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Business plan presentation by jimmy stepanianJimmy Stepanian
Decreasing your credit card limit can make a large difference with how much you can borrow for your property. If you do not use any credit cards you have you may like to consider cancelling them as lenders take credit cards into account when calculating how much you can borrow regardless of whether you use these or not.
Business Plan[Your Name], OwnerPurdue GlobalBUSINESS PLANDate.docxfelicidaddinwoodie
Business Plan[Your Name], Owner
Purdue Global
BUSINESS PLAN
Date
1. EXECUTIVE SUMMARY
1.1 Product
1.2 Customers
1.3 What Drives Us
2. COMPANY DESCRIPTION
2.1 Mission and Vision Statements
2.2 Principal Members at Startup (In Unit 7 you will expand on this section to include medium and long term personnel plans for all team members, including the line staff.)
2.2.1 Using chapter 10 of your text, write the plan, using the section in Chapter 10 that shows how to introduce each team member and describe their background and responsibilities. You will start with the leaders and managers, then discuss other employees as needed for your company to grow.
2.2.2 Use this spreadsheet to show the planning
Leaders/managers (unit 1)
When needed (number of months/years after opening)
Outside Services Needed
Key Functions
Add line staff (Unit 7)
2.3 Legal Structure
3. MARKET RESEARCH
3.1 Industry (from SBA, Business Guides by Industry, and Bureau of Labor Statistics)
3.1.1 Industry description
3.2.1 Resources used
3.2 Customers (from SBA site fill in worksheet, then use text for spreadsheets and follow-up explanations)
Add SBA part here:
Then, fill in spreadsheet using this example from the text:
Housewife:
Married Couple:
Age:
35–65
Age:
35–55
Income:
Fixed
Income:
Medium to high
Sex:
Female
Sex:
Male or Female
Family:
Children living at home
Family:
0 to 2 children
Geographic:
Suburban
Geographic:
Suburban
Occupation:
Housewife
Occupation:
Varies
Attitude:
Security minded
Attitude:
Security minded, energy conscious
Older Couple:
Elderly:
Age:
55–75
Age:
70+
Income:
High or fixed
Income:
Fixed
Sex:
Male or Female
Sex:
Male or Female
Family:
Empty nest
Family:
Empty nest
Geographic:
Suburban
Geographic:
Suburban
Occupation:
White-collar or retired
Occupation:
Retired
Attitude:
Security minded, energy conscious
Attitude:
Security minded, energy conscious
Explain who you are targeting and where they are located. Insert information here using these guidelines:
Information About Your Target Market – Narrow your target market to a manageable size. Many businesses make the mistake of trying to appeal to too many target markets. Research and include the following information about your market:
Distinguishing characteristics – What are the critical needs of your potential customers? Are those needs being met? What are the demographics of the group and where are they located? Are there any seasonal or cyclical purchasing trends that may impact your business?
Size of the primary target market – In addition to the size of your market, what data can you include about the annual purchases your market makes in your industry? What is the forecasted market growth for this group? For more information, see the market research guide for tips and free government resources that can help you build a market profile.
How much market share can you gain? – What is the market share.
At one of our recent pitch events, Ashish Dave, a senior investment professional from the Mumbai Indians made a presentation for startups on how to pitch. Here's the presentation for everyone who wants to learn!
Preparing a case analysis presentation in two hours (this assumes you have read and analyzed the case)- how to budget your time and organize the information.
Impress investors with a kick ass pitch demo deck Anna S
Nowadays a good pitch demo deck is what investors look at instead of business plans. So make it kick-ass!!!
There are 7 pointers and subcategories under those pointers. A good deck is between 10-15 slides.
Impress investors with a kick ass pitch demo deck (2)Ann Shin
Nowadays a good pitch demo deck is what investors look at instead of business plans. So make it kick-ass!!!
There are 7 pointers and subcategories under those pointers. A good deck is between 10-15 slides.
