.,Describe “barriers to entry” created by your product (e.g., patents)patents) Slide Time: Approximately 01:30 (May require more than oneSlide Time: Approximately 01:30 (May require more than one slide)slide) CssFounder.com
  • 8. The SolutionThe Solution Provide an understandable, practicleProvide an understandable, practicle example of how your product/serviceexample of how your product/service works or what it does.works or what it does. 08/24/1708/24/17 88CssFounder.com
  • 9. 08/24/1708/24/17 99 Sample Feature-Benefits TableSample Feature-Benefits Table FeaturesFeatures BenefitsBenefits Slide Time: Approximately 60 secondsSlide Time: Approximately 60 seconds CssFounder.com
  • 10. 08/24/1708/24/17 1010 Company Status/ProgressCompany Status/Progress Build investor confidence in your companyBuild investor confidence in your company – Domain expertise of management and staffDomain expertise of management and staff – Customers and contracts established (letters ofCustomers and contracts established (letters of intent)intent) – Strategic partnerships establishedStrategic partnerships established – Product development status—describe milestonesProduct development status—describe milestones achieved to reduce risk (e.g., alpha or beta testing)achieved to reduce risk (e.g., alpha or beta testing) – Other significant information to validate or reduce riskOther significant information to validate or reduce risk Slide Time: Approximately 60 secondsSlide Time: Approximately 60 seconds CssFounder.com
  • 11. 08/24/1708/24/17 1111 The MarketThe Market (2 to 5 slides)(2 to 5 slides) Describe market size, growth, trends and maturityDescribe market size, growth, trends and maturity – Industry and market segment data (see sample, next slide)Industry and market segment data (see sample, next slide) Market challengesMarket challenges What market segment(s) are served by the company?What market segment(s) are served by the company? What is the company’s potential in the market?What is the company’s potential in the market? – Estimated Revenue Growth in graphic or tabular form (see nextEstimated Revenue Growth in graphic or tabular form (see next slides, for examples)slides, for examples) – Market share projections are optionalMarket share projections are optional Slide Time: Approximately 90 secondsSlide Time: Approximately 90 seconds (More than one slide may be required)(More than one slide may be required) CssFounder.com
  • 12. 08/24/1708/24/17 1212 Global Market for [your product]Global Market for [your product] RegionRegion Demand (US $ MM)Demand (US $ MM) % Globe% Globe AsiaAsia 17001700 3232 EuropeEurope 15001500 3030 North AmericaNorth America 13001300 2525 Latin AmericaLatin America 415415 88 AfricaAfrica 200200 44 OthersOthers 6464 11 Slide Time: Approximately 60 secondsSlide Time: Approximately 60 secondsCssFounder.com
  • 13. 08/24/1708/24/17 1313 US Market with key segmentsUS Market with key segments CityCity WorldWorld RankRank US $ MMUS $ MM % Country% Country % World% World New YorkNew York 11 865865 22.822.8 5.35.3 Los AngelesLos Angeles 33 300300 8.38.3 1.91.9 ChicagoChicago 44 285285 88 1.81.8 DallasDallas 2121 105105 2.82.8 0.640.64 San JoseSan Jose 2222 104104 2.82.8 0.630.63 SanSan FranciscoFrancisco 2323 103103 2.72.7 0.620.62 San DiegoSan Diego 2626 100100 2.62.6 0.610.61 Slide Time: Approximately 60 secondsSlide Time: Approximately 60 seconds CssFounder.com
  • 14. 08/24/1708/24/17 1414 CustomersCustomers Describe the company’s current andDescribe the company’s current and potential customerspotential customers – Profile of the optimal customerProfile of the optimal customer – Value proposition to customerValue proposition to customer – Validation of Customer AcceptanceValidation of Customer Acceptance Customer Feedback, Survey Data, TestimonialsCustomer Feedback, Survey Data, Testimonials Purchases, Letters of IntentPurchases, Letters of Intent PartnersPartners – Example of customerExample of customer CssFounder.com
  • 15. 08/24/1708/24/17 1515 Competition and AdvantageCompetition and Advantage (2 TO 3 SLIDES)(2 TO 3 SLIDES) CompetitionCompetition Describe the direct (competing product or service) andDescribe the direct (competing product or service) and indirect competition (alternative solution) for yourindirect competition (alternative solution) for your company and its product or service.company and its product or service. Describe specific strengths, weaknesses, andDescribe specific strengths, weaknesses, and opportunities related to competition.opportunities related to competition. Describe how your product, technology or serviceDescribe how your product, technology or service differentiates itself from the competition? [very important]differentiates itself from the competition? [very important] Competitive AdvantageCompetitive Advantage What is the company’s competitive advantage?What is the company’s competitive advantage? – Why will customers buy your product or service over theWhy will customers buy your product or service over the competition?competition? – Show a competitive matrix to illustrate differentiation (see nextShow a competitive matrix to illustrate differentiation (see next slide)slide) Subject Time: Approximately 2 minutes (more than 1 slide)Subject Time: Approximately 2 minutes (more than 1 slide)CssFounder.com
