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1、Company Name or Logo,Business Plan Highlights,Copy#_ for _Property of Company Name;not authorized for distribution.,-CONFIDENTIAL-,Courtesy of,2/14/2023,2,Agenda,IntroductionOverviewThe TeamBusiness HighlightsThe OpportunityThe Problem&PainThe SolutionMarket SummaryCustomer ProfileCompetition,The Co
2、mpanyProducts and ServicesSummary of GoalsMilestonesMarketing PlanFinancial PlanConclusionRisks and ResponsesExpansion PotentialNext StepsQ&A,2/14/2023,3,Overview,Elevator pitch.,2/14/2023,4,The Team(1),President&CEO:NameYears&nature of experienceAccomplishmentsVP Sales:NameYears&nature of experienc
3、eAccomplishmentsVP Marketing:NameYears&nature of experienceAccomplishments,2/14/2023,5,The Team(2),CTO/VP Product:NameYears&nature of experienceAccomplishmentsVP Services:NameYears&nature of experienceAccomplishmentsTBHCFO:mm/yyPresident or COO:mm/yyManagement will adjust if the need arises,2/14/202
4、3,6,The Team(3),Board of Directors(#planned)Chairman:NameTitleNameTitleTBDTBDTBD,Board of Advisors(#planned)NameTitle,2/14/2023,7,Business Highlights,Core competencyMarket Segment:Commonly known name for itCustomer base:Businesses/Consumers/Both Businesses&ConsumersPrimary revenue source:Product Sal
5、es/Service/etc.ROI for customers:Formula based on current costsAre the dogs eating the dog food?Scalability?Strategic or nice-to-have?,2/14/2023,8,Business Highlights(2),Secondary revenue sourcesSourceOverhead:Low/Medium/HighProfitability expected#months from incorporationExit strategy:IPO/Buyout/Re
6、main Private&Profitable,2/14/2023,9,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,2/14/2023,10,The Pain(2),DELETE THIS NOTEInclude relevant charts regarding the industry
7、(i.e.,where the product fits,growth of industry,bottlenecks solved,etc.),2/14/2023,11,Market Summary,Target market value$#in year growing to$#in future year(Source)If additional sources,ditto aboveProspect base#companies/consumers(Source)Significant competitors:#Total competitors:#,2/14/2023,12,Mark
8、et Summary(2),DELETE THIS NOTEProvide a map of potential partners,competitors&related companies,2/14/2023,13,Market Summary(3),TrendsPast trendPresent trendUse graphics if useful,2/14/2023,14,Customer Profile,Characteristics of customersValue propositionDecision makerHow hungry for solution?(Pre-ord
9、ers,testimonials,etc.),2/14/2023,15,Competition,Significant competitor nameFocus of their businessWeaknessesWeakness and how we exploit itWeakness and how we exploit itStrengthsStrength and how we address itStrength and how we address it,2/14/2023,16,Competition(2),Significant competitor nameFocus o
10、f their businessWeaknessesWeakness and how we exploit itWeakness and how we exploit itStrengthsStrength and how we address itStrength and how we address it,2/14/2023,17,Partnerships,Interested PartiesInvestor:Lead Investor Company NameInvestor:Venture Company NameLaw Firm&Attorney NameExperienced in
11、 aggressive venture planning,2/14/2023,18,Products And Services,Product/servicePerformance characteristicsArchitectureCost characteristicsPricingDelivery mechanismAvailable#Q year,2/14/2023,19,Summary of Goals,1st yearRevenue:$#Burn:$#Headcount:#Customers:#2nd yearRevenue:$#Burn:$#Headcount:#Custome
12、rs:#Achieve profitability,3rd yearRevenue:$#Burn:$#Headcount:#Customers:#Take company public4th yearRevenue:$#Burn:$#Headcount:#Customers:#,2/14/2023,20,Milestones(1),Stage 1:Founding the Businessmm/yy:Incorporatedmm/yy:Remaining legal documents filedmm/yy:Secure angel funding($250K$1m pre)mm/yy:Ram
13、p up hiringmm/yy:Begin building initial productmm/yy:Secure 1st round($2m$15m pre)mm/yy:Beta test and rework productmm/yy:Begin offering initial productmm/yy:Begin marketing activitymm/yy:Aggressively obtain customers,DELETE THIS NOTEReplace bullets with check marks()for items already completed.To d
14、o this,right-click the item and choose“Bullets and Numbering”,2/14/2023,21,Milestones(2),Stage 2:Developing the Businessmm/yy:Secure 2nd round($6m$25m pre)mm/yy:Crank up marketing activitymm/yy:Begin offering second productmm/yy:Emphasize customer acquisitionEntertain any acquisition offers that ari
15、se,2/14/2023,22,Milestones(3),Stage 3:Stabilizing the Businessmm/yy:Shore up managementmm/yy:Secure 3rd round($20m$100m pre)mm/yy:File for IPOmm/yy:Achieve profitability,2/14/2023,23,Marketing Plan,Target Market/Demographics:Segment DescriptionDistribution and sales channelsPricing and positioningBr
16、anding and strategic positionMedia Mix:Web Ads/Magazine Ads/Trade Shows/Billboards/TV/RadioMarketing and sales team development,2/14/2023,24,Financial Plan(1),Pricing Model FundamentalsProduct/Service:$#per unit(s)detail price evolution over timeStabilized gross marginsGross revenue,net income and g
17、rowth by yearCash flow and capitalization needs,DELETE THIS NOTEReplace the bullets below with a spreadsheet if the pricing model is complex.,2/14/2023,25,Financial Plan(2),DELETE THIS NOTEInsert a graph or spreadsheet of revenue and expense projections below.,2/14/2023,26,Risks Addressed,RiskRespon
18、seRiskResponse,2/14/2023,27,Expansion Potential,If there are things that can be done in the future to take the business into broader or additional markets,list them here.,2/14/2023,28,Next Steps,Immediate and long term needs;if seeking funding,state specificsDecisions to be made,2/14/2023,29,Thank You.,