BUS3ENT Assignment 3 - Individual Business Model and Plan (Sugge.docxfelicidaddinwoodie
BUS3ENT Assignment 3 - Individual Business Model and Plan
(Suggested structure and more specific instructions)
Suggested headings:
Cover page (please indicate your full name, student ID, class day & time, tutor’s name, and Word count)
Executive Summary (Not included in the word count)
Table of Contents
1. Introduction
· A clear introduction of your NEW business idea, make sure that first time readers can understand your business idea.
· Please also don’t reuse the business idea which has already been presented in the group assessment.
2. Business Model Canvas(please make the full use of the Business Model Canvas template. Additional information/clarification can be added if necessary, but please be aware of the word limit and balance with other parts of the report)
· Customer Segments
· Value Proposition
· Customer Relationships
· Channels
· Key Activities
· Key Resources
· Key Partners
· Revenue Structure
· Cost Structure
3. Market
(where possible, please support this session with relevant research, facts and figures)
The following (but not limited to) major questions are to be addressed:
3.1. What is the size of the market? Is the market at full capacity?
3.2. What is the growth rate of the industry? How competitive is the industry? What keeps new competition from entering this market (barriers to entry)?
3.3. Is there any trend that is affecting positively or negatively firms in the industry?
3.4. How can the market be segmented?
3.5. Who and Where are the targeted customers?
3.6. Where are customers getting the product now? Who are the major competitors in the market and how strong are they?
3.7. Where is the location of the business? How many customers would potentially purchase from you?
4. Operations and Technology
(where possible, please support this session with relevant research, facts and figures)
The following (but not limited to) major questions are to be addressed:
4.1. What are the options for developing the technology (customer, off the shelf, design by yourself, or subcontract)?
4.2. What technological changes are changing or emerging that may affect the business?
4.3. What are the options for producing the product or service? (in-house, subcontract, license, joint venture or partnership, or a combination of those options).
4.4. What are the options for sales and distribution? (in-house, whole sale, distributors or sales representatives, license, joint venture or partnership, or combination)
4.5. What resources are required for development and are they available to you (skills, raw materials, components, suppliers, facilities & equipment etc)?
4.6. What are the laws and regulation relating to the business? (e.g. industry standards or regulations, personal certifications, intellectual property (patents, trademarks, copyrights), environmental liability, etc)
4.7. Has the research discovered any moral or ethical issues that you might have to address? (Please also refer to the marking rubric in subject learning guide.
LA HUG - Video Testimonials with Chynna Morgan - June 2024Lital Barkan
Have you ever heard that user-generated content or video testimonials can take your brand to the next level? We will explore how you can effectively use video testimonials to leverage and boost your sales, content strategy, and increase your CRM data.🤯
We will dig deeper into:
1. How to capture video testimonials that convert from your audience 🎥
2. How to leverage your testimonials to boost your sales 💲
3. How you can capture more CRM data to understand your audience better through video testimonials. 📊
Business plan presentation by jimmy stepanianJimmy Stepanian
Decreasing your credit card limit can make a large difference with how much you can borrow for your property. If you do not use any credit cards you have you may like to consider cancelling them as lenders take credit cards into account when calculating how much you can borrow regardless of whether you use these or not.
Business Plan[Your Name], OwnerPurdue GlobalBUSINESS PLANDate.docxfelicidaddinwoodie
Business Plan[Your Name], Owner
Purdue Global
BUSINESS PLAN
Date
1. EXECUTIVE SUMMARY
1.1 Product
1.2 Customers
1.3 What Drives Us
2. COMPANY DESCRIPTION
2.1 Mission and Vision Statements
2.2 Principal Members at Startup (In Unit 7 you will expand on this section to include medium and long term personnel plans for all team members, including the line staff.)
