Business Plan Presentation Summary

Example Presentation
Business Plan
Your Company Name

Table Of Contents
Company Overview / Elevator Pitch01.
Our Team02.
The Problem03.
The Solution04.
Value Proposition – Product Service05.
Product Roadmap06.
Milestones Achieved07.
Traction08.
Business Model09.
Revenue Streams10.
Revenue Model11.
Expense Model12.
Growth Strategy13.
Go-to-Market Strategy14.
Market Strategy15.
Competitive Landscape16.
SWOT Analysis17.
Product Comparison18.
Financial Projection19.
Break-Even Analysis20.
Financing21.
Use Of Funds22.
Shareholding Pattern23.
Exit Strategy24.
2

Company Overview
Introduction
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editable. Adapt it to your
needs and capture your
audience's attention.
Mission
This slide is 100%
Vision
This slide is 100%
Logo
Logo
Logo
Logo
Clientele
Service Area
Service 1 Service 2 Service 3 Service 4
Offering
• Text Here
• Text Here
• Text Here
• Text Here
• Text Here
• Text Here
• Text Here
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• Text Here
• Text Here
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3

What’s the
service/product?
This slide is 100%
What’s the core
problem you are
solving?
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What’s your
big vision?
This slide is 100%
Elevator
Pitch
(Option 1 Of 2)
4

What’s the core
problem you are
solving?
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editable. Adapt it to
your needs and
capture your
What’s your
big vision?
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your needs and
capture your
What’s the
service/product?
This slide is 100%
your needs and
capture your
ElevatorPitch
(Option2Of2)
5

Our Team
This slide is 100%
your needs and
capture your
Name Here
Designation
Primary
Responsibilities
Name Here
Designation
Primary
Responsibilities
This slide is 100%
your needs and
capture your
Name Here
Designation
Primary
Responsibilities
This slide is 100%
your needs and
capture your
Name Here
Designation
Primary
Responsibilities
This slide is 100%
your needs and
capture your
6

The Problem
Example: Price is an important concern for customers
purchasing online (for E-commerce company)
Problem 1
Example: Video files are too large to e-mail. (For
tech startups)
Problem 4
Example: In UK, stress results in 105 MM lost
workdays each year (For Health tech startup)
Problem 2
Example: 95% of companies make decision by either
guessing or using their gut. No one uses data analytics
tools. (For analytics startups)
Problem 3
To better illustrate your problem,
as well as convey the problem
statement to someone who’s less
immersed in it than you, consider
adding some components in the
following way: 1. Customer Tries
Something; 2. Here’s the terrible
they are facing; 3. Existing
solutions are broken/Non-existent
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
7

Text Here
Text Here
Text Here
Text Here
Text Here
• This slide is 100% editable. Adapt it to your needs and
capture your audience's attention.
The Solution
(Option 1 Of 2)
If the investor has no clue
what the product does even
after getting deep into a pitch;
now is the time for a short
explanation or demo
8

The Solution (Option 2 Of 2)
Solution
04
Solution
02
Solution
03
This slide is 100% editable.
Adapt it to your needs and
If the investor has no clue
what the product does even
after getting deep into a pitch;
now is the time for a short
explanation or demo
9

Value Proposition – Product/Services (Option 1 of 2)
Company:
Product:
Ideal Customer:
Product
What your
product do
What does it
feel like to
use your
Product?
How does
your product
work?
Features
Benefits
Experience
Customer
What are the
rational
drivers of
Purchasing
What are the
hidden
needs?
What are the
emotional
drivers of
Purchasing
Risks of
switching
to your
product
Fears
Wants
Needs
Substitutes
What do
people
currently do
instead?
10

Value Proposition – Product/Services (Option 2 of 2)
01
02
03
Your
Offering
What The
Customer
Needs
The
Marketplace
Offerings
This slide is 100% editable. Adapt
it to your needs and capture your
Your Value
Proposition
11

Product Roadmap
FY18 FY19
Q2 Q3 Q4 Q1 Q2
New Platforms
New Integrations
New Channels
Enterprise Ready
Android iPad, iOS Native Mac App
HubSpot Dropbox BOTS NetSuite
Messenger WhatsApp Exchange
SSO Teams Light Users Advanced ReportingCustom Rights
We have categorized product
roadmap in to four most
common categories just to
give a basic idea on
classification which can be
altered by you as per your
requirement.
12