  • 16. 08/24/1708/24/17 1616 Competitive ComparisonCompetitive Comparison (see next slide for optional approach)(see next slide for optional approach) ProductProduct AdvantagesAdvantages DisadvantagesDisadvantages Product AProduct A ~$12/100 units~$12/100 units Product BProduct B ~$30/100 units~$30/100 units Product CProduct C ~$17/100 units~$17/100 units My CompanyMy Company ProductProduct ~$9/100 units~$9/100 units CssFounder.com
  • 17. 08/24/1708/24/17 1717 Competitive MatrixCompetitive Matrix Product Feature A Feature B Feature C Feature D Feature E MY PRODUCT ● ● ● ● ● Product 1 ● ● Product 2 ● ● ● Product 3 ● ● ● Product 4 ● ● ● Product 5 ● ● ● Product 6 ● ● CssFounder.com
  • 18. 08/24/1708/24/17 1818 Competitive PositioningCompetitive Positioning Your Company, Inc. Gizmo Gadget.com Yippee Flexibility Functionality Yikes Zowie Thingamabob CssFounder.com
  • 19. Thank you For EverythingThank you For Everything 08/24/1708/24/17 1919CssFounder.com
  • 20. 08/24/1708/24/17 2020 Business Model and Marketing PlanBusiness Model and Marketing Plan (2 TO 5 SLIDES)(2 TO 5 SLIDES) Describe the company’s business and revenue modelDescribe the company’s business and revenue model – What is the overall business strategy?What is the overall business strategy? – How will you sell your product or service (distributors, internet)?How will you sell your product or service (distributors, internet)? – How will the company generate revenue for its product or service?How will the company generate revenue for its product or service? – Describe the sales cycle for the company’s product or serviceDescribe the sales cycle for the company’s product or service Describe the Marketing Plan (if appropriate)Describe the Marketing Plan (if appropriate) – What is the go-to -market strategy?What is the go-to -market strategy? – What is the pricing model? Gross margin?What is the pricing model? Gross margin? – How will you access customers? (including advert. and promo.)How will you access customers? (including advert. and promo.) – How will your product or service be distributed?How will your product or service be distributed? – What customer support will be needed?What customer support will be needed? Note any commitments from partners, distributors,Note any commitments from partners, distributors, granting agencies, etc. regarding benefits of your productgranting agencies, etc. regarding benefits of your product Slide Time: Approximately 90 secondsSlide Time: Approximately 90 seconds CssFounder.com
  • 21. 08/24/1708/24/17 2121 Regulatory IssuesRegulatory Issues (not necessarily included in all investor(not necessarily included in all investor presentations)presentations) Include pertinent info regarding FDA, FTC,Include pertinent info regarding FDA, FTC, or other pertinent government agencyor other pertinent government agency CssFounder.com
  • 22. 08/24/1708/24/17 2222 Management Team, AdvisorsManagement Team, Advisors Build investor confidence with teamBuild investor confidence with team – Credentials, proven track record, domainCredentials, proven track record, domain experience (doexperience (do notnot include weak credentials )include weak credentials ) – Describe skill and experience gaps to be filledDescribe skill and experience gaps to be filled List the company’s leadership teamList the company’s leadership team – Include name, position, experience (abbrev.)Include name, position, experience (abbrev.) – These are credentialed expertsThese are credentialed experts List of company Directors and AdvisorsList of company Directors and Advisors – Include name, summary of experienceInclude name, summary of experience CssFounder.com