2.2.1 Using chapter 10 of your text, write the plan, using the section in Chapter 10 that shows how to introduce each team member and describe their background and responsibilities. You will start with the leaders and managers, then discuss other employees as needed for your company to grow.
2.2.2 Use this spreadsheet to show the planning
Leaders/managers (unit 1)
When needed (number of months/years after opening)
Outside Services Needed
Key Functions
Add line staff (Unit 7)
2.3 Legal Structure
3. MARKET RESEARCH
3.1 Industry (from SBA, Business Guides by Industry, and Bureau of Labor Statistics)
3.1.1 Industry description
3.2.1 Resources used
3.2 Customers (from SBA site fill in worksheet, then use text for spreadsheets and follow-up explanations)
Add SBA part here:
Then, fill in spreadsheet using this example from the text:
Housewife:
Married Couple:
Age:
35–65
Age:
35–55
Income:
Fixed
Income:
Medium to high
Sex:
Female
Sex:
Male or Female
Family:
Children living at home
Family:
0 to 2 children
Geographic:
Suburban
Geographic:
Suburban
Occupation:
Housewife
Occupation:
Varies
Attitude:
Security minded
Attitude:
Security minded, energy conscious
Older Couple:
Elderly:
Age:
55–75
Age:
70+
Income:
High or fixed
Income:
Fixed
Sex:
Male or Female
Sex:
Male or Female
Family:
Empty nest
Family:
Empty nest
Geographic:
Suburban
Geographic:
Suburban
Occupation:
White-collar or retired
Occupation:
Retired
Attitude:
Security minded, energy conscious
Attitude:
Security minded, energy conscious
Explain who you are targeting and where they are located. Insert information here using these guidelines:
Information About Your Target Market – Narrow your target market to a manageable size. Many businesses make the mistake of trying to appeal to too many target markets. Research and include the following information about your market:
Distinguishing characteristics – What are the critical needs of your potential customers? Are those needs being met? What are the demographics of the group and where are they located? Are there any seasonal or cyclical purchasing trends that may impact your business?
Size of the primary target market – In addition to the size of your market, what data can you include about the annual purchases your market makes in your industry? What is the forecasted market growth for this group? For more information, see the market research guide for tips and free government resources that can help you build a market profile.
How much market share can you gain? – What is the market share.
At one of our recent pitch events, Ashish Dave, a senior investment professional from the Mumbai Indians made a presentation for startups on how to pitch. Here's the presentation for everyone who wants to learn!
Preparing a case analysis presentation in two hours (this assumes you have read and analyzed the case)- how to budget your time and organize the information.
Impress investors with a kick ass pitch demo deck Anna S
Nowadays a good pitch demo deck is what investors look at instead of business plans. So make it kick-ass!!!
There are 7 pointers and subcategories under those pointers. A good deck is between 10-15 slides.
Impress investors with a kick ass pitch demo deck (2)Ann Shin
Nowadays a good pitch demo deck is what investors look at instead of business plans. So make it kick-ass!!!
There are 7 pointers and subcategories under those pointers. A good deck is between 10-15 slides.
BUS3ENT Assignment 3 - Individual Business Model and Plan (Sugge.docxfelicidaddinwoodie
BUS3ENT Assignment 3 - Individual Business Model and Plan
(Suggested structure and more specific instructions)
Suggested headings:
Cover page (please indicate your full name, student ID, class day & time, tutor’s name, and Word count)
Executive Summary (Not included in the word count)
Table of Contents
1. Introduction
· A clear introduction of your NEW business idea, make sure that first time readers can understand your business idea.
· Please also don’t reuse the business idea which has already been presented in the group assessment.
2. Business Model Canvas(please make the full use of the Business Model Canvas template. Additional information/clarification can be added if necessary, but please be aware of the word limit and balance with other parts of the report)
· Customer Segments
· Value Proposition
· Customer Relationships
· Channels
· Key Activities
· Key Resources
· Key Partners
· Revenue Structure
· Cost Structure
3. Market
(where possible, please support this session with relevant research, facts and figures)
The following (but not limited to) major questions are to be addressed:
3.1. What is the size of the market? Is the market at full capacity?
3.2. What is the growth rate of the industry? How competitive is the industry? What keeps new competition from entering this market (barriers to entry)?