Milestones Achieved
Jan
FY18 Launched the API
Apr
FY18
Launched Web App
Aug
FY18
100,000 users
Oct
FY18
10,000 users
Integrated in 50 Apps
Oct
FY18USD 1 million
• This slide is 100% editable. Adapt it to your
needs and capture your audience's attention.
• This slide is 100% editable. Adapt it to your
Adding few success stories
with the investors will grab
their eyeballs and further
support your pitch
13

Text
Here
Text
Here
Text
Here
Text
Here
Text
Here
Text
Here
Text
Here
A growing pipeline that
will generate USD XX in
next X year
We’re performing
amazing for these clients,
look at these results
Any awards like Best
Start-up, Best tech
transforming company etc.
Growing fast,
Generating good
revenues
“Any coverage
in articles/
news”
Traction
14

Business Model
How do you acquire
customers?
How do you provide
your service?
Type of Business
Model
(For e.g.: Freemium model with
consistent 3% conversion from
free to paid plans)
How do you
monetize?
This slide will be helpful in
making the investor
understand about how your
company works, generates
revenue and structure of your
business model
15

Business Model (Example Slide)
Company XX makes money when users make money rather than relying on
creating value through added service
Future Potential: Advertising
=
Premium
targeted ads+
Premium
targeted ads+
High quality
user data
Large expected user
base
From:
• Advertising
• Email
• Distribution
partners
Includes:
• A/c types
• Spending pattern
• Credit history
• Demographics & preferences
Based on:
• History
• Usage
• Spending habits
• Current market deals/rates
Fee types:
• Bank A/c
• Credit card
• Cell phone carrier
• ISP
• Loan
User Acquisition Gather User information Intelligent Suggestions User switches = Referral fee
16

Revenue Streams
Partner with other players in
value chain to increase business
Partner
commission
Anybody can open an A/c
start selling their product
Supplier
commission
Selling products at
profitable rates
Selling in-house
products
Selling products at
profitable rates
Indirect sources such as
advertising, affiliates etc.
Revenue
Streams
Now
Later
Now
Later
Revenue streams have been
classified in to 2 parts:
present sources and future
sources and these can be
altered as per your revenue
model
17

Revenue Model
Pricing - whether you will
be charging flat fee or %?
Recurring Revenue
Frequency - Once every
six months / Once a year
Estimated Yearly Revenue
- 100 clients x A units x B
Fee = $ C Revenue
Expected conversion
rate to get a paid client-
10% of total customers
Life-time value of a
customer- $5000
Expected ARPU-
$ 100
We have considered 6 most
important and commonly
considered factors which are
expected by the investors to
be a part of their revenue
model
18

Expense Model (Option 1 of 2)
Name top 3 expenses like Employee Expense,
IT expenses & License purchase expenses
Key Expenses needed to generate revenue?
1 month
How long is sales cycle to get a
client?
Name of company &
purpose it serves
Any unique strategic alliances?
$ 50
Average cost to acquire a
customer
$ 30
Cost to maintain a customer
and build a recurring sales?
Now: $5000 |
After: $50,000
Monthly burn rate, now vs.
after funding?
1 Year
How long will new
funding last?
Investors would like to
understand how your
company would manage the
funding and understand the
key expenses that you will be
making
19

Marketing & Sales
Acquiring Customers
• Online marketing like SEO,
SMM, deal of the day
• Refer a friend
• Loyalty discounts
• Incentive for employees on
increasing sales
Customer Service
Retaining Customers
• Dedicated customer service
representative
• Customer Feedback
System in place
Product Development
Staying Competitive
• Consumer product advisory
board to drive consumer
features
• Add Android App
• Add iOS App
Growth Strategy
We have covered the most
important components of the
growth strategy which differs
from company to company
and can be altered
accordingly
20

