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SMU Business Plan Competition Exec Summary Workshop

SMU Business Plan Competition Exec Summary Workshop. Eric Engineer Sevin Rosen Funds eengineer@srfunds.com. Important Dates. November 16 th Elevator Pitch And Rough Draft of Exec Summary November 29 th Executive Summary Due December 9 th Finalists Announced. CONCISE & CONSISTENT.

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SMU Business Plan Competition Exec Summary Workshop

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  1. SMU Business Plan CompetitionExec Summary Workshop • Eric EngineerSevin Rosen Fundseengineer@srfunds.com

  2. Important Dates • November 16th Elevator Pitch • And Rough Draft of Exec Summary • November 29th Executive Summary Due • December 9th Finalists Announced

  3. CONCISE & CONSISTENT

  4. Judges Scorecard • Company Summary • Customer / Market Analysis • Products / Services • Competitive Differentiation • Management • Summary Financials • Status and Offering • Investment Potential

  5. Company Summary • “tweet” pitch: summary of your summary • Problem you solve and for whom • Market positioning / advantage • Initial strategy as part of a long-term vision

  6. Customer Analysis • Problem you solve • How customers handling problem today? • Adoption friction • Aware of the problem? Urgency? • Medicine vs. Vitamin? • Willingness to pay? Existing or new budget?

  7. Market Analysis • Why now?! • Defining and segmenting your market • SAM vs. TAM • Bottoms-up vs. tops-down • Time dimension

  8. Products/Services (+ GTM Strategy!) • Speak your customer’s language • What’s your secret sauce? • Product = tech + go-to-market strategy • Product Definition + Positioning • Marketing + Distribution + Sales Plan • Business Model + Pricing

  9. Competitive Differentiation • No competition = no market • “doing nothing” / “good enough” substitutes • What is the basis of competition? • How does your advantage grow over time? • Economies of scale • Network effects • Data scale • Brand • Distribution • Virtuous cycles • Patents are nice to have but not enough

  10. Management • Why are you the best team to capture this opportunity? • Be open and honest about your gaps / weaknesses and have a plan to address them • Avoid title inflation; think of future

  11. Summary Financials • Numbers are less important than the model • Consistent w/ market sizing and GTM plan • What are you biggest assumptions? • What drive revenues, margin, and expenses? • Overlay with key stages, milestones, metrics

  12. Status and Offering of the company • Key accomplishments to date • Uses of funding • Staged w/ value-creating milestones • Near and longer-term capital needs

  13. Investment Potential • Where is sustainable value being created? • Customer base / traffic / engagement • Partner / distribution network • Data / content / “real estate” • Unique technology / capability • Revenues / EBITDA • Likely acquirers • Analogs from the past

  14. Q&A

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