3.3. Is there any trend that is affecting positively or negatively firms in the industry?
3.4. How can the market be segmented?
3.5. Who and Where are the targeted customers?
3.6. Where are customers getting the product now? Who are the major competitors in the market and how strong are they?
3.7. Where is the location of the business? How many customers would potentially purchase from you?
4. Operations and Technology
(where possible, please support this session with relevant research, facts and figures)
The following (but not limited to) major questions are to be addressed:
4.1. What are the options for developing the technology (customer, off the shelf, design by yourself, or subcontract)?
4.2. What technological changes are changing or emerging that may affect the business?
4.3. What are the options for producing the product or service? (in-house, subcontract, license, joint venture or partnership, or a combination of those options).
4.4. What are the options for sales and distribution? (in-house, whole sale, distributors or sales representatives, license, joint venture or partnership, or combination)
4.5. What resources are required for development and are they available to you (skills, raw materials, components, suppliers, facilities & equipment etc)?
4.6. What are the laws and regulation relating to the business? (e.g. industry standards or regulations, personal certifications, intellectual property (patents, trademarks, copyrights), environmental liability, etc)
4.7. Has the research discovered any moral or ethical issues that you might have to address? (Please also refer to the marking rubric in subject learning guide.
LA HUG - Video Testimonials with Chynna Morgan - June 2024Lital Barkan
Have you ever heard that user-generated content or video testimonials can take your brand to the next level? We will explore how you can effectively use video testimonials to leverage and boost your sales, content strategy, and increase your CRM data.🤯
We will dig deeper into:
1. How to capture video testimonials that convert from your audience 🎥
2. How to leverage your testimonials to boost your sales 💲
3. How you can capture more CRM data to understand your audience better through video testimonials. 📊
Implicitly or explicitly all competing businesses employ a strategy to select a mix
of marketing resources. Formulating such competitive strategies fundamentally
involves recognizing relationships between elements of the marketing mix (e.g.,
price and product quality), as well as assessing competitive and market conditions
(i.e., industry structure in the language of economics).
Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
Putting the SPARK into Virtual Training.pptxCynthia Clay
This 60-minute webinar, sponsored by Adobe, was delivered for the Training Mag Network. It explored the five elements of SPARK: Storytelling, Purpose, Action, Relationships, and Kudos. Knowing how to tell a well-structured story is key to building long-term memory. Stating a clear purpose that doesn't take away from the discovery learning process is critical. Ensuring that people move from theory to practical application is imperative. Creating strong social learning is the key to commitment and engagement. Validating and affirming participants' comments is the way to create a positive learning environment.
RMD24 | Debunking the non-endemic revenue myth Marvin Vacquier Droop | First ...BBPMedia1
Marvin neemt je in deze presentatie mee in de voordelen van non-endemic advertising op retail media netwerken. Hij brengt ook de uitdagingen in beeld die de markt op dit moment heeft op het gebied van retail media voor niet-leveranciers.
Retail media wordt gezien als het nieuwe advertising-medium en ook mediabureaus richten massaal retail media-afdelingen op. Merken die niet in de betreffende winkel liggen staan ook nog niet in de rij om op de retail media netwerken te adverteren. Marvin belicht de uitdagingen die er zijn om echt aansluiting te vinden op die markt van non-endemic advertising.
What are the main advantages of using HR recruiter services.pdfHumanResourceDimensi1
HR recruiter services offer top talents to companies according to their specific needs. They handle all recruitment tasks from job posting to onboarding and help companies concentrate on their business growth. With their expertise and years of experience, they streamline the hiring process and save time and resources for the company.