Go-to-market Strategy
Outcomes
Inputs/
Tasks
Focus
Key
Question
• Goal Alignment/Validation
• Review Market Data
• Validate Project
Approach
• Design & Schedule
Work Plan
• Organize Core &
Steering Teams
• Clarify Desired Outcomes/
Objectives
• What Are We Trying To
Accomplish?
• Verify The Nature Of The
Market Opportunity
• Identify Define, & Map
Markets
• Determine Buying
Processes And Choice
Drivers
• Identify Market
Attractiveness Factors,
And ‘As Is’ Situation
• What Are The Potential
Markets?
• Determine How You Will
‘Win’
• Asses Addressable
Markets W/
Attractiveness Criteria
• Determine Company’s
Ability To Compete In
Attractive Markets
• Identify Key Buying
Influencers & Desired
Behavioral Objectives
• Understanding The
Opportunity To Create
Deferential Advantage
• Where Should We
Compete And What Must
We Deliver?
• Determine How You
Will ‘Play’ (GTM Model)
• Determine The Optimal
Offering & Positioning For
Target Markets
• Determine Ideal Channel
Partner Criteria
• Identify, Assess And
Prioritize Potential Channel
Partners By Targets
Markets
• Identify And Assess
Market Channel Options
• What Go To Market
Aooroach Is Optimal?
• Identify How You Will
Measure Results (Metrics)
• Develop Recommendation
For Go To Market
Approach
• Market-channel
Positioning Platform
Tested
• Organizational Alignment
Assessed
• The Best Channel
Approach
• What Is Winning Worth?
Provocation Discovery Diagnostic Design Recommendation
21

Blog
Search Engine
Optimization
Website
Design
Social Media
Email Marketing
Analytics &
Reporting
Paid Advertising
Market
Strategy
22

Competitive Landscape
Industry Segment 2
Industry Segment 1
Industry Segment 3
Direct
Competitors
Company Logo
Company Logo
Company Logo
Indirect
Competitors
Company Logo
Company Logo
Company Logo
Don’t try to hard to force a
slide that winds up
meaningless in being overly
positive. Instead, speak to
how you’ll win against the
most relevant two or three
competitors
23

Project Comparison
Company Feature 1 Feature 2 Feature 3 Feature 4 Feature 5 Feature 6
Company XX
Competitor A
Competitor B
Competitor C
Indirect Competitor A
Indirect Competitor B
Indirect Competitor C
24

Strength
Weakness
opportunity
Threat
SWOT Analysis
(Option 1 of 3)
25

SWOT Analysis (Option 2 of 3)
This slide is 100% editable. Adapt it
to your needs and capture your
audience’s attention.
Strength
Opportunity
Weakness
Threat
26

SWOT Analysis
(Option 3of 3)
This slide is 100% editable. Adapt it to your needs and
Strength
Weakness
Opportunity
Threat
27

How much
capital are you
willing to raise?
$ 5 MM
Valuation of
the company
$ 10 MM
Financing
Investment Terms
Convertible note @ $X valuation cap; 1.5 X premium
Preferred Equity (convertible in to common) @ X pre-money valuation
28

Financial Projections
FY18 FY19 FY20 FY21 FY22 FY23
Target Market (MM) 14 14.25 14.50 15 16 18
Users (MM) 0.05 0.1 0.2 0.3 0.4 0.5
Net Revenue ($ MM) 650 700 750 800 850 900
Total Expenses ($ MM) 60 70 75 80 85 90
EBITDA ($ MM) 100 120 130 140 150 160
EBITDA margin 26% 28% 29% 21% 22% 23%
Financing Cost ($ MM) 10 15 20 25 30 35
PAT ($ MM) 50 55 60 65 70 75
PAT margin 10% 11% 12% 11% 10% 9%
29

Break-Even Analysis
Units Of Output
Fixed Cost
($)
Variable Cost
($)
Total Cost
($)
Sales Revenue
($)
Profit/(Loss)
($)
100 5000 1000 6000 2000 (4000)
200 5000 2000 7000 4000 (3000)
300 5000 3000 8000 6000 (2000)
400 5000 4000 9000 8000 (1000)
500 5000 5000 10000 10000 -
600 5000 6000 11000 12000 1000
700 5000 7000 12000 14000 2000
Key Comments On The Table
30

Use of Funds
Relevant Example
• Sales & Marketing, Hire key
employees, Founder Salaries
• Build out/further develop
technology, File patents
• Achieve key milestones: 1st
client? Breakeven time? 3x
Revenue growth?
New Hires
40%
Operational Cost
18%
Marketing
30%
Product Development
12%
Be thoughtful about this slide,
since that’s how VCs think about
finances. And definitely don’t try
to project anything beyond two
years. It’s just not reasonable.
31

