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[Company Name or Logo]. Business Plan Highlights. - CONFIDENTIAL - . Copy # __ for _________________________________ Property of [Company Name]; not authorized for distribution. Courtesy of. Agenda. Introduction Overview The Team Business Highlights The Opportunity The Problem & Pain

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Company name or logo l.jpg

[Company Name or Logo]

Business Plan

Highlights

- CONFIDENTIAL -

Copy # __ for _________________________________

Property of [Company Name]; not authorized for distribution.

Courtesy of


Agenda l.jpg
Agenda

  • Introduction

    • Overview

    • The Team

    • Business Highlights

  • The Opportunity

    • The Problem & Pain

    • The Solution

    • Market Summary

    • Customer Profile

    • Competition

  • The Company

    • Products and Services

    • Summary of Goals

    • Milestones

    • Marketing Plan

    • Financial Plan

  • Conclusion

    • Risks and Responses

    • Expansion Potential

    • Next Steps

    • Q & A


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Overview

  • [Elevator pitch.]


The team 1 l.jpg
The Team (1)

  • President & CEO: [Name]

    • [Years & nature of experience]

    • [Accomplishments]

  • VP Sales: [Name]

    • [Years & nature of experience]

    • [Accomplishments]

  • VP Marketing: [Name]

    • [Years & nature of experience]

    • [Accomplishments]


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The Team (2)

  • CTO/VP Product: [Name]

    • [Years & nature of experience]

    • [Accomplishments]

  • VP Services: [Name]

    • [Years & nature of experience]

    • [Accomplishments]

  • TBH

    • CFO: ~[mm/yy]

    • President or COO: ~[mm/yy]

    • Management will adjust if the need arises


The team 3 l.jpg
The Team (3)

  • Board of Directors([#] planned)

    • Chairman: [Name]

      • [Title]

    • [Name]

      • [Title]

    • TBD

    • TBD

    • TBD

  • Board of Advisors(~[#] planned)

    • [Name]

      • [Title]


Business highlights l.jpg
Business Highlights

  • Core competency

  • Market Segment: [Commonly known name for it]

  • Customer base: [Businesses/Consumers/Both Businesses & Consumers]

  • Primary revenue source: [Product Sales/Service/etc.]

  • ROI for customers: [Formula based on current costs]

  • Are the dogs eating the dog food?

  • Scalability?

  • Strategic or nice-to-have?


Business highlights 2 l.jpg
Business Highlights (2)

  • Secondary revenue sources

    • [Source]

  • Overhead: [Low/Medium/High]

  • Profitability expected ~[#] months from incorporation

  • Exit strategy: [IPO/Buyout/Remain Private & Profitable]


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The Pain

  • “[Quote from prospect in pain]” – [Source]

  • “[Quote from analyst regarding the need in or size of market]” – [Source]

  • “[Quote from analyst regarding the need in or size of market]” – [Source]


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Partial Document

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