A Semper Cogita LLC Presentation- 
THE PERFECT BUSINESS PLAN
THE PERFECT BUSINESS PLAN 
• Standing out from the rest. 
• First few sentences need to 
hook the reader. 
• What you do 
• Uniqueness 
• Size of market 
• Market share 
• Share that you 
expect to capture 
COPYRIGHT 2014 - SEMPER COGITA LLC 2
THE PERFECT BUSINESS PLAN 
• Management Expertise needs to 
be solid 
• Key players need to have 
experience and vision 
• Team needs to prove that 
they can deliver 
• Work well together 
• Success with other 
businesses 
• Industry knowledge 
• Functional skills 
COPYRIGHT 2014 - SEMPER COGITA LLC 3
THE PERFECT BUSINESS PLAN 
• Corporate and advisory 
board members 
• Well-respected lawyers 
and accountants 
• Exceptional investment 
banking firm 
COPYRIGHT 2014 - SEMPER COGITA LLC 4
THE PERFECT BUSINESS PLAN 
• Financials should capture 
attention and be believable 
• You need to have a handle 
on ALL the numbers – 
especially on how they were 
calculated. 
• Know break-even point and 
“burn” rate. 
• Discuss exit strategy of investor 
(merger/acquisition, buyout, IPO) 
COPYRIGHT 2014 - SEMPER COGITA LLC 5
THE PERFECT BUSINESS PLAN 
• Know your audience 
• Venture capitalists are 
looking for aggressive 
numbers with extremely 
demanding goals. 
• Angel investor goals are not 
as demanding. 
• Specific financials will vary 
depending on the stage of the 
plan and the level of risk of the 
company. 
COPYRIGHT 2014 - SEMPER COGITA LLC 6
THE PERFECT BUSINESS PLAN 
• Investors are looking for big 
opportunities 
• Your business should be 
serving a large market ($1B 
or more). 
• What are your plans for 
becoming a market leader? 
• How is your company 
planning to exploit the 
opportunity? 
COPYRIGHT 2014 - SEMPER COGITA LLC 7
THE PERFECT BUSINESS PLAN 
• Attention to Detail 
• Numbers need to be 
consistent throughout. 
• Footnote where appropriate. 
• The lay out is important. 
• Use an acceptable business 
plan style. 
• Use color and graphics. 
• Concise 25-30 pages. 
COPYRIGHT 2014 - SEMPER COGITA LLC 8
THE PERFECT BUSINESS PLAN 
• Well-researched market analysis 
• You are a resident expert in your 
target market. 
• Not just size and opportunity. 
• Provide full analysis 
• Market’s characteristics 
• Growth potential 
• Relevant trends 
• Competitive analysis 
• Strengths and weaknesses of 
competition 
• Your competitive advantage 
COPYRIGHT 2014 - SEMPER COGITA LLC 9
THE PERFECT BUSINESS PLAN 
• Create competitive barriers 
• Be very clear when 
articulating your sustainable 
competitive advantage 
• Patents 
• Copyrights 
• Proprietary 
process/technology 
• Exclusive 
licenses/agreements 
• Best strategic partners 
COPYRIGHT 2014 - SEMPER COGITA LLC 10
THE PERFECT BUSINESS PLAN 
• Business Plan minimums 
• Cover Page needs 
• Name of company 
• Company 
• logo 
• address 
• Phone/fax numbers 
• URL 
• Contact with e-mail 
• Table of Contents 
COPYRIGHT 2014 - SEMPER COGITA LLC 11
THE PERFECT BUSINESS PLAN 
• Semper Cogita and their 
strategic partners can help you 
with the perfect business plan. 
• Let us set up a confidential 
meeting so that we can hear your 
story. 
• Call Dermot Farley 
• 732-915-2191 
COPYRIGHT 2014 - SEMPER COGITA LLC 12

The perfect business plan

  • 1.
    A Semper CogitaLLC Presentation- THE PERFECT BUSINESS PLAN
  • 2.
    THE PERFECT BUSINESSPLAN • Standing out from the rest. • First few sentences need to hook the reader. • What you do • Uniqueness • Size of market • Market share • Share that you expect to capture COPYRIGHT 2014 - SEMPER COGITA LLC 2
  • 3.
    THE PERFECT BUSINESSPLAN • Management Expertise needs to be solid • Key players need to have experience and vision • Team needs to prove that they can deliver • Work well together • Success with other businesses • Industry knowledge • Functional skills COPYRIGHT 2014 - SEMPER COGITA LLC 3
  • 4.
    THE PERFECT BUSINESSPLAN • Corporate and advisory board members • Well-respected lawyers and accountants • Exceptional investment banking firm COPYRIGHT 2014 - SEMPER COGITA LLC 4
  • 5.
    THE PERFECT BUSINESSPLAN • Financials should capture attention and be believable • You need to have a handle on ALL the numbers – especially on how they were calculated. • Know break-even point and “burn” rate. • Discuss exit strategy of investor (merger/acquisition, buyout, IPO) COPYRIGHT 2014 - SEMPER COGITA LLC 5
  • 6.
    THE PERFECT BUSINESSPLAN • Know your audience • Venture capitalists are looking for aggressive numbers with extremely demanding goals. • Angel investor goals are not as demanding. • Specific financials will vary depending on the stage of the plan and the level of risk of the company. COPYRIGHT 2014 - SEMPER COGITA LLC 6
  • 7.
    THE PERFECT BUSINESSPLAN • Investors are looking for big opportunities • Your business should be serving a large market ($1B or more). • What are your plans for becoming a market leader? • How is your company planning to exploit the opportunity? COPYRIGHT 2014 - SEMPER COGITA LLC 7
  • 8.
    THE PERFECT BUSINESSPLAN • Attention to Detail • Numbers need to be consistent throughout. • Footnote where appropriate. • The lay out is important. • Use an acceptable business plan style. • Use color and graphics. • Concise 25-30 pages. COPYRIGHT 2014 - SEMPER COGITA LLC 8
  • 9.
    THE PERFECT BUSINESSPLAN • Well-researched market analysis • You are a resident expert in your target market. • Not just size and opportunity. • Provide full analysis • Market’s characteristics • Growth potential • Relevant trends • Competitive analysis • Strengths and weaknesses of competition • Your competitive advantage COPYRIGHT 2014 - SEMPER COGITA LLC 9
  • 10.
    THE PERFECT BUSINESSPLAN • Create competitive barriers • Be very clear when articulating your sustainable competitive advantage • Patents • Copyrights • Proprietary process/technology • Exclusive licenses/agreements • Best strategic partners COPYRIGHT 2014 - SEMPER COGITA LLC 10
  • 11.
    THE PERFECT BUSINESSPLAN • Business Plan minimums • Cover Page needs • Name of company • Company • logo • address • Phone/fax numbers • URL • Contact with e-mail • Table of Contents COPYRIGHT 2014 - SEMPER COGITA LLC 11
  • 12.
    THE PERFECT BUSINESSPLAN • Semper Cogita and their strategic partners can help you with the perfect business plan. • Let us set up a confidential meeting so that we can hear your story. • Call Dermot Farley • 732-915-2191 COPYRIGHT 2014 - SEMPER COGITA LLC 12