VAT Registration Outlined In UAE: Benefits and Requirementsuae taxgpt
Vat Registration is a legal obligation for businesses meeting the threshold requirement, helping companies avoid fines and ramifications. Contact now!
https://viralsocialtrends.com/vat-registration-outlined-in-uae/
Memorandum Of Association Constitution of Company.pptseri bangash
www.seribangash.com
A Memorandum of Association (MOA) is a legal document that outlines the fundamental principles and objectives upon which a company operates. It serves as the company's charter or constitution and defines the scope of its activities. Here's a detailed note on the MOA:
Contents of Memorandum of Association:
Name Clause: This clause states the name of the company, which should end with words like "Limited" or "Ltd." for a public limited company and "Private Limited" or "Pvt. Ltd." for a private limited company.
https://seribangash.com/article-of-association-is-legal-doc-of-company/
Registered Office Clause: It specifies the location where the company's registered office is situated. This office is where all official communications and notices are sent.
Objective Clause: This clause delineates the main objectives for which the company is formed. It's important to define these objectives clearly, as the company cannot undertake activities beyond those mentioned in this clause.
www.seribangash.com
Liability Clause: It outlines the extent of liability of the company's members. In the case of companies limited by shares, the liability of members is limited to the amount unpaid on their shares. For companies limited by guarantee, members' liability is limited to the amount they undertake to contribute if the company is wound up.
https://seribangash.com/promotors-is-person-conceived-formation-company/
Capital Clause: This clause specifies the authorized capital of the company, i.e., the maximum amount of share capital the company is authorized to issue. It also mentions the division of this capital into shares and their respective nominal value.
Association Clause: It simply states that the subscribers wish to form a company and agree to become members of it, in accordance with the terms of the MOA.
Importance of Memorandum of Association:
Legal Requirement: The MOA is a legal requirement for the formation of a company. It must be filed with the Registrar of Companies during the incorporation process.
Constitutional Document: It serves as the company's constitutional document, defining its scope, powers, and limitations.
Protection of Members: It protects the interests of the company's members by clearly defining the objectives and limiting their liability.
External Communication: It provides clarity to external parties, such as investors, creditors, and regulatory authorities, regarding the company's objectives and powers.
https://seribangash.com/difference-public-and-private-company-law/
Binding Authority: The company and its members are bound by the provisions of the MOA. Any action taken beyond its scope may be considered ultra vires (beyond the powers) of the company and therefore void.
Amendment of MOA:
While the MOA lays down the company's fundamental principles, it is not entirely immutable. It can be amended, but only under specific circumstances and in compliance with legal procedures. Amendments typically require shareholder
3.0 Project 2_ Developing My Brand Identity Kit.pptxtanyjahb
A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
Improving profitability for small businessBen Wann
In this comprehensive presentation, we will explore strategies and practical tips for enhancing profitability in small businesses. Tailored to meet the unique challenges faced by small enterprises, this session covers various aspects that directly impact the bottom line. Attendees will learn how to optimize operational efficiency, manage expenses, and increase revenue through innovative marketing and customer engagement techniques.
Cracking the Workplace Discipline Code Main.pptxWorkforce Group
Cultivating and maintaining discipline within teams is a critical differentiator for successful organisations.
Forward-thinking leaders and business managers understand the impact that discipline has on organisational success. A disciplined workforce operates with clarity, focus, and a shared understanding of expectations, ultimately driving better results, optimising productivity, and facilitating seamless collaboration.
Although discipline is not a one-size-fits-all approach, it can help create a work environment that encourages personal growth and accountability rather than solely relying on punitive measures.
In this deck, you will learn the significance of workplace discipline for organisational success. You’ll also learn
• Four (4) workplace discipline methods you should consider
• The best and most practical approach to implementing workplace discipline.
• Three (3) key tips to maintain a disciplined workplace.