  • 23. 08/24/1708/24/17 2323 Financial ProjectionsFinancial Projections Provide 3-5 year financial projections for theProvide 3-5 year financial projections for the company (company (abbreviatedabbreviated chart or graph—see nextchart or graph—see next slide)slide) – Include financial projections to show year-to-yearInclude financial projections to show year-to-year growth (show a basic income statement table—seegrowth (show a basic income statement table—see next slide for an example)next slide for an example) – Is the company overstating or understating marketIs the company overstating or understating market share and/or growth?share and/or growth? – Can the company scale its operations as it grows?Can the company scale its operations as it grows? List major facts and assumptionsList major facts and assumptions – Are the assumptions believable and achievable?Are the assumptions believable and achievable? Slide Time: Approximately 90 secondsSlide Time: Approximately 90 seconds CssFounder.com
  • 24. 08/24/1708/24/17 2424 Financial Projections:Financial Projections: Income Statement SummaryIncome Statement Summary 2008 2009 2010 2011 2012 Revenue 500 5,207 12,203 25,565 51,894 COGS 402 3,270 7,179 14,395 29,145 Gross ProfitGross Profit 102 1,937 5,024 11,170 22,749 Oper Exp 4,318 3,572 4,229 8,165 16,445 Net Income (4,216) (1,635) 795 3,005 6,304 CssFounder.com
  • 25. 08/24/1708/24/17 2525 Financial Projections:Financial Projections: Break Even AnalyisBreak Even Analyis B/E(Quantity) =B/E(Quantity) = Total Fixed CostTotal Fixed Cost Price per Unit – Var. Cost per UnitPrice per Unit – Var. Cost per Unit 0 200 400 600 800 1000 1200 0 20 40 60 80 100 Fixed Cost Total Cost Total Revenue Break-EvenBreak-Even TR = TCTR = TC Units Sold Revenue [ ] } Variable Cost CssFounder.com
  • 26. 08/24/1708/24/17 2626 FundingFunding What funding has the company received to date?What funding has the company received to date? – Amounts and sourcesAmounts and sources How will the company be financed?How will the company be financed? How much money is the company currently seeking fromHow much money is the company currently seeking from Investors?Investors? – How will the funds be used? (use tabular format—see next slideHow will the funds be used? (use tabular format—see next slide for an example)for an example) – What key value-building milestones will be achieved with fundsWhat key value-building milestones will be achieved with funds (market test, market expansion, etc.)(market test, market expansion, etc.) Anticipated future funding needsAnticipated future funding needs What are the exit strategies for the company? (when?)What are the exit strategies for the company? (when?) What is the expected ROI for investorsWhat is the expected ROI for investors Slide Time: Approximately 2 minutes (this section is moreSlide Time: Approximately 2 minutes (this section is more than one slide)than one slide) CssFounder.com
  • 27. 08/24/1708/24/17 2727 Startup Budget/Use of ProceedsStartup Budget/Use of Proceeds First year Budget Cost Salaries 510,000 Repairs & maintenance 8,400 Local Advertising 5,000 Marketing 51,400 Accounting and legal 5,000 Rent 17,798 Internet & Telephone 5,940 Equipment 48,000 Domain Name 10 Total $651,548 CssFounder.com
  • 28. 08/24/1708/24/17 2828 Use of Proceeds BreakdownUse of Proceeds Breakdown Use of Funding Proceeds 78% 1% 1% 1% 7% 0% 0% 0% 1% 8% 3% 0% Salaries (includes payroll taxes) Repairs & maintenance Local Advertising Marketing Accounting and legal Rent Internet & Telephone Taxes (Real estate, etc.) Depreciation Equipment Domain Name Miscellaneous expenses CssFounder.com
  • 29. 08/24/1708/24/17 2929 TimelineTimeline Use a Gantt Chart for key milestones orUse a Gantt Chart for key milestones or use the preferred model shown on theuse the preferred model shown on the next slide.next slide. CssFounder.com
  • 30. Timeline of MilestonesTimeline of Milestones JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Idea Primary Research Feasibility Analysis Relationships Secured Business Plan Prototype Install (Fall Gardens) Funds Raised Neighborhood Mkt. Initial Contracts CssFounder.com
  • 31. 08/24/1708/24/17 3131 2007 2008 Beta Test Milestone Break-even Milestone July Development Milestone 1 December 2nd Product Development Milestone Sept. Sales Milestone December Value-Added Milestones Timeline (Sample) Product 1 Partnered* * Company retains co-dev./co-promotion rights Product 1 First Sales 1st Financing $660K 2nd Financing $1Million CssFounder.com
  • 32. 08/24/1708/24/17 3232 SummarySummary What do you want your audience to rememberWhat do you want your audience to remember about the company?about the company? – Unique and Sizeable OpportunityUnique and Sizeable Opportunity – Unique product or serviceUnique product or service – Competitive Advantage, StrengthsCompetitive Advantage, Strengths – Marketing Approach, Customers, Sales PipelineMarketing Approach, Customers, Sales Pipeline – Intellectual propertyIntellectual property – Management teamManagement team – Other…Other… CssFounder.com