Shareholding Pattern
10%
100%
7%
37%
36%45
47
09
13
12
126
10%
100%
3%
10%
27%
56%85
41
15
12
5
158
8%
Name 1
Name 2
Name 3
Name 5
Name 4
Total
Shareholder
Name
After Funding
Total Shares
Before Funding
Total Shares
32

Exit Strategy
Financial Buyer: Will your company generate excess cash flow
that could make it attractive to financial buyers to generate a return?
IPO: Least likely exit for a company, but a probability. Preferred
strategy only when no buyer could afford the valuation of your
company.
Acquisition: Most Likely Exit Options For Companies:
• Name potential companies (any unique relationship with them)
• Name type/category of companies that could acquire you?
• Why would they acquire you? How do you fir in their category?
• Why won’t they try to built it themselves?
33

Client Testimonials
This slide is 100% editable. Adapt it to
your needs and capture your audience's
attention.
Name Here
Designation
attention.
Name Here
Designation
34

Name Here
Designation
Name Here
Designation
Name Here
Designation
Address with
Contact Details
Address with
Contact Details
Address with
Contact Details
Address with
Contact Details
Address with
Contact Details
Address with
Contact Details
Office 1 Office 2
Contact Details
35

10:15 To10:30
15 min
Coffee Break
36

Clustered Bar
0 10 20 30 40 50 60 70 80 90 100
Q1
Q2
Q3
Q4
Unit Count
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
• Product 1 • Product 2 • Product 3
38

Bar Chart
0
10
20
30
40
50
60
70
80
90
100
FY 01 FY 02 FY 03 FY 04 FY 05 FY 06 FY 07
InPercentage
In Years
• Product 1 • Product 2
39

0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
DecNovOctSepAugJulJunMayAprMarFebJan
Area Chart
attention.
• Product 1
attention.
• Product 2
40

Scatter Bubble Chart
20
60
30
40
75
55
80
90
10
20
30
40
50
60
70
80
90
100
10 20 30 40 50
Profit(InSales)
In Percentage
• Product 1 • Product 2
41

Clustered Column
0%
10%
20%
30%
40%
50%
60%
Jan Feb Mar Apr
This slide is 100% editable. Adapt it to your
• Product 1
0%
10%
20%
30%
40%
50%
60%
Jan Feb Mar Apr
This slide is 100% editable. Adapt it to your
• Product 2
42

This slide is 100%
Vision
This slide is 100%
Mission
This slide is 100%
Goal
Our Mission
44

Our Team
Name Here
Designation
This slide is 100%
Name Here
Designation
This slide is 100%
45

This is a representative image, and should be replaced by
your own image. Just right click and replace image.
Target Audiences
Preferred by Many
Values Client
About Us
46

Comparison
Positive Factors
Negative Factors
47

Our Goal
01
02
48

Financial
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and capture your audience's attention.
85%
01
65%
45%
03
02
49

You were born to
WIN, but to be a
winner, you must
plan to win, prepare
to win, and expect to
WIN.
… Zig Ziglar
Quotes
50

Dashboard
capture your audience's
attention.
Medium
attention.
High
attention.
Low
Low
Medium
High
0
100
50
30%
0
100
50
Low
Medium
High
50%
Low
Medium
High
0
100
50
90%
51

Timeline
Start
End
This slide is 100%
your needs and
capture your
2014
This slide is 100%
your needs and
capture your
2015
This slide is 100%
your needs and
capture your
2016
This slide is 100%
your needs and
capture your
2017
This slide is 100%
your needs and
capture your
2018
52

Location
Asia 8.2%
7.5 %
Australia &
Oceania
5.5 %
South
America
53

Puzzle
attention.
attention.
attention.
attention.
01
02
03
04
54

Text 02
Text 03
Text 01
Our Target
55

Circular
attention.
attention.
attention.
attention.
Your Text
Here
02
04
01
03
56

Venn
01
02
0304
your needs and capture your
57

Silhouettes
Adapt it to your needs and capture
your audience's attention.
Adapt it to your needs and capture
your audience's attention.
58

Mind Map
01
02
03
06
05
04
59

Bulb Or Idea
01
02 03
04
Idea
60

Magnifying
Glass
01
02
03
04
Your Text
Here
• This slide is 100% editable. Adapt it to your needs
• This slide is 100% editable. Adapt it to your needs
61

Thank you
Email Address:
emailaddress123@gmail.com
Contact Numbers:
0123456789
Address:
# street number, city, state
62

Business Plan Presentation Summary

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