1. 3/7/2023 1
Business Plan
Presentation Format
The investor presentation must be clear, concise
and compelling to:
– Generate investor interest and build confidence
– Lead to additional investor meetings
Should be 20-30 minutes in length
Charts, graphics, pictures and verbiage should
be simple and easily read (no “eye tests”)
Each slide should have between 3 and 6 bullets
that are succinct (no paragraphs, uncluttered)
Presentation format may vary depending on the
company but the following format provides a
reasonable order and flow –it is but one
approach to making investor presentations.
2. 3/7/2023 2
Order of Presentation
Introduction
Problem
Solution
Market, Customers
Competitive landscape
Business and Revenue Models
Management Team
Financial Projections Funding
Timeline
Summary
3. 3/7/2023 3
Introduction
Briefly introduce yourself and your company
– Company name and company logo
– Presenters names (give titles if pertinent)
Slide time: approximately 30 seconds
4. 3/7/2023 4
Introduction--continued
[this is a very important slide that requires lots of
time to create because it must be succinct,
comprehensive and COMPELLING]
Brief overview of company (elevator pitch)
What exactly the company does (stated succinctly)
What products or services are offered
What problem is being solved, and
Why these products or services are compelling, e.g.,
“…the only product that enables [solution] to [the
problem]…”
Slide time: approximately 1 minute
5. 3/7/2023 5
The Problem/Opportunity/Need
Define the problem or need in the market
Describe how significant or prevalent the
problem may be
If appropriate, describe why now is the right time
for a solution
Provide a “problem” scenario that provides a
basis for your company’s product or service
Slide time: 60 to 90 seconds
6. 3/7/2023 6
The Solution
(1 to 2 slides)
Clearly and succinctly describe the company’s product or
service that will address the problem
Illustrate the company’s solution with graphics, pictures or
videos as necessary (keep this very simple)
Provide brief list of features, benefits and advantages
– What is the value proposition for the customer (How well will the
product or service solve the problem)?
Cost savings, convenience, reliability, etc. (be specific)
Describe “barriers to entry” created by your product (e.g.,
patents)
Slide Time: Approximately 01:30 (May require more than one
slide)
7. The Solution
Provide an understandable, practicle
example of how your product/service
works or what it does.
3/7/2023 7
9. 3/7/2023 9
Company Status/Progress
Build investor confidence in your company
– Domain expertise of management and staff
– Customers and contracts established (letters of
intent)
– Strategic partnerships established
– Product development status—describe milestones
achieved to reduce risk (e.g., alpha or beta testing)
– Other significant information to validate or reduce risk
Slide Time: Approximately 60 seconds
10. 3/7/2023 10
The Market
(2 to 5 slides)
Describe market size, growth, trends and maturity
– Industry and market segment data (see sample, next slide)
Market challenges
What market segment(s) are served by the company?
What is the company’s potential in the market?
– Estimated Revenue Growth in graphic or tabular form (see next
slides, for examples)
– Market share projections are optional
Slide Time: Approximately 90 seconds
(More than one slide may be required)
11. 3/7/2023 11
Global Market for [your product]
Region Demand (US $ MM) % Globe
Asia 1700 32
Europe 1500 30
North America 1300 25
Latin America 415 8
Africa 200 4
Others 64 1
Slide Time: Approximately 60 seconds
12. 3/7/2023 12
US Market with key segments
City World
Rank
US $ MM % Country % World
New York 1 865 22.8 5.3
Los Angeles 3 300 8.3 1.9
Chicago 4 285 8 1.8
Dallas 21 105 2.8 0.64
San Jose 22 104 2.8 0.63
San
Francisco
23 103 2.7 0.62
San Diego 26 100 2.6 0.61
Slide Time: Approximately 60 seconds
13. 3/7/2023 13
Customers
Describe the company’s current and
potential customers
– Profile of the optimal customer
– Value proposition to customer
– Validation of Customer Acceptance
Customer Feedback, Survey Data, Testimonials
Purchases, Letters of Intent
Partners
– Example of customer
14. 3/7/2023 14
Competition and Advantage
(2 TO 3 SLIDES)
Competition
Describe the direct (competing product or service) and
indirect competition (alternative solution) for your
company and its product or service.
Describe specific strengths, weaknesses, and
opportunities related to competition.
Describe how your product, technology or service
differentiates itself from the competition? [very important]
Competitive Advantage
What is the company’s competitive advantage?
– Why will customers buy your product or service over the
competition?
– Show a competitive matrix to illustrate differentiation (see next
slide)
Subject Time: Approximately 2 minutes (more than 1 slide)
15. 3/7/2023 15
Competitive Comparison
(see next slide for optional approach)
Product Advantages Disadvantages
Product A
~$12/100 units
Product B
~$30/100 units
Product C
~$17/100 units
My Company
Product
~$9/100 units
16. 3/7/2023 16
Competitive 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 ● ●
19. 3/7/2023 19
Business Model and Marketing Plan
(2 TO 5 SLIDES)
Describe the company’s business and revenue model
– What is the overall business strategy?
– How will you sell your product or service (distributors, internet)?
– How will the company generate revenue for its product or service?
– Describe the sales cycle for the company’s product or service
Describe the Marketing Plan (if appropriate)
– What is the go-to -market strategy?
– What is the pricing model? Gross margin?
– How will you access customers? (including advert. and promo.)
– How will your product or service be distributed?
– What customer support will be needed?
Note any commitments from partners, distributors,
granting agencies, etc. regarding benefits of your product
Slide Time: Approximately 90 seconds
20. 3/7/2023 20
Regulatory Issues
(not necessarily included in all investor
presentations)
Include pertinent info regarding FDA, FTC,
or other pertinent government agency
21. 3/7/2023 21
Management Team, Advisors
Build investor confidence with team
– Credentials, proven track record, domain
experience (do not include weak credentials )
– Describe skill and experience gaps to be filled
List the company’s leadership team
– Include name, position, experience (abbrev.)
– These are credentialed experts
List of company Directors and Advisors
– Include name, summary of experience
22. 3/7/2023 22
Financial Projections
Provide 3-5 year financial projections for the
company (abbreviated chart or graph—see next
slide)
– Include financial projections to show year-to-year
growth (show a basic income statement table—see
next slide for an example)
– Is the company overstating or understating market
share and/or growth?
– Can the company scale its operations as it grows?
List major facts and assumptions
– Are the assumptions believable and achievable?
Slide Time: Approximately 90 seconds
24. 3/7/2023 24
Financial Projections:
Break Even Analyis
B/E(Quantity) =
Total Fixed Cost
Price 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-Even
TR = TC
Units Sold
Revenue
[ ]
} Variable Cost
25. 3/7/2023 25
Funding
What funding has the company received to date?
– Amounts and sources
How will the company be financed?
How much money is the company currently seeking from
Investors?
– How will the funds be used? (use tabular format—see next slide for
an example)
– What key value-building milestones will be achieved with funds
(market test, market expansion, etc.)
Anticipated future funding needs
What are the exit strategies for the company? (when?)
What is the expected ROI for investors
Slide Time: Approximately 2 minutes (this section is more
than one slide)
26. 3/7/2023 26
Startup 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
27. 3/7/2023 27
Use 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
28. 3/7/2023 28
Timeline
Use a Gantt Chart for key milestones or
use the preferred model shown on the
next slide.
29. Timeline 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
30. 3/7/2023 30
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
31. 3/7/2023 31
Summary
What do you want your audience to remember
about the company?
– Unique and Sizeable Opportunity
– Unique product or service
– Competitive Advantage, Strengths
– Marketing Approach, Customers, Sales Pipeline
– Intellectual property
– Management team
